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 348 institutions that hold shares in the stock, with a total of 79.9 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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
31,879
shares
|
$605,382
0.07% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,075
shares
|
$590,114
0.01% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
30,600
shares
|
$581,094
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
30,557
shares
|
$580,277
0.04% of portfolio
|
Q1 2025
Added 54.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$578,834
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
30,304
shares
|
$575,472
0.33% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,276
shares
|
$574,941
0.0% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,950
shares
|
$568,750
0.24% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
29,826
shares
|
$566,395
0.07% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
29,328
shares
|
$556,938
0.07% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
29,119
shares
|
$552,969
0.49% of portfolio
|
Q3 2024
Added 121.64%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
28,870
shares
|
$548,241
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
28,696
shares
|
$544,937
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,631
shares
|
$543,702
0.01% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
28,613
shares
|
$543,360
0.28% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
28,600
shares
|
$543,114
0.04% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,957
shares
|
$530,903
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,937
shares
|
$530,523
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
27,572
shares
|
$523,592
0.25% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,432
shares
|
$520,933
0.01% of portfolio
|
Q1 2025
Added 106.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
27,374
shares
|
$519,832
0.04% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
27,099
shares
|
$514,610
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
27,092
shares
|
$514,477
0.59% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
26,859
shares
|
$510,052
0.23% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,807
shares
|
$490,074
0.01% of portfolio
|
Q1 2025
Reduced 54.54%
|