Who owns Pimco Dynamic Incm Fund?
- Ticker: PDI
- CUSIP Number: 72201Y101
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Dynamic Incm Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 12M | $216M | 6% | Jun 2024 |
|
| Bank of America Corporation | 2.6M | $53M | -6% | Sep 2024 |
|
| LPL Financial | 2.6M | $53M | 3% | Sep 2024 |
|
| Atria Wealth Solutions | 1.5M | $30M | 0% | Sep 2024 |
|
| Cohen & Steers Capital Management | 1.3M | $24M | -4% | Jun 2024 |
|
| Royal Bank of Canada | 1.2M | $24M | 19% | Sep 2024 |
|
| Advisor Group Holdings | 1.0M | $21M | -17% | Sep 2024 |
|
| TD Waterhouse Canada | 965k | $20M | 13% | Sep 2024 |
|
| PFG Investments | 954k | $18M | 5% | Jun 2024 |
|
| Commonwealth Equity Services | 879k | $18M | 14% | Sep 2024 |
|
| SOL Capital Management | 871k | $18M | -3% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 819k | $17M | 20% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 739k | $15M | 15% | Sep 2024 |
|
| California Capital Advisors | 694k | $14M | 100% | Sep 2024 |
|
| Wagner Wealth Management | 605k | $12M | -2% | Sep 2024 |
|
| Private Advisor | 587k | $12M | 5% | Sep 2024 |
|
| Cetera Investment Advisers | 561k | $11M | 14% | Jun 2024 |
|
| Cornerstone Advisory | 542k | $11M | -7% | Sep 2024 |
|
| Alliancebernstein | 534k | $10M | -1% | Jun 2024 |
|
| Guggenheim Capital, LLC Managers | 490k | $9.9M | 12% | Sep 2024 |
|
| Rsm Us Wealth Management | 344k | $7.0M | 3% | Sep 2024 |
|
| Janney Montgomery Scott | 325k | $6.6M | 1% | Sep 2024 |
|
| Wealthcare Advisory Partners | 309k | $6.3M | 4% | Sep 2024 |
|
| IFP Advisors | 298k | $5.6M | 22% | Jun 2024 |
|
| Mission Hills Financial Advisory | 297k | $5.8M | 100% | Sep 2024 |
|
| International Assets Investment Management | 278k | $14M | 1634% | Sep 2024 |
|
| AE Wealth Management | 258k | $5.2M | -1% | Sep 2024 |
|
| HighTower Advisors | 243k | $4.6M | -2% | Jun 2024 |
|
| Raymond James & Associates | 241k | $4.9M | -43% | Sep 2024 |
|
| Envestnet Asset Management | 212k | $4.3M | 5% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 207k | $3.9M | 4% | Jun 2024 |
|
| Orion Portfolio Solutions | 207k | $4.2M | 0% | Sep 2024 |
|
| Beta Wealth | 206k | $4.2M | 3% | Sep 2024 |
|
| Means Investment | 201k | $4.1M | 2% | Sep 2024 |
|
| Principal Securities | 197k | $4.0M | 5% | Sep 2024 |
|
| Captrust Financial Advisors | 184k | $3.7M | -4% | Sep 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 181k | $3.7M | 0% | Sep 2024 |
|
| Gill Capital Partners | 175k | $3.6M | -1% | Sep 2024 |
|
| Wells Fargo & Company | 169k | $3.4M | 4% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 161k | $3.3M | -15% | Sep 2024 |
|
| Quarry Hill Advisors | 154k | $3.1M | 3% | Sep 2024 |
|
| U.S. Capital Wealth Advisors | 148k | $3.0M | 1% | Sep 2024 |
|
| H D Vest Advisory Services | 139k | $2.6M | 7% | Jun 2024 |
|
| National Asset Management | 138k | $2.8M | -12% | Sep 2024 |
|
| Bensler | 130k | $2.6M | 41% | Sep 2024 |
|
| Rockefeller Capital Management | 125k | $2.4M | 6% | Jun 2024 |
|
| Williams Jones Wealth Management | 119k | $2.4M | -5% | Sep 2024 |
|
| TrueMark Investments | 118k | $2.4M | 44% | Sep 2024 |
|
| RFG Advisory | 117k | $2.4M | 48% | Sep 2024 |
|
| Tennessee Valley Asset Management Partners | 113k | $2.3M | 1% | Sep 2024 |
|
| Goss Wealth Management | 109k | $2.0M | 4% | Jun 2024 |
|
| Stifel Financial | 107k | $2.0M | 7% | Jun 2024 |
