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 347 institutions that hold shares in the stock, with a total of 79.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
46,337
shares
|
$881,329
0.39% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
46,144
shares
|
$877,658
0.03% of portfolio
|
Q1 2025
Reduced 74.79%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
45,965
shares
|
$874,254
0.04% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
45,840
shares
|
$871,876
0.29% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,719
shares
|
$869,575
0.09% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
44,351
shares
|
$843,556
0.21% of portfolio
|
Q1 2025
Added 297.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
43,585
shares
|
$828,986
0.04% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
41,797
shares
|
$794,978
0.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
40,763
shares
|
$775,312
0.01% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$748,513
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
38,277
shares
|
$728,028
0.21% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
38,208
shares
|
$726,716
0.67% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
37,801
shares
|
$718,975
0.19% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$711,024
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
37,364
shares
|
$710,663
0.1% of portfolio
|
Q2 2025
Reduced 64.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
36,700
shares
|
$698,034
0.33% of portfolio
|
Q2 2025
Added 224.12%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,537
shares
|
$694,933
0.32% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
36,527
shares
|
$694,743
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
36,425
shares
|
$692,803
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35,064
shares
|
$666,917
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
34,653
shares
|
$659,100
0.02% of portfolio
|
Q1 2025
Added 28.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
33,550
shares
|
$638,121
0.02% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
32,470
shares
|
$617,579
0.42% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
32,347
shares
|
$615,239
0.39% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
31,879
shares
|
$606,338
0.07% of portfolio
|
Q1 2025
Added 36.41%
|