PIMCO Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 13.98 M | $233.46 M | 8.34% | 3.39% |
| LPL FINANCIAL LLC | 08/07/2026 | 5.55 M | $92.60 M | 4.84% | 1.34% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.01 M | $50.28 M | -0.90% | 0.73% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 2.18 M | $36.39 M | 27.57% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.83 M | $30.56 M | 15.84% | 0.44% |
| UBS GROUP AG | 08/13/2026 | 1.75 M | $29.23 M | 6.34% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.59 M | $26.47 M | 8.95% | 0.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.53 M | $25.63 M | -3.66% | 0.37% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.51 M | $25.29 M | 6.11% | 0.37% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 1.51 M | $25.23 M | 11,732.64% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.46 M | $24.31 M | -5.32% | 0.35% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 1.44 M | $24.02 M | -5.71% | 0.35% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 1.39 M | $23.16 M | 6.31% | 0.34% |
| ESTATE PLANNERS GROUP, LLC | 08/13/2026 | 1.36 M | $22.78 M | 4.20% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 1.33 M | $22.29 M | 13.22% | 0.32% |
| CERITY PARTNERS LLC | 08/14/2026 | 985.25 K | $16.45 M | 24.70% | 0.24% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 927.45 K | $15.49 M | 49.63% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 839.52 K | $14.02 M | 86.83% | 0.20% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 08/14/2026 | 751.24 K | $12.55 M | 3.73% | 0.18% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 717.42 K | $11.98 M | -1.93% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 713.37 K | $11.91 M | -18.58% | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 651.05 K | $10.87 M | 63.24% | 0.16% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 608.15 K | $10.16 M | -12.32% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 604.75 K | $10.10 M | 1.42% | 0.15% |
| BENSLER, LLC | 07/23/2026 | 566.94 K | $9.47 M | 7.81% | 0.14% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 537.56 K | $8.98 M | -6.97% | 0.13% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 501.26 K | $8.37 M | -11.85% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 477.38 K | $7.97 M | -1.35% | 0.12% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 465.42 K | $7.87 M | 1.44% | 0.11% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 07/07/2026 | 462.19 K | $7.72 M | 2.55% | 0.11% |
| VERUS CAPITAL PARTNERS, LLC | 08/06/2026 | 459.84 K | $7.68 M | 20.86% | 0.11% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 446.18 K | $7.45 M | 41.15% | 0.11% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 436.79 K | $7.29 M | -0.25% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 431.15 K | $7.20 M | 11.94% | 0.10% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 388.73 K | $6.49 M | 151.02% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 381.77 K | $6.38 M | 5.40% | 0.09% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/24/2026 | 374.84 K | $6.26 M | 1.21% | 0.09% |
| ALLIUM FINANCIAL ADVISORS, LLC | 08/13/2026 | 371.49 K | $6.20 M | 12.61% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 367.40 K | $6.14 M | 33.82% | 0.09% |
| LIFEWEALTH INVESTMENTS, LLC | 07/16/2026 | 362.65 K | $6.06 M | -1.79% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 345.00 K | $5.76 M | 1.96% | 0.08% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 320.52 K | $5.35 M | 100.00% | 0.08% |
| RFG ADVISORY, LLC | 07/15/2026 | 308.98 K | $5.16 M | 61.12% | 0.07% |
| SENTINEL ADVISORY GROUP, LLC | 07/23/2026 | 306.40 K | $5.12 M | -10.48% | 0.07% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 303.86 K | $5.07 M | 9.13% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 284.73 K | $4.76 M | 2,737.69% | 0.07% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 282.58 K | $4.83 M | -29.96% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 279.57 K | $4.67 M | 12.18% | 0.07% |
| ICON ADVISERS INC/CO | 08/13/2026 | 268.89 K | $4.49 M | 100.00% | 0.07% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 266.89 K | $4.46 M | 5,860.12% | 0.06% |
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PIMCO Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 510 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 13.98 M
LPL Financial LLC: 5.55 M
BANK OF AMERICA CORP /DE/: 3.01 M
Cetera Investment Advisers: 2.18 M
ADVISOR GROUP HOLDINGS, INC.: 1.83 M
UBS Group AG: 1.75 M
17.36% of PIMCO Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 77.48 M shares in the last 24 months. This purchase volume represents approximately $1.37 B in transactions.