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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$14.22 -0.13 (-0.87%)
Closing price 03:59 PM Eastern
Extended Trading
$14.22 -0.01 (-0.04%)
As of 07:46 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)
228
Total
Institutional Inflows
(last 12 months)
$264.11M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$61.35M
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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
11/13/2026Kovack Advisors Inc.86,090$1.21M0.1%-31.2%0.000%
11/13/2026Steward Partners Investment Advisory LLC16,042$225K0.0%+29.2%0.000%
11/13/2026Insigneo Advisory Services LLC51,124$717K0.0%-58.6%0.000%
11/13/2026Mosaic Family Wealth Partners LLC23,481$329K0.0%N/A0.000%
11/13/2026Retirement Planning Group LLC NY120,227$1.73M0.9%-24.0%0.000%
11/12/2026 Benjamin Edwards Inc.33,904$476K0.0%-18.1%0.000%
11/12/2026 Horizon Kinetics Asset Management LLC44,348$622K0.0%-13.1%0.000%
11/11/2026 Advisors Asset Management Inc.9,994$140K0.0%N/A0.000%
11/11/2026 Beta Wealth Group Inc.261,580$3.67M1.4%+16.7%0.000%
11/11/2026 Private Advisor Group LLC787,517$11.05M0.0%+10.4%0.000%
11/11/2026 Ieq Capital LLC48,208$676K0.0%+2.9%0.000%
11/11/2026 Focus Advisor Solutions LLC239,823$3.37M0.0%+635.1%0.000%
11/10/2026 Landscape Capital Management L.L.C.487,051$6.83M0.5%N/A0.000%
11/10/2026 HighTower Advisors LLC371,227$5.21M0.0%+1.0%0.000%
11/10/2026 Western Wealth Management LLC68,268$958K0.0%-16.7%0.000%
11/9/2026 Morse Asset Management Inc188,575$2.65M0.5%-1.0%0.000%
11/9/2026 Harbour Investments Inc.25,124$352K0.0%-21.7%0.000%
11/9/2026 IFG Advisory LLC119,229$1.67M0.1%-4.7%0.000%
11/7/2026 Cornerstone Advisory LLC176,173$2.47M0.2%-64.9%0.000%
11/7/2026 Condor Capital Management212,778$2.99M0.2%+0.4%0.000%
11/6/2026 Allworth Financial LP26,024$365K0.0%+23.8%0.000%
11/6/2026 Fifth Third Bancorp66,963$939K0.0%+3.2%0.000%
11/5/2026 Riverbridge Partners LLC101,195$1.42M0.0%N/A0.000%
11/5/2026 Mesirow Financial Investment Management Inc.88,647$1.24M0.0%N/A0.000%
11/5/2026 Lido Advisors LLC81,420$1.14M0.0%+6.8%0.000%
11/5/2026 Cornerstone Wealth Management LLC21,449$301K0.0%-21.8%0.000%
11/5/2026 Quarry Hill Advisors LLC207,017$2.90M1.1%+4.3%0.000%
11/4/2026 M Holdings Securities Inc.10,291$149K0.0%N/A0.000%
11/3/2026 StoneX Group Inc.52,149$771K0.0%+74.8%0.000%
11/3/2026 Verus Capital Partners LLC559,535$7.85M0.4%+21.7%0.000%
11/3/2026 Tennessee Valley Asset Management Partners131,946$1.85M0.2%-1.5%0.000%
11/3/2026 United Advisor Group LLC18,437$259K0.0%+6.0%0.000%
11/3/2026 International Assets Investment Management LLC33,382$472K0.0%+6.1%0.000%
11/3/2026 Calamos Advisors LLC19,412$272K0.0%N/A0.000%
11/2/2026 Syverson Strege & Co13,348$187K0.0%-7.1%0.000%
11/2/2026 Kestra Advisory Services LLC394,201$5.53M0.0%+3.3%0.000%
11/2/2026 Commonwealth Equity Services LLC563,064$7.90M0.0%-6.9%0.000%
10/31/2026 Chicago Partners Investment Group LLC36,993$529K0.0%+38.2%0.000%
10/30/2026 Integrity Advisory Solutions LLC22,507$316K0.0%+36.1%0.000%
10/29/2026 Certified Advisory Corp36,638$514K0.0%+18.1%0.000%
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10/29/2026 Capital CS Group LLC29,604$415K0.3%+9.8%0.000%
10/29/2026 Traynor Capital Management Inc.46,099$647K0.0%-8.0%0.000%
10/29/2026 Walled Lake Planning & Wealth Management LLC15,893$223K0.1%N/A0.000%
10/29/2026 Aviance Capital Partners LLC20,131$282K0.0%-12.3%0.000%
10/29/2026 Americana Partners LLC52,875$742K0.0%-26.5%0.000%
10/28/2026 International Assets Investment Management LLC34,031$472K0.0%+8.1%0.000%
10/28/2026 Choreo LLC45,427$641K0.0%+43.1%0.000%
10/28/2026 D.A. Davidson & CO.12,204$171K0.0%-15.0%0.000%
10/28/2026 Essential Investment Partners LLC66,320$930K0.6%+122.3%0.000%
10/26/2026 Oppenheimer & Co. Inc.84,946$1.19M0.0%+47.9%0.000%
10/26/2026 Park Avenue Securities LLC18,001$253K0.0%N/A0.000%
10/24/2026 Apollon Wealth Management LLC28,414$399K0.0%+15.0%0.000%
10/24/2026 Sigma Planning Corp23,205$330K0.0%-7.5%0.000%
10/24/2026 Samalin Investment Counsel LLC16,457$231K0.1%-50.0%0.000%
10/23/2026 Simplicity Wealth LLC40,290$565K0.0%N/A0.000%
10/23/2026 Evergreen Capital Management LLC90,690$1.29M0.0%-1.6%0.000%
10/23/2026 Manchester Capital Management LLC13,030$183K0.0%N/A0.000%
10/23/2026 Capital Investment Advisors LLC19,874$279K0.0%-40.0%0.000%
10/23/2026 Wedbush Securities Inc.105,783$1.48M0.0%+40.2%0.000%
10/22/2026 Brookstone Capital Management39,331$552K0.0%+4.1%0.000%
10/22/2026 SeaCrest Wealth Management LLC12,210$171K0.0%+17.4%0.000%
10/21/2026 Sentinel Advisory Group LLC317,815$4.46M1.8%+3.7%0.000%
10/21/2026 Diversify Advisory Services LLC42,227$607K0.0%-4.7%0.000%
10/19/2026 Novem Group15,001$210K0.0%-37.8%0.000%
10/19/2026 Prairie Advisory LLC54,960$771K0.1%+104.6%0.000%
10/19/2026 Herold Advisors Inc.28,716$403K0.1%+10.7%0.000%
10/17/2026 IFP Advisors Inc38,628$542K0.0%+2.6%0.000%
10/17/2026 Fiscal Wisdom Wealth Management LLC10,015$141K0.2%N/A0.000%
10/17/2026 AlphaStar Capital Management LLC104,804$1.47M0.1%-4.4%0.000%
10/17/2026 Smith Asset Management Co. LLC159,036$2.23M1.9%-1.1%0.000%
10/16/2026 Parisi Gray Wealth Management84,917$1.19M0.2%+11.7%0.000%
10/16/2026 TD Waterhouse Canada Inc.1,392,511$19.81M0.1%+0.5%0.000%
10/16/2026 Cyndeo Wealth Partners LLC949,054$13.32M0.6%+2.3%0.000%
10/16/2026 TPG Advisors LLC12,848$180K0.1%-26.0%0.000%
10/16/2026 Benchmark Financial LLC61,600$864K0.7%+3.5%0.000%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,823$152K0.0%N/A0.000%
10/14/2026 Triumph Capital Management16,095$226K0.0%+11.9%0.000%
10/14/2026 Shaker Financial Services LLC189,156$2.69M0.9%N/A0.000%
10/14/2026 Focus Financial Network Inc.146,125$2.08M0.1%+9.4%0.000%
10/13/2026 Sage Capital Advisors llc37,771$530K0.1%+80.2%0.000%
10/13/2026 Fermata Advisors LLC10,084$141K0.0%N/A0.000%
10/13/2026 Avior Wealth Management LLC470,757$6.61M0.2%+1.9%0.000%
10/10/2026 HF Advisory Group LLC74,937$1.05M0.2%+8.1%0.000%
10/10/2026 Gilpin Wealth Management LLC24,829$348K0.2%+254.4%0.000%
10/9/2026 Integrated Capital Management Inc.17,042$239K0.2%N/A0.000%
10/9/2026 First Heartland Consultants Inc.53,935$757K0.1%+10.2%0.000%
10/8/2026 Farther Finance Advisors LLC99,056$1.39M0.0%-29.9%0.000%
10/8/2026 Meadowbrook Wealth Management LLC107,760$1.51M1.6%-2.5%0.000%
10/8/2026 CoreCap Advisors LLC54,559$765K0.0%+9.1%0.000%
10/8/2026 Gradient Investments LLC17,937$252K0.0%+34.2%0.000%
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10/7/2026 Elm3 Financial Group LLC113,980$1.60M1.1%-11.6%0.000%
10/7/2026 MRA Advisory Group100,739$1.41M0.5%+2.7%0.000%
10/6/2026 Mallini Complete Financial Planning LLC15,792$222K0.2%-28.6%0.000%
10/2/2026 CX Institutional3,274$46K0.0%N/A0.000%
10/2/2026 Versant Capital Management Inc6,253$88K0.0%N/A0.000%
10/1/2026 Noble Wealth Management PBC524,175$7.35M3.3%-2.5%0.000%
9/9/2026Integrated Wealth Concepts LLC31,473$526K0.0%-18.5%0.000%
9/9/2026 RFG Advisory LLC308,982$5.16M0.1%+61.1%0.000%
9/9/2026NewEdge Advisors LLC431,148$7.20M0.0%+11.9%0.000%
9/9/2026 IFP Advisors Inc37,633$628K0.0%+8.2%0.000%


PDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 405 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were Morgan Stanley ($224.93M), LPL Financial LLC ($86.32M), Gridiron Partners LLC ($66.91M), Bank of America Corp DE ($51.98M), Rivernorth Capital Management LLC ($49.97M), Wells Fargo & Company MN ($39.22M), and Cetera Investment Advisers ($29.23M).Learn more on PIMCO Dynamic Income Fund's institutional investors.

Of the 367 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), Gridiron Partners LLC ($3.38M), Rivernorth Capital Management LLC ($2.82M), Raymond James Financial Inc. ($2.43M), Wells Fargo & Company MN ($1.84M), J.W. Cole Advisors Inc. ($1.54M), and LPL Financial LLC ($891.07K).

Institutional investors have bought a total of 15,347,493 shares in the last 24 months. This purchase volume represents approximately $264.11M in transactions.

Of the 128 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: Morgan Stanley ($632.30K), Cornerstone Advisory LLC ($386.05K), Farther Finance Advisors LLC ($273.28K), UBS Group AG ($166.15K), Brookstone Capital Management ($164.44K), Ausdal Financial Partners Inc. ($105.89K), and Beta Wealth Group Inc. ($99.16K).

Institutional investors have sold a total of 3,625,886 shares in the last 24 months. This volume of shares sold represents approximately $61.35M in transactions.


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Institutional ownership data for NYSE:PDI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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