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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
8,916
shares
|
$163,786
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,469
shares
|
$155,575
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,404
shares
|
$154,381
0.0% of portfolio
|
Q1 2025
Added 1615.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,150
shares
|
$149,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,071
shares
|
$148,264
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
7,900
shares
|
$145,123
0.01% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,862
shares
|
$144,424
0.0% of portfolio
|
Q1 2025
Added 84.99%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,504
shares
|
$137,848
0.0% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,082
shares
|
$130,096
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,066
shares
|
$129,802
0.0% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,723
shares
|
$105,131
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
5,600
shares
|
$102,872
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,000
shares
|
$91,850
0.04% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$91,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$91,850
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$91,850
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,942
shares
|
$72,414
0.01% of portfolio
|
Q1 2025
Added 59.08%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,375
shares
|
$61,998
0.02% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,354
shares
|
$61,612
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,308
shares
|
$60,767
0.01% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,273
shares
|
$60,125
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,034
shares
|
$55,734
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$55,110
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$55,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,419
shares
|
$44,437
0.0% of portfolio
|
Q1 2025
Added 20.95%
|