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 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
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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
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Branch Banking & Trust Company 44k $875k 3% Mar 2025
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Lido Advisors 44k $811k 2% Dec 2024
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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
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Davenport & Co 14k $272k -70% Mar 2025
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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