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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
35,735
shares
|
$717,201
0.32% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
35,732
shares
|
$717,141
0.07% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
35,406
shares
|
$710,598
0.27% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
34,477
shares
|
$691,953
0.36% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,474
shares
|
$671,823
0.0% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
32,935
shares
|
$661,005
0.04% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
32,470
shares
|
$651,672
0.42% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
31,769
shares
|
$637,603
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
30,783
shares
|
$617,814
0.06% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,524
shares
|
$612,616
0.02% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$611,753
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
29,879
shares
|
$599,671
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
28,976
shares
|
$581,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
28,870
shares
|
$579,420
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
28,700
shares
|
$576,009
0.04% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,631
shares
|
$574,624
0.01% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
28,613
shares
|
$574,262
0.28% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
28,600
shares
|
$574,002
0.04% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
27,994
shares
|
$561,839
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
27,679
shares
|
$555,517
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
27,648
shares
|
$554,895
0.05% of portfolio
|
Q2 2025
Added 45.38%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
27,572
shares
|
$553,370
0.25% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,199
shares
|
$545,883
0.0% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
27,092
shares
|
$543,736
0.59% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
26,396
shares
|
$529,767
0.04% of portfolio
|
Q2 2025
Added 60.68%
|