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 | 11M | $208M | 0% | Mar 2024 |
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| Bank of America Corporation | 2.5M | $49M | 37% | Mar 2024 |
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| LPL Financial | 2.4M | $47M | 66% | Mar 2024 |
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| Atria Wealth Solutions | 1.4M | $26M | 23% | Mar 2024 |
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| Cohen & Steers Capital Management | 1.3M | $26M | -6% | Mar 2024 |
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| UBS Group | 1.3M | $26M | -4% | Mar 2024 |
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| Royal Bank of Canada | 1.3M | $26M | 2% | Mar 2024 |
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| Advisor Group Holdings | 1.2M | $24M | 2% | Mar 2024 |
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| SOL Capital Management | 911k | $18M | 4% | Mar 2024 |
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| PFG Investments | 904k | $17M | 100% | Mar 2024 |
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| TD Waterhouse Canada | 864k | $18M | 6% | Mar 2024 |
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| Commonwealth Equity Services | 846k | $16M | 8% | Mar 2024 |
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| Penserra Capital Management | 841k | $16M | 9% | Mar 2024 |
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| Rivernorth Capital Management | 835k | $16M | -17% | Mar 2024 |
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| Raymond James Financial Services Advisors | 643k | $12M | 7% | Mar 2024 |
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| Cornerstone Advisory | 628k | $12M | 10% | Mar 2024 |
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| Wagner Wealth Management | 612k | $12M | 21% | Mar 2024 |
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| Alliancebernstein | 548k | $9.8M | 3% | Dec 2023 |
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| Private Advisor | 520k | $10M | 12% | Mar 2024 |
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| Cambridge Investment Research Advisors | 513k | $9.9M | 1% | Mar 2024 |
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| Raymond James & Associates | 421k | $8.1M | 12% | Mar 2024 |
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| Rsm Us Wealth Management | 318k | $6.1M | 3% | Mar 2024 |
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| Janney Montgomery Scott | 316k | $6.1M | 5% | Mar 2024 |
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| AE Wealth Management | 274k | $5.3M | -39% | Mar 2024 |
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| Wealthcare Advisory Partners | 267k | $5.1M | 100% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 262k | $4.7M | 18% | Dec 2023 |
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| HighTower Advisors | 248k | $4.8M | 4% | Mar 2024 |
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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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| Principal Securities | 209k | $4.0M | -25% | Mar 2024 |
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| Orion Portfolio Solutions | 206k | $4.0M | -12% | Mar 2024 |
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| Means Investment | 202k | $3.9M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 200k | $3.8M | 32% | Mar 2024 |
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| Thrivent Financial for Lutherans | 188k | $3.6M | -25% | Mar 2024 |
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| Envestnet Asset Management | 188k | $3.6M | -17% | Mar 2024 |
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| Gill Capital Partners | 187k | $3.5M | -1% | Mar 2024 |
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| Hartline Investment Corporation | 182k | $3.5M | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 182k | $3.5M | -4% | Mar 2024 |
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| Captrust Financial Advisors | 158k | $3.0M | 5% | Mar 2024 |
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| Wells Fargo & Company | 157k | $3.0M | 5% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 143k | $2.8M | 4% | Mar 2024 |
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| H D Vest Advisory Services | 130k | $2.5M | 2% | Mar 2024 |
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| Williams Jones Wealth Management | 129k | $2.5M | -9% | Mar 2024 |
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| National Asset Management | 128k | $2.3M | -4% | Dec 2023 |
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| Cyndeo Wealth Partners | 117k | $2.3M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 114k | $2.0M | 9% | Dec 2023 |
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| Tennessee Valley Asset Management Partners | 111k | $2.1M | 1% | Mar 2024 |
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| Wealthstar Advisors | 110k | $2.1M | 26% | Mar 2024 |
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| Bank Of Montreal | 106k | $2.0M | -3% | Mar 2024 |
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| Goss Wealth Management | 105k | $2.0M | 0% | Mar 2024 |
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| Stifel Financial | 101k | $1.9M | -2% | Mar 2024 |
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| Wedbush Morgan Securities | 99k | $1.8M | 0% | Dec 2023 |
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| CIBC World Markets | 92k | $1.8M | -9% | Mar 2024 |
