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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$17.92 +0.06 (+0.31%)
Closing price 03:59 PM Eastern
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$17.87 -0.04 (-0.25%)
As of 07:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$268.51M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$46.39M
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PDI Institutional Buying and Selling by Quarter

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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
4/15/2025Noble Wealth Management PBC115,130$2.28M1.6%-38.8%0.000%
4/15/2025Focus Financial Network Inc.76,570$1.53M0.1%+5.0%0.000%
4/15/2025Sonora Investment Management Group LLC10,507$208K0.0%N/A0.000%
4/15/2025Kingstone Capital Partners Texas LLC11,213$222K0.2%+10.2%0.000%
4/15/2025Wealthcare Advisory Partners LLC362,845$7.18M0.2%+7.2%0.000%
4/14/2025 Farther Finance Advisors LLC8,071$160K0.0%+46.7%0.000%
4/14/2025 Outlook Wealth Advisors LLC53,914$1.07M0.3%+49.8%0.000%
4/14/2025 Flagship Private Wealth LLC106,722$2.11M1.0%+18.6%0.000%
4/14/2025 Patriot Financial Group Insurance Agency LLC14,304$283K0.0%-19.3%0.000%
4/11/2025 Disciplined Investments LLC14,000$277K0.1%-6.7%0.000%
4/11/2025 SeaCrest Wealth Management LLC11,446$227K0.0%-5.6%0.000%
4/11/2025 MRA Advisory Group65,205$1.29M0.7%+13.9%0.000%
4/10/2025 Key Client Fiduciary Advisors LLC32,392$641K0.3%+2.0%0.000%
4/9/2025 Buska Wealth Management LLC23,305$461K0.1%+38.7%0.000%
4/9/2025 RFG Advisory LLC151,255$3.00M0.1%+15.0%0.000%
4/9/2025 Capital CS Group LLC19,388$384K0.6%+3.5%0.000%
4/9/2025 NBC Securities Inc.11,209$221K0.0%+101,800.0%0.000%
4/9/2025 Future Financial Wealth Managment LLC31,307$620K0.5%+21.8%0.000%
4/4/2025 Sage Capital Advisors llc23,298$461K0.1%-6.6%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC161,761$2.97M0.0%-2.8%0.000%
3/4/2025 Buska Wealth Management LLC16,804$308K0.1%+59.8%0.000%
3/3/2025GHE LLC10,500$193K0.1%N/A0.000%
2/26/2025LifeWealth Investments LLC166,208$3.05M2.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.122,059$2.26M0.1%-11.6%0.000%
2/24/2025Ameriflex Group Inc.27,213$526K0.2%N/A0.000%
2/20/2025Kingstone Capital Partners Texas LLC10,179$187K0.2%N/A0.000%
2/19/2025Retirement Planning Group LLC NY186,935$3.43M3.8%N/A0.000%
2/18/2025Western Wealth Management LLC13,555$249K0.1%-84.7%0.000%
2/18/2025Cornerstone Advisory LLC578,611$11.28M1.3%+6.7%0.000%
2/18/2025Novem Group70,944$1.30M0.2%N/A0.000%
2/18/2025Elequin Capital LP11,609$213K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC31,521$578K0.0%-20.2%0.000%
2/18/2025First Heartland Consultants Inc.24,993$458K0.0%+114.2%0.000%
2/17/2025Williams Jones Wealth Management LLC.87,808$1.61M0.0%-25.9%0.000%
2/17/2025Royal Bank of Canada1,002,013$18.38M0.0%-16.2%0.000%
2/17/2025Morse Asset Management Inc129,912$2.38M0.5%+44.1%0.000%
2/17/2025 Kaizen Financial Strategies32,267$592K0.3%-37.1%0.000%
2/17/2025EP Wealth Advisors LLC18,652$342K0.0%-12.2%0.000%
2/17/2025CoreCap Advisors LLC62,550$1.15M0.1%+8.8%0.000%
2/17/2025Cresset Asset Management LLC76,766$1.41M0.0%-39.6%0.000%
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2/17/2025Cetera Investment Advisers1,057,469$19.39M0.0%+14.4%0.000%
2/17/2025Captrust Financial Advisors185,964$3.41M0.0%+1.2%0.000%
2/17/2025Cary Street Partners Financial LLC36,527$670K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.215,413$3.95M0.0%-6.6%0.000%
2/17/2025Bank of America Corp DE2,835,670$52.01M0.0%+8.4%0.000%
2/14/2025Mercer Global Advisors Inc. ADV37,425$686K0.0%+82.0%0.000%
2/14/2025Jane Street Group LLC70,652$1.30M0.0%+122.7%0.000%
2/14/2025Triumph Capital Management44,351$813K0.3%+89.5%0.000%
2/14/2025Comerica Bank75,348$1.38M0.0%+5.8%0.000%
2/14/2025Lido Advisors LLC43,702$811K0.0%+1.8%0.000%
2/14/2025Beacon Pointe Advisors LLC12,757$234K0.0%-11.0%0.000%
2/14/2025Two Sigma Securities LLC12,278$225K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC13,266$243K0.0%+24.6%0.000%
2/14/2025Coppell Advisory Solutions LLC9,852$181K0.0%-20.6%0.000%
2/14/2025Susquehanna International Group LLP224,919$4.13M0.0%+1,891.1%0.000%
2/14/2025Stifel Financial Corp127,878$2.35M0.0%+25.1%0.000%
2/14/2025OneDigital Investment Advisors LLC15,197$279K0.0%-3.6%0.000%
2/14/2025Tower Research Capital LLC TRC 4,250$78K0.0%-74.4%0.000%
2/14/2025TD Waterhouse Canada Inc.995,288$18.23M0.1%+3.2%0.000%
2/14/2025MML Investors Services LLC83,643$1.53M0.0%+18.7%0.000%
2/13/2025NewEdge Advisors LLC94,675$1.74M0.0%-6.4%0.000%
2/13/2025Evergreen Capital Management LLC121,810$2.26M0.1%-4.3%0.000%
2/13/2025M Holdings Securities Inc.48,761$894K0.1%+2.8%0.000%
2/13/2025Guggenheim Capital LLC562,590$10.32M0.1%+14.7%0.000%
2/13/2025Walleye Capital LLC58,993$1.08M0.0%N/A0.000%
2/13/2025LaSalle St. Investment Advisors LLC11,164$204K0.1%N/A0.000%
2/13/2025CreativeOne Wealth LLC13,648$250K0.0%-18.4%0.000%
2/13/2025Mariner LLC13,257$243K0.0%-29.0%0.000%
2/13/2025Cohen & Steers Inc.1,313,573$24.09M0.0%+1.4%0.000%
2/13/2025Rockefeller Capital Management L.P.142,376$2.61M0.0%+15.5%0.000%
2/13/2025Jaffetilchin Investment Partners LLC11,146$204K0.0%+622.4%0.000%
2/13/2025Scotia Capital Inc.65,653$1.20M0.0%-4.4%0.000%
2/13/2025Raymond James Financial Inc.1,087,673$19.95M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC13,928$255K0.0%+7.4%0.000%
2/13/2025Bank of Montreal Can162,504$2.98M0.0%+26.1%0.000%
2/13/2025Envestnet Asset Management Inc.241,659$4.43M0.0%+14.2%0.000%
2/13/2025Anchor Capital Management Group Inc124,300$2.28M0.8%N/A0.000%
2/13/2025Wedbush Securities Inc.75,777$1.39M0.0%-14.0%0.000%
2/13/2025Wells Fargo & Company MN842,475$15.45M0.0%+399.5%0.000%
2/12/2025Landscape Capital Management L.L.C.60,504$1.11M0.1%N/A0.000%
2/12/2025StoneX Group Inc.11,014$204K0.0%-12.4%0.000%
2/12/2025National Bank of Canada FI28,979$531K0.0%-11.7%0.000%
2/12/2025Summit Financial LLC400,623$7.43M0.3%N/A0.000%
2/12/2025Alliancebernstein L.P.481,920$8.84M0.0%-9.8%0.000%
2/12/2025Maridea Wealth Management LLC20,012$367K0.1%N/A0.000%
2/12/2025Brown Brothers Harriman & Co.8,150$149K0.0%N/A0.000%
2/12/2025Orion Portfolio Solutions LLC203,572$3.73M0.0%-1.5%0.000%
2/12/2025Ausdal Financial Partners Inc.98,231$1.80M0.2%+1.0%0.000%
2/12/2025TrueMark Investments LLC50,126$919K0.3%-57.3%0.000%
2/11/2025LPL Financial LLC2,900,847$53.20M0.0%+11.1%0.000%
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2/11/2025Samalin Investment Counsel LLC43,136$791K0.3%+5.3%0.000%
2/11/2025HUB Investment Partners LLC48,782$895K0.0%+13.0%0.000%
2/10/2025Thrivent Financial for Lutherans138,983$2.55M0.0%-13.6%0.000%
2/10/2025 Parallel Advisors LLC28,537$523K0.0%+2,753.7%0.000%
2/10/2025GWN Securities Inc.28,630$545K0.1%N/A0.000%
2/10/2025Corient Private Wealth LLC11,038$202K0.0%-17.9%0.000%
2/10/2025Commonwealth Equity Services LLC972,593$17.84M0.0%+10.7%0.000%
2/10/2025CFO4Life Group LLC18,332$336K0.1%+68.8%0.000%
2/10/2025Avantax Advisory Services Inc.192,899$3.54M0.0%-24.6%0.000%
2/10/2025Essential Planning LLC.21,970$427K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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PDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDI shares?

