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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,096
shares
|
$277,313
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,000
shares
|
$275,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
14,553
shares
|
$267,338
0.28% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
14,304
shares
|
$262,764
0.04% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
14,176
shares
|
$260,413
0.02% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
14,000
shares
|
$257,180
0.13% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,906
shares
|
$255,453
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
13,904
shares
|
$255,416
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
13,874
shares
|
$254,865
0.2% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
13,748
shares
|
$252,550
0.0% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
13,595
shares
|
$249,740
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,406
shares
|
$246,268
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
13,355
shares
|
$245,331
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,354
shares
|
$245,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
13,032
shares
|
$239,397
0.05% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
12,819
shares
|
$235,485
0.07% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,794
shares
|
$235,025
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,708
shares
|
$233,445
0.0% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,700
shares
|
$233,299
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
12,505
shares
|
$229,716
0.09% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
12,336
shares
|
$226,612
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
12,277
shares
|
$225,528
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,155
shares
|
$223,287
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
12,000
shares
|
$220,440
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,913
shares
|
$218,841
0.0% of portfolio
|
Q1 2025
Reduced 14.47%
|