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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
399,155
shares
|
$8.01 Million
0.18% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
396,163
shares
|
$7.95 Million
2.49% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
352,405
shares
|
$7.07 Million
0.01% of portfolio
|
Q2 2025
Added 516.16%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
346,914
shares
|
$6.96 Million
3.57% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
343,707
shares
|
$6.9 Million
0.02% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
342,615
shares
|
$6.88 Million
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
321,905
shares
|
$6.46 Million
1.98% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
318,942
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
285,192
shares
|
$5.72 Million
0.62% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
241,397
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
240,239
shares
|
$4.82 Million
0.31% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
232,340
shares
|
$4.66 Million
0.49% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
225,065
shares
|
$4.52 Million
0.04% of portfolio
|
Q2 2025
Added 446.66%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
222,907
shares
|
$4.47 Million
0.06% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
213,368
shares
|
$4.28 Million
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
209,375
shares
|
$4.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
198,734
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
193,036
shares
|
$3.87 Million
3.25% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
186,143
shares
|
$3.74 Million
0.84% of portfolio
|
Q2 2025
Added 31.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
183,471
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
181,346
shares
|
$3.64 Million
0.31% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
176,579
shares
|
$3.54 Million
0.13% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
172,573
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2025
Added 81.68%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
170,657
shares
|
$3.43 Million
1.88% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
166,195
shares
|
$3.34 Million
0.16% of portfolio
|
Q2 2025
Added 36.16%
|