During the previous two years, 331 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were LPL Financial LLC ($53.20M), Bank of America Corp DE ($52.01M), Atria Wealth Solutions Inc. ($32.97M), Rivernorth Capital Management LLC ($32.25M), UBS Group AG ($25.18M), Cohen & Steers Inc. ($24.09M), 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 283 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: Raymond James Financial Inc. ($2.18M), PFG Investments LLC ($1.20M), Consolidated Capital Management LLC ($694.44K), Wells Fargo & Company MN ($673.82K), LPL Financial LLC ($647.53K), Private Advisor Group LLC ($627.33K), and Gateway Advisory LLC ($623.71K).

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

Institutional investors have bought a total of 22,631,485 shares in the last 24 months. This purchase volume represents approximately $420.18M in transactions.

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

Of the 158 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 ($712.92K), Arcus Capital Partners LLC ($332.03K), Orion Portfolio Solutions LLC ($281.03K), International Assets Investment Management LLC ($277.94K), Royal Bank of Canada ($193.73K), Raymond James & Associates ($185.83K), and Avantax Advisory Services Inc. ($158.46K).

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

Institutional investors have sold a total of 5,551,756 shares in the last 24 months. This volume of shares sold represents approximately $101.95M in transactions.


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This page (NYSE:PDI) was last updated on 4/15/2025 by MarketBeat.com Staff
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