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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
165,193
shares
|
$3.32 Million
1.11% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
159,182
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
155,746
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
151,432
shares
|
$3.04 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
R.P. Boggs & Co.
|
Jul 29, 2025 Q2 2025 |
149,698
shares
|
$3 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
148,007
shares
|
$2.97 Million
0.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
147,987
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
144,454
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
143,601
shares
|
$2.88 Million
0.26% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
138,073
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2025
Added 76.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
136,010
shares
|
$2.73 Million
0.59% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
134,833
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
133,891
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
129,718
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
124,300
shares
|
$2.49 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
123,848
shares
|
$2.49 Million
0.17% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
119,647
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2025
Added 227.56%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
119,069
shares
|
$2.39 Million
0.12% of portfolio
|
Q2 2025
Added 688.75%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
118,249
shares
|
$2.37 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
117,557
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
117,453
shares
|
$2.36 Million
0.95% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,130
shares
|
$2.31 Million
2.02% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
113,008
shares
|
$2.27 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
111,311
shares
|
$2.23 Million
1.55% of portfolio
|
Q2 2025
Added 375.26%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
104,423
shares
|
$2.1 Million
1.95% of portfolio
|
Q4 2024
Reduced 13.93%
|