PIMCO Dynamic Income Fund (PDI) Institutional Ownership

$16.76 -0.02 (-0.09%)

Closing price 05/29/2026 03:59 PM Eastern

Extended Trading

$16.78 +0.03 (+0.15%)

As of 05/29/2026 07:45 PM Eastern

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Number of Institutional Buyers (last 12 months): 274
Total Institutional Inflows (last 12 months): $798.53M

Number of Institutional Sellers (last 12 months): 158
Total Institutional Outflows (last 12 months): $116.91M

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PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/29/2026	Ramiah Investment Group	31,020	$531K	0.5%	-4.3%	0.000%
5/28/2026	Lavelle Capital LP	20,967	$359K	0.2%	N/A	0.000%
5/26/2026	Summit Financial Wealth Advisors LLC	28,493	$488K	0.1%	+15.4%	0.000%
5/22/2026	Verus Capital Partners LLC	380,472	$6.51M	0.4%	+53.6%	0.000%
5/19/2026	Western Wealth Management LLC	78,341	$1.34M	0.0%	+22.0%	0.000%
5/19/2026	Bank of America Corp DE	3,038,182	$51.98M	0.0%	+3.5%	0.000%
5/19/2026	Alexander Labrunerie & CO. Inc.	129,940	$2.22M	0.8%	+5.1%	0.000%
5/19/2026	Arkadios Wealth Advisors	380,364	$6.51M	0.1%	+2,177.6%	0.000%
5/18/2026	Sunbelt Securities Inc.	1,600	$27K	0.0%	-76.3%	0.000%
5/18/2026	Royal Bank of Canada	1,537,452	$26.31M	0.0%	+10.5%	0.000%
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5/15/2026	Gateway Wealth Partners LLC	42,470	$727K	0.0%	+161.2%	0.000%
5/14/2026	Sentinel Advisory Group LLC	342,272	$5.86M	2.9%	N/A	0.000%
5/14/2026	Compound Planning Inc.	32,907	$563K	0.0%	+3.8%	0.000%
5/14/2026	Lido Advisors LLC	49,010	$847K	0.0%	+10.3%	0.000%
5/13/2026	Cetera Investment Advisers	1,708,064	$29.23M	0.0%	+6.9%	0.000%
5/13/2026	NewEdge Wealth LLC	37,580	$643K	0.0%	+1.9%	0.000%
5/8/2026	PNC Financial Services Group Inc.	249,215	$4.26M	0.0%	+206.5%	0.000%
5/7/2026	Beta Wealth Group Inc.	227,453	$3.89M	1.6%	-0.8%	0.000%
5/7/2026	World Equity Group Inc.	38,241	$654K	0.2%	+26.2%	0.000%
5/6/2026	Fiscal Wisdom Wealth Management LLC	10,486	$179K	0.2%	N/A	0.000%
5/6/2026	Independent Financial Group LLC	520,075	$8.90M	0.3%	N/A	0.000%
5/5/2026	Marks Group Wealth Management Inc	85,175	$1.46M	0.1%	-5.3%	0.000%
5/5/2026	Geneos Wealth Management Inc.	16,436	$281K	0.0%	+38.9%	0.000%
5/5/2026	Sanctuary Advisors LLC	83,801	$1.43M	0.0%	+21.9%	0.000%
5/5/2026	Cornerstone Advisory LLC	568,664	$9.73M	0.9%	-7.7%	0.000%
5/4/2026	HBW Advisory Services LLC	25,802	$441K	0.0%	-3.6%	0.000%
5/4/2026	Chicago Partners Investment Group LLC	27,237	$475K	0.0%	+33.4%	0.000%
5/2/2026	International Assets Investment Management LLC	25,292	$440K	0.0%	+14.9%	0.000%
5/2/2026	Arlington Capital Management Inc.	40,098	$686K	0.4%	+10.2%	0.000%
5/2/2026	Diversify Wealth Management LLC	72,052	$1.26M	0.0%	+43.6%	0.000%
5/1/2026	Kaizen Financial Strategies	37,053	$641K	0.3%	+2.8%	0.000%
5/1/2026	Fifth Third Bancorp	60,233	$1.03M	0.0%	N/A	0.000%
5/1/2026	Sovran Advisors LLC	45,337	$791K	0.1%	+1.3%	0.000%
4/30/2026	Accredited Investors Inc.	44,580	$763K	0.0%	+115.2%	0.000%
4/30/2026	First Horizon Corp	3,360	$57K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	362,230	$6.28M	0.0%	+3.4%	0.000%
