Who owns Pimco Dynamic Incm Fund?

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Analyze quarterly positions in Pimco Dynamic Incm Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Pimco Dynamic Incm Fund stock

Who bought or sold Pimco Dynamic Incm Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 11M $187M 0% Sep 2023
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Bank of America Corporation 1.8M $33M -4% Dec 2023
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LPL Financial 1.5M $25M 2% Sep 2023
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Cohen & Steers Capital Management 1.4M $25M -7% Sep 2023
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UBS Group 1.4M $25M -7% Dec 2023
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Royal Bank of Canada 1.3M $23M -6% Dec 2023
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Advisor Group Holdings 1.2M $22M -14% Dec 2023
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Atria Wealth Solutions 1.1M $20M 12% Dec 2023
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Rivernorth Capital Management 1.0M $18M -20% Dec 2023
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SOL Capital Management 880k $16M 33% Dec 2023
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TD Waterhouse Canada 813k $16M -32% Dec 2023
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Commonwealth Equity Services 783k $14M -5% Dec 2023
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Penserra Capital Management 769k $14M 7% Dec 2023
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Raymond James Financial Services Advisors 602k $11M -6% Dec 2023
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Cornerstone Advisory 571k $9.9M -16% Sep 2023
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Alliancebernstein 548k $9.8M 3% Dec 2023
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Cambridge Investment Research Advisors 508k $9.1M -6% Dec 2023
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Wagner Wealth Management 507k $9.1M 14% Dec 2023
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Private Advisor 466k $8.4M 10% Dec 2023
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AE Wealth Management 448k $8.4M 25% Dec 2023
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Raymond James & Associates 377k $6.8M 11% Dec 2023
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Rsm Us Wealth Management 308k $5.6M 100% Dec 2023
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Janney Montgomery Scott 302k $5.4M 4% Dec 2023
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Principal Securities 278k $5.0M 100% Dec 2023
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Guggenheim Capital, LLC Managers 262k $4.7M 18% Dec 2023
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Thrivent Financial for Lutherans 250k $4.3M -11% Sep 2023
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HighTower Advisors 237k $4.3M 108% Dec 2023
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Orion Portfolio Solutions 233k $4.3M 7% Dec 2023
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Envestnet Asset Management 226k $3.9M 3% Sep 2023
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Significant Wealth Partners 222k $4.0M 100% Dec 2023
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Beta Wealth 221k $4.0M 181% Dec 2023
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IFP Advisors 217k $3.9M 42% Dec 2023
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Means Investment 198k $3.6M 2% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 189k $3.4M 24% Dec 2023
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Gill Capital Partners 189k $3.4M -7% Dec 2023
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Multi-Financial Securities 178k $3.1M 6% Sep 2023
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Mml Investors Services 170k $2.9M -1% Sep 2023
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Evergreen Capital Management 153k $2.7M -4% Sep 2023
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Wealth Enhancement Advisory Services 152k $2.7M -16% Dec 2023
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Captrust Financial Advisors 150k $2.7M -7% Dec 2023
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Wells Fargo & Company 149k $2.7M -10% Dec 2023
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MorganRosel Wealth Management 145k $2.6M -23% Dec 2023
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Williams Jones Wealth Management 141k $2.4M 100% Sep 2023
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U.S. Capital Wealth Advisors 138k $2.5M -2% Dec 2023
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Financial Network Investment Corporation 135k $2.3M 8% Sep 2023
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National Asset Management 128k $2.3M -4% Dec 2023
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H D Vest Advisory Services 128k $2.3M -43% Dec 2023
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Cyndeo Wealth Partners 117k $2.1M 28% Dec 2023
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Cetera Investment Advisers 114k $2.0M 2% Sep 2023
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Rockefeller Capital Management 114k $2.0M 9% Dec 2023
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Tennessee Valley Asset Management Partners 109k $2.0M 10% Dec 2023
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Bank Of Montreal 109k $1.9M 9% Dec 2023
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Goss Wealth Management 105k $1.8M -12% Sep 2023
