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 346 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
166,130
shares
|
$3.14 Million
0.52% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
164,651
shares
|
$3.12 Million
1.24% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
164,571
shares
|
$3.11 Million
2.12% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
151,255
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
148,007
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
143,219
shares
|
$2.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
142,581
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 226.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
142,302
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
141,106
shares
|
$2.67 Million
0.75% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
135,836
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
135,674
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Added 25.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
133,891
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
132,098
shares
|
$2.5 Million
0.43% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
132,091
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
125,870
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
124,300
shares
|
$2.35 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
123,009
shares
|
$2.33 Million
0.78% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
122,872
shares
|
$2.32 Million
0.2% of portfolio
|
Q1 2025
Added 25.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
122,861
shares
|
$2.32 Million
0.59% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
122,059
shares
|
$2.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
119,790
shares
|
$2.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
117,453
shares
|
$2.22 Million
1.15% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,130
shares
|
$2.18 Million
2.02% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
113,070
shares
|
$2.14 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
109,197
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Added 36.7%
|