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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,189
shares
|
$324,103
0.01% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
16,171
shares
|
$323,743
0.1% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
16,171
shares
|
$323,743
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
15,916
shares
|
$318,638
0.19% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,915
shares
|
$318,618
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
15,839
shares
|
$317,096
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
15,839
shares
|
$317,096
0.23% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,795
shares
|
$316,215
0.01% of portfolio
|
Q2 2025
Reduced 65.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,195
shares
|
$304,203
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
15,046
shares
|
$301,220
0.0% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
14,977
shares
|
$299,839
0.14% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,944
shares
|
$299,178
0.01% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
14,108
shares
|
$282,442
0.03% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
14,000
shares
|
$280,280
0.12% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,978
shares
|
$279,839
0.01% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,904
shares
|
$278,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
13,874
shares
|
$277,757
0.17% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,471
shares
|
$269,689
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
13,355
shares
|
$267,367
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
13,277
shares
|
$265,805
0.01% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
13,073
shares
|
$261,721
0.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
12,891
shares
|
$258,077
0.06% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,832
shares
|
$256,896
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,767
shares
|
$255,595
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,700
shares
|
$254,254
0.01% of portfolio
|
Q2 2024
New holding
|