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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$14.10 +0.20 (+1.40%)
Closing price 03:59 PM Eastern
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$14.10 0.00 (0.00%)
As of 07:34 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)
244
Total
Institutional Inflows
(last 12 months)
$335.94M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$72.04M
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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
9/9/2026Integrated Wealth Concepts LLC31,473$526K0.0%-18.5%0.000%
9/9/2026RFG Advisory LLC308,982$5.16M0.1%+61.1%0.000%
9/9/2026NewEdge Advisors LLC431,148$7.20M0.0%+11.9%0.000%
9/9/2026IFP Advisors Inc37,633$628K0.0%+8.2%0.000%
9/9/2026Baird Financial Group Inc.72,852$1.22M0.0%+3.1%0.000%
9/8/2026Allworth Financial LP21,024$351K0.0%+62.5%0.000%
9/8/2026Waverly Advisors LLC17,506$292K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP24,219$406K0.0%-23.9%0.000%
8/23/2026Readystate Asset Management LP18,730$313K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC11,842$198K0.0%+17.9%0.000%
8/22/2026Advisory Solutions Group LLC45,459$759K0.3%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.1,385,039$23.16M0.1%+6.3%0.000%
8/22/2026Concurrent Investment Advisors LLC23,477$392K0.0%+28.4%0.000%
8/21/2026Triumph Capital Management14,386$240K0.0%+6.7%0.000%
8/20/2026Wedbush Securities Inc.75,428$1.26M0.0%+3.1%0.000%
7/21/2026Merit Financial Group LLC53,303$890K0.0%-8.7%0.000%
7/18/2026Merit Financial Group LLC53,303$890K0.0%-8.7%0.000%
7/17/2026Farther Finance Advisors LLC141,329$2.36M0.0%-61.0%0.000%
7/16/2026Patriot Financial Group Insurance Agency LLC13,757$230K0.0%-57.7%0.000%
7/16/2026Ramiah Investment Group33,320$556K0.4%+7.4%0.000%
7/16/2026Prospera Financial Services Inc49,878$833K0.0%-5.9%0.000%
7/16/2026Independent Financial Group LLC717,418$11.98M0.2%+37.9%0.000%
7/15/2026Wealth Care LLC249,620$4.17M3.4%+10.5%0.000%
7/15/2026Spire Wealth Management14,776$247K0.0%-15.1%0.000%
7/15/2026Brookstone Capital Management37,781$631K0.0%+11.8%0.000%
7/15/2026Stolper Co26,047$542K0.1%N/A0.000%
7/15/2026Oxinas Partners LLC25,137$420K0.2%+4.4%0.000%
7/15/2026Seaview Investment Managers LLC69,738$1.17M0.3%+48.2%0.000%
7/14/2026Smith Asset Management Co. LLC160,826$2.69M2.1%-1.0%0.000%
7/14/2026Significant Wealth Partners LLC61,593$1.03M1.1%+1.9%0.000%
7/10/2026GenWealth Group Inc.27,137$453K0.1%+35.3%0.000%
7/10/2026Sage Capital Advisors llc20,956$350K0.1%-6.3%0.000%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors139,793$2.34M0.3%-0.8%0.000%
7/10/2026Wealthcare Advisory Partners LLC436,792$7.29M0.1%-0.3%0.000%
7/9/2026Key Client Fiduciary Advisors LLC38,936$650K0.2%-4.2%0.000%
7/9/2026World Equity Group Inc.48,879$816K0.2%+27.8%0.000%
7/9/2026Focus Financial Network Inc.133,608$2.26M0.1%+29.9%0.000%
7/9/2026Allied Private Wealth LLC1,773$30K0.0%N/A0.000%
7/9/2026HF Advisory Group LLC69,328$1.16M0.4%+12.9%0.000%
7/8/2026MRA Advisory Group98,079$1.64M0.6%+3.4%0.000%
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7/8/2026Gradient Investments LLC13,363$223K0.0%N/A0.000%
7/8/2026First Heartland Consultants Inc.48,956$818K0.1%+10.9%0.000%
7/8/2026Attessa Capital LLC22,787$381K0.2%+111.3%0.000%
7/8/2026Mallini Complete Financial Planning LLC22,128$370K0.3%+10.8%0.000%
7/7/2026Avior Wealth Management LLC462,193$7.72M0.2%+2.6%0.000%
7/7/2026CoreCap Advisors LLC50,008$835K0.0%-2.6%0.000%
7/6/2026Meadowbrook Wealth Management LLC110,570$1.85M2.0%N/A0.000%
7/2/2026Silverleafe Capital Partners LLC13,637$228K0.1%+10.7%0.000%
7/1/2026Noble Wealth Management PBC537,557$8.98M4.0%-7.0%0.000%
6/30/2026VectorGlobal IAG Inc.38,733$663K0.2%N/A0.000%
6/18/2026Western Wealth Management LLC78,341$1.34M0.0%+22.0%0.000%
6/3/2026NewEdge Advisors LLC385,169$6.59M0.0%+14.7%0.000%
5/29/2026Ramiah Investment Group31,020$531K0.5%-4.3%0.000%
