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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$19.22 +0.02 (+0.10%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$19.26 +0.04 (+0.18%)
As of 08/1/2025 07:52 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)
232
Total
Institutional Inflows
(last 12 months)
$790.10M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$95.27M
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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
8/1/2025Winebrenner Capital Management LLC10,946$208K0.2%+7.9%0.000%
8/1/2025GWN Securities Inc.19,468$369K0.1%N/A0.000%
8/1/2025Alexander Labrunerie & CO. Inc.103,587$1.97M0.8%-1.1%0.000%
8/1/2025Yukon Wealth Management Inc.10,665$202K0.1%-53.0%0.000%
8/1/2025MorganRosel Wealth Management LLC118,249$2.24M0.6%-3.9%0.000%
8/1/2025Envestnet Asset Management Inc.342,615$6.50M0.0%+2.5%0.000%
7/31/2025 Whipplewood Advisors LLC17,451$331K0.2%+91,747.4%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC31,769$603K0.0%N/A0.000%
7/31/2025 Jackson Hole Capital Partners LLC22,632$429K0.1%+73.7%0.000%
7/31/2025 Gill Capital Partners LLC165,193$3.13M1.0%+0.3%0.000%
7/30/2025 Cornerstone Advisory LLC680,209$12.90M1.4%+0.6%0.000%
7/30/2025 LifeWealth Investments LLC321,905$6.11M2.0%+19.3%0.000%
7/30/2025 Brookstone Capital Management222,907$4.23M0.1%+4.5%0.000%
7/30/2025 D.A. Davidson & CO.22,932$435K0.0%-5.1%0.000%
7/30/2025 Drive Wealth Management LLC136,010$2.61M0.6%+10.7%0.000%
7/29/2025 Mezzasalma Advisors LLC16,171$307K0.1%+3.5%0.000%
7/29/2025 Chicago Partners Investment Group LLC17,859$342K0.0%+6.2%0.000%
7/29/2025 Arcus Capital Partners LLC22,396$425K0.2%-16.6%0.000%
7/29/2025 International Assets Investment Management LLC28,700$544K0.0%+16.9%0.000%
7/29/2025 Signature Estate & Investment Advisors LLC28,976$550K0.0%N/A0.000%
7/29/2025 Catawba River Capital149,698$2.84M1.4%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.95,326$1.81M0.0%+133.9%0.000%
7/29/2025 Stratos Wealth Advisors LLC51,811$983K0.1%+3.0%0.000%
7/29/2025 Private Trust Co. NA70,320$1.33M0.1%-2.1%0.000%
7/28/2025 Mission Hills Financial Advisory LLC534,435$10.14M6.3%+18.4%0.000%
7/28/2025 RFG Advisory LLC176,579$3.35M0.1%+16.7%0.000%
7/28/2025 Axxcess Wealth Management LLC16,340$310K0.0%-11.7%0.000%
7/25/2025 Atria Wealth Solutions Inc.78,400$1.50M0.0%-94.8%0.000%
7/25/2025 Concord Asset Management LLC VA10,252$194K0.0%N/A0.000%
7/25/2025 Retirement Planning Group LLC NY193,036$3.70M3.3%+0.6%0.000%
7/25/2025 CWM LLC95,116$1.80M0.0%+834.2%0.000%
7/25/2025 Concurrent Investment Advisors LLC20,733$393K0.0%+55.3%0.000%
7/25/2025 Apollon Wealth Management LLC24,970$474K0.0%-3.2%0.000%
7/24/2025 Cyndeo Wealth Partners LLC430,842$8.17M0.5%+15.8%0.000%
7/24/2025 IFP Advisors Inc15,795$300K0.0%-65.8%0.000%
7/24/2025 US Bancorp DE54,213$1.03M0.0%+2.3%0.000%
7/23/2025 Clear Creek Financial Management LLC22,231$422K0.0%+18.7%0.000%
7/23/2025 Quarry Hill Advisors LLC170,657$3.24M1.9%+3.7%0.000%
7/23/2025 Elm3 Financial Group LLC84,325$1.60M1.3%+10.4%0.000%
7/22/2025 Belpointe Asset Management LLC18,926$359K0.0%+33.5%0.000%
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7/22/2025 MAS Advisors LLC48,301$916K1.5%+10.0%0.000%
7/22/2025 Duncan Williams Asset Management LLC99,901$1.90M0.3%+1.8%0.000%
7/22/2025 Valeo Financial Advisors LLC28,870$548K0.0%-18.7%0.000%
7/22/2025 DAVENPORT & Co LLC18,361$348K0.0%+33.6%0.000%
7/22/2025 Global Assets Advisory LLC10,277$196K0.1%N/A0.000%
7/22/2025 Beacon Financial Advisory LLC38,277$726K0.2%+2.0%0.000%
7/22/2025 Olistico Wealth LLC3,450$65K0.0%N/A0.000%
7/22/2025 Wealthcare Advisory Partners LLC399,155$7.57M0.2%+10.0%0.000%
7/22/2025 Firethorn Wealth Partners LLC10,152$193K0.1%N/A0.000%
7/21/2025 Future Financial Wealth Managment LLC32,470$616K0.4%+3.7%0.000%
7/21/2025 Ameritas Advisory Services LLC11,806$224K0.0%-42.1%0.000%
7/21/2025 Flagship Private Wealth LLC117,453$2.23M1.1%+10.1%0.000%
7/18/2025 TPG Advisors LLC10,840$206K0.1%-5.5%0.000%
7/18/2025 PFG Investments LLC1,382,522$26.23M1.5%+5.2%0.000%
7/18/2025 Consolidated Portfolio Review Corp37,364$709K0.1%-64.7%0.000%
7/18/2025 Truist Financial Corp55,564$1.05M0.0%+25.8%0.000%
7/17/2025 Melfa Wealth Management Inc.15,916$302K0.2%-5.4%0.000%
7/17/2025 Janney Montgomery Scott LLC343,707$6.52M0.0%+4.8%0.000%
7/17/2025 Venture Visionary Partners LLC97,195$1.84M0.1%+2.7%0.000%
7/17/2025 Sound Income Strategies LLC4,084$77K0.0%-48.3%0.000%
