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 332 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
10,323
shares
|
$206,976
0.02% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,317
shares
|
$206,855
0.05% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,205
shares
|
$204,610
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
10,179
shares
|
$204,088
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
10,157
shares
|
$203,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
10,146
shares
|
$203,427
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
10,131
shares
|
$203,126
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$201,362
0.0% of portfolio
|
Q4 2024
Reduced 49.24%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$200,500
0.09% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9,852
shares
|
$197,532
0.03% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,640
shares
|
$193,282
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,459
shares
|
$189,652
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,313
shares
|
$186,725
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
9,281
shares
|
$186,084
0.01% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,267
shares
|
$185,803
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,465
shares
|
$169,723
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,150
shares
|
$163,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,702
shares
|
$154,425
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
7,322
shares
|
$146,806
0.0% of portfolio
|
Q3 2024
Added 135.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
6,211
shares
|
$124,530
0.02% of portfolio
|
Q3 2024
Added 237.55%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,832
shares
|
$116,931
0.01% of portfolio
|
Q4 2024
Added 374.92%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
5,600
shares
|
$112,280
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,533
shares
|
$110,936
0.02% of portfolio
|
Q4 2024
Reduced 86.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,503
shares
|
$110,335
0.0% of portfolio
|
Q4 2024
Added 35.31%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,500
shares
|
$110,275
0.01% of portfolio
|
Q4 2024
New holding
|