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 | 13M | $221M | 2% | Mar 2026 |
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| LPL Financial | 5.3M | $91M | 9% | Mar 2026 |
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| Bank of America Corporation | 3.0M | $52M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 1.7M | $29M | 7% | Mar 2026 |
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| UBS Group | 1.6M | $28M | 3% | Mar 2026 |
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| Wells Fargo & Company | 1.6M | $27M | -28% | Mar 2026 |
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| Royal Bank of Canada | 1.5M | $26M | 9% | Mar 2026 |
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| PFG Investments | 1.5M | $26M | 5% | Mar 2026 |
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| Advisor Group Holdings | 1.4M | $25M | 11% | Dec 2025 |
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| Raymond James Financial | 1.4M | $24M | 2% | Dec 2025 |
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| Estate Planners Group | 1.3M | $22M | 1% | Mar 2026 |
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| TD Waterhouse Canada | 1.3M | $23M | 7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.2M | $20M | 7% | Mar 2026 |
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| Cohen & Steers Capital Management | 1.2M | $21M | 7% | Dec 2025 |
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| Private Advisor | 876k | $15M | 5% | Mar 2026 |
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| HPM Partners | 790k | $14M | 3419% | Mar 2026 |
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| Independent Financial Group | 732k | $13M | -12% | Mar 2026 |
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| Mission Hills Financial Advisory | 724k | $12M | 6% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 694k | $12M | -1% | Mar 2026 |
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| Cyndeo Wealth Partners | 620k | $11M | 31% | Mar 2026 |
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| Commonwealth Equity Services | 596k | $10M | -54% | Mar 2026 |
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| Noble Wealth Management PBC | 578k | $9.9M | 8% | Mar 2026 |
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| Cornerstone Advisory | 569k | $9.7M | -8% | Mar 2026 |
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| Bensler | 526k | $9.0M | 5% | Mar 2026 |
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| Janney Montgomery Scott | 484k | $8.3M | 17% | Mar 2026 |
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| Summit Financial | 459k | $8.0M | 6% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 451k | $7.7M | 100% | Mar 2026 |
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| Envestnet Asset Management | 449k | $7.7M | 17% | Mar 2026 |
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| Wealthcare Advisory Partners | 438k | $7.5M | 6% | Mar 2026 |
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| Alliancebernstein | 404k | $7.1M | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 399k | $6.8M | 330% | Mar 2026 |
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| Goss Wealth Management | 385k | $6.6M | 15% | Mar 2026 |
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| Verus Capital Partners | 381k | $6.5M | 54% | Mar 2026 |
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| Arkadios Wealth Advisors | 380k | $6.5M | 2178% | Mar 2026 |
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| RWM Asset Management | 371k | $6.3M | 100% | Mar 2026 |
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| Wagner Wealth Management | 370k | $6.3M | 1% | Mar 2026 |
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| LifeWealth Investments | 369k | $6.3M | 10% | Mar 2026 |
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| Farther Finance Advisors | 363k | $6.3M | 314% | Mar 2026 |
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| Kestra Advisory Services | 362k | $6.3M | 3% | Mar 2026 |
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| AE Wealth Management | 338k | $5.8M | 103% | Mar 2026 |
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| Allium Financial Advisors | 330k | $5.6M | 15% | Mar 2026 |
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| CLS Investments | 316k | $5.4M | 10% | Mar 2026 |
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| XTX Topco | 281k | $5.0M | 100% | Dec 2025 |
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| Principal Securities | 278k | $4.8M | 9% | Mar 2026 |
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| HighTower Advisors | 275k | $4.7M | -3% | Mar 2026 |
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| Susquehanna International | 252k | $4.5M | 100% | Dec 2025 |
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| Pnc Financial Services | 249k | $4.3M | 207% | Mar 2026 |
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| Capital Investment Advisory Services | 249k | $4.3M | 21% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 233k | $4.0M | 4% | Mar 2026 |
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| Beta Wealth | 228k | $3.9M | -1% | Mar 2026 |
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| Wealth Care | 226k | $3.9M | 100% | Mar 2026 |
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| Bank Of Montreal | 225k | $3.8M | 100% | Mar 2026 |
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| Morse Asset Management | 195k | $3.4M | 1% | Dec 2025 |
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| Quarry Hill Advisors | 193k | $3.4M | 5% | Mar 2026 |
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| RFG Advisory | 192k | $3.3M | 0% | Mar 2026 |
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| Baird Financial | 192k | $3.4M | -4% | Dec 2025 |
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| R.P. Boggs & Co. Wealth Mangement | 185k | $3.2M | 6% | Mar 2026 |