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Western Wealth Management 105k $1.9M -2% Dec 2023
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Stifel Financial 102k $1.8M 32% Dec 2023
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CIBC World Markets 100k $1.7M -6% Sep 2023
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Wedbush Morgan Securities 99k $1.8M 0% Dec 2023
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First Foundation Advisors 91k $1.6M -10% Dec 2023
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Wealthstar Advisors 87k $1.6M 0% Dec 2023
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Venture Visionary Partners 86k $1.5M 3% Dec 2023
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Merit Financial Group 83k $1.5M -7% Dec 2023
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Kestra Advisory Services 82k $1.5M 16% Dec 2023
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HPM Partners 80k $1.4M 4% Dec 2023
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Davenport & Co 79k $1.4M -10% Dec 2023
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Scotia Capital 69k $1.2M 3% Dec 2023
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Parisi Gray Wealth Management 69k $1.2M 15% Dec 2023
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Anfield Capital Management 69k $1.2M -44% Dec 2023
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Ausdal Financial Partners 68k $1.2M 0% Dec 2023
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Landscape Capital Management 67k $1.2M 100% Dec 2023
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MAS Advisors 67k $1.2M 6% Dec 2023
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Cresset Asset Management 65k $1.1M -7% Sep 2023
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Susquehanna International 65k $1.1M 100% Sep 2023
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Branch Banking & Trust Company 64k $1.1M -19% Dec 2023
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Northwestern Mutual Wealth Management Company 60k $1.0M 7% Sep 2023
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Apollon Wealth Management 60k $1.1M 7% Dec 2023
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Brian McDonald 60k $1.0M 100% Sep 2023
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Marks Group Wealth Management 60k $1.1M 100% Dec 2023
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Horizon Kinetics Asset Management 57k $1.0M -15% Dec 2023
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Brown Advisory Holdings Incorporated 56k $1.0M -30% Dec 2023
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National Bank Of Canada /fi/ 56k $1.0M 35% Dec 2023
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Arcus Capital Partners 55k $979k -85% Dec 2023
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RFG Advisory 54k $972k 19% Dec 2023
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Summit X 53k $955k 3% Dec 2023
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Americana Partners 53k $949k 0% Dec 2023
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Raymond James Trust 51k $908k 35% Dec 2023
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Frank. Day 51k $906k -25% Dec 2023
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Garden State Investment Advisory Services 50k $857k 0% Sep 2023
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CoreCap Advisors 49k $887k -3% Dec 2023
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Flagship Private Wealth 49k $886k 2% Dec 2023
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Kaizen Financial Strategies 49k $872k -5% Dec 2023
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Savant Capital Management 48k $868k 4% Dec 2023
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HF Advisory Group 48k $861k 3% Dec 2023
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Moloney Securities Asset Management 48k $854k 100% Dec 2023
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Icon Wealth Partners 46k $790k -3% Sep 2023
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TCG Advisory Services 45k $799k -9% Dec 2023
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ACT Advisors 43k $779k -36% Dec 2023
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Stratos Wealth Advisors 43k $773k 3% Dec 2023
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Tradition Wealth Management 43k $769k 191% Dec 2023
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Sigma Planning 42k $759k -57% Dec 2023
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Pnc Financial Services 41k $740k -49% Dec 2023
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NewEdge Wealth 40k $723k -7% Dec 2023
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Stratos Wealth Partners 40k $717k -44% Dec 2023
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Gateway Advisory 39k $700k 3% Dec 2023
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Morris Retirement Advisors 38k $683k 4% Dec 2023
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Lido Advisors 38k $689k 100% Dec 2023
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Edge Wealth Management 38k $678k 147% Dec 2023
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Claybrook Capital 37k $646k 0% Sep 2023
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E&G Advisors 37k $664k -29% Dec 2023
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D.A. Davidson & Co. 37k $663k -13% Dec 2023
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Spire Wealth Management 37k $686k -20% Dec 2023
