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 270 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
44,362
shares
|
$854,412
0.05% of portfolio
|
Q1 2024
Added 2.99%
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 29, 2024 Q1 2024 |
44,331
shares
|
$853,815
0.48% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
44,230
shares
|
$851,869
0.0% of portfolio
|
Q1 2024
Added 482.97%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 14, 2024 Q1 2024 |
43,837
shares
|
$844,300
0.14% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
41,966
shares
|
$808,265
0.04% of portfolio
|
Q1 2024
Added 51.04%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
41,845
shares
|
$805,934
0.09% of portfolio
|
Q1 2024
Added 79.56%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
41,202
shares
|
$793,550
0.03% of portfolio
|
Q1 2024
Added 12.14%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
41,104
shares
|
$791,663
0.02% of portfolio
|
Q1 2024
Added 2.11%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
39,910
shares
|
$768,666
0.0% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
39,787
shares
|
$766,297
0.15% of portfolio
|
Q1 2024
Added 2.02%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
39,711
shares
|
$764,833
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$757,958
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
39,216
shares
|
$755,300
0.0% of portfolio
|
Q1 2024
Reduced 51.01%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
37,926
shares
|
$730,454
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$719,996
0.37% of portfolio
|
Q4 2021
New holding
|
|
E&G Advisors, LP
|
Apr 19, 2024 Q1 2024 |
36,939
shares
|
$711,445
0.22% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
36,113
shares
|
$695,536
0.34% of portfolio
|
Q1 2024
Added 4.2%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
35,543
shares
|
$684,558
0.01% of portfolio
|
Q1 2024
Added 2.47%
|
|
Drw Securities, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
34,900
shares
|
$672,174
0.02% of portfolio
|
Q1 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
34,811
shares
|
$670,459
0.06% of portfolio
|
Q1 2024
Added 4.24%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
34,290
shares
|
$660,425
0.02% of portfolio
|
Q1 2024
Reduced 18.85%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
33,669
shares
|
$648,464
0.08% of portfolio
|
Q1 2024
Reduced 50.55%
|
|
Edge Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
32,257
shares
|
$621,269
0.13% of portfolio
|
Q1 2024
Reduced 14.57%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
31,715
shares
|
$610,830
0.01% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
31,560
shares
|
$607,845
0.0% of portfolio
|
Q1 2024
Reduced 1.01%
|