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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,615
shares
|
$72,372
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
3,450
shares
|
$69,069
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,376
shares
|
$67,587
0.05% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,354
shares
|
$67,147
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,034
shares
|
$60,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$60,060
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$60,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,730
shares
|
$54,654
0.0% of portfolio
|
Q2 2025
Reduced 63.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$49,609
0.0% of portfolio
|
Q2 2025
Reduced 37.14%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,119
shares
|
$42,422
0.0% of portfolio
|
Q4 2024
Reduced 52.09%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,067
shares
|
$41,381
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,044
shares
|
$40,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$40,040
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,987
shares
|
$39,779
0.0% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,840
shares
|
$36,836
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,738
shares
|
$34,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$34,574
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,700
shares
|
$34,034
0.01% of portfolio
|
Q1 2023
Added 88.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,459
shares
|
$29,209
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,363
shares
|
$27,287
0.0% of portfolio
|
Q3 2024
Added 3145.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,311
shares
|
$26,246
0.01% of portfolio
|
Q1 2024
Reduced 83.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,135
shares
|
$22,722
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,063
shares
|
$21,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$20,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
900
shares
|
$18,018
0.0% of portfolio
|
Q1 2025
New holding
|