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 346 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
12,000
shares
|
$227,040
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,913
shares
|
$225,393
0.0% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,879
shares
|
$224,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
11,846
shares
|
$224,126
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,806
shares
|
$223,369
0.01% of portfolio
|
Q2 2025
Reduced 42.08%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,785
shares
|
$222,972
0.06% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
11,591
shares
|
$219,301
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
11,446
shares
|
$216,558
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
11,367
shares
|
$215,063
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,358
shares
|
$214,893
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,306
shares
|
$213,909
0.0% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,897
shares
|
$206,171
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,872
shares
|
$205,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
10,840
shares
|
$205,092
0.15% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
10,778
shares
|
$203,919
0.05% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,777
shares
|
$203,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
10,531
shares
|
$199,246
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
10,356
shares
|
$195,935
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
10,323
shares
|
$195,311
0.02% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
10,300
shares
|
$194,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,182
shares
|
$192,643
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,146
shares
|
$191,962
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
10,131
shares
|
$191,678
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$189,200
0.08% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9,890
shares
|
$187,118
0.03% of portfolio
|
Q1 2025
Added 4.56%
|