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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$18.81 +0.19 (+1.02%)
As of 12:25 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)
212
Total
Institutional Inflows
(last 12 months)
$271.80M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$56.91M
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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
5/2/2025Sigma Planning Corp33,550$664K0.0%+14.2%0.000%
5/1/2025Diversify Wealth Management LLC30,557$563K0.0%+54.3%0.000%
4/30/2025 Arcus Capital Partners LLC26,859$532K0.2%-51.5%0.000%
4/30/2025 Ramiah Investment Group27,092$536K0.6%N/A0.000%
4/30/2025 Axxcess Wealth Management LLC18,510$366K0.0%N/A0.000%
4/30/2025 AlphaStar Capital Management LLC192,797$3.82M0.4%N/A0.000%
4/30/2025 Valeo Financial Advisors LLC35,513$703K0.0%+12.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.40,763$807K0.0%-16.4%0.000%
4/30/2025 Planning Directions Inc.20,369$403K0.2%N/A0.000%
4/30/2025 Crossmark Global Holdings Inc.10,300$204K0.0%N/A0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC147,014$2.91M0.1%+2.8%0.000%
4/29/2025 Envestnet Asset Management Inc.334,228$6.62M0.0%+38.3%0.000%
4/29/2025 Concurrent Investment Advisors LLC13,354$264K0.0%N/A0.000%
4/29/2025 World Investment Advisors300,016$5.94M0.2%N/A0.000%
4/29/2025 Capital Investment Advisory Services LLC168,958$3.35M0.3%N/A0.000%
4/29/2025 Brookstone Capital Management213,376$4.23M0.1%+2,000.8%0.000%
4/28/2025 D.A. Davidson & CO.24,162$478K0.0%+15.6%0.000%
4/28/2025 Novem Group25,516$505K0.1%-64.0%0.000%
4/28/2025 Private Trust Co. NA71,854$1.42M0.1%+3.5%0.000%
4/28/2025 Yukon Wealth Management Inc.22,676$449K0.2%N/A0.000%
4/28/2025 TCP Asset Management LLC13,595$269K0.1%N/A0.000%
4/28/2025 DAVENPORT & Co LLC13,748$272K0.0%-69.8%0.000%
4/28/2025 Quarry Hill Advisors LLC164,571$3.26M2.1%+3.5%0.000%
4/25/2025 MorganRosel Wealth Management LLC123,009$2.44M0.7%+28.3%0.000%
4/25/2025 Verity Asset Management Inc.50,217$994K0.4%N/A0.000%
4/25/2025 Almanack Investment Partners LLC.13,355$264K0.1%N/A0.000%
4/25/2025 Sovran Advisors LLC55,864$1.11M0.1%-71.0%0.000%
4/24/2025 Mallini Complete Financial Planning LLC14,553$288K0.3%+20.4%0.000%
4/24/2025 Beacon Financial Advisory LLC37,524$743K0.2%+10.0%0.000%
4/23/2025 Western Wealth Management LLC74,258$1.47M0.1%+2.8%0.000%
4/23/2025 SOL Capital Management CO775,081$15.35M1.7%-4.0%0.000%
4/23/2025 Golden State Wealth Management LLC11,445$227K0.0%+106.8%0.000%
4/23/2025 Spire Wealth Management18,941$375K0.0%+17.8%0.000%
4/23/2025 E&G Advisors LP38,619$765K0.2%-1.5%0.000%
4/23/2025 Mission Hills Financial Advisory LLC451,426$8.94M6.2%+30.6%0.000%
4/23/2025 International Assets Investment Management LLC24,557$486K0.0%+20.9%0.000%
4/23/2025 Consolidated Portfolio Review Corp105,951$2.10M0.3%+74.9%0.000%
4/23/2025 Oppenheimer & Co. Inc.61,568$1.22M0.0%+26.3%0.000%
4/23/2025 EQ Wealth Advisors LLC2,077$41K0.0%N/A0.000%
4/22/2025 Moisand Fitzgerald Tamayo LLC1,840$36K0.0%-70.4%0.000%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/22/2025 World Equity Group Inc.16,516$327K0.1%-46.3%0.000%
4/22/2025 Retirement Planning Group LLC NY191,927$3.80M3.9%+2.7%0.000%
4/22/2025 PFG Investments LLC1,314,200$26.02M1.7%+15.7%0.000%
4/21/2025 Means Investment CO. Inc.143,219$2.84M0.3%-33.7%0.000%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors166,130$3.28M0.5%+4.3%0.000%
4/21/2025 Duncan Williams Asset Management LLC98,155$1.94M0.7%+4.0%0.000%
4/21/2025 Institute for Wealth Management LLC.12,155$241K0.0%N/A0.000%
4/21/2025 LifeWealth Investments LLC269,839$5.34M2.2%+62.4%0.000%
4/18/2025 Cornerstone Wealth Management LLC27,374$542K0.0%+26.5%0.000%
4/18/2025 Tennessee Valley Asset Management Partners132,098$2.62M0.4%+10.1%0.000%
4/18/2025 Wagner Wealth Management LLC366,739$7.26M1.8%-36.3%0.000%
4/17/2025 Western Pacific Wealth Management LP2,000$40K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC328,058$6.50M0.0%-0.7%0.000%
4/17/2025 Cyndeo Wealth Partners LLC372,081$7.37M0.5%+46.1%0.000%
4/16/2025 Dover Advisors LLC18,190$364K0.2%+47.9%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC148,433$2.94M0.0%-8.2%0.000%
4/16/2025 Goldstone Financial Group LLC45,725$905K0.1%-23.5%0.000%
4/16/2025 Bensler LLC205,109$4.06M0.5%+20.9%0.000%
4/15/2025 Noble Wealth Management PBC115,130$2.28M1.6%-38.8%0.000%
4/15/2025 Focus Financial Network Inc.76,570$1.53M0.1%+5.0%0.000%
4/15/2025 Sonora Investment Management Group LLC10,507$208K0.0%N/A0.000%
4/15/2025 Kingstone Capital Partners Texas LLC11,213$222K0.2%+10.2%0.000%
4/15/2025 Wealthcare 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%
3/17/2025 Wealth 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%
2/26/2025 LifeWealth 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%
2/20/2025 Kingstone Capital Partners Texas LLC10,179$187K0.2%N/A0.000%
2/19/2025 Retirement Planning Group LLC NY186,935$3.43M3.8%N/A0.000%
2/18/2025 Western Wealth Management LLC13,555$249K0.1%-84.7%0.000%
2/18/2025Cornerstone Advisory LLC578,611$11.28M1.3%+6.7%0.000%
2/18/2025 Novem 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
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%
(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, 341 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), PFG Investments LLC ($26.02M), UBS Group AG ($25.18M), and Cohen & Steers Inc. ($24.09M).Learn more on PDI's institutional investors.

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

Of the 294 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 ($1.38M), 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 24,148,621 shares in the last 24 months. This purchase volume represents approximately $450.88M in transactions.

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

Of the 160 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 ($360.59K), Orion Portfolio Solutions LLC ($281.03K), International Assets Investment Management LLC ($257.80K), Wagner Wealth Management LLC ($247.57K), Royal Bank of Canada ($193.73K), and Raymond James & Associates ($185.83K).

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

Institutional investors have sold a total of 5,958,655 shares in the last 24 months. This volume of shares sold represents approximately $110.38M in transactions.


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This page (NYSE:PDI) was last updated on 5/2/2025 by MarketBeat.com Staff
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