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 |
|---|---|---|---|---|---|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
70,358
shares
|
$1.41 Million
0.63% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
70,320
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
69,000
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
66,517
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 724.15%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
66,027
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,487
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
62,799
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,458
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2020
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,462
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
55,564
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
55,140
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
54,605
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
54,255
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
54,213
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
52,498
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
52,134
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,811
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
50,001
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
49,863
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
48,736
shares
|
$978,131
0.02% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
48,417
shares
|
$971,729
0.37% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
48,301
shares
|
$969,401
1.54% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
48,198
shares
|
$967,333
0.01% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
46,606
shares
|
$935,382
0.26% of portfolio
|
Q4 2022
Reduced 10.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
46,345
shares
|
$930,144
0.12% of portfolio
|
Q2 2025
Added 1.36%
|