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 332 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
12,636
shares
|
$253,351
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,608
shares
|
$252,790
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
12,300
shares
|
$246,615
0.13% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,278
shares
|
$246,173
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
12,277
shares
|
$246,153
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
12,136
shares
|
$243,326
0.08% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,126
shares
|
$243,126
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
12,091
shares
|
$242,424
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
12,000
shares
|
$240,600
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,905
shares
|
$238,695
0.06% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,879
shares
|
$238,173
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
11,856
shares
|
$237,712
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,609
shares
|
$232,760
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
11,535
shares
|
$231,276
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
11,474
shares
|
$230,053
0.16% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
11,164
shares
|
$223,838
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
11,146
shares
|
$223,477
0.02% of portfolio
|
Q4 2024
Added 622.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
11,038
shares
|
$221,311
0.0% of portfolio
|
Q4 2024
Reduced 17.87%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
11,014
shares
|
$220,830
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$220,550
0.0% of portfolio
|
Q2 2024
Reduced 13.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,897
shares
|
$218,484
0.0% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
10,859
shares
|
$217,722
0.0% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,812
shares
|
$216,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ghe, LLC
|
Mar 03, 2025 Q4 2024 |
10,500
shares
|
$210,525
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,432
shares
|
$209,161
0.04% of portfolio
|
Q4 2024
New holding
|