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 |
|---|---|---|---|---|---|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
103,587
shares
|
$2.08 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
97,704
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
97,249
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.59%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
97,195
shares
|
$1.95 Million
0.07% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
95,326
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Added 133.85%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
95,116
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 834.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
94,723
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
89,984
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
86,628
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
86,576
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
85,863
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
85,586
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
84,325
shares
|
$1.69 Million
1.33% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
84,214
shares
|
$1.69 Million
1.51% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
83,652
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 293.64%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
81,806
shares
|
$1.64 Million
0.16% of portfolio
|
Q2 2025
Added 46.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
80,639
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 30.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
78,400
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 94.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
78,133
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
77,564
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
77,369
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
76,551
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
72,888
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
71,606
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
70,375
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 16.37%
|