PIMCO DYNAMIC INCOME FUND (PDI) Institutional Ownership Changes & 13F Activity
PIMCO DYNAMIC INCOME FUND (PDI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Logan Stone Capital, Llc, Osaic Holdings, Inc., Cerity Partners Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -7,156 | -18.5% | 31,473 | $525.61K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -7,620 | -23.9% | 24,219 | $405.71K | Q2 2026 | Aug 27, 2026 |
| Gill Capital Partners, Llc | Sell | -635 | -0.5% | 126,426 | $2.11M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -26,736 | -30.7% | 60,320 | $1.01M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,890 | +22.6% | 15,683 | $261.91K | Q2 2026 | Aug 18, 2026 |
| Atlasmark Financial, Inc | Buy | +56,253 | +354.1% | 72,139 | $1.20M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +12,282 | — | 12,282 | $205.11K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +8,721 | +4.8% | 191,186 | $3.19M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -300 | -2.0% | 14,573 | $243.36K | Q2 2026 | Aug 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +320,522 | — | 320,522 | $5.35M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +274,700 | +2737.7% | 284,734 | $4.76M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +250,209 | +15.8% | 1,829,861 | $30.56M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +195,179 | +24.7% | 985,250 | $16.45M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +130,218 | +9.0% | 1,585,101 | $26.47M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +130,084 | +41.2% | 446,181 | $7.45M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +121,383 | +3301.1% | 125,060 | $2.09M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -120,876 | -30.0% | 282,580 | $4.83M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +87,186 | +6.1% | 1,514,050 | $25.29M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +86,607 | +233.9% | 123,637 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -81,742 | -5.3% | 1,455,710 | $24.31M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -65,007 | -22.6% | 223,099 | $3.73M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -58,375 | -3.7% | 1,534,884 | $25.63M | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, Llc | Sell | -45,205 | -40.3% | 66,991 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -40,246 | -23.0% | 134,574 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +31,036 | +180.9% | 48,192 | $804.81K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +31,035 | +72.2% | 74,004 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -27,381 | -0.9% | 3,010,801 | $50.28M | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Buy | +27,041 | +3.7% | 751,235 | $12.55M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +26,014 | +35.5% | 99,200 | $1.66M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +19,000 | — | 19,000 | $317.31K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PDI activity
Which institutional owners are buying PDI?
Institutional owners buying PDI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PDI activity?
"Buy" means an investor increased their reported position in PDI compared to the prior reporting period. This reflects growing exposure to PIMCO DYNAMIC INCOME FUND (PDI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PDI increasing?
Institutional interest in PDI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PDI Institutional Insights
- PDI Overview
- PDI 13F Institutional Holders
- PDI Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PDI Insider Trading & SEC Form 4 Activity
- PDI Articles
- Top Institutional Investor Stock Rankings