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 $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
607
shares
|
$11,150
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
600
shares
|
$11,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$9,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
487
shares
|
$8,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
450
shares
|
$8,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
430
shares
|
$7,899
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
352
shares
|
$6,466
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
327
shares
|
$6,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
300
shares
|
$5,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
300
shares
|
$5,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
250
shares
|
$4,592
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
184
shares
|
$3,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
175
shares
|
$3,214
0.0% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
163
shares
|
$2,994
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
153
shares
|
$2,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
33
shares
|
$606
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
25
shares
|
$459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
19
shares
|
$349
0.15% of portfolio
|
Q1 2025
Reduced 99.84%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
4
shares
|
$73
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|