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 332 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
60,350
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
59,747
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
58,993
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,458
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2020
Added 5.67%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
57,228
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
56,764
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,462
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
55,416
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
55,140
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
54,275
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
53,066
shares
|
$1.05 Million
0.45% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
52,680
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
51,629
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
51,332
shares
|
$1.02 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
50,853
shares
|
$1.01 Million
1.6% of portfolio
|
Q4 2024
Reduced 43.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
50,340
shares
|
$997,738
0.05% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
50,126
shares
|
$993,497
0.29% of portfolio
|
Q4 2024
Reduced 57.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
48,782
shares
|
$966,859
0.04% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
48,761
shares
|
$966,443
0.14% of portfolio
|
Q4 2024
Added 5354.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,753
shares
|
$966,284
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
48,748
shares
|
$966,185
0.01% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
48,736
shares
|
$965,947
0.02% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
47,046
shares
|
$932,451
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
46,834
shares
|
$928,249
0.07% of portfolio
|
Q4 2024
Added 385.02%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
46,606
shares
|
$923,730
0.26% of portfolio
|
Q4 2022
Reduced 10.67%
|