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
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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 | 12M | $224M | 100% | Dec 2024 |
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| LPL Financial | 3.5M | $69M | 21% | Mar 2025 |
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| Bank of America Corporation | 2.8M | $52M | 8% | Dec 2024 |
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| Atria Wealth Solutions | 1.5M | $30M | -16% | Mar 2025 |
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| UBS Group | 1.4M | $28M | -1% | Mar 2025 |
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| J.w. Cole Advisors | 1.4M | $28M | 1270% | Mar 2025 |
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| PFG Investments | 1.3M | $26M | 16% | Mar 2025 |
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| Cohen & Steers Capital Management | 1.3M | $24M | 1% | Dec 2024 |
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| Royal Bank of Canada | 1.2M | $24M | 23% | Mar 2025 |
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| Raymond James Financial | 1.2M | $24M | 9% | Mar 2025 |
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| Advisor Group Holdings | 1.2M | $23M | 13% | Mar 2025 |
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| TD Waterhouse Canada | 1.1M | $22M | 10% | Mar 2025 |
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| Cetera Investment Advisers | 1.1M | $19M | 14% | Dec 2024 |
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| Wells Fargo & Company | 1.0M | $21M | 24% | Mar 2025 |
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| Commonwealth Equity Services | 973k | $18M | 11% | Dec 2024 |
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| Cambridge Investment Research Advisors | 846k | $17M | -2% | Mar 2025 |
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| SOL Capital Management | 775k | $15M | -4% | Mar 2025 |
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| Private Advisor | 707k | $14M | 13% | Mar 2025 |
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| Cornerstone Advisory | 676k | $13M | 17% | Mar 2025 |
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| Guggenheim Capital, LLC Managers | 571k | $11M | 2% | Mar 2025 |
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| Mission Hills Financial Advisory | 451k | $8.9M | 31% | Mar 2025 |
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| Alliancebernstein | 442k | $8.8M | -8% | Mar 2025 |
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| Summit Financial | 401k | $7.4M | 100% | Dec 2024 |
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| Cyndeo Wealth Partners | 372k | $7.4M | 46% | Mar 2025 |
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| Wagner Wealth Management | 367k | $7.3M | -36% | Mar 2025 |
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| Wealthcare Advisory Partners | 363k | $7.2M | 7% | Mar 2025 |
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| Envestnet Asset Management | 334k | $6.6M | 38% | Mar 2025 |
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| Janney Montgomery Scott | 328k | $6.5M | -1% | Mar 2025 |
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| Pensionmark Financial Group | 300k | $5.9M | 100% | Mar 2025 |
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| HighTower Advisors | 279k | $5.1M | -3% | Dec 2024 |
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| LifeWealth Investments | 270k | $5.3M | 62% | Mar 2025 |
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| Susquehanna International | 225k | $4.1M | 1891% | Dec 2024 |
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| Baird Financial | 215k | $4.0M | -7% | Dec 2024 |
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| Brookstone Capital Management | 213k | $4.2M | 2001% | Mar 2025 |
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| Principal Securities | 213k | $3.9M | 0% | Mar 2025 |
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| AE Wealth Management | 213k | $3.9M | -18% | Dec 2024 |
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| Beta Wealth | 207k | $3.8M | 1% | Dec 2024 |
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| Bensler | 205k | $4.1M | 21% | Mar 2025 |
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| Orion Portfolio Solutions | 204k | $3.7M | -1% | Dec 2024 |
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| H D Vest Advisory Services | 193k | $3.5M | -25% | Dec 2024 |
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| AlphaStar Capital Management | 193k | $3.8M | 100% | Mar 2025 |
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| Retirement Planning Group, Llc / Ny | 192k | $3.8M | 3% | Mar 2025 |
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| Capital Investment Advisory Services | 169k | $3.3M | 100% | Mar 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 166k | $3.3M | 4% | Mar 2025 |
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| Gill Capital Partners | 165k | $3.3M | 4% | Mar 2025 |
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| Quarry Hill Advisors | 165k | $3.3M | 3% | Mar 2025 |
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| Bank Of Montreal | 163k | $3.0M | 26% | Dec 2024 |
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| RFG Advisory | 151k | $3.0M | 15% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 148k | $2.9M | -8% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 147k | $2.9M | 3% | Mar 2025 |
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| Means Investment | 143k | $2.8M | -34% | Mar 2025 |
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| Rockefeller Capital Management | 142k | $2.6M | 16% | Dec 2024 |
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| Morse Asset Management | 141k | $2.8M | 9% | Mar 2025 |
