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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$19.12 +0.07 (+0.37%)
Closing price 07/3/2025 03:52 PM Eastern
Extended Trading
$19.10 -0.02 (-0.08%)
As of 07/3/2025 04:59 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)
228
Total
Institutional Inflows
(last 12 months)
$352.06M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$67.27M
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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
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%
5/20/2025Belpointe 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%
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%
5/14/2025WCG Wealth Advisors LLC16,428$325K0.0%N/A0.000%
5/14/2025WealthTrust Axiom LLC18,000$356K0.1%+42.5%0.000%
5/14/2025Comerica Bank97,558$1.93M0.0%+29.5%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.217,237$4.30M0.0%+239.3%0.000%
5/14/2025Kestra Advisory Services LLC135,674$2.69M0.0%+25.6%0.000%
5/14/2025MAS Advisors LLC43,910$869K1.3%-13.7%0.000%
5/14/2025Summit Financial LLC405,842$8.04M0.2%+1.3%0.000%
5/14/2025Tradition Wealth Management LLC52,668$1.04M0.1%+2.0%0.000%
5/14/2025Venture Visionary Partners LLC94,611$1.87M0.1%+2.8%0.000%
5/13/2025Raymond James Financial Inc.1,186,807$23.50M0.0%+9.1%0.000%
5/13/2025Cresset Asset Management LLC70,064$1.40M0.0%-8.7%0.000%
5/13/2025HighTower Advisors LLC288,375$5.71M0.0%+3.5%0.000%
5/12/2025Townsquare Capital LLC31,075$615K0.0%+5.1%0.000%
5/12/2025LaSalle St. Investment Advisors LLC44,351$878K0.2%+297.3%0.000%
5/12/2025AlphaCore Capital LLC27,099$542K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.1,517,204$30.06M0.4%-15.6%0.000%
5/9/2025Gill Capital Partners LLC164,651$3.26M1.1%+3.9%0.000%
5/9/2025Commonwealth Equity Services LLC1,579,894$31.28M0.0%+62.4%0.000%
5/9/2025Beta Wealth Group Inc.288,082$5.70M2.0%+38.9%0.000%
5/8/2025IFG Advisory LLC15,096$299K0.0%N/A0.000%
5/8/2025Certified Advisory Corp29,826$591K0.1%+2.0%0.000%
5/8/2025US Bancorp DE52,993$1.05M0.0%+1,339.2%0.000%
5/8/2025Harbour Investments Inc.7,066$140K0.0%-24.1%0.000%
5/8/2025Arkadios Wealth Advisors10,872$215K0.0%N/A0.000%
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5/8/2025First Foundation Advisors45,965$910K0.0%-2.3%0.000%
5/7/2025Maridea Wealth Management LLC22,596$447K0.1%+12.9%0.000%
5/7/2025LPL Financial LLC3,502,382$69.35M0.0%+20.7%0.000%
5/7/2025Cornerstone Advisory LLC675,956$12.68M1.5%+16.8%0.000%
5/7/2025Allium Financial Advisors LLC23,421$464K0.4%N/A0.000%
5/7/2025First Heartland Consultants Inc.29,328$581K0.1%+17.3%0.000%
5/7/2025Drive Wealth Management LLC122,861$2.46M0.6%+22.4%0.000%
5/6/2025Cetera Investment Advisers1,191,474$23.59M0.0%+12.7%0.000%
5/6/2025Avantax Advisory Services Inc.239,846$4.75M0.0%+24.3%0.000%
5/6/2025GHE LLC16,750$332K0.1%+59.5%0.000%
5/6/2025Jackson Hole Capital Partners LLC13,032$258K0.1%+24.9%0.000%
5/6/2025Kovack Advisors Inc.31,879$631K0.1%+36.4%0.000%
5/6/2025Elm3 Financial Group LLC76,381$1.51M1.3%-4.6%0.000%
5/6/2025AE Wealth Management LLC52,941$1.05M0.0%-75.1%0.000%
5/6/2025Wedbush Securities Inc.71,825$1.42M0.1%-5.2%0.000%
5/6/2025Triumph Capital Management49,323$977K0.3%+11.2%0.000%
5/6/2025NCP Inc.76,770$1.52M2.1%+17.7%0.000%
5/6/2025Choreo LLC50,001$1.00M0.0%N/A0.000%
5/6/2025PFG Advisors184,948$3.66M0.2%+43.4%0.000%
5/5/2025Lewis Asset Management LLC11,323$224K0.2%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.1,428,371$28.28M0.9%+1,270.0%0.000%
5/5/2025IFP Advisors Inc46,144$914K0.0%-74.8%0.000%
5/5/2025Morse Asset Management Inc141,106$2.79M0.7%+8.6%0.000%
5/5/2025Kestra Private Wealth Services LLC11,306$224K0.0%-14.8%0.000%
5/5/2025Private Advisor Group LLC706,931$14.00M0.1%+12.7%0.000%
