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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
9,640
shares
|
$182,388
0.11% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
9,267
shares
|
$175,331
0.03% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
8,916
shares
|
$168,690
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,469
shares
|
$160,233
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
|
$159,003
0.0% of portfolio
|
Q1 2025
Added 1615.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,150
shares
|
$154,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,862
shares
|
$148,749
0.0% of portfolio
|
Q1 2025
Added 84.99%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,504
shares
|
$141,975
0.0% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,082
shares
|
$133,991
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,066
shares
|
$133,688
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
|
$108,279
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
5,600
shares
|
$105,952
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$94,600
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,000
shares
|
$94,600
0.04% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$94,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$94,600
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,084
shares
|
$77,269
0.0% of portfolio
|
Q2 2025
Reduced 48.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,942
shares
|
$74,582
0.01% of portfolio
|
Q1 2025
Added 59.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,615
shares
|
$68,395
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,375
shares
|
$63,855
0.02% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,354
shares
|
$63,457
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,308
shares
|
$62,587
0.01% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,273
shares
|
$61,925
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,034
shares
|
$57,403
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$56,760
0.0% of portfolio
|
Q2 2024
New holding
|