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| Tennessee Valley Asset Management Partners | 132k | $2.6M | 10% | Mar 2025 |
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| PFG Advisors | 129k | $2.4M | 242% | Dec 2024 |
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| Stifel Financial | 128k | $2.3M | 25% | Dec 2024 |
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| Captrust Financial Advisors | 126k | $2.5M | -32% | Mar 2025 |
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| MorganRosel Wealth Management | 123k | $2.4M | 28% | Mar 2025 |
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| Drive Wealth Management | 123k | $2.5M | 22% | Mar 2025 |
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| National Asset Management | 122k | $2.3M | -12% | Dec 2024 |
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| Evergreen Capital Management | 120k | $2.4M | -2% | Mar 2025 |
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| Noble Wealth Management PBC | 115k | $2.3M | -39% | Mar 2025 |
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| Wealthstar Advisors | 113k | $2.2M | 0% | Mar 2025 |
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| Kestra Advisory Services | 108k | $2.0M | 17% | Dec 2024 |
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| Flagship Private Wealth | 107k | $2.1M | 19% | Mar 2025 |
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| Consolidated Portfolio Review Corp | 106k | $2.1M | 75% | Mar 2025 |
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| Alexander Labrunerie & Co | 105k | $2.1M | 12% | Mar 2025 |
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| Smith Asset Management | 104k | $2.1M | 100% | Mar 2025 |
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| Ausdal Financial Partners | 98k | $1.8M | 1% | Dec 2024 |
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| Duncan Williams Asset Management | 98k | $1.9M | 4% | Mar 2025 |
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| Brian McDonald | 98k | $1.9M | 29% | Mar 2025 |
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| Goss Wealth Management | 95k | $1.7M | -6% | Dec 2024 |
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| Venture Visionary Partners | 92k | $1.7M | 0% | Dec 2024 |
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| Marks Group Wealth Management | 90k | $1.8M | 0% | Mar 2025 |
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| Williams Jones Wealth Management | 88k | $1.6M | -26% | Dec 2024 |
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| Horizon Kinetics Asset Management | 87k | $1.6M | 0% | Dec 2024 |
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| Mml Investors Services | 84k | $1.5M | 19% | Dec 2024 |
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| Equitable Holdings | 80k | $1.5M | 123% | Dec 2024 |
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| CIBC World Markets | 79k | $1.6M | -1% | Mar 2025 |
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| Thrivent Financial for Lutherans | 78k | $1.6M | -44% | Mar 2025 |
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| NCP | 77k | $1.5M | 18% | Mar 2025 |
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| Cresset Asset Management | 77k | $1.4M | -40% | Dec 2024 |
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| Focus Financial Network | 77k | $1.5M | 5% | Mar 2025 |
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| Elm3 Financial Group | 76k | $1.5M | -5% | Mar 2025 |
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| Western Wealth Management | 74k | $1.5M | 3% | Mar 2025 |
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| Hrt Financial | 73k | $1.3M | 100% | Dec 2024 |
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| Merit Financial Group | 72k | $1.4M | 0% | Mar 2025 |
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| Private Trust Co Na | 72k | $1.4M | 4% | Mar 2025 |
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| Wedbush Morgan Securities | 72k | $1.4M | -5% | Mar 2025 |
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| Parisi Gray Wealth Management | 69k | $1.4M | 0% | Mar 2025 |
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| Morris Retirement Advisors | 65k | $1.3M | 14% | Mar 2025 |
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| Scotia Capital | 64k | $1.3M | -2% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 64k | $1.2M | 19% | Dec 2024 |
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| MAI Wealth Advisors | 64k | $1.3M | 5% | Mar 2025 |
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| Oppenheimer & Co | 62k | $1.2M | 26% | Mar 2025 |
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| Owen LaRue | 62k | $1.2M | 100% | Mar 2025 |
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| Landscape Capital Management | 61k | $1.1M | 100% | Dec 2024 |
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| Americana Partners | 61k | $1.2M | 11% | Mar 2025 |
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| Summit X | 60k | $1.2M | 42% | Mar 2025 |
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| Walleye Trading Advisors | 59k | $1.1M | 100% | Dec 2024 |
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| Mercer Global Advisors | 57k | $1.1M | 53% | Mar 2025 |
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| Sanctuary Advisors | 57k | $1.1M | -7% | Dec 2024 |
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| Sovran Advisors | 56k | $998k | -71% | Mar 2025 |
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| Brown Advisory Holdings Incorporated | 55k | $1.1M | 0% | Mar 2025 |
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| CoreCap Advisors | 54k | $1.1M | -13% | Mar 2025 |
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| Outlook Wealth Advisors | 54k | $1.1M | 50% | Mar 2025 |