4/29/2026	Flatrock Wealth Partners LLC	16,185	$280K	0.1%	N/A	0.000%
4/28/2026	Abel Hall LLC	15,000	$257K	0.1%	N/A	0.000%
4/28/2026	Ascentis Independent Advisors	6,996	$120K	0.0%	N/A	0.000%
4/28/2026	Koshinski Asset Management Inc.	22,545	$386K	0.0%	-2.6%	0.000%
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4/28/2026	Beacon Financial Advisory LLC	40,029	$685K	0.2%	+5.4%	0.000%
4/28/2026	Wealthstar Advisors LLC	108,997	$1.87M	0.9%	-2.3%	0.000%
4/27/2026	PFG Investments LLC	1,525,235	$26.10M	1.2%	+5.1%	0.000%
4/27/2026	World Investment Advisors	156,237	$2.67M	0.0%	+110.1%	0.000%
4/27/2026	Private Advisor Group LLC	876,123	$14.99M	0.1%	+5.1%	0.000%
4/24/2026	Wealth Care LLC	225,870	$3.87M	3.4%	N/A	0.000%
4/24/2026	Flagship Private Wealth LLC	151,916	$2.60M	1.1%	+7.8%	0.000%
4/24/2026	Wagner Wealth Management LLC	370,346	$6.34M	1.3%	+1.0%	0.000%
4/24/2026	Kagan Cocozza Asset Management	12,376	$212K	0.1%	N/A	0.000%
4/24/2026	SMART Wealth LLC	12,546	$215K	0.1%	N/A	0.000%
4/22/2026	TPG Advisors LLC	17,251	$295K	0.2%	+51.5%	0.000%
4/22/2026	Patriot Financial Group Insurance Agency LLC	32,552	$557K	0.0%	+90.8%	0.000%
4/22/2026	Janney Montgomery Scott LLC	483,924	$8.28M	0.0%	+17.2%	0.000%
4/22/2026	MRA Advisory Group	94,816	$1.62M	0.7%	+3.2%	0.000%
4/22/2026	Ramiah Investment Group	31,020	$531K	0.5%	-4.3%	0.000%
4/22/2026	Lewis Asset Management LLC	48,793	$835K	0.3%	+7.7%	0.000%
4/21/2026	Maridea Wealth Management LLC	25,410	$435K	0.1%	+7.8%	0.000%
4/21/2026	HF Advisory Group LLC	61,420	$1.05M	0.4%	+3.3%	0.000%
4/21/2026	Retirement Planning Group LLC NY	177,815	$3.08M	2.0%	-5.3%	0.000%
4/21/2026	GHP Investment Advisors Inc.	4,531	$78K	0.0%	N/A	0.000%
4/21/2026	LifeWealth Investments LLC	369,241	$6.32M	1.9%	+10.2%	0.000%
4/21/2026	Fiduciary Alliance LLC	46,984	$810K	0.1%	+3.4%	0.000%
4/20/2026	Kestra Private Wealth Services LLC	18,937	$324K	0.0%	+34.5%	0.000%
4/20/2026	RFG Advisory LLC	191,774	$3.28M	0.1%	-0.4%	0.000%
4/18/2026	BCS Wealth Management	13,904	$238K	0.0%	-50.0%	0.000%
4/17/2026	Certified Advisory Corp	30,705	$525K	0.0%	+2.2%	0.000%
4/17/2026	AdvisorNet Financial Inc	20,000	$342K	0.0%	N/A	0.000%
4/17/2026	Outlook Wealth Advisors LLC	52,716	$902K	0.2%	-3.3%	0.000%
4/17/2026	Webster Bank N. A.	6,459	$111K	0.0%	+342.7%	0.000%
4/17/2026	Brookstone Capital Management	33,804	$578K	0.0%	+161.6%	0.000%
4/16/2026	CWC Advisors LLC.	14,523	$248K	0.1%	+34.0%	0.000%
3/17/2026	Rockefeller Capital Management L.P.	68,147	$1.21M	0.0%	-53.4%	0.000%
3/13/2026	World Investment Advisors	74,357	$1.32M	0.0%	+215.6%	0.000%
3/9/2026	Corient Private Wealth LLC	19,231	$341K	0.0%	+59.5%	0.000%
3/5/2026	Gunpowder Capital Management LLC dba Oliver Wealth Management	8,177	$145K	0.1%	N/A	0.000%
3/4/2026	SHP Wealth Management	3,619	$64K	0.0%	N/A	0.000%
3/2/2026	Sankala Group LLC	3,074	$55K	0.0%	N/A	0.000%
2/23/2026	Virtu Financial LLC	60,127	$1.07M	0.0%	N/A	0.000%
2/20/2026	Sunbelt Securities Inc.	6,762	$120K	0.0%	-7.4%	0.000%
2/19/2026	Compound Planning Inc.	31,703	$561K	0.0%	+15.8%	0.000%
2/19/2026	First Growth Capital LLC	36,773	$697K	0.7%	N/A	0.000%
