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 270 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$19,279
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
948
shares
|
$18,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
930
shares
|
$17,911
0.0% of portfolio
|
Q1 2022
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
888
shares
|
$17,102
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
840
shares
|
$16,178
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
818
shares
|
$15,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$15,408
0.03% of portfolio
|
Q1 2022
Added 34.68%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
490
shares
|
$9,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
487
shares
|
$9,379
0.0% of portfolio
|
Q4 2023
New holding
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
425
shares
|
$8,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
409
shares
|
$7,877
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
400
shares
|
$7,704
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
352
shares
|
$6,779
0.0% of portfolio
|
Q3 2023
New holding
|
|
Estabrook Capital Management
New York, NY |
May 14, 2024 Q1 2024 |
327
shares
|
$6,298
0.0% of portfolio
|
Q4 2021
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
300
shares
|
$5,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
273
shares
|
$5,257
0.0% of portfolio
|
Q1 2024
Added 27200.0%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
163
shares
|
$3,139
0.0% of portfolio
|
Q3 2022
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
71
shares
|
$1,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
42
shares
|
$808
0.0% of portfolio
|
Q4 2023
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
33
shares
|
$635
0.0% of portfolio
|
Q4 2021
New holding
|