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| HF Advisory Group | 54k | $1.1M | 1% | Mar 2025 |
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| Us Bancorp | 53k | $1.0M | 1339% | Mar 2025 |
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| Steward Partners Investment Advisory | 53k | $966k | 52% | Dec 2024 |
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| Tradition Wealth Management | 52k | $947k | 0% | Dec 2024 |
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| MAS Advisors | 51k | $933k | -43% | Dec 2024 |
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| Stratos Wealth Advisors | 50k | $996k | 0% | Mar 2025 |
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| Verity Asset Management | 50k | $994k | 100% | Mar 2025 |
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| Rsm Us Wealth Management | 50k | $1.0M | 100% | Mar 2025 |
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| Triumph Capital Management | 49k | $977k | 11% | Mar 2025 |
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| Savant Capital Management | 49k | $976k | 100% | Mar 2025 |
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| TCG Advisory Services | 49k | $895k | 13% | Dec 2024 |
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| Frank. Day | 49k | $894k | 3% | Dec 2024 |
|
| Harbor Investment Advisory | 47k | $927k | 0% | Mar 2025 |
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| IFP Advisors | 46k | $914k | -75% | Mar 2025 |
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| First Foundation Advisors | 46k | $910k | -2% | Mar 2025 |
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| Garden State Investment Advisory Services | 46k | $908k | 0% | Mar 2025 |
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| Goldstone Financial Group | 46k | $905k | -23% | Mar 2025 |
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| LaSalle St. Investment Advisors | 44k | $878k | 297% | Mar 2025 |
|
| Branch Banking & Trust Company | 44k | $875k | 3% | Mar 2025 |
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| Lido Advisors | 44k | $811k | 2% | Dec 2024 |
|
| Samalin Investment Counsel | 43k | $791k | 5% | Dec 2024 |
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| Stratos Wealth Partners | 41k | $807k | -16% | Mar 2025 |
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| E&G Advisors | 39k | $765k | -1% | Mar 2025 |
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| TNB Financial | 38k | $743k | 0% | Mar 2025 |
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| Beacon Financial Advisory | 38k | $743k | 10% | Mar 2025 |
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| NewEdge Wealth | 36k | $721k | -1% | Mar 2025 |
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| Valeo Financial Advisors | 36k | $703k | 13% | Mar 2025 |
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| Pnc Financial Services | 35k | $643k | -3% | Dec 2024 |
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| Sigma Planning | 34k | $664k | 14% | Mar 2025 |
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| Key Client Fiduciary Advisors | 32k | $641k | 2% | Mar 2025 |
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| Kaizen Financial Strategies | 32k | $641k | 0% | Mar 2025 |
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| Future Financial Wealth Managment | 31k | $620k | 22% | Mar 2025 |
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| Townsquare Capital | 31k | $615k | 5% | Mar 2025 |
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| Baker Avenue Asset Management | 31k | $606k | 0% | Mar 2025 |
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| Diversify Wealth Management | 31k | $563k | 54% | Mar 2025 |
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| Creative Planning | 30k | $600k | 13% | Mar 2025 |
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| Certified Advisory Corp | 30k | $591k | 2% | Mar 2025 |
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| First Heartland Consultants | 29k | $581k | 17% | Mar 2025 |
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| Merkkuri Wealth Advisors | 29k | $577k | 0% | Mar 2025 |
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| Parallel Advisors | 29k | $575k | 2% | Mar 2025 |
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| National Bank Of Canada /fi/ | 29k | $568k | -1% | Mar 2025 |
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| Ameriflex Group | 29k | $567k | 5% | Mar 2025 |
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| Aptus Capital Advisors | 28k | $554k | 0% | Mar 2025 |
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| Atomi Financial Group | 28k | $553k | 0% | Mar 2025 |
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| Arcus Capital Partners | 27k | $532k | -52% | Mar 2025 |
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| Apollon Wealth Management | 26k | $511k | -55% | Mar 2025 |
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| Novem Group | 26k | $505k | -64% | Mar 2025 |
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| Jane Street | 21k | $421k | -70% | Mar 2025 |
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| World Equity Group | 17k | $327k | -46% | Mar 2025 |
|
| Davenport & Co | 14k | $272k | -70% | Mar 2025 |
|
Who sold out of Pimco Dynamic Incm Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| California Capital Advisors | Dec 2024 | 688k | $13M |
| Readystate Asset Management | Dec 2024 | 81k | $1.5M |
| Rye Brook Capital | Dec 2024 | 51k | $941k |
| TrueMark Investments | Dec 2024 | 50k | $919k |
| Independent Advisor Alliance | Dec 2024 | 46k | $835k |
| Walkner Condon Financial Advisors | Dec 2024 | 36k | $658k |
| Buckingham Strategic Partners | Dec 2024 | 32k | $578k |
| Gwn Securities | Dec 2024 | 29k | $545k |