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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$19.30 +0.02 (+0.08%)
Closing price 08/22/2025 03:58 PM Eastern
Extended Trading
$19.40 +0.09 (+0.47%)
As of 08/22/2025 07:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$796.59M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$112.06M
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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
8/19/2025 B. Riley Wealth Advisors Inc.166,195$3.15M0.1%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.37,618$714K0.1%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.10,646$202K0.0%-13.7%0.000%
8/16/2025 Evergreen Capital Management LLC117,557$2.26M0.1%-1.9%0.000%
8/15/2025 Corient Private Wealth LLC12,064$229K0.0%-5.1%0.000%
8/15/2025 Morse Asset Management Inc186,143$3.53M0.8%+31.9%0.000%
8/15/2025 Captrust Financial Advisors94,723$1.80M0.0%-24.7%0.000%
8/15/2025 WFA of San Diego LLC3,376$64K0.0%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC11,688$222K0.1%N/A0.000%
8/15/2025 Two Sigma Securities LLC17,538$333K0.0%-10.6%0.000%
8/15/2025 Orion Porfolio Solutions LLC41,171$781K0.0%-80.7%0.000%
8/15/2025 MML Investors Services LLC86,576$1.64M0.0%+2.2%0.000%
8/15/2025 IHT Wealth Management LLC10,764$204K0.0%N/A0.000%
8/15/2025 EP Wealth Advisors LLC33,474$635K0.0%+29.9%0.000%
8/15/2025 Bank of America Corp DE3,068,594$58.21M0.0%+5.7%0.000%
8/14/2025 Jane Street Group LLC83,652$1.59M0.0%+293.6%0.000%
8/14/2025 Ausdal Financial Partners Inc.123,848$2.35M0.2%+0.8%0.000%
8/14/2025 Raymond James Financial Inc.1,181,086$22.41M0.0%-0.5%0.000%
8/14/2025 AllSquare Wealth Management LLC8,413$160K0.1%-12.7%0.000%
8/14/2025 Diversify Wealth Management LLC32,935$628K0.0%+7.8%0.000%
8/14/2025 HUB Investment Partners LLC45,882$870K0.0%+5.3%0.000%
8/14/2025 NewEdge Advisors LLC172,573$3.27M0.0%+81.7%0.000%
8/14/2025 Baker Avenue Asset Management LP18,666$354K0.0%-39.0%0.000%
8/14/2025 Cary Street Partners Financial LLC119,647$2.27M0.1%+227.6%0.000%
8/14/2025 Cerity Partners LLC39,610$751K0.0%N/A0.000%
8/13/2025 Cresset Asset Management LLC71,606$1.37M0.0%+2.2%0.000%
8/13/2025 Gateway Wealth Partners LLC16,633$316K0.1%+54.3%0.000%
8/13/2025 M Holdings Securities Inc.44,517$844K0.1%-8.0%0.000%
8/13/2025 Allium Financial Advisors LLC111,311$2.11M1.6%+375.3%0.000%
8/13/2025 Baird Financial Group Inc.198,734$3.77M0.0%+3.6%0.000%
8/13/2025 Guggenheim Capital LLC633,263$12.01M0.1%+10.8%0.000%
8/13/2025 WCG Wealth Advisors LLC26,396$501K0.0%+60.7%0.000%
8/13/2025 Lido Advisors LLC42,182$809K0.0%-70.4%0.000%
8/13/2025 WealthTrust Axiom LLC19,683$373K0.1%+9.4%0.000%
8/13/2025 Scotia Capital Inc.66,027$1.25M0.0%+2.9%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.39,421$748K0.0%-81.9%0.000%
8/12/2025 Country Trust Bank13,277$252K0.0%+8.1%0.000%
8/12/2025 J.W. Cole Advisors Inc.1,479,459$28.07M0.6%+3.6%0.000%
8/12/2025 XTX Topco Ltd11,515$218K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC27,199$516K0.0%-49.8%0.000%
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8/12/2025 Insigneo Advisory Services LLC27,648$524K0.0%+45.4%0.000%
8/12/2025 CreativeOne Wealth LLC14,944$283K0.0%+7.5%0.000%
8/12/2025 Global Retirement Partners LLC18,556$352K0.0%N/A0.000%
8/12/2025 AlphaCore Capital LLC24,602$472K0.0%-9.2%0.000%
8/12/2025 Journey Strategic Wealth LLC12,326$234K0.0%N/A0.000%
8/12/2025 MAI Capital Management66,617$1.26M0.0%+4.9%0.000%
8/11/2025 TD Waterhouse Canada Inc.1,175,418$22.38M0.2%+6.9%0.000%
8/11/2025 United Advisor Group LLC16,325$310K0.1%+5.6%0.000%
8/11/2025 Western Wealth Management LLC72,888$1.38M0.1%-1.8%0.000%
8/11/2025 Beta Wealth Group Inc.346,914$6.58M2.4%+20.4%0.000%
8/8/2025 Rockefeller Capital Management L.P.144,454$2.74M0.0%+6.3%0.000%
8/8/2025 Kingsview Wealth Management LLC13,978$265K0.0%-16.2%0.000%
8/8/2025 Avantax Advisory Services Inc.129,718$2.46M0.0%-45.9%0.000%
8/8/2025 Cetera Investment Advisers1,236,188$23.45M0.0%+3.8%0.000%
8/8/2025 CFO4Life Group LLC19,632$372K0.1%+7.1%0.000%
8/8/2025 Kaizen Financial Strategies34,477$654K0.3%+6.6%0.000%
8/8/2025 Accredited Investors Inc.20,719$393K0.0%N/A0.000%
8/8/2025 PNC Financial Services Group Inc.77,564$1.47M0.0%+121.2%0.000%
8/7/2025 Samalin Investment Counsel LLC48,417$918K0.4%+4.5%0.000%
8/7/2025 Allworth Financial LP7,258$138K0.0%+1,095.7%0.000%
8/7/2025 Americana Partners LLC70,375$1.34M0.0%+16.4%0.000%
8/7/2025 Summit X LLC23,980$455K0.1%-60.2%0.000%
8/7/2025 PFG Advisors159,182$3.02M0.1%-13.9%0.000%
8/6/2025 Prospera Financial Services Inc38,042$722K0.0%+9.8%0.000%
8/6/2025 Bensler LLC232,340$4.41M0.5%+13.3%0.000%
8/6/2025 AE Wealth Management LLC19,296$366K0.0%-63.6%0.000%
8/6/2025 Wedbush Securities Inc.76,551$1.45M0.1%+6.6%0.000%
8/6/2025 Savant Capital LLC48,198$914K0.0%-2.2%0.000%
8/6/2025 Flagship Private Wealth LLC117,453$2.23M0.9%+10.1%0.000%
8/5/2025 Huntington National Bank2,730$52K0.0%-63.6%0.000%
8/5/2025 Verity Asset Management Inc.35,735$678K0.3%-28.8%0.000%
8/5/2025 Bank of Montreal Can183,471$3.48M0.0%+6.9%0.000%
8/5/2025 Sigma Planning Corp30,524$579K0.0%-9.0%0.000%
8/5/2025 Strategic Financial Concepts LLC11,650$221K0.0%N/A0.000%
8/4/2025 AlphaStar Capital Management LLC240,239$4.56M0.3%+24.6%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors151,432$2.87M0.4%-8.8%0.000%
8/4/2025 Kovack Advisors Inc.43,072$817K0.1%+35.1%0.000%
8/4/2025 Tradewinds LLC.15,839$300K0.2%N/A0.000%
8/4/2025 IFG Advisory LLC119,069$2.26M0.1%+688.7%0.000%
8/4/2025 Spire Wealth Management16,189$307K0.0%-14.5%0.000%
8/4/2025 Arkadios Wealth Advisors11,427$217K0.0%+5.1%0.000%
8/4/2025 World Investment Advisors97,249$1.85M0.0%-67.6%0.000%
8/4/2025 Daymark Wealth Partners LLC10,053$191K0.0%N/A0.000%
8/1/2025 Winebrenner Capital Management LLC10,946$208K0.2%+7.9%0.000%
8/1/2025 GWN Securities Inc.19,468$369K0.1%N/A0.000%
8/1/2025 Alexander Labrunerie & CO. Inc.103,587$1.97M0.8%-1.1%0.000%
8/1/2025 Yukon Wealth Management Inc.10,665$202K0.1%-53.0%0.000%
8/1/2025 MorganRosel Wealth Management LLC118,249$2.24M0.6%-3.9%0.000%
8/1/2025 Envestnet 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%
Trump’s “new dollar” could shock Americans (Ad)