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| First Foundation Advisors | 91k | $1.7M | 0% | Mar 2024 |
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| Western Wealth Management | 89k | $1.7M | -15% | Mar 2024 |
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| Venture Visionary Partners | 87k | $1.7M | 1% | Mar 2024 |
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| MorganRosel Wealth Management | 83k | $1.6M | -42% | Mar 2024 |
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| Kestra Advisory Services | 82k | $1.5M | 16% | Dec 2023 |
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| MAS Advisors | 80k | $1.5M | 20% | Mar 2024 |
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| Merit Financial Group | 80k | $1.5M | -3% | Mar 2024 |
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| Davenport & Co | 78k | $1.5M | -1% | Mar 2024 |
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| Significant Wealth Partners | 78k | $1.5M | -65% | Mar 2024 |
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| Anfield Capital Management | 74k | $1.4M | 7% | Mar 2024 |
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| Branch Banking & Trust Company | 70k | $1.3M | 10% | Mar 2024 |
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| Scotia Capital | 69k | $1.2M | 3% | Dec 2023 |
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| Parisi Gray Wealth Management | 69k | $1.3M | 0% | Mar 2024 |
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| Apollon Wealth Management | 64k | $1.2M | 6% | Mar 2024 |
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| Brian McDonald | 63k | $1.2M | 5% | Mar 2024 |
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| Bensler | 61k | $1.2M | 345% | Mar 2024 |
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| Marks Group Wealth Management | 60k | $1.2M | 0% | Mar 2024 |
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| Horizon Kinetics Asset Management | 57k | $1.0M | -15% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 56k | $1.1M | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 56k | $1.0M | 35% | Dec 2023 |
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| Arcus Capital Partners | 55k | $1.1M | 2% | Mar 2024 |
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| Northern Trust | 55k | $1.1M | 100% | Mar 2024 |
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| RFG Advisory | 55k | $1.1M | 1% | Mar 2024 |
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| Tradition Wealth Management | 53k | $1.0M | 24% | Mar 2024 |
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| Americana Partners | 53k | $1.0M | 0% | Mar 2024 |
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| Flagship Private Wealth | 53k | $1.0M | 6% | Mar 2024 |
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| Raymond James Trust | 52k | $1.0M | 3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 51k | $978k | -16% | Mar 2024 |
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| Kaizen Financial Strategies | 50k | $968k | 3% | Mar 2024 |
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| Morris Retirement Advisors | 50k | $958k | 31% | Mar 2024 |
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| CoreCap Advisors | 49k | $887k | -3% | Dec 2023 |
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| HF Advisory Group | 48k | $933k | 1% | Mar 2024 |
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| Savant Capital Management | 48k | $930k | 0% | Mar 2024 |
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| Summit X | 48k | $930k | -9% | Mar 2024 |
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| Focus Financial Network | 46k | $858k | 100% | Mar 2024 |
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| TCG Advisory Services | 45k | $859k | 0% | Mar 2024 |
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| Stratos Wealth Advisors | 44k | $856k | 3% | Mar 2024 |
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| CWM | 44k | $853k | 483% | Mar 2024 |
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| Frank. Day | 44k | $846k | -13% | Mar 2024 |
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| J.w. Cole Advisors | 42k | $810k | 51% | Mar 2024 |
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| Private Trust Co Na | 42k | $807k | 80% | Mar 2024 |
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| Spire Wealth Management | 41k | $795k | 12% | Mar 2024 |
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| NewEdge Wealth | 41k | $790k | 2% | Mar 2024 |
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| Pnc Financial Services | 40k | $770k | -3% | Mar 2024 |
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| Gateway Advisory | 40k | $768k | 2% | Mar 2024 |
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| Stratos Wealth Partners | 40k | $766k | -1% | Mar 2024 |
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| HPM Partners | 39k | $756k | -51% | Mar 2024 |
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| Lido Advisors | 38k | $740k | 0% | Mar 2024 |
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| E&G Advisors | 37k | $713k | 0% | Mar 2024 |
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| Samalin Investment Counsel | 36k | $697k | 61% | Mar 2024 |
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| Steward Partners Investment Advisory | 36k | $686k | 2% | Mar 2024 |
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| Prime Capital Investment Advisors | 35k | $636k | 79% | Dec 2023 |
