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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$173.94M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$55.88M
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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
4/26/2024 Mesirow Financial Investment Management Inc.12,440$240K0.0%N/A0.000%
4/25/2024L.M. Kohn & Company13,060$252K0.1%+8.3%0.000%
4/24/2024 Private Trust Co. NA41,845$807K0.1%+79.6%0.000%
4/24/2024 SOL Capital Management CO911,108$17.58M2.2%+3.6%0.000%
4/24/2024 Spire Wealth Management41,202$795K0.0%+12.1%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.642,970$12.40M0.0%+6.7%0.000%
4/22/2024 Nicholas Hoffman & Company LLC.22,572$435K0.0%-14.8%0.000%
4/22/2024 Strategic Financial Concepts LLC10,450$202K0.0%N/A0.000%
4/22/2024 PFG Investments LLC903,964$17.44M1.1%N/A0.000%
4/22/2024 Raymond James & Associates420,838$8.12M0.0%+11.7%0.000%
4/19/2024 Wealthstar Advisors LLC110,102$2.12M0.7%+26.4%0.000%
4/19/2024 Arcus Capital Partners LLC55,416$1.07M0.3%+1.6%0.000%
4/18/2024 SeaCrest Wealth Management LLC12,069$233K0.0%-26.2%0.000%
4/18/2024 Aviance Capital Partners LLC26,581$513K0.1%-7.0%0.000%
4/18/2024 MorganRosel Wealth Management LLC83,167$1.60M0.6%-42.4%0.000%
4/16/2024 Edge Wealth Management LLC32,257$622K0.1%-14.6%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC199,564$3.85M0.0%+31.6%0.000%
4/15/2024 Wealthcare Advisory Partners LLC266,715$5.15M0.2%N/A0.000%
4/15/2024 Key Client Fiduciary Advisors LLC11,300$218K0.1%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC18,693$361K0.3%+40.5%0.000%
4/15/2024 Sunbelt Securities Inc.1,600$31K0.0%-29.8%0.000%
4/11/2024 Capital CS Group LLC14,411$278K0.3%+14.9%0.000%
4/9/2024 Mather Group LLC.1,448$26K0.0%N/A0.000%
4/5/2024 NBC Securities Inc.10,669$215K0.0%+11.8%0.000%
3/22/2024PNC Financial Services Group Inc.41,207$740K0.0%-48.8%0.000%
3/15/2024B. Riley Wealth Advisors Inc.127,834$2.32M0.1%-3.5%0.000%
3/8/2024ICA Group Wealth Management LLC3,419$61K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC32,205$578K0.0%-15.0%0.000%
2/26/2024Centaurus Financial Inc.13,942$250K0.0%-33.3%0.000%
2/23/2024Chicago Partners Investment Group LLC10,109$191K0.0%N/A0.000%
2/15/2024Garden State Investment Advisory Services LLC46,586$836K0.3%-6.1%0.000%
2/15/2024Cohen & Steers Inc.1,412,920$25.36M0.1%-2.1%0.000%
2/15/2024Comerica Bank59,137$1.06M0.0%-1.3%0.000%
2/13/2024Tower Research Capital LLC TRC 2,579$46K0.0%-68.1%0.000%
2/13/2024Belpointe Asset Management LLC10,039$180K0.0%N/A0.000%
2/13/2024Cornerstone Advisory LLC632,563$11.36M1.8%+10.9%0.000%
2/12/2024Tradition Wealth Management LLC42,820$769K0.1%+191.3%0.000%
2/12/2024Scotia Capital Inc.69,086$1.24M0.0%+3.1%0.000%
2/12/2024Avestar Capital LLC12,856$234K0.0%-19.5%0.000%
2/12/2024Focus Financial Network Inc. ADV30,481$554K0.0%N/A0.000%
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2/12/2024Beta Wealth Group Inc.221,351$3.97M2.1%+180.9%0.000%
2/9/2024Orion Portfolio Solutions LLC232,948$4.34M0.1%+6.8%0.000%
2/9/2024Certified Advisory Corp32,608$585K0.1%+2.0%0.000%
2/9/2024Journey Strategic Wealth LLC30,500$547K0.0%-54.0%0.000%
2/9/2024L.M. Kohn & Company12,060$216K0.1%+6.2%0.000%
2/9/2024D.A. Davidson & CO.36,938$663K0.0%-12.6%0.000%
2/9/2024UBS Group AG1,402,769$25.18M0.0%-6.6%0.000%
2/9/2024PNC Financial Services Group Inc.41,207$740K0.0%-48.8%0.000%
2/8/2024Quarry Hill Advisors LLC27,328$491K0.4%+32.4%0.000%
2/8/2024 Brown Advisory Inc.56,220$1.01M0.0%-30.1%0.000%
2/8/2024Summit X LLC53,197$955K0.3%+2.8%0.000%
2/8/2024Level Four Advisory Services LLC17,110$307K0.0%-10.9%0.000%
2/8/2024Janney Montgomery Scott LLC302,185$5.42M0.0%+4.3%0.000%
2/8/2024MAS Advisors LLC66,690$1.20M1.5%+5.6%0.000%
2/7/2024Avantax Advisory Services Inc.127,543$2.29M0.0%-42.8%0.000%
2/7/2024Summitry LLC12,000$215K0.0%N/A0.000%
2/7/2024 NBC Securities Inc.9,541$171K0.0%-14.9%0.000%
2/7/2024Gateway Advisory LLC38,998$700K0.1%+3.5%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC7,983$143K0.0%+294.4%0.000%
2/7/2024Principal Securities Inc.278,087$4.99M0.2%N/A0.000%
2/6/2024 Aviance Capital Partners LLC28,594$513K0.1%-65.6%0.000%
2/6/2024Apollon Wealth Management LLC59,992$1.08M0.0%+7.0%0.000%
