Institutional Ownership Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI). We have compiled data on the 306 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $914 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
11,631,901
shares
|
$225 Million
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,614,876
shares
|
$50.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,611,312
shares
|
$50.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,796,829
shares
|
$34.8 Million
0.38% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,386,530
shares
|
$26.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,295,834
shares
|
$25.1 Million
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,195,746
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,136,107
shares
|
$22 Million
1.3% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,008,889
shares
|
$19.5 Million
0.05% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
964,826
shares
|
$18.7 Million
0.16% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
924,365
shares
|
$17.9 Million
0.04% of portfolio
|
Q3 2024
Added 64.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
878,840
shares
|
$17 Million
0.03% of portfolio
|
Q3 2024
Added 13.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
819,187
shares
|
$15.8 Million
0.06% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
807,189
shares
|
$15.6 Million
1.65% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,092
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
687,796
shares
|
$13.3 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
627,331
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
576,134
shares
|
$11.1 Million
3.58% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
542,364
shares
|
$10.5 Million
1.53% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
534,343
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
490,384
shares
|
$9.48 Million
0.07% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
345,607
shares
|
$6.68 Million
4.92% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
338,334
shares
|
$6.54 Million
0.18% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
330,362
shares
|
$6.39 Million
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
297,913
shares
|
$5.76 Million
0.23% of portfolio
|
Q2 2024
Added 21.71%
|