5/5/2025Alexander Labrunerie & CO. Inc.104,755$2.07M0.9%+12.4%0.000%
5/2/2025Kingsview Wealth Management LLC16,675$330K0.0%+25.0%0.000%
5/2/2025Summit X LLC60,224$1.19M0.3%+42.3%0.000%
5/2/2025Larson Financial Group LLC7,082$140K0.0%+21.4%0.000%
5/2/2025Apollon Wealth Management LLC25,807$511K0.0%-54.5%0.000%
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%
4/30/2025Arcus Capital Partners LLC26,859$532K0.2%-51.5%0.000%
4/30/2025Ramiah Investment Group27,092$536K0.6%N/A0.000%
4/30/2025Axxcess Wealth Management LLC18,510$366K0.0%N/A0.000%
4/30/2025AlphaStar Capital Management LLC192,797$3.82M0.4%N/A0.000%
4/30/2025Valeo Financial Advisors LLC35,513$703K0.0%+12.7%0.000%
4/30/2025Stratos Wealth Partners LTD.40,763$807K0.0%-16.4%0.000%
4/30/2025Planning Directions Inc.20,369$403K0.2%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.10,300$204K0.0%N/A0.000%
4/29/2025U.S. Capital Wealth Advisors LLC147,014$2.91M0.1%+2.8%0.000%
4/29/2025Envestnet Asset Management Inc.334,228$6.62M0.0%+38.3%0.000%
4/29/2025Concurrent Investment Advisors LLC13,354$264K0.0%N/A0.000%
4/29/2025World Investment Advisors300,016$5.94M0.2%N/A0.000%
4/29/2025Capital Investment Advisory Services LLC168,958$3.35M0.3%N/A0.000%
4/29/2025Brookstone Capital Management213,376$4.23M0.1%+2,000.8%0.000%
4/28/2025D.A. Davidson & CO.24,162$478K0.0%+15.6%0.000%
4/28/2025Novem Group25,516$505K0.1%-64.0%0.000%
4/28/2025Private Trust Co. NA71,854$1.42M0.1%+3.5%0.000%
4/28/2025Yukon Wealth Management Inc.22,676$449K0.2%N/A0.000%
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4/28/2025TCP Asset Management LLC13,595$269K0.1%N/A0.000%
4/28/2025DAVENPORT & Co LLC13,748$272K0.0%-69.8%0.000%
4/28/2025Quarry Hill Advisors LLC164,571$3.26M2.1%+3.5%0.000%
4/25/2025MorganRosel Wealth Management LLC123,009$2.44M0.7%+28.3%0.000%
4/25/2025Verity Asset Management Inc.50,217$994K0.4%N/A0.000%
4/25/2025Almanack Investment Partners LLC.13,355$264K0.1%N/A0.000%
4/25/2025Sovran Advisors LLC55,864$1.11M0.1%-71.0%0.000%
4/24/2025Mallini Complete Financial Planning LLC14,553$288K0.3%+20.4%0.000%
4/24/2025Beacon Financial Advisory LLC37,524$743K0.2%+10.0%0.000%
4/23/2025Western Wealth Management LLC74,258$1.47M0.1%+2.8%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, 346 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were LPL Financial LLC ($69.35M), Bank of America Corp DE ($52.01M), Rivernorth Capital Management LLC ($32.25M), Commonwealth Equity Services LLC ($31.28M), Atria Wealth Solutions Inc. ($30.06M), J.W. Cole Advisors Inc. ($28.28M), and PFG Investments LLC ($26.02M).Learn more on PIMCO Dynamic Income Fund's institutional investors.

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

Of the 299 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: Raymond James Financial Inc. ($2.27M), J.W. Cole Advisors Inc. ($1.43M), PFG Investments LLC ($1.32M), LPL Financial LLC ($1.15M), Commonwealth Equity Services LLC ($805.99K), Cetera Investment Advisers ($716.41K), and Consolidated Capital Management LLC ($694.44K).

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

Institutional investors have bought a total of 18,398,972 shares in the last 24 months. This purchase volume represents approximately $352.06M in transactions.

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

Of the 106 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. ($279.63K), IFP Advisors Inc ($275.52K), 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 3,503,992 shares in the last 24 months. This volume of shares sold represents approximately $67.27M in transactions.


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This page (NYSE:PDI) was last updated on 7/5/2025 by MarketBeat.com Staff
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