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Prime Capital Investment Advisors 35k $636k 79% Dec 2023
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Steward Partners Investment Advisory 35k $623k 0% Dec 2023
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Creative Planning 33k $600k 200% Dec 2023
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Arete Wealth Advisors 33k $599k 3% Dec 2023
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Certified Advisory Corp 33k $585k 2% Dec 2023
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EP Wealth Advisors 32k $578k -15% Dec 2023
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Baird Financial 32k $572k -40% Dec 2023
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Journey Strategic Wealth 31k $548k -54% Dec 2023
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Focus Financial Network 31k $554k 100% Dec 2023
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Townsquare Capital 29k $526k 9% Dec 2023
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Aviance Capital Partners 29k $513k -66% Dec 2023
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J.w. Cole Advisors 28k $499k 23% Dec 2023
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Quarry Hill Advisors 27k $491k 32% Dec 2023
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All Season Financial Advisors 27k $488k -26% Dec 2023
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Nicholas Hoffman & Company 27k $476k 100% Dec 2023
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Bulltick Wealth Management 26k $479k 100% Dec 2023
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Cooper Financial Group 26k $471k 100% Dec 2023
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Atomi Financial Group 26k $457k -3% Dec 2023
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Sage Capital Advisors 25k $442k -17% Dec 2023
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Private Trust Co Na 23k $418k 1192% Dec 2023
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Samalin Investment Counsel 22k $388k 49% Sep 2023
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Financial Alternatives 22k $385k 0% Sep 2023
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Sunesis Advisors 22k $399k 0% Dec 2023
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Mathes Company 22k $398k 0% Dec 2023
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Natixis 20k $340k -11% Sep 2023
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Harbor Investment Advisory 20k $351k 621% Dec 2023
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Transcend Wealth Collective 19k $347k -11% Dec 2023
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Bank of New York Mellon 19k $340k -11% Dec 2023
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Northwest Wealth Management 18k $325k -1% Dec 2023
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Optimum Investment Advisors 18k $316k 0% Dec 2023
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Stephens 18k $303k 0% Sep 2023
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Global Retirement Partners 17k $321k 13% Dec 2023
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Melfa Wealth Management 17k $307k 0% Dec 2023
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Level Four Advisory Services 17k $307k -11% Dec 2023
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Hollencrest Securities 17k $304k -7% Dec 2023
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Mercer Global Advisors 17k $298k 15% Dec 2023
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Moors & Cabot 17k $296k 100% Dec 2023
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SeaCrest Wealth Management 16k $302k 35% Dec 2023
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Quantum Private Wealth 16k $292k -23% Dec 2023
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Kovack Advisors 16k $290k -7% Dec 2023
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Palogic Value Management 16k $279k -15% Sep 2023
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SCBT Financial Corporation 16k $289k -26% Dec 2023
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Equitable Holdings 14k $245k -62% Sep 2023
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Centaurus Financial 14k $250k -33% Dec 2023
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Future Financial Wealth Managment 13k $239k -27% Dec 2023
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Capital CS Group 13k $225k -43% Dec 2023
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Mariner Wealth Advisors 12k $207k -72% Dec 2023
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Csenge Advisory Group 11k $182k -39% Sep 2023
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Prosperity Wealth Management 10k $184k -58% Dec 2023
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Koshinski Asset Management 10k $180k -73% Dec 2023
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Jpmorgan Chase & Co 291.00 $5.2k -99% Dec 2023
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Who sold out of Pimco Dynamic Incm Fund?

Fund or Company Name Date Sold Shares Held Valued At
Dynamic Advisors Solutions Sep 2023 101k $1.7M
PFG Investments Sep 2023 62k $1.1M
Steel Peak Wealth Management Sep 2023 57k $994k
Dorsey & Whitney Trust Company Sep 2023 28k $489k
HB Wealth Management Sep 2023 25k $432k
Axxcess Wealth Management Sep 2023 22k $383k
Beverly Hills Private Wealth Sep 2023 19k $327k
First Trust Advisors Jun 2023 18k $333k
Kellett Schaffner Wealth Advisors Sep 2023 16k $283k