5/28/2026Lavelle Capital LP20,967$359K0.2%N/A0.000%
5/26/2026Summit Financial Wealth Advisors LLC28,493$488K0.1%+15.4%0.000%
5/22/2026Verus Capital Partners LLC380,472$6.51M0.4%+53.6%0.000%
5/19/2026Western Wealth Management LLC78,341$1.34M0.0%+22.0%0.000%
5/19/2026Bank of America Corp DE3,038,182$51.98M0.0%+3.5%0.000%
5/19/2026Alexander Labrunerie & CO. Inc.129,940$2.22M0.8%+5.1%0.000%
5/19/2026Arkadios Wealth Advisors380,364$6.51M0.1%+2,177.6%0.000%
5/18/2026Sunbelt Securities Inc.1,600$27K0.0%-76.3%0.000%
5/18/2026Royal Bank of Canada1,537,452$26.31M0.0%+10.5%0.000%
5/15/2026Gateway Wealth Partners LLC42,470$727K0.0%+161.2%0.000%
5/14/2026Sentinel Advisory Group LLC342,272$5.86M2.9%N/A0.000%
5/14/2026Compound Planning Inc.32,907$563K0.0%+3.8%0.000%
5/14/2026Lido Advisors LLC49,010$847K0.0%+10.3%0.000%
5/13/2026Cetera Investment Advisers1,708,064$29.23M0.0%+6.9%0.000%
5/13/2026NewEdge Wealth LLC37,580$643K0.0%+1.9%0.000%
5/8/2026PNC Financial Services Group Inc.249,215$4.26M0.0%+206.5%0.000%
5/7/2026Beta Wealth Group Inc.227,453$3.89M1.6%-0.8%0.000%
5/7/2026World Equity Group Inc.38,241$654K0.2%+26.2%0.000%
5/6/2026Fiscal Wisdom Wealth Management LLC10,486$179K0.2%N/A0.000%
5/6/2026Independent Financial Group LLC520,075$8.90M0.3%N/A0.000%
5/5/2026Marks Group Wealth Management Inc85,175$1.46M0.1%-5.3%0.000%
5/5/2026Geneos Wealth Management Inc.16,436$281K0.0%+38.9%0.000%
5/5/2026Sanctuary Advisors LLC83,801$1.43M0.0%+21.9%0.000%
5/5/2026Cornerstone Advisory LLC568,664$9.73M0.9%-7.7%0.000%
5/4/2026HBW Advisory Services LLC25,802$441K0.0%-3.6%0.000%
5/4/2026Chicago Partners Investment Group LLC27,237$475K0.0%+33.4%0.000%
5/2/2026International Assets Investment Management LLC25,292$440K0.0%+14.9%0.000%
5/2/2026Arlington Capital Management Inc.40,098$686K0.4%+10.2%0.000%
5/2/2026Diversify Wealth Management LLC72,052$1.26M0.0%+43.6%0.000%
5/1/2026Kaizen Financial Strategies37,053$641K0.3%+2.8%0.000%
5/1/2026Fifth Third Bancorp60,233$1.03M0.0%N/A0.000%
5/1/2026Sovran Advisors LLC45,337$791K0.1%+1.3%0.000%
4/30/2026Accredited Investors Inc.44,580$763K0.0%+115.2%0.000%
4/30/2026First Horizon Corp3,360$57K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC362,230$6.28M0.0%+3.4%0.000%
4/29/2026Flatrock Wealth Partners LLC16,185$280K0.1%N/A0.000%
4/28/2026Abel Hall LLC15,000$257K0.1%N/A0.000%
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4/28/2026Ascentis Independent Advisors6,996$120K0.0%N/A0.000%
4/28/2026Koshinski Asset Management Inc.22,545$386K0.0%-2.6%0.000%
4/28/2026Beacon Financial Advisory LLC40,029$685K0.2%+5.4%0.000%
4/28/2026Wealthstar Advisors LLC108,997$1.87M0.9%-2.3%0.000%
4/27/2026PFG Investments LLC1,525,235$26.10M1.2%+5.1%0.000%
4/27/2026World Investment Advisors156,237$2.67M0.0%+110.1%0.000%
4/27/2026Private Advisor Group LLC876,123$14.99M0.1%+5.1%0.000%
4/24/2026Wealth Care LLC225,870$3.87M3.4%N/A0.000%
4/24/2026Flagship Private Wealth LLC151,916$2.60M1.1%+7.8%0.000%
4/24/2026Wagner Wealth Management LLC370,346$6.34M1.3%+1.0%0.000%


PDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 390 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. ($1.56M), and LPL Financial LLC ($891.07K).

Institutional investors have bought a total of 18,431,724 shares in the last 24 months. This purchase volume represents approximately $335.94M in transactions.

Of the 135 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), Farther Finance Advisors LLC ($231.00K), Brookstone Capital Management ($209.98K), Commonwealth Equity Services LLC ($175.25K), UBS Group AG ($166.15K), B. Riley Wealth Advisors Inc. ($150.01K), and Beta Wealth Group Inc. ($119.46K).

Institutional investors have sold a total of 3,952,290 shares in the last 24 months. This volume of shares sold represents approximately $72.04M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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