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| Arete Wealth Advisors | 35k | $672k | 4% | Mar 2024 |
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| Sigma Planning | 34k | $662k | -19% | Mar 2024 |
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| Ausdal Financial Partners | 34k | $650k | -51% | Mar 2024 |
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| Edge Wealth Management | 32k | $622k | -15% | Mar 2024 |
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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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| Koshinski Asset Management | 31k | $601k | 211% | Mar 2024 |
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| D.A. Davidson & Co. | 31k | $601k | -16% | Mar 2024 |
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| Focus Financial Network | 31k | $554k | 100% | Dec 2023 |
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| Townsquare Capital | 30k | $575k | 2% | Mar 2024 |
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| XTX Topco | 30k | $571k | 100% | Mar 2024 |
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| Certified Advisory Corp | 29k | $565k | -10% | Mar 2024 |
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| All Season Financial Advisors | 29k | $562k | 7% | Mar 2024 |
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| Snowden Capital Advisors | 28k | $556k | 100% | Mar 2024 |
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| Quarry Hill Advisors | 28k | $546k | 4% | Mar 2024 |
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| Aviance Capital Partners | 27k | $513k | -7% | Mar 2024 |
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| Cooper Financial Group | 26k | $506k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 26k | $497k | 100% | Mar 2024 |
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| Sage Capital Advisors | 25k | $489k | 3% | Mar 2024 |
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| Atomi Financial Group | 25k | $478k | -3% | Mar 2024 |
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| Bulltick Wealth Management | 24k | $475k | -8% | Mar 2024 |
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| ACT Advisors | 23k | $439k | -48% | Mar 2024 |
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| Nicholas Hoffman & Company | 23k | $435k | -15% | Mar 2024 |
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| Bank of New York Mellon | 22k | $416k | 14% | Mar 2024 |
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| Mercer Global Advisors | 21k | $409k | 28% | Mar 2024 |
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| Mathes Company | 21k | $406k | -5% | Mar 2024 |
|
| Transcend Wealth Collective | 21k | $397k | 6% | Mar 2024 |
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| Moors & Cabot | 20k | $378k | 19% | Mar 2024 |
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| Harbor Investment Advisory | 20k | $377k | 0% | Mar 2024 |
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| Walled Lake Planning & Wealth Management | 19k | $371k | 39% | Mar 2024 |
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| Future Financial Wealth Managment | 19k | $361k | 41% | Mar 2024 |
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| Northwest Wealth Management | 19k | $357k | 2% | Mar 2024 |
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| Beverly Hills Private Wealth | 18k | $342k | 100% | Mar 2024 |
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| Global Retirement Partners | 18k | $341k | 2% | Mar 2024 |
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| Stephens | 18k | $341k | 1% | Mar 2024 |
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| Optimum Investment Advisors | 18k | $340k | 0% | Mar 2024 |
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| Financial Alternatives | 17k | $333k | -23% | Mar 2024 |
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| Melfa Wealth Management | 17k | $330k | 0% | Mar 2024 |
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| Level Four Advisory Services | 17k | $307k | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 17k | $330k | 7% | Mar 2024 |
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| Hollencrest Securities | 17k | $327k | 0% | Mar 2024 |
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| Jane Street | 16k | $317k | 47% | Mar 2024 |
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| Quantum Private Wealth | 16k | $314k | 0% | Mar 2024 |
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| Kovack Advisors | 16k | $312k | 0% | Mar 2024 |
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| Beacon Financial Advisory | 16k | $303k | 35% | Mar 2024 |
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| SCBT Financial Corporation | 16k | $301k | -3% | Mar 2024 |
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| SeaCrest Wealth Management | 12k | $233k | -26% | Mar 2024 |
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| Creative Planning | 10k | $194k | -70% | Mar 2024 |
|
| Natixis | 4.9k | $95k | -75% | Mar 2024 |
|
Who sold out of Pimco Dynamic Incm Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Landscape Capital Management | Dec 2023 | 67k | $1.2M |
| Susquehanna International | Sep 2023 | 65k | $1.1M |
| Moloney Securities Asset Management | Dec 2023 | 48k | $854k |
| Journey Strategic Wealth | Dec 2023 | 31k | $548k |
| Sunesis Advisors | Dec 2023 | 22k | $399k |
| Axxcess Wealth Management | Sep 2023 | 22k | $383k |