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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$16.77 +0.08 (+0.45%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$16.82 +0.04 (+0.24%)
As of 07/10/2026 07:58 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 Massive. 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)
280
Total
Institutional Inflows
(last 12 months)
$376.84M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$117.25M
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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
7/10/2026GenWealth Group Inc.27,137$453K0.1%+35.3%0.000%
7/10/2026 Sage Capital Advisors llc20,956$350K0.1%-6.3%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors139,793$2.34M0.3%-0.8%0.000%
7/10/2026 Wealthcare Advisory Partners LLC436,792$7.29M0.1%-0.3%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC38,936$650K0.2%-4.2%0.000%
7/9/2026 World Equity Group Inc.48,879$816K0.2%+27.8%0.000%
7/9/2026 Focus Financial Network Inc.133,608$2.26M0.1%+29.9%0.000%
7/9/2026 Allied Private Wealth LLC1,773$30K0.0%N/A0.000%
7/9/2026 HF Advisory Group LLC69,328$1.16M0.4%+12.9%0.000%
7/8/2026 MRA Advisory Group98,079$1.64M0.6%+3.4%0.000%
7/8/2026 Gradient Investments LLC13,363$223K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.48,956$818K0.1%+10.9%0.000%
7/8/2026 Attessa Capital LLC22,787$381K0.2%+111.3%0.000%
7/8/2026 Mallini Complete Financial Planning LLC22,128$370K0.3%+10.8%0.000%
7/7/2026 Avior Wealth Management LLC462,193$7.72M0.2%+2.6%0.000%
7/7/2026 CoreCap Advisors LLC50,008$835K0.0%-2.6%0.000%
7/6/2026 Meadowbrook Wealth Management LLC110,570$1.85M2.0%N/A0.000%
7/2/2026 Silverleafe Capital Partners LLC13,637$228K0.1%+10.7%0.000%
7/1/2026 Noble 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%
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5/7/2026 World 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%
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%
4/24/2026Kagan Cocozza Asset Management12,376$212K0.1%N/A0.000%
4/24/2026SMART Wealth LLC12,546$215K0.1%N/A0.000%
4/22/2026TPG Advisors LLC17,251$295K0.2%+51.5%0.000%
4/22/2026Patriot Financial Group Insurance Agency LLC32,552$557K0.0%+90.8%0.000%
4/22/2026Janney Montgomery Scott LLC483,924$8.28M0.0%+17.2%0.000%
4/22/2026 MRA Advisory Group94,816$1.62M0.7%+3.2%0.000%
4/22/2026Ramiah Investment Group31,020$531K0.5%-4.3%0.000%
4/22/2026Lewis Asset Management LLC48,793$835K0.3%+7.7%0.000%
4/21/2026Maridea Wealth Management LLC25,410$435K0.1%+7.8%0.000%
4/21/2026 HF Advisory Group LLC61,420$1.05M0.4%+3.3%0.000%
4/21/2026Retirement Planning Group LLC NY177,815$3.08M2.0%-5.3%0.000%
4/21/2026GHP Investment Advisors Inc.4,531$78K0.0%N/A0.000%
4/21/2026LifeWealth Investments LLC369,241$6.32M1.9%+10.2%0.000%
4/21/2026Fiduciary Alliance LLC46,984$810K0.1%+3.4%0.000%
4/20/2026Kestra Private Wealth Services LLC18,937$324K0.0%+34.5%0.000%
4/20/2026RFG Advisory LLC191,774$3.28M0.1%-0.4%0.000%
4/18/2026BCS Wealth Management13,904$238K0.0%-50.0%0.000%
4/17/2026Certified Advisory Corp30,705$525K0.0%+2.2%0.000%
4/17/2026AdvisorNet Financial Inc20,000$342K0.0%N/A0.000%
4/17/2026Outlook Wealth Advisors LLC52,716$902K0.2%-3.3%0.000%
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4/17/2026Webster Bank N. A.6,459$111K0.0%+342.7%0.000%
4/17/2026Brookstone Capital Management33,804$578K0.0%+161.6%0.000%
4/16/2026CWC Advisors LLC.14,523$248K0.1%+34.0%0.000%
3/17/2026Rockefeller Capital Management L.P.68,147$1.21M0.0%-53.4%0.000%
3/13/2026World Investment Advisors74,357$1.32M0.0%+215.6%0.000%
3/9/2026Corient Private Wealth LLC19,231$341K0.0%+59.5%0.000%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management8,177$145K0.1%N/A0.000%
3/4/2026SHP Wealth Management3,619$64K0.0%N/A0.000%
3/2/2026Sankala Group LLC3,074$55K0.0%N/A0.000%
2/23/2026Virtu Financial LLC60,127$1.07M0.0%N/A0.000%


PDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 393 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 362 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 20,513,755 shares in the last 24 months. This purchase volume represents approximately $376.84M in transactions.

Of the 159 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 6,304,157 shares in the last 24 months. This volume of shares sold represents approximately $117.25M in transactions.


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This page (NYSE:PDI) was last updated on 7/11/2026 by MarketBeat.com Staff.
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