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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,487
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
62,799
shares
|
$1.19 Million
0.4% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,568
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 26.3%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
60,475
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
60,224
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,458
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2020
Added 5.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
57,194
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 52.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,462
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
55,564
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
55,140
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
54,605
shares
|
$1.03 Million
0.41% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
54,411
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
54,150
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
53,914
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2025
Added 49.85%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
52,993
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 1339.24%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,941
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 75.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
52,668
shares
|
$996,478
0.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
52,134
shares
|
$986,375
0.08% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50,291
shares
|
$951,505
0.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
50,217
shares
|
$950,105
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
50,001
shares
|
$946,018
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
49,304
shares
|
$932,831
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
48,736
shares
|
$922,085
0.02% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
48,411
shares
|
$915,936
0.16% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
46,606
shares
|
$881,785
0.26% of portfolio
|
Q4 2022
Reduced 10.67%
|