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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
31,521
shares
|
$624,746
0.01% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,499
shares
|
$624,310
0.01% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
30,782
shares
|
$610,099
0.12% of portfolio
|
Q4 2024
Added 161.62%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
30,600
shares
|
$606,492
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$604,133
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,895
shares
|
$592,518
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
29,577
shares
|
$586,216
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
29,381
shares
|
$582,331
0.02% of portfolio
|
Q4 2024
Reduced 43.34%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
29,233
shares
|
$579,398
0.06% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
29,119
shares
|
$577,138
0.42% of portfolio
|
Q3 2024
Added 121.64%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
28,979
shares
|
$574,363
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,632
shares
|
$567,486
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
28,630
shares
|
$567,446
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
28,537
shares
|
$565,603
0.01% of portfolio
|
Q4 2024
Added 2753.7%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
27,921
shares
|
$553,394
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
27,830
shares
|
$551,590
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
27,213
shares
|
$539,361
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,025
shares
|
$535,635
0.01% of portfolio
|
Q4 2024
Added 83.39%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
26,927
shares
|
$533,693
0.53% of portfolio
|
Q4 2023
Added 8.23%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
26,810
shares
|
$531,374
0.0% of portfolio
|
Q4 2024
Added 93.48%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
25,707
shares
|
$509,512
0.35% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
24,993
shares
|
$495,361
0.05% of portfolio
|
Q4 2024
Added 114.16%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
24,947
shares
|
$494,449
0.12% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
24,155
shares
|
$478,752
0.07% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
23,370
shares
|
$463,193
0.04% of portfolio
|
Q4 2024
Added 28.27%
|