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 354 institutions that hold shares in the stock, with a total of 80 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
22,407,926
shares
|
$450 Million
0.07% of portfolio
|
Q2 2025
Reduced 99.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,561,807
shares
|
$252 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,178,529
shares
|
$83.9 Million
0.03% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,068,594
shares
|
$61.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,719,220
shares
|
$34.5 Million
0.01% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,479,459
shares
|
$29.7 Million
0.61% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,455,105
shares
|
$29.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,382,522
shares
|
$27.7 Million
1.54% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,293,192
shares
|
$26 Million
0.05% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,286,712
shares
|
$25.8 Million
0.04% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,281,912
shares
|
$25.7 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,236,188
shares
|
$24.8 Million
0.04% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,181,086
shares
|
$23.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,175,418
shares
|
$23.6 Million
0.16% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
988,088
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
982,091
shares
|
$19.7 Million
0.06% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
791,728
shares
|
$15.9 Million
0.09% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
759,321
shares
|
$15.2 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,092
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
680,209
shares
|
$13.7 Million
1.52% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
633,263
shares
|
$12.7 Million
0.1% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
534,435
shares
|
$10.7 Million
6.29% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
437,011
shares
|
$8.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
435,437
shares
|
$8.74 Million
0.19% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
430,842
shares
|
$8.65 Million
0.51% of portfolio
|
Q2 2025
Added 15.79%
|