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 $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,280
shares
|
$104,649
0.0% of portfolio
|
Q3 2024
Added 93.41%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$99,100
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,000
shares
|
$99,100
0.04% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,260
shares
|
$84,433
0.0% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,250
shares
|
$84,235
0.0% of portfolio
|
Q4 2024
Reduced 74.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$79,280
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,682
shares
|
$72,977
0.0% of portfolio
|
Q3 2024
Added 53.48%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,354
shares
|
$66,476
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,308
shares
|
$65,564
0.01% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,273
shares
|
$64,870
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,200
shares
|
$63,424
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,034
shares
|
$60,133
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$59,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$59,460
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,478
shares
|
$49,113
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,119
shares
|
$41,998
0.01% of portfolio
|
Q4 2024
Reduced 52.09%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,081
shares
|
$41,245
0.01% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,044
shares
|
$40,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$39,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,987
shares
|
$39,382
0.0% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$34,229
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,700
shares
|
$33,694
0.01% of portfolio
|
Q1 2023
Added 88.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,650
shares
|
$32,703
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,621
shares
|
$32,128
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,459
shares
|
$28,917
0.0% of portfolio
|
Q2 2021
New holding
|