Free Trial
→ Washington Is Broke—and Eyeing Your Savings Next (From Priority Gold) (Ad) Buy PDI Stock  Free PDI Stock Alerts

PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$18.36 +0.01 (+0.03%)
Closing price 03:58 PM Eastern
Extended Trading
$18.36 0.00 (0.00%)
As of 07:54 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.
Compare

Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$360.63M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$67.32M
Get PDI Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Dynamic Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC14,176$281K0.0%+38.9%0.000%
5/19/2025 Jane Street Group LLC21,251$421K0.0%-69.9%0.000%
5/19/2025 Smith Asset Management Co. LLC104,423$2.07M1.9%N/A0.000%
5/16/2025 Integrated Wealth Concepts LLC27,432$543K0.0%+106.8%0.000%
5/16/2025 Investmark Advisory Group LLC20,368$403K0.2%N/A0.000%
5/16/2025 AQR Capital Management LLC18,125$359K0.0%N/A0.000%
5/15/2025 EP Wealth Advisors LLC25,777$510K0.0%+38.2%0.000%
5/15/2025 Royal Bank of Canada1,230,593$24.37M0.0%+22.8%0.000%
5/15/2025 MAI Capital Management63,487$1.26M0.0%+5.2%0.000%
5/15/2025 Baird Financial Group Inc.191,909$3.80M0.0%-10.9%0.000%
5/15/2025 Evergreen Capital Management LLC119,790$2.40M0.1%-1.7%0.000%
5/14/2025 Guggenheim Capital LLC571,324$11.31M0.1%+1.6%0.000%
5/14/2025 Ieq Capital LLC528,359$10.46M0.1%+4,765.6%0.000%
5/14/2025 Samalin Investment Counsel LLC46,337$917K0.4%+7.4%0.000%
5/14/2025 WCG Wealth Advisors LLC16,428$325K0.0%N/A0.000%
5/14/2025 WealthTrust Axiom LLC18,000$356K0.1%+42.5%0.000%
5/14/2025 Comerica Bank97,558$1.93M0.0%+29.5%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.217,237$4.30M0.0%+239.3%0.000%
5/14/2025 Kestra Advisory Services LLC135,674$2.69M0.0%+25.6%0.000%
5/14/2025 MAS Advisors LLC43,910$869K1.3%-13.7%0.000%
5/14/2025 Summit Financial LLC405,842$8.04M0.2%+1.3%0.000%
5/14/2025 Tradition Wealth Management LLC52,668$1.04M0.1%+2.0%0.000%
5/14/2025 Venture Visionary Partners LLC94,611$1.87M0.1%+2.8%0.000%
5/13/2025 Raymond James Financial Inc.1,186,807$23.50M0.0%+9.1%0.000%
5/13/2025 Cresset Asset Management LLC70,064$1.40M0.0%-8.7%0.000%
5/13/2025 HighTower Advisors LLC288,375$5.71M0.0%+3.5%0.000%
5/12/2025 Townsquare Capital LLC31,075$615K0.0%+5.1%0.000%
5/12/2025 LaSalle St. Investment Advisors LLC44,351$878K0.2%+297.3%0.000%
5/12/2025 AlphaCore Capital LLC27,099$542K0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.1,517,204$30.06M0.4%-15.6%0.000%
5/9/2025 Gill Capital Partners LLC164,651$3.26M1.1%+3.9%0.000%
5/9/2025 Commonwealth Equity Services LLC1,579,894$31.28M0.0%+62.4%0.000%
5/9/2025 Beta Wealth Group Inc.288,082$5.70M2.0%+38.9%0.000%
5/8/2025 IFG Advisory LLC15,096$299K0.0%N/A0.000%
5/8/2025 Certified Advisory Corp29,826$591K0.1%+2.0%0.000%
5/8/2025 US Bancorp DE52,993$1.05M0.0%+1,339.2%0.000%
5/8/2025 Harbour Investments Inc.7,066$140K0.0%-24.1%0.000%
5/8/2025 Arkadios Wealth Advisors10,872$215K0.0%N/A0.000%
5/8/2025 First Foundation Advisors45,965$910K0.0%-2.3%0.000%
5/7/2025 Maridea Wealth Management LLC22,596$447K0.1%+12.9%0.000%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/7/2025 LPL Financial LLC3,502,382$69.35M0.0%+20.7%0.000%
