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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
25,829
shares
|
$518,388
0.03% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
25,540
shares
|
$512,587
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
24,970
shares
|
$501,147
0.01% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
24,795
shares
|
$497,635
0.13% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
24,602
shares
|
$493,762
0.02% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
24,467
shares
|
$491,052
0.06% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
24,041
shares
|
$482,502
0.12% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
23,980
shares
|
$481,278
0.09% of portfolio
|
Q2 2025
Reduced 60.18%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
23,808
shares
|
$477,826
0.12% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
23,596
shares
|
$473,571
0.12% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
23,159
shares
|
$464,801
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
22,932
shares
|
$460,245
0.0% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
22,930
shares
|
$460,205
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
22,867
shares
|
$458,940
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
22,632
shares
|
$454,224
0.08% of portfolio
|
Q2 2025
Added 73.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,604
shares
|
$453,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
22,572
shares
|
$453,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
22,396
shares
|
$449,487
0.2% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
22,231
shares
|
$446,176
0.04% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
20,804
shares
|
$417,536
0.0% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
20,733
shares
|
$416,111
0.01% of portfolio
|
Q2 2025
Added 55.26%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
20,719
shares
|
$415,830
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
20,176
shares
|
$404,932
0.53% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
19,683
shares
|
$395,037
0.11% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
19,632
shares
|
$394,014
0.06% of portfolio
|
Q2 2025
Added 7.09%
|