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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
888
shares
|
$17,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
840
shares
|
$16,858
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
837
shares
|
$16,798
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
835
shares
|
$16,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$16,236
0.0% of portfolio
|
Q4 2024
Reduced 35.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$16,056
0.03% of portfolio
|
Q1 2022
Added 34.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
780
shares
|
$15,654
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
510
shares
|
$10,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
487
shares
|
$9,774
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
461
shares
|
$9,252
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
450
shares
|
$9,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
409
shares
|
$8,208
0.01% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
352
shares
|
$7,064
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
304
shares
|
$6,101
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
300
shares
|
$6,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
300
shares
|
$6,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
300
shares
|
$6,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
300
shares
|
$6,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
259
shares
|
$5,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
184
shares
|
$3,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
175
shares
|
$3,512
0.0% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
163
shares
|
$3,271
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
62
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
33
shares
|
$662
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
25
shares
|
$501
0.0% of portfolio
|
Q3 2024
New holding
|