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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
45,965
shares
|
$922,517
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
45,882
shares
|
$920,851
0.03% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
45,840
shares
|
$920,008
0.22% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,719
shares
|
$917,580
0.09% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
44,983
shares
|
$902,808
0.0% of portfolio
|
Q2 2025
Added 136.89%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
44,517
shares
|
$893,456
0.14% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
44,457
shares
|
$892,251
0.23% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
43,072
shares
|
$864,455
0.08% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
42,182
shares
|
$846,592
0.0% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
41,797
shares
|
$838,865
0.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
41,382
shares
|
$830,536
0.0% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
39,610
shares
|
$794,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
39,421
shares
|
$791,179
0.0% of portfolio
|
Q2 2025
Reduced 81.85%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$789,834
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,430
shares
|
$771,290
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
38,277
shares
|
$768,219
0.21% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
38,208
shares
|
$766,834
0.67% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
38,042
shares
|
$763,502
0.01% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
37,801
shares
|
$758,666
0.19% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
37,658
shares
|
$755,796
0.01% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
37,618
shares
|
$754,993
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$750,276
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
37,364
shares
|
$749,895
0.1% of portfolio
|
Q2 2025
Reduced 64.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
36,700
shares
|
$736,569
0.33% of portfolio
|
Q2 2025
Added 224.12%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,537
shares
|
$733,297
0.32% of portfolio
|
Q2 2025
Added 12.8%
|