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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
22,587
shares
|
$447,674
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
22,572
shares
|
$447,377
0.02% of portfolio
|
Q1 2024
Reduced 14.82%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
22,507
shares
|
$446,088
0.0% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
21,970
shares
|
$435,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,643
shares
|
$428,964
0.03% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
20,901
shares
|
$414,257
0.0% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
20,566
shares
|
$407,618
0.14% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
20,304
shares
|
$402,425
0.03% of portfolio
|
Q4 2024
Reduced 92.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,182
shares
|
$400,007
0.01% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
20,012
shares
|
$396,637
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,805
shares
|
$392,535
0.03% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
19,018
shares
|
$376,936
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
18,734
shares
|
$371,307
0.3% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,652
shares
|
$369,682
0.0% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
18,600
shares
|
$368,652
0.15% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
18,511
shares
|
$366,888
0.07% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
18,332
shares
|
$363,340
0.06% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,226
shares
|
$361,239
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
17,990
shares
|
$356,561
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,722
shares
|
$351,250
0.05% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,638
shares
|
$349,585
0.01% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
17,550
shares
|
$347,841
0.21% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
17,273
shares
|
$342,350
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,176
shares
|
$340,428
0.01% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,067
shares
|
$338,267
0.01% of portfolio
|
Q4 2024
Reduced 6.08%
|