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 |
---|---|---|---|---|---|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
31,176
shares
|
$600,449
0.06% of portfolio
|
Q1 2024
Added 211.01%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
31,166
shares
|
$600,257
0.01% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$587,064
0.02% of portfolio
|
Q4 2023
New holding
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
29,781
shares
|
$573,582
0.01% of portfolio
|
Q1 2024
Added 1.69%
|
|
Xtx Topco LTD
London, X0 |
May 13, 2024 Q1 2024 |
29,597
shares
|
$570,038
0.08% of portfolio
|
Q1 2024
New holding
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
29,283
shares
|
$563,990
0.08% of portfolio
|
Q1 2024
Reduced 10.2%
|
|
All Season Financial Advisors, Inc.
|
Apr 17, 2024 Q1 2024 |
29,151
shares
|
$561,448
0.48% of portfolio
|
Q1 2024
Added 7.27%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
28,422
shares
|
$547,407
0.02% of portfolio
|
Q1 2024
New holding
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 26, 2024 Q1 2024 |
28,296
shares
|
$544,980
0.4% of portfolio
|
Q1 2024
Added 3.54%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 17, 2024 Q1 2024 |
26,581
shares
|
$511,950
0.08% of portfolio
|
Q1 2024
Reduced 7.04%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
26,233
shares
|
$505,247
0.08% of portfolio
|
Q4 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
25,766
shares
|
$496,253
0.01% of portfolio
|
Q1 2024
Added 12.45%
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
25,329
shares
|
$487,836
0.14% of portfolio
|
Q1 2024
Added 2.88%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
24,764
shares
|
$476,954
0.04% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
24,340
shares
|
$468,788
0.08% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Act Advisors, Llc.
|
Apr 17, 2024 Q1 2024 |
22,750
shares
|
$438,165
0.24% of portfolio
|
Q1 2024
Reduced 47.6%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Apr 22, 2024 Q1 2024 |
22,572
shares
|
$434,736
0.02% of portfolio
|
Q1 2024
Reduced 14.82%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
22,185
shares
|
$427,283
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
21,213
shares
|
$408,562
0.0% of portfolio
|
Q1 2024
Added 27.82%
|
|
Mathes Company, Inc.
|
May 02, 2024 Q1 2024 |
21,066
shares
|
$405,731
0.15% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Transcend Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
20,554
shares
|
$395,870
0.03% of portfolio
|
Q1 2024
Added 6.34%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
20,112
shares
|
$387,357
0.0% of portfolio
|
Q1 2024
Added 39.18%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
19,602
shares
|
$377,534
0.14% of portfolio
|
Q1 2024
Reduced 9.22%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
19,590
shares
|
$377,303
0.02% of portfolio
|
Q1 2024
Added 18.65%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
19,553
shares
|
$376,590
0.03% of portfolio
|
Q1 2024
Reduced 0.05%
|