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| Equitable Holdings | 183k | $3.2M | 15% | Mar 2026 |
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| Retirement Planning Group, Llc / Ny | 178k | $3.1M | -5% | Mar 2026 |
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| Cary Street Partners Financial | 169k | $2.9M | 10% | Mar 2026 |
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| Thrivent Financial for Lutherans | 167k | $2.9M | -1% | Mar 2026 |
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| Pensionmark Financial Group | 156k | $2.7M | 110% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 155k | $2.6M | 1% | Mar 2026 |
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| Flagship Private Wealth | 152k | $2.6M | 8% | Mar 2026 |
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| Smith Asset Management | 149k | $2.6M | 7% | Dec 2025 |
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| Tennessee Valley Asset Management Partners | 145k | $2.5M | 10% | Mar 2026 |
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| Stifel Financial | 143k | $2.4M | -4% | Mar 2026 |
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| Jane Street | 141k | $2.4M | -77% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 141k | $2.4M | -3% | Mar 2026 |
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| Alexander Labrunerie & Co | 130k | $2.2M | 5% | Mar 2026 |
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| Elm3 Financial Group | 129k | $2.2M | 7% | Mar 2026 |
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| Gill Capital Partners | 127k | $2.2M | -4% | Mar 2026 |
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| Anchor Capital Management Group | 124k | $2.1M | 0% | Mar 2026 |
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| Kovack Advisors | 122k | $2.1M | 73% | Mar 2026 |
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| Means Investment | 119k | $2.0M | -9% | Mar 2026 |
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| AlphaStar Capital Management | 117k | $2.0M | -9% | Mar 2026 |
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| Navis Wealth Advisors | 112k | $1.9M | 100% | Mar 2026 |
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| Wealthstar Advisors | 109k | $1.9M | -2% | Mar 2026 |
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| TCG Advisory Services | 108k | $1.8M | 19% | Mar 2026 |
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| Independent Advisor Alliance | 104k | $1.8M | 100% | Mar 2026 |
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| MorganRosel Wealth Management | 103k | $1.8M | 69% | Mar 2026 |
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| Focus Financial Network | 103k | $1.8M | 3% | Mar 2026 |
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| Evergreen Capital Management | 98k | $1.8M | -5% | Dec 2025 |
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| Rockefeller Capital Management | 96k | $1.6M | 40% | Mar 2026 |
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| Morris Retirement Advisors | 95k | $1.6M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 92k | $1.6M | 8% | Mar 2026 |
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| Quarry | 89k | $1.6M | 100% | Dec 2025 |
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| Williams Jones Wealth Management | 87k | $1.5M | -12% | Mar 2026 |
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| Mercer Global Advisors | 87k | $1.5M | -74% | Mar 2026 |
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| Marks Group Wealth Management | 85k | $1.5M | -5% | Mar 2026 |
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| Sanctuary Advisors | 84k | $1.4M | 22% | Mar 2026 |
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| Mml Investors Services | 82k | $1.4M | -6% | Mar 2026 |
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| MAI Wealth Advisors | 81k | $1.4M | 8% | Mar 2026 |
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| Western Wealth Management | 78k | $1.3M | 22% | Mar 2026 |
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| Parisi Gray Wealth Management | 75k | $1.3M | 3% | Mar 2026 |
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| CIBC World Markets | 74k | $1.3M | -2% | Mar 2026 |
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| Wedbush Morgan Securities | 73k | $1.3M | 16% | Mar 2026 |
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| Oppenheimer & Co | 72k | $1.2M | 0% | Mar 2026 |
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| Diversify Wealth Management | 72k | $1.3M | 44% | Mar 2026 |
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| Americana Partners | 72k | $1.2M | 2% | Mar 2026 |
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| Captrust Financial Advisors | 71k | $1.3M | -22% | Dec 2025 |
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| Stratos Wealth Partners | 71k | $1.2M | -9% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 71k | $1.2M | 3% | Dec 2025 |
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| Private Trust Co Na | 70k | $1.2M | 0% | Mar 2026 |
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| Scotia Capital | 70k | $1.2M | 2% | Mar 2026 |
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| Cresset Asset Management | 68k | $1.2M | 2% | Mar 2026 |
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| HF Advisory Group | 61k | $1.1M | 3% | Mar 2026 |
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| Significant Wealth Partners | 61k | $1.0M | 100% | Mar 2026 |
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| Fifth Third Bancorp | 60k | $1.0M | 100% | Mar 2026 |
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| Virtu Financial | 60k | $1.1M | 100% | Dec 2025 |
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| Tradition Wealth Management | 60k | $1.1M | 10% | Dec 2025 |
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| Benchmark Financial | 60k | $1.0M | 0% | Mar 2026 |