|
| Ausdal Financial Partners | 97k | $2.0M | 27% | Sep 2024 |
|
| Kestra Advisory Services | 92k | $1.9M | 3% | Sep 2024 |
|
| Venture Visionary Partners | 92k | $1.9M | 3% | Sep 2024 |
|
| Morse Asset Management | 90k | $1.8M | 100% | Sep 2024 |
|
| Marks Group Wealth Management | 90k | $1.8M | 1% | Sep 2024 |
|
| J.w. Cole Advisors | 90k | $1.8M | 45% | Sep 2024 |
|
| MAS Advisors | 90k | $1.8M | 12% | Sep 2024 |
|
| MorganRosel Wealth Management | 89k | $1.8M | 7% | Sep 2024 |
|
| Western Wealth Management | 89k | $1.8M | 16% | Sep 2024 |
|
| Alexander Labrunerie & Co | 89k | $1.8M | 37% | Sep 2024 |
|
| Wedbush Morgan Securities | 88k | $1.8M | 0% | Sep 2024 |
|
| Duncan Williams Asset Management | 88k | $1.8M | 100% | Sep 2024 |
|
| CIBC World Markets | 86k | $1.7M | 2% | Sep 2024 |
|
| Drive Wealth Management | 85k | $1.7M | 100% | Sep 2024 |
|
| First Foundation Advisors | 83k | $1.6M | -9% | Jun 2024 |
|
| Flagship Private Wealth | 82k | $1.7M | 51% | Sep 2024 |
|
| Branch Banking & Trust Company | 76k | $1.4M | 9% | Jun 2024 |
|
| Cyndeo Wealth Partners | 72k | $1.5M | -17% | Sep 2024 |
|
| Brian McDonald | 71k | $1.4M | 3% | Sep 2024 |
|
| Mml Investors Services | 71k | $1.4M | -8% | Sep 2024 |
|
| Parisi Gray Wealth Management | 69k | $1.4M | 0% | Sep 2024 |
|
| Scotia Capital | 69k | $1.4M | 4% | Sep 2024 |
|
| Invesco | 67k | $1.4M | 100% | Sep 2024 |
|
| Focus Financial Network | 67k | $1.4M | 1% | Sep 2024 |
|
| Davenport & Co | 67k | $1.4M | -7% | Sep 2024 |
|
| Merit Financial Group | 66k | $1.3M | -17% | Sep 2024 |
|
| Sanctuary Advisors | 61k | $1.2M | -6% | Sep 2024 |
|
| CoreCap Advisors | 58k | $1.2M | 1% | Sep 2024 |
|
| Horizon Kinetics Asset Management | 56k | $1.1M | 0% | Jun 2024 |
|
| Brown Advisory Holdings Incorporated | 56k | $1.0M | -1% | Jun 2024 |
|
| Morris Retirement Advisors | 55k | $1.1M | 9% | Sep 2024 |
|
| NCP | 54k | $1.1M | 11% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 54k | $1.1M | 2% | Sep 2024 |
|
| Goldstone Financial Group | 53k | $1.1M | 100% | Sep 2024 |
|
| Apollon Wealth Management | 53k | $1.1M | -18% | Sep 2024 |
|
| Americana Partners | 53k | $1.1M | 0% | Sep 2024 |
|
| HF Advisory Group | 53k | $1.1M | 2% | Sep 2024 |
|
| Savant Capital Management | 53k | $1.1M | -5% | Sep 2024 |
|
| Tradition Wealth Management | 52k | $1.1M | -8% | Sep 2024 |
|
| Sigma Planning | 52k | $1.1M | 56% | Sep 2024 |
|
| Kaizen Financial Strategies | 51k | $1.0M | 1% | Sep 2024 |
|
| Stratos Wealth Partners | 51k | $1.0M | 16% | Sep 2024 |
|
| Stratos Wealth Advisors | 49k | $994k | 7% | Sep 2024 |
|
| Raymond James Trust | 49k | $988k | 0% | Sep 2024 |
|
| Frank. Day | 47k | $962k | -5% | Sep 2024 |
|
| Garden State Investment Advisory Services | 46k | $934k | 0% | Sep 2024 |
|
| Summit X | 45k | $839k | 0% | Sep 2024 |
|
| Private Trust Co Na | 43k | $813k | 3% | Jun 2024 |
|
| TCG Advisory Services | 43k | $812k | -3% | Jun 2024 |
|
| Gateway Advisory | 42k | $847k | 2% | Sep 2024 |
|
| Lido Advisors | 41k | $774k | 7% | Jun 2024 |
|
| Buckingham Strategic Partners | 40k | $801k | 100% | Sep 2024 |
|
| Arcus Capital Partners | 39k | $789k | -10% | Sep 2024 |
|
| All Season Financial Advisors | 38k | $775k | 1% | Sep 2024 |
|
| PFG Advisors | 38k | $765k | 100% | Sep 2024 |
|
| Outlook Wealth Advisors | 38k | $761k | 6% | Sep 2024 |
|
| TNB Financial | 38k | $761k | 100% | Sep 2024 |
