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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
45,840
shares
|
$908,548
0.25% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,719
shares
|
$906,150
0.09% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
45,547
shares
|
$902,741
0.0% of portfolio
|
Q4 2024
Reduced 31.77%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
45,532
shares
|
$902,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
44,351
shares
|
$879,036
0.3% of portfolio
|
Q4 2024
Added 89.52%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
44,351
shares
|
$879,036
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
43,702
shares
|
$866,173
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
43,136
shares
|
$854,955
0.36% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
42,734
shares
|
$846,987
0.0% of portfolio
|
Q4 2024
Reduced 18.02%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
42,320
shares
|
$838,782
0.18% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
41,797
shares
|
$828,416
0.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$779,996
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
39,192
shares
|
$776,785
0.2% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
38,208
shares
|
$757,282
0.67% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
37,526
shares
|
$743,765
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
37,425
shares
|
$741,763
0.0% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$740,931
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
36,728
shares
|
$727,948
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
36,527
shares
|
$723,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
35,979
shares
|
$713,103
0.23% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
35,891
shares
|
$711,359
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
35,064
shares
|
$694,968
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
34,128
shares
|
$676,416
0.22% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
32,267
shares
|
$639,531
0.36% of portfolio
|
Q4 2024
Reduced 37.15%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31,752
shares
|
$629,324
0.29% of portfolio
|
Q4 2024
Added 14.78%
|