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 345 institutions that hold shares in the stock, with a total of 57.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,092,086
shares
|
$241 Million
0.02% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,502,382
shares
|
$64.3 Million
0.03% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,903,205
shares
|
$53.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,579,894
shares
|
$29 Million
0.04% of portfolio
|
Q1 2025
Added 62.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,517,204
shares
|
$27.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,435,963
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,428,371
shares
|
$26.2 Million
0.9% of portfolio
|
Q1 2025
Added 1269.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
1,314,200
shares
|
$24.1 Million
1.67% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,232,253
shares
|
$22.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,230,593
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,191,474
shares
|
$21.9 Million
0.05% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,186,807
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,183,013
shares
|
$21.7 Million
0.06% of portfolio
|
Q1 2025
Added 25.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,099,575
shares
|
$20.2 Million
0.18% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,047,900
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
845,466
shares
|
$15.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
775,081
shares
|
$14.2 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,092
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
706,931
shares
|
$13 Million
0.09% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
675,956
shares
|
$12.4 Million
1.68% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
571,324
shares
|
$10.5 Million
0.11% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
528,359
shares
|
$9.71 Million
0.09% of portfolio
|
Q1 2025
Added 4765.63%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
451,426
shares
|
$8.29 Million
6.2% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
441,920
shares
|
$8.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
405,842
shares
|
$7.46 Million
0.23% of portfolio
|
Q1 2025
Added 1.3%
|