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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$19.27 +0.08 (+0.42%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$163.65M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$40.19M
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PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.2,400$49K0.0%+50.0%0.000%
11/15/2024 MML Investors Services LLC70,457$1.43M0.0%-7.6%0.000%
11/15/2024 Orion Portfolio Solutions LLC206,613$4.19M0.1%-2.5%0.000%
11/15/2024 XTX Topco Ltd49,653$1.01M0.1%+235.1%0.000%
11/15/2024 National Bank of Canada FI32,815$665K0.0%-37.8%0.000%
11/15/2024 EP Wealth Advisors LLC21,234$430K0.0%-23.6%0.000%
11/15/2024 Insigneo Advisory Services LLC19,140$388K0.0%+13.8%0.000%
11/15/2024 Jane Street Group LLC31,729$643K0.0%+58.1%0.000%
11/15/2024 Stifel Financial Corp102,223$2.07M0.0%-4.8%0.000%
11/15/2024 Morse Asset Management Inc90,147$1.83M0.4%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC10,647$216K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC288,379$5.85M0.0%+18.6%0.000%
11/15/2024 Garden State Investment Advisory Services LLC70,789$1.44M0.4%+53.6%0.000%
11/15/2024 Benjamin Edwards Inc.10,897$221K0.0%+22.3%0.000%
11/14/2024 Tradition Wealth Management LLC51,877$1.05M0.1%-8.2%0.000%
11/14/2024 L.M. Kohn & Company11,635$236K0.1%-10.8%0.000%
11/14/2024 Captrust Financial Advisors183,687$3.72M0.0%-4.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.123,269$2.50M0.0%-1.5%0.000%
11/14/2024 CreativeOne Wealth LLC16,717$339K0.0%N/A0.000%
11/13/2024 NCP Inc.54,268$1.10M0.6%+11.1%0.000%
11/13/2024 D.A. Davidson & CO.27,017$548K0.0%-5.5%0.000%
11/13/2024 Bank of Montreal Can128,886$2.61M0.0%+12.3%0.000%
11/13/2024 Private Trust Co. NA67,215$1.36M0.1%+55.5%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC87,188$1.77M0.0%+55.0%0.000%
11/12/2024 M Holdings Securities Inc.47,448$962K0.2%-5.2%0.000%
11/12/2024 Certified Advisory Corp30,404$616K0.1%+2.5%0.000%
11/12/2024 Icon Wealth Advisors LLC7,995$162K0.0%-22.6%0.000%
11/8/2024 MWA Asset Management16,465$334K0.2%+6.1%0.000%
11/8/2024 Prospera Financial Services Inc14,736$299K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC22,505$456K0.1%-16.8%0.000%
11/7/2024 Drive Wealth Management LLC84,485$1.73M0.5%N/A0.000%
11/7/2024 Thrivent Financial for Lutherans160,820$3.26M0.0%+3.2%0.000%
11/6/2024 Huntington National Bank5,280$107K0.0%+93.4%0.000%
11/6/2024 Kovack Advisors Inc.18,220$369K0.0%+4.4%0.000%
11/6/2024 Oppenheimer & Co. Inc.36,503$740K0.0%N/A0.000%
11/5/2024 First Heartland Consultants Inc.11,670$237K0.0%N/A0.000%
11/5/2024 Arcus Capital Partners LLC38,940$789K0.3%-10.3%0.000%
11/5/2024 Harbour Investments Inc.9,321$189K0.0%-40.0%0.000%
11/5/2024 Apollon Wealth Management LLC52,953$1.07M0.0%-18.2%0.000%
11/4/2024 Baker Avenue Asset Management LP30,600$620K0.0%N/A0.000%
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11/4/2024 Disciplined Investments LLC10,000$203K0.1%N/A0.000%
11/4/2024 Sigma Planning Corp51,852$1.05M0.0%+55.8%0.000%
11/1/2024 Beta Wealth Group Inc.205,640$4.17M1.9%+2.8%0.000%
11/1/2024 Bensler LLC130,178$2.64M0.3%+41.3%0.000%
10/30/2024 Beacon Financial Advisory LLC32,529$659K0.2%+24.4%0.000%
10/30/2024 Flagship Private Wealth LLC81,546$1.65M0.9%+50.8%0.000%
10/30/2024 HF Advisory Group LLC52,747$1.07M0.5%+2.0%0.000%
10/30/2024 United Advisor Group LLC15,934$323K0.1%+13.4%0.000%
10/30/2024 World Equity Group Inc.11,766$238K0.1%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC325,320$6.59M0.0%+1.2%0.000%
10/29/2024 Chicago Partners Investment Group LLC19,626$385K0.0%+12.5%0.000%
10/29/2024 Farther Finance Advisors LLC4,067$82K0.0%+5,970.1%0.000%
10/28/2024 TPG Advisors LLC10,939$222K0.2%-22.1%0.000%
10/28/2024 Principal Securities Inc.196,966$3.99M0.1%+5.2%0.000%
10/28/2024 US Bancorp DE3,682$75K0.0%+53.5%0.000%
10/28/2024 Goldstone Financial Group LLC53,162$1.08M0.2%N/A0.000%
10/25/2024 Diversify Wealth Management LLC16,296$320K0.0%N/A0.000%
10/25/2024 Quarry Hill Advisors LLC153,827$3.12M2.1%+2.6%0.000%
10/25/2024 Gateway Wealth Partners LLC11,062$224K0.1%-9.4%0.000%
10/24/2024 J.W. Cole Advisors Inc.89,732$1.82M0.1%+45.5%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC166,423$3.37M0.0%-19.5%0.000%
10/24/2024 Consolidated Portfolio Review Corp40,227$815K0.2%N/A0.000%
10/24/2024 PFG Investments LLC1,051,960$21.32M1.4%+10.3%0.000%
10/23/2024 Outlook Wealth Advisors LLC37,551$761K0.2%+6.4%0.000%
10/23/2024 Merkkuri Wealth Advisors LLC29,119$590K0.5%+121.6%0.000%
10/22/2024 International Assets Investment Management LLC278,101$5.64M0.0%+1,633.6%0.000%
10/22/2024 SOL Capital Management CO871,238$17.66M2.0%-2.6%0.000%
10/22/2024 Private Advisor Group LLC586,952$11.90M0.1%+5.4%0.000%
10/22/2024 Alexander Labrunerie & CO. Inc.88,629$1.80M0.8%+37.1%0.000%
10/21/2024 Venture Visionary Partners LLC92,062$1.87M0.1%+2.7%0.000%
10/19/2024 ACT Advisors LLC.18,585$377K0.2%-19.5%0.000%
10/19/2024Cyndeo Wealth Partners LLC71,779$1.46M0.1%-17.5%0.000%
10/19/2024Means Investment CO. Inc.200,663$4.07M0.5%+2.3%0.000%
10/18/2024Waypoint Capital Advisors LLC16,810$341K0.1%-23.7%0.000%
10/18/2024Key Client Fiduciary Advisors LLC27,664$561K0.3%+50.3%0.000%
10/18/2024Raymond James & Associates241,397$4.89M0.0%-43.5%0.000%
10/18/2024Capital Investment Advisors LLC11,879$241K0.0%-6.0%0.000%
10/18/2024Stratos Wealth Advisors LLC49,031$994K0.0%+7.4%0.000%
10/16/2024 Consolidated Capital Management LLC694,438$14.08M6.1%N/A0.000%
10/16/2024 Cornerstone Wealth Management LLC19,956$405K0.0%+14.6%0.000%
10/15/2024 Dover Advisors LLC11,300$229K0.1%N/A0.000%
10/11/2024 Creative Planning13,857$281K0.0%+20.4%0.000%
10/11/2024 Paladin Wealth LLC1,450$29K0.0%N/A0.000%
10/11/2024 Thomasville National Bank37,526$761K0.1%N/A0.000%
10/11/2024 Wagner Wealth Management LLC605,014$12.26M3.3%-1.5%0.000%
10/10/2024 Koshinski Asset Management Inc.26,475$537K0.0%-4.4%0.000%
10/10/2024 Concourse Financial Group Securities Inc.4,260$87K0.0%+13.3%0.000%
10/10/2024 MorganRosel Wealth Management LLC88,766$1.80M0.6%+7.4%0.000%
10/10/2024 Valeo Financial Advisors LLC24,968$506K0.0%+93.3%0.000%
10/9/2024 Moisand Fitzgerald Tamayo LLC6,211$126K0.0%+237.6%0.000%
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10/8/2024 CWM LLC19,785$401K0.0%-35.5%0.000%
10/8/2024 Future Financial Wealth Managment LLC25,623$519K0.4%+4.5%0.000%
10/8/2024 Gill Capital Partners LLC175,211$3.55M1.3%-0.8%0.000%
10/8/2024 Sage Capital Advisors llc28,747$583K0.2%+8.5%0.000%
10/8/2024 Atomi Financial Group Inc.28,277$573K0.0%+5.3%0.000%
10/5/2024 Harbor Investment Advisory LLC9,656$196K0.0%-49.1%0.000%
10/5/2024 Capital CS Group LLC18,018$365K0.4%+20.8%0.000%
10/4/2024 HBW Advisory Services LLC20,485$415K0.1%N/A0.000%
10/4/2024 MRA Advisory Group54,826$1.11M0.6%+8.6%0.000%
10/3/2024 Duncan Williams Asset Management LLC87,956$1.78M1.0%N/A0.000%
(Data available from 1/1/2016 forward)

PDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDI shares?

During the previous two years, 285 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were LPL Financial LLC ($47.59M), Bank of America Corp DE ($39.08M), Rivernorth Capital Management LLC ($32.25M), Atria Wealth Solutions Inc. ($27.55M), Cohen & Steers Inc. ($25.36M), UBS Group AG ($25.18M), and Osaic Holdings Inc. ($23.50M).Learn more on PDI's institutional investors.

Which institutional investors have been buying PIMCO Dynamic Income Fund stock?

Of the 239 institutional investors that purchased PIMCO Dynamic Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PFG Investments LLC ($1.11M), Consolidated Capital Management LLC ($694.44K), Gateway Advisory LLC ($623.71K), Private Advisor Group LLC ($597.48K), SOL Capital Management CO ($572.89K), International Assets Investment Management LLC ($547.97K), and Rivernorth Capital Management LLC ($515.19K).

How much institutional buying is happening at PIMCO Dynamic Income Fund?

Institutional investors have bought a total of 16,218,144 shares in the last 24 months. This purchase volume represents approximately $302.42M in transactions.

Which PIMCO Dynamic Income Fund major shareholders have been selling company stock?

Of the 149 institutional investors that sold PIMCO Dynamic Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Howland Capital Management LLC ($1.01M), Bank of America Corp DE ($613.57K), UBS Group AG ($442.30K), Arcus Capital Partners LLC ($332.03K), Orion Portfolio Solutions LLC ($277.99K), Raymond James & Associates ($185.83K), and Significant Wealth Partners LLC ($143.96K).

How much institutional selling is happening at PIMCO Dynamic Income Fund?

Institutional investors have sold a total of 5,697,542 shares in the last 24 months. This volume of shares sold represents approximately $104.66M in transactions.


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This page (NYSE:PDI) was last updated on 11/24/2024 by MarketBeat.com Staff
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