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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)
153
Total
Institutional Inflows
(last 12 months)
$165.30M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$43.96M
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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
5/10/2024Osaic Holdings Inc.1,218,326$23.50M0.1%+1.8%0.000%
5/9/2024 Orion Portfolio Solutions LLC205,933$3.97M0.0%-11.6%0.000%
5/9/2024 Kingsview Wealth Management LLC11,531$222K0.0%-9.4%0.000%
5/9/2024 Koshinski Asset Management Inc.31,176$601K0.1%+211.0%0.000%
5/8/2024 Avantax Advisory Services Inc.130,386$2.52M0.0%+2.2%0.000%
5/8/2024 Williams Jones Wealth Management LLC.128,532$2.48M0.0%-5.7%0.000%
5/7/2024 Concurrent Investment Advisors LLC11,412$220K0.0%-5.5%0.000%
5/7/2024 Significant Wealth Partners LLC77,854$1.50M1.0%-64.9%0.000%
5/7/2024 Atomi Financial Group Inc.24,764$478K0.0%-2.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.10,884$210K0.0%-23.5%0.000%
5/6/2024 CFO4Life Group LLC10,000$193K0.0%N/A0.000%
5/6/2024 Gill Capital Partners LLC186,714$3.55M1.4%-1.1%0.000%
5/4/2024 Csenge Advisory Group15,068$291K0.0%N/A0.000%
5/3/2024 MRA Advisory Group49,685$958K0.6%+30.6%0.000%
5/2/2024 Choreo LLC317,457$6.12M0.2%+3.1%0.000%
5/1/2024 Janney Montgomery Scott LLC315,789$6.09M0.0%+4.5%0.000%
5/1/2024 Concourse Financial Group Securities Inc.3,760$73K0.0%+52.8%0.000%
5/1/2024 Retirement Group LLC1,311$25K0.0%-83.8%0.000%
4/30/2024 Private Advisor Group LLC520,387$10.04M0.1%+11.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.41,966$810K0.0%+51.0%0.000%
4/30/2024 Hartline Investment Corp181,464$3.50M0.6%N/A0.000%
4/30/2024 SpiderRock Advisors LLC10,887$207K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC846,410$16.33M0.0%+8.2%0.000%
4/26/2024 Quarry Hill Advisors LLC28,296$546K0.4%+3.5%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.12,440$240K0.0%N/A0.000%
4/25/2024 L.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%
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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%
2/23/2024 Chicago 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%
2/13/2024 Belpointe Asset Management LLC10,039$180K0.0%N/A0.000%
2/13/2024 Cornerstone 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%
2/12/2024Beta Wealth Group Inc.221,351$3.97M2.1%+180.9%0.000%
2/9/2024 Orion 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%
2/9/2024 L.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%
2/8/2024 Quarry 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%
2/8/2024 Summit X LLC53,197$955K0.3%+2.8%0.000%
2/8/2024Level Four Advisory Services LLC17,110$307K0.0%-10.9%0.000%
2/8/2024 Janney Montgomery Scott LLC302,185$5.42M0.0%+4.3%0.000%
2/8/2024MAS Advisors LLC66,690$1.20M1.5%+5.6%0.000%
2/7/2024 Avantax Advisory Services Inc.127,543$2.29M0.0%-42.8%0.000%
2/7/2024 Summitry 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%
2/7/2024 Cary 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%
2/6/2024 Apollon Wealth Management LLC59,992$1.08M0.0%+7.0%0.000%
2/6/2024 Private 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%
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2/6/2024U.S. Capital Wealth Advisors LLC137,505$2.47M0.1%-2.0%0.000%
2/6/2024 Merit Financial Group LLC82,777$1.49M0.0%-7.1%0.000%
2/6/2024 SouthState Corp16,094$289K0.0%-26.1%0.000%
2/6/2024 Benjamin Edwards Inc.8,910$160K0.0%+20.2%0.000%
2/5/2024 Savant Capital LLC48,329$868K0.0%+3.6%0.000%
2/5/2024 Cary Street Partners Investment Advisory LLC7,983$143K0.0%+294.4%0.000%
2/5/2024 Kestra Private Wealth Services LLC13,389$240K0.0%-10.7%0.000%
2/5/2024 Choreo LLC307,765$5.59M0.2%N/A0.000%
2/5/2024 Transcend Capital Advisors LLC19,329$347K0.0%-10.9%0.000%
2/2/2024Truist Financial Corp63,464$1.14M0.0%-18.8%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, 270 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. ($23.50M).Learn more on PDI's institutional investors.

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

Of the 220 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 ($608.24K), 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 15,479,518 shares in the last 24 months. This purchase volume represents approximately $293.50M in transactions.

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

Of the 153 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 ($276.55K), 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 6,900,075 shares in the last 24 months. This volume of shares sold represents approximately $130.15M in transactions.


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This page (NYSE:PDI) was last updated on 5/11/2024 by MarketBeat.com Staff

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