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 |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,658
shares
|
$253,413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,350
shares
|
$247,247
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
12,326
shares
|
$246,766
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
12,205
shares
|
$244,344
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,064
shares
|
$241,521
0.0% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
12,000
shares
|
$240,240
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,879
shares
|
$237,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
11,846
shares
|
$237,156
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,840
shares
|
$237,036
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,806
shares
|
$236,356
0.01% of portfolio
|
Q2 2025
Reduced 42.08%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
11,785
shares
|
$235,935
0.06% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,759
shares
|
$235,415
0.0% of portfolio
|
Q2 2025
Reduced 97.77%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
11,688
shares
|
$233,993
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
11,650
shares
|
$233,233
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
11,523
shares
|
$230,690
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,515
shares
|
$230,530
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
11,446
shares
|
$229,148
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,427
shares
|
$228,768
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
11,369
shares
|
$227,607
0.03% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,358
shares
|
$227,387
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
10,946
shares
|
$219,138
0.17% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
10,840
shares
|
$217,016
0.15% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,764
shares
|
$215,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
10,665
shares
|
$213,513
0.07% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
10,646
shares
|
$213,132
0.01% of portfolio
|
Q2 2025
Reduced 13.7%
|