"I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today" This man has called some of the biggest money moves of the last 30 years – including the internet, the tech boom, and bitcoin (before it soared 8,000%). Today, he's a multimillionaire tech investor. And he says Congress just passed a radical new law that could create more millionaires in the years ahead than anything else.tc pixel

See how he says to prepare yourself for this $30 trillion shift here.
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%
(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 ($58.21M), Commonwealth Equity Services LLC ($31.28M), J.W. Cole Advisors Inc. ($28.07M), PFG Investments LLC ($26.23M), and UBS Group AG ($25.18M).Learn more on PIMCO Dynamic Income Fund's institutional investors.

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

Of the 307 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. ($1.48M), PFG Investments LLC ($1.38M), LPL Financial LLC ($1.04M), Commonwealth Equity Services LLC ($783.90K), and Cetera Investment Advisers ($746.30K).

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

Institutional investors have bought a total of 41,832,325 shares in the last 24 months. This purchase volume represents approximately $796.59M in transactions.

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

Of the 127 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), World Investment Advisors ($202.77K), Royal Bank of Canada ($193.73K), and AE Wealth Management LLC ($193.66K).

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

Institutional investors have sold a total of 5,864,069 shares in the last 24 months. This volume of shares sold represents approximately $112.06M in transactions.


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This page (NYSE:PDI) was last updated on 8/24/2025 by MarketBeat.com Staff
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