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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,879
shares
|
$218,217
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,785
shares
|
$216,490
0.06% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
11,591
shares
|
$212,926
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
11,474
shares
|
$210,777
0.18% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,446
shares
|
$210,263
0.03% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
11,367
shares
|
$208,811
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
11,323
shares
|
$208,003
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,306
shares
|
$207,691
0.0% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
11,213
shares
|
$205,982
0.18% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,209
shares
|
$205,909
0.02% of portfolio
|
Q1 2025
Added 101800.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,897
shares
|
$200,177
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,872
shares
|
$199,718
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
10,778
shares
|
$197,991
0.05% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,777
shares
|
$197,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
10,507
shares
|
$193,013
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
10,356
shares
|
$190,239
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
10,323
shares
|
$189,633
0.02% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
10,300
shares
|
$189,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,182
shares
|
$187,043
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,146
shares
|
$186,382
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
10,131
shares
|
$186,106
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$183,700
0.1% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9,890
shares
|
$181,679
0.03% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
9,640
shares
|
$177,086
0.11% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
9,267
shares
|
$170,234
0.03% of portfolio
|
Q3 2024
Reduced 4.48%
|