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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,119
shares
|
$38,926
0.01% of portfolio
|
Q4 2024
Reduced 52.09%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
2,077
shares
|
$38,154
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,044
shares
|
$37,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,032
shares
|
$37,327
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$36,740
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,987
shares
|
$36,501
0.0% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,840
shares
|
$33,800
0.01% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$31,724
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,700
shares
|
$31,229
0.01% of portfolio
|
Q1 2023
Added 88.89%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,459
shares
|
$26,801
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,363
shares
|
$25,038
0.0% of portfolio
|
Q3 2024
Added 3145.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,311
shares
|
$24,083
0.01% of portfolio
|
Q1 2024
Reduced 83.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,300
shares
|
$23,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,094
shares
|
$20,096
0.0% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$18,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
900
shares
|
$16,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
888
shares
|
$16,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
840
shares
|
$15,430
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
837
shares
|
$15,375
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
835
shares
|
$15,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$14,861
0.0% of portfolio
|
Q4 2024
Reduced 35.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$14,696
0.03% of portfolio
|
Q1 2022
Added 34.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
780
shares
|
$14,328
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
750
shares
|
$13,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
736
shares
|
$13,520
0.02% of portfolio
|
Q1 2025
New holding
|