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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
25,777
shares
|
$489,505
0.0% of portfolio
|
Q1 2025
Added 38.2%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
25,540
shares
|
$485,004
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
24,795
shares
|
$470,857
0.13% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
24,557
shares
|
$466,337
0.04% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
24,467
shares
|
$464,628
0.06% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,162
shares
|
$458,836
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
24,041
shares
|
$456,538
0.12% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
23,808
shares
|
$452,113
0.12% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
23,596
shares
|
$448,088
0.12% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
23,421
shares
|
$444,764
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,022
shares
|
$437,187
0.04% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
22,755
shares
|
$432,117
0.07% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
22,676
shares
|
$430,617
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
22,572
shares
|
$428,642
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
21,251
shares
|
$403,556
0.0% of portfolio
|
Q1 2025
Reduced 69.92%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
20,566
shares
|
$390,548
0.17% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
20,369
shares
|
$386,807
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
20,368
shares
|
$386,788
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
20,176
shares
|
$383,142
0.53% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,626
shares
|
$372,697
0.06% of portfolio
|
Q1 2025
Added 59.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,018
shares
|
$361,151
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,989
shares
|
$360,601
0.0% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,941
shares
|
$359,689
0.01% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,926
shares
|
$359,404
0.02% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,726
shares
|
$355,606
0.04% of portfolio
|
Q1 2025
Added 2.74%
|