5/7/2025 Cornerstone Advisory LLC675,956$12.68M1.5%+16.8%0.000%
5/7/2025 Allium Financial Advisors LLC23,421$464K0.4%N/A0.000%
5/7/2025 First Heartland Consultants Inc.29,328$581K0.1%+17.3%0.000%
5/7/2025 Drive Wealth Management LLC122,861$2.46M0.6%+22.4%0.000%
5/6/2025 Cetera Investment Advisers1,191,474$23.59M0.0%+12.7%0.000%
5/6/2025 Avantax Advisory Services Inc.239,846$4.75M0.0%+24.3%0.000%
5/6/2025 GHE LLC16,750$332K0.1%+59.5%0.000%
5/6/2025 Jackson Hole Capital Partners LLC13,032$258K0.1%+24.9%0.000%
5/6/2025 Kovack Advisors Inc.31,879$631K0.1%+36.4%0.000%
5/6/2025 Elm3 Financial Group LLC76,381$1.51M1.3%-4.6%0.000%
5/6/2025 AE Wealth Management LLC52,941$1.05M0.0%-75.1%0.000%
5/6/2025 Wedbush Securities Inc.71,825$1.42M0.1%-5.2%0.000%
5/6/2025 Triumph Capital Management49,323$977K0.3%+11.2%0.000%
5/6/2025 NCP Inc.76,770$1.52M2.1%+17.7%0.000%
5/6/2025 Choreo LLC50,001$1.00M0.0%N/A0.000%
5/6/2025 PFG Advisors184,948$3.66M0.2%+43.4%0.000%
5/5/2025 Lewis Asset Management LLC11,323$224K0.2%N/A0.000%
5/5/2025 J.W. Cole Advisors Inc.1,428,371$28.28M0.9%+1,270.0%0.000%
5/5/2025 IFP Advisors Inc46,144$914K0.0%-74.8%0.000%
5/5/2025 Morse Asset Management Inc141,106$2.79M0.7%+8.6%0.000%
5/5/2025 Kestra Private Wealth Services LLC11,306$224K0.0%-14.8%0.000%
5/5/2025 Private Advisor Group LLC706,931$14.00M0.1%+12.7%0.000%
5/5/2025 Alexander Labrunerie & CO. Inc.104,755$2.07M0.9%+12.4%0.000%
5/2/2025 Kingsview Wealth Management LLC16,675$330K0.0%+25.0%0.000%
5/2/2025 Summit X LLC60,224$1.19M0.3%+42.3%0.000%
5/2/2025 Larson Financial Group LLC7,082$140K0.0%+21.4%0.000%
5/2/2025 Apollon Wealth Management LLC25,807$511K0.0%-54.5%0.000%
5/2/2025 Sigma Planning Corp33,550$664K0.0%+14.2%0.000%
5/1/2025 Diversify 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
(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, 347 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 PDI's institutional investors.

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

Of the 301 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. ($2.27M), 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 26,809,684 shares in the last 24 months. This purchase volume represents approximately $507.11M 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: Atria Wealth Solutions Inc. ($374.95K), Arcus Capital Partners LLC ($360.59K), Orion Portfolio Solutions LLC ($281.03K), IFP Advisors Inc ($275.52K), International Assets Investment Management LLC ($257.80K), Wagner Wealth Management LLC ($247.57K), and Royal Bank of Canada ($193.73K).

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

Institutional investors have sold a total of 5,878,240 shares in the last 24 months. This volume of shares sold represents approximately $110.20M in transactions.


Related Companies

This page (NYSE:PDI) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Is President Trump Lying To You With This?
President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...
Colonial Metals | Sponsored
Silver Is the New Oil—And the World’s Running Dry
Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...
Priority Gold | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...
Crypto 101 Media | Sponsored