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| Merit Financial Group | 58k | $999k | -24% | Mar 2026 |
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| Duncan Williams Asset Management | 58k | $995k | 4% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 58k | $985k | -20% | Mar 2026 |
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| White Knight Strategic Wealth Advisors | 57k | $975k | 100% | Mar 2026 |
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| Rayburn West Financial Services | 55k | $938k | 100% | Mar 2026 |
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| Journey Strategic Wealth | 53k | $912k | 16% | Mar 2026 |
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| Harbor Investment Advisory | 53k | $909k | 1% | Mar 2026 |
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| Prospera Financial Services | 53k | $907k | 5% | Mar 2026 |
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| Savant Capital Management | 53k | $904k | 11% | Mar 2026 |
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| Outlook Wealth Advisors | 53k | $902k | -3% | Mar 2026 |
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| Brian McDonald | 52k | $920k | -47% | Dec 2025 |
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| CoreCap Advisors | 51k | $878k | 15% | Mar 2026 |
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| Horizon Kinetics Asset Management | 51k | $899k | -5% | Dec 2025 |
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| Lido Advisors | 49k | $847k | 10% | Mar 2026 |
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| Ieq Capital | 49k | $867k | 4% | Dec 2025 |
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| Lewis Asset Management | 49k | $835k | 8% | Mar 2026 |
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| Mach-1 Financial Group | 49k | $832k | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 49k | $831k | -1% | Mar 2026 |
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| Goldstone Financial Group | 48k | $824k | -2% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 47k | $805k | 118% | Mar 2026 |
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| Fiduciary Alliance | 47k | $810k | 3% | Mar 2026 |
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| Garden State Investment Advisory Services | 46k | $784k | 0% | Mar 2026 |
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| Verity Asset Management | 46k | $781k | 9% | Mar 2026 |
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| Signature Estate and Investment Advisors | 46k | $779k | -4% | Mar 2026 |
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| Sovran Advisors | 45k | $791k | 1% | Mar 2026 |
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| Stratos Wealth Advisors | 45k | $765k | 4% | Mar 2026 |
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| Accredited Investors | 45k | $763k | 115% | Mar 2026 |
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| Resurgent Financial Advisors | 44k | $760k | 3% | Mar 2026 |
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| First Heartland Consultants | 44k | $755k | 11% | Mar 2026 |
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| Samalin Investment Counsel | 44k | $750k | -10% | Mar 2026 |
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| Ausdal Financial Partners | 43k | $735k | 139% | Mar 2026 |
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| Gateway Wealth Partners | 43k | $727k | 161% | Mar 2026 |
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| Key Client Fiduciary Advisors | 41k | $696k | 3% | Mar 2026 |
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| Arlington Capital Management | 40k | $686k | 10% | Mar 2026 |
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| Beacon Financial Advisory | 40k | $685k | 5% | Mar 2026 |
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| Integrated Wealth Concepts | 39k | $661k | 100% | Mar 2026 |
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| World Equity Group | 38k | $654k | 26% | Mar 2026 |
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| NewEdge Wealth | 38k | $643k | 2% | Mar 2026 |
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| Intl Fcstone | 36k | $628k | -25% | Mar 2026 |
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| Buska Wealth Management | 35k | $607k | -9% | Mar 2026 |
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| Soltis Investment Advisors | 35k | $606k | -25% | Mar 2026 |
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| Safe Harbor Fiduciary | 33k | $561k | -40% | Mar 2026 |
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| Ameriflex Group | 24k | $416k | -53% | Dec 2025 |
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| CWM | 21k | $371k | -78% | Dec 2025 |
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| Triumph Capital Management | 14k | $233k | -76% | Mar 2026 |
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| J.w. Cole Advisors | 13k | $219k | -99% | Mar 2026 |
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| Logan Stone Capital | 10k | $172k | -99% | Mar 2026 |
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| IFG Advisory | 3.7k | $63k | -97% | Mar 2026 |
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Who sold out of Pimco Dynamic Incm Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rivernorth Capital Management | Dec 2025 | 2.8M | $50M |
| SOL Capital Management | Dec 2025 | 754k | $13M |
| Marex Group | Dec 2025 | 398k | $7.1M |
| Absolute Investment Advisers | Dec 2025 | 219k | $4.0M |
| Hrt Financial | Dec 2025 | 156k | $2.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 111k | $2.0M |
| Landscape Capital Management | Dec 2025 | 74k | $1.3M |
| NCP | Dec 2025 | 71k | $1.3M |
| TrueMark Investments | Dec 2025 | 47k | $840k |
| Citadel Advisors | Dec 2025 | 47k | $833k |
| Meadowbrook Wealth Management | Dec 2025 | 39k | $690k |