Who owns Pimco Dynamic Incm Fund?
- Ticker: PDI
- CUSIP Number: 72201Y101
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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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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 |