2/6/2024Private Advisor Group LLC465,494$8.36M0.1%+9.6%0.000%
2/6/2024 Spire Wealth Management36,741$686K0.0%-19.7%0.000%
2/6/2024National Bank of Canada FI55,755$1.01M0.0%+34.5%0.000%
2/6/2024TCG Advisory Services LLC44,520$799K0.1%-8.8%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC137,505$2.47M0.1%-2.0%0.000%
2/6/2024Merit Financial Group LLC82,777$1.49M0.0%-7.1%0.000%
2/6/2024SouthState Corp16,094$289K0.0%-26.1%0.000%
2/6/2024Benjamin Edwards Inc.8,910$160K0.0%+20.2%0.000%
2/5/2024Savant Capital LLC48,329$868K0.0%+3.6%0.000%
2/5/2024Cary Street Partners Investment Advisory LLC7,983$143K0.0%+294.4%0.000%
2/5/2024Kestra Private Wealth Services LLC13,389$240K0.0%-10.7%0.000%
2/5/2024Choreo LLC307,765$5.59M0.2%N/A0.000%
2/5/2024Transcend Capital Advisors LLC19,329$347K0.0%-10.9%0.000%
2/2/2024Truist Financial Corp63,464$1.14M0.0%-18.8%0.000%
2/2/2024 Kovack Advisors Inc.16,143$290K0.0%-7.4%0.000%
2/2/2024Anfield Capital Management LLC68,885$1.24M0.7%-43.8%0.000%
2/2/2024Atria Wealth Solutions Inc.1,102,366$19.82M0.2%+12.2%0.000%
2/1/2024Marks Group Wealth Management Inc59,642$1.07M0.1%N/A0.000%
2/1/2024Significant Wealth Partners LLC221,818$3.98M2.9%N/A0.000%
2/1/2024 PSI Advisors LLC1,608$29K0.0%+676.8%0.000%
2/1/2024Sigma Planning Corp42,254$758K0.1%-56.9%0.000%
2/1/2024 CWM LLC7,587$136K0.0%+42.1%0.000%
2/1/2024 Nicholas Hoffman & Company LLC.26,498$476K0.0%N/A0.000%
2/1/2024Lindbrook Capital LLC3,000$54K0.0%+50.0%0.000%
1/31/2024J.W. Cole Advisors Inc.27,784$499K0.0%+22.8%0.000%
1/31/2024Western Wealth Management LLC104,566$1.88M0.1%-1.5%0.000%
1/31/2024 HF Advisory Group LLC47,952$861K0.6%+2.6%0.000%
1/30/2024Prosperity Wealth Management Inc.10,226$184K0.1%-57.5%0.000%
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1/30/2024Quantum Private Wealth LLC16,249$292K0.1%-23.2%0.000%
1/30/2024 ACT Advisors LLC.43,412$779K0.4%-36.1%0.000%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors189,213$3.40M0.7%+24.4%0.000%
1/29/2024Koshinski Asset Management Inc.10,024$180K0.0%-73.1%0.000%
1/29/2024NewEdge Wealth LLC40,255$723K0.0%-7.1%0.000%
1/29/2024 Tennessee Valley Asset Management Partners108,974$1.96M0.5%+10.2%0.000%
1/26/2024Cerity Partners LLC80,050$1.44M0.0%+3.9%0.000%
1/26/2024 Harbor Investment Advisory LLC19,563$351K0.0%+621.1%0.000%
1/26/2024Geneos Wealth Management Inc.3,589$64K0.0%-57.0%0.000%
1/25/2024 RFG Advisory LLC54,141$972K0.0%+19.0%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, 277 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($39.08M), Royal Bank of Canada ($32.85M), Rivernorth Capital Management LLC ($32.25M), Cohen & Steers Inc. ($25.36M), UBS Group AG ($25.18M), LPL Financial LLC ($25.08M), and Osaic Holdings Inc. ($21.55M).Learn more on PDI's institutional investors.

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

Of the 227 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: PFG Investments LLC ($966.19K), Atria Wealth Solutions Inc. ($801.27K), Gateway Advisory LLC ($625.19K), SOL Capital Management CO ($619.24K), Private Advisor Group LLC ($553.35K), Rivernorth Capital Management LLC ($515.19K), and Raymond James Financial Services Advisors Inc. ($457.82K).

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

Institutional investors have bought a total of 15,529,147 shares in the last 24 months. This purchase volume represents approximately $296.91M in transactions.

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

Of the 156 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: UBS Group AG ($1.07M), Howland Capital Management LLC ($1.06M), Bank of America Corp DE ($675.39K), Arcus Capital Partners LLC ($315.56K), Orion Portfolio Solutions LLC ($249.53K), Sigma Planning Corp ($215.10K), and Thomas J. Herzfeld Advisors Inc. ($190.29K).

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

Institutional investors have sold a total of 7,048,327 shares in the last 24 months. This volume of shares sold represents approximately $134.74M in transactions.


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This page (NYSE:PDI) was last updated on 4/26/2024 by MarketBeat.com Staff

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