2/19/2026	Corient Private Wealth LLC	19,231	$341K	0.0%	+59.5%	0.000%
2/19/2026	Smith Asset Management Co. LLC	148,579	$2.63M	2.2%	+7.5%	0.000%
2/18/2026	Ameriflex Group Inc.	23,473	$416K	0.2%	-53.3%	0.000%
2/18/2026	Mercer Global Advisors Inc. ADV	334,103	$5.92M	0.0%	-16.6%	0.000%
2/18/2026	Beacon Pointe Advisors LLC	10,368	$184K	0.0%	-60.9%	0.000%
2/18/2026	EP Wealth Advisors LLC	11,841	$210K	0.0%	N/A	0.000%
2/18/2026	NewEdge Advisors LLC	335,931	$5.95M	0.0%	-12.5%	0.000%
2/18/2026	XTX Topco Ltd	281,006	$4.98M	0.1%	N/A	0.000%
2/18/2026	Safe Harbor Fiduciary LLC	54,777	$970K	0.9%	N/A	0.000%
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2/18/2026	Readystate Asset Management LP	17,313	$307K	0.0%	N/A	0.000%
2/18/2026	Rivernorth Capital Management LLC	2,821,448	$49.97M	2.4%	N/A	0.000%
2/18/2026	Millennium Management LLC	28,201	$499K	0.0%	N/A	0.000%
2/18/2026	IHT Wealth Management LLC	35,759	$633K	0.0%	+2.0%	0.000%
2/17/2026	Guggenheim Capital LLC	697,613	$12.36M	0.1%	-2.9%	0.000%
2/17/2026	WFA of San Diego LLC	3,901	$69K	0.1%	+23.9%	0.000%
2/17/2026	Cetera Investment Advisers	1,597,409	$28.29M	0.0%	+4.9%	0.000%
2/17/2026	Equitable Holdings Inc.	158,198	$2.80M	0.0%	-0.8%	0.000%
2/17/2026	Kovack Advisors Inc.	70,805	$1.25M	0.1%	+202.1%	0.000%
2/17/2026	Osaic Holdings Inc.	1,435,825	$25.44M	0.0%	+11.0%	0.000%

PDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 387 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 355 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. ($1.58M), and LPL Financial LLC ($1.01M).

Institutional investors have bought a total of 42,719,067 shares in the last 24 months. This purchase volume represents approximately $798.53M in transactions.

Of the 158 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. ($1.44M), Morgan Stanley ($632.30K), World Investment Advisors ($276.46K), Brookstone Capital Management ($209.98K), Northwestern Mutual Wealth Management Co. ($177.82K), Commonwealth Equity Services LLC ($175.25K), and Orion Porfolio Solutions LLC ($172.20K).

Institutional investors have sold a total of 6,280,620 shares in the last 24 months. This volume of shares sold represents approximately $116.91M in transactions.

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This page (NYSE:PDI) was last updated on 6/1/2026 by MarketBeat.com Staff.

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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

PDI Institutional Ownership - Frequently Asked Questions

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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

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

PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

PDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDI shares?

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

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

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

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

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