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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
10,531
shares
|
$210,830
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,323
shares
|
$206,666
0.01% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
10,300
shares
|
$206,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
10,277
shares
|
$205,745
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
10,252
shares
|
$205,245
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
10,252
shares
|
$205,245
0.03% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
10,152
shares
|
$203,243
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
10,131
shares
|
$202,822
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,053
shares
|
$201,261
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$200,200
0.08% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,267
shares
|
$185,525
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
8,916
shares
|
$178,498
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,471
shares
|
$169,589
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
8,413
shares
|
$168,428
0.09% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
8,404
shares
|
$168,248
0.0% of portfolio
|
Q1 2025
Added 1615.1%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,258
shares
|
$145,305
0.0% of portfolio
|
Q2 2025
Added 1095.72%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,082
shares
|
$141,781
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,778
shares
|
$135,695
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,483
shares
|
$129,789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,897
shares
|
$118,057
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
5,600
shares
|
$112,112
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,000
shares
|
$100,100
0.04% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$100,100
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$100,100
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,084
shares
|
$81,761
0.0% of portfolio
|
Q2 2025
Reduced 48.3%
|