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 270 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Palogic Value Management, L.P.
Dallas, TX |
May 14, 2024 Q1 2024 |
15,009
shares
|
$289,073
0.13% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
14,995
shares
|
$288,803
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
14,816
shares
|
$285,356
0.01% of portfolio
|
Q1 2024
Added 46.56%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
14,470
shares
|
$278,692
0.0% of portfolio
|
Q1 2024
Added 4.86%
|
|
Capital Cs Group, LLC
|
Apr 11, 2024 Q1 2024 |
14,411
shares
|
$277,555
0.13% of portfolio
|
Q1 2024
Added 14.88%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
14,374
shares
|
$276,843
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
13,904
shares
|
$267,791
0.09% of portfolio
|
Q2 2023
New holding
|
|
Mwa Asset Management
Lexington, MA |
May 08, 2024 Q1 2024 |
13,805
shares
|
$265,884
0.19% of portfolio
|
Q1 2024
Added 17.69%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
13,687
shares
|
$263,611
0.02% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
13,419
shares
|
$258,449
0.01% of portfolio
|
Q1 2024
Added 0.22%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
13,203
shares
|
$254,289
0.02% of portfolio
|
Q1 2024
Added 14.89%
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
13,060
shares
|
$251,535
0.07% of portfolio
|
Q1 2024
Added 8.29%
|
|
Verition Fund Management LLC
Greenwich, CT |
May 14, 2024 Q1 2024 |
13,000
shares
|
$250,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
12,852
shares
|
$247,529
0.03% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
12,652
shares
|
$243,677
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
12,440
shares
|
$239,594
0.01% of portfolio
|
Q1 2024
New holding
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
12,277
shares
|
$236,455
0.01% of portfolio
|
Q4 2021
New holding
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
12,248
shares
|
$235,896
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
12,069
shares
|
$232,448
0.03% of portfolio
|
Q1 2024
Reduced 26.17%
|
|
Summitry LLC
Foster City, CA |
May 06, 2024 Q1 2024 |
12,000
shares
|
$231,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
11,767
shares
|
$226,632
0.02% of portfolio
|
Q1 2024
Added 0.32%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
11,531
shares
|
$222,087
0.01% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
11,412
shares
|
$219,795
0.01% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
11,327
shares
|
$218,158
0.02% of portfolio
|
Q1 2024
Reduced 18.76%
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
11,300
shares
|
$217,638
0.13% of portfolio
|
Q1 2024
New holding
|