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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,363
shares
|
$27,014
0.0% of portfolio
|
Q3 2024
Added 3145.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,311
shares
|
$25,984
0.01% of portfolio
|
Q1 2024
Reduced 83.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
1,300
shares
|
$25,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,150
shares
|
$22,793
0.01% of portfolio
|
Q4 2024
Added 85.48%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$19,839
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
888
shares
|
$17,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
887
shares
|
$17,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
840
shares
|
$16,648
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
837
shares
|
$16,589
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
835
shares
|
$16,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$16,034
0.0% of portfolio
|
Q4 2024
Reduced 35.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$15,856
0.03% of portfolio
|
Q1 2022
Added 34.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
780
shares
|
$15,459
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
750
shares
|
$14,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
586
shares
|
$11,614
0.0% of portfolio
|
Q4 2024
Added 58500.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
490
shares
|
$9,711
0.0% of portfolio
|
Q2 2017
Reduced 70.79%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
487
shares
|
$9,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
430
shares
|
$8,522
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
352
shares
|
$6,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
327
shares
|
$6,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
303
shares
|
$6,005
0.0% of portfolio
|
Q4 2024
Reduced 95.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
300
shares
|
$5,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
250
shares
|
$4,955
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
198
shares
|
$3,924
0.0% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
184
shares
|
$3,646
0.0% of portfolio
|
Q3 2024
New holding
|