|
| E&G Advisors | 37k | $754k | 1% | Sep 2024 |
|
| NewEdge Wealth | 37k | $743k | -5% | Sep 2024 |
|
| Oppenheimer & Co | 37k | $740k | 235% | Sep 2024 |
|
| Pnc Financial Services | 36k | $736k | -5% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 33k | $665k | -38% | Sep 2024 |
|
| Beacon Financial Advisory | 33k | $659k | 24% | Sep 2024 |
|
| Fifth Third Bancorp | 32k | $648k | 100% | Sep 2024 |
|
| Jane Street | 32k | $643k | 58% | Sep 2024 |
|
| Baker Avenue Asset Management | 31k | $620k | 100% | Sep 2024 |
|
| Certified Advisory Corp | 30k | $616k | 3% | Sep 2024 |
|
| Townsquare Capital | 29k | $588k | -1% | Sep 2024 |
|
| Steward Partners Investment Advisory | 29k | $548k | -18% | Jun 2024 |
|
| Merkkuri Wealth Advisors | 29k | $590k | 122% | Sep 2024 |
|
| Sage Capital Advisors | 29k | $583k | 9% | Sep 2024 |
|
| D.A. Davidson & Co. | 29k | $538k | -8% | Jun 2024 |
|
| Atomi Financial Group | 28k | $573k | 5% | Sep 2024 |
|
| Key Client Fiduciary Advisors | 28k | $561k | 50% | Sep 2024 |
|
| Aptus Capital Advisors | 27k | $556k | 0% | Sep 2024 |
|
| Equitable Holdings | 27k | $499k | 32% | Jun 2024 |
|
| Koshinski Asset Management | 27k | $537k | -4% | Sep 2024 |
|
| Future Financial Wealth Managment | 26k | $519k | 5% | Sep 2024 |
|
| Valeo Financial Advisors | 25k | $506k | 93% | Sep 2024 |
|
| Cary Street Partner Investment Advisory | 24k | $487k | 100% | Sep 2024 |
|
| Prosperity Wealth Management | 23k | $461k | 100% | Sep 2024 |
|
| Spire Wealth Management | 23k | $458k | -20% | Sep 2024 |
|
| Nicholas Hoffman & Company | 23k | $458k | 0% | Sep 2024 |
|
| Aviance Capital Partners | 23k | $456k | -17% | Sep 2024 |
|
| Axxcess Wealth Management | 22k | $450k | 0% | Sep 2024 |
|
| EP Wealth Advisors | 21k | $430k | -24% | Sep 2024 |
|
| Mathes Company | 21k | $417k | -2% | Sep 2024 |
|
| HBW Advisory Services | 21k | $415k | 100% | Sep 2024 |
|
| Cornerstone Wealth Management | 20k | $405k | 15% | Sep 2024 |
|
| CWM | 20k | $401k | -35% | Sep 2024 |
|
| Patriot Financial Group Insurance Agency | 20k | $399k | 1% | Sep 2024 |
|
| Chicago Partners Investment | 20k | $385k | 12% | Sep 2024 |
|
| Walled Lake Planning & Wealth Management | 19k | $364k | 1% | Jun 2024 |
|
| Insigneo Advisory Services | 19k | $388k | 14% | Sep 2024 |
|
| Mariner Wealth Advisors | 19k | $379k | -26% | Sep 2024 |
|
| Optimum Investment Advisors | 19k | $377k | 0% | Sep 2024 |
|
| ACT Advisors | 19k | $377k | -20% | Sep 2024 |
|
| Mercer Global Advisors | 18k | $344k | -14% | Jun 2024 |
|
| Waypoint Capital Advisors | 17k | $341k | -24% | Sep 2024 |
|
| Snowden Capital Advisors | 13k | $265k | -56% | Sep 2024 |
|
| Strategic Financial Concepts | 10k | $211k | -95% | Sep 2024 |
|
| Harbor Investment Advisory | 9.7k | $196k | -49% | Sep 2024 |
|
Who sold out of Pimco Dynamic Incm Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Jun 2024 | 860k | $16M |
| Kingfisher Capital | Jun 2024 | 360k | $6.8M |
| Wealthstar Advisors | Mar 2024 | 110k | $2.1M |
| Northern Trust | Mar 2024 | 55k | $1.1M |
| HPM Partners | Jun 2024 | 39k | $723k |
| DRW Holdings | Mar 2024 | 35k | $673k |
| Arete Wealth Advisors | Mar 2024 | 35k | $672k |
| Cooper Financial Group | Mar 2024 | 26k | $506k |
| Bulltick Wealth Management | Mar 2024 | 24k | $475k |
| SFI Advisors | Jun 2024 | 22k | $417k |
| SpiderRock Advisors | Jun 2024 | 19k | $355k |