7/17/2025 Wagner Wealth Management LLC396,163$7.52M1.7%+8.0%0.000%
7/16/2025 ST Germain D J Co. Inc.3,615$69K0.0%+49.4%0.000%
7/16/2025 Owen LaRue LLC27,572$523K0.2%-55.2%0.000%
7/16/2025 Maridea Wealth Management LLC23,596$448K0.1%+4.4%0.000%
7/15/2025 Oxinas Partners Wealth Management LLC11,846$225K0.1%N/A0.000%
7/15/2025 Evanson Asset Management LLC12,767$242K0.0%N/A0.000%
7/14/2025 E&G Advisors LP37,801$717K0.2%-2.1%0.000%
7/14/2025 Buska Wealth Management LLC24,795$470K0.1%+6.4%0.000%
7/14/2025 Capital CS Group LLC20,176$383K0.6%+4.1%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC148,007$2.81M0.1%+0.7%0.000%
7/14/2025 Lewis Asset Management LLC36,700$696K0.3%+224.1%0.000%
7/11/2025 Mallini Complete Financial Planning LLC16,838$319K0.3%+15.7%0.000%
7/11/2025 Farther Finance Advisors LLC66,517$1.26M0.0%+724.1%0.000%
7/11/2025 Thomasville National Bank28,600$543K0.0%-23.8%0.000%
7/11/2025 Kingstone Capital Partners Texas LLC22,407,926$428.43M0.1%+199,738.8%0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,700$34K0.0%N/A0.000%
7/10/2025 HF Advisory Group LLC54,605$1.04M0.4%+1.9%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC133,891$2.56M0.0%-9.8%0.000%
7/10/2025 Focus Financial Network Inc.85,586$1.64M0.1%+11.8%0.000%
7/10/2025 Sovran Advisors LLC81,806$1.57M0.2%+46.4%0.000%
7/9/2025 Triumph Capital Management62,799$1.19M0.4%+27.3%0.000%
7/9/2025 Key Client Fiduciary Advisors LLC36,537$693K0.3%+12.8%0.000%
7/8/2025 MRA Advisory Group70,358$1.34M0.6%+7.9%0.000%
7/8/2025 Goldstone Financial Group LLC46,345$886K0.1%+1.4%0.000%
7/2/2025 HBW Advisory Services LLC24,467$464K0.1%+3.0%0.000%
7/1/2025 Harbor Investment Advisory LLC52,134$989K0.1%+11.3%0.000%
5/20/2025 Belpointe Asset Management LLC14,176$281K0.0%+38.9%0.000%
5/19/2025Jane Street Group LLC21,251$421K0.0%-69.9%0.000%
5/19/2025Smith Asset Management Co. LLC104,423$2.07M1.9%N/A0.000%
5/16/2025Integrated Wealth Concepts LLC27,432$543K0.0%+106.8%0.000%
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5/16/2025Investmark Advisory Group LLC20,368$403K0.2%N/A0.000%
5/16/2025AQR Capital Management LLC18,125$359K0.0%N/A0.000%
5/15/2025EP Wealth Advisors LLC25,777$510K0.0%+38.2%0.000%
5/15/2025Royal Bank of Canada1,230,593$24.37M0.0%+22.8%0.000%
5/15/2025MAI Capital Management63,487$1.26M0.0%+5.2%0.000%
5/15/2025Baird Financial Group Inc.191,909$3.80M0.0%-10.9%0.000%
5/15/2025Evergreen Capital Management LLC119,790$2.40M0.1%-1.7%0.000%
5/14/2025Guggenheim Capital LLC571,324$11.31M0.1%+1.6%0.000%
5/14/2025Ieq Capital LLC528,359$10.46M0.1%+4,765.6%0.000%
5/14/2025Samalin Investment Counsel LLC46,337$917K0.4%+7.4%0.000%
(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, 351 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($428.43M), LPL Financial LLC ($69.35M), Bank of America Corp DE ($52.01M), Rivernorth Capital Management LLC ($32.25M), Commonwealth Equity Services LLC ($31.28M), J.W. Cole Advisors Inc. ($28.28M), and PFG Investments LLC ($26.23M).Learn more on PIMCO Dynamic Income Fund's institutional investors.

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

Of the 304 institutional investors that purchased PIMCO Dynamic Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($22.41M), Raymond James Financial Inc. ($2.27M), J.W. Cole Advisors Inc. ($1.43M), PFG Investments LLC ($1.39M), LPL Financial LLC ($1.04M), Commonwealth Equity Services LLC ($805.99K), and Cetera Investment Advisers ($716.41K).

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

Institutional investors have bought a total of 41,499,071 shares in the last 24 months. This purchase volume represents approximately $790.10M in transactions.

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

Of the 114 institutional investors that sold PIMCO Dynamic Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Wealth Solutions Inc. ($1.72M), IFP Advisors Inc ($305.87K), International Assets Investment Management LLC ($257.80K), Wagner Wealth Management LLC ($247.57K), Royal Bank of Canada ($193.73K), Raymond James & Associates ($185.83K), and AE Wealth Management LLC ($174.13K).

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

Institutional investors have sold a total of 4,979,682 shares in the last 24 months. This volume of shares sold represents approximately $95.27M in transactions.


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This page (NYSE:PDI) was last updated on 8/2/2025 by MarketBeat.com Staff
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