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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
16,819
shares
|
$333,352
0.21% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,810
shares
|
$333,174
0.08% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
16,804
shares
|
$333,055
0.1% of portfolio
|
Q4 2024
Added 59.82%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
16,140
shares
|
$319,894
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,082
shares
|
$318,745
0.01% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
15,577
shares
|
$308,736
0.06% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
15,409
shares
|
$305,406
0.12% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,197
shares
|
$301,204
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
15,100
shares
|
$299,282
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
15,073
shares
|
$298,746
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$297,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
15,000
shares
|
$297,300
0.14% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,928
shares
|
$276,052
0.0% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,904
shares
|
$275,577
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
13,874
shares
|
$274,982
0.18% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,648
shares
|
$270,503
0.01% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
13,555
shares
|
$268,660
0.08% of portfolio
|
Q4 2024
Reduced 84.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,342
shares
|
$264,438
0.01% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,273
shares
|
$263,070
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,266
shares
|
$262,932
0.0% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,257
shares
|
$262,753
0.0% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
13,032
shares
|
$258,294
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,831
shares
|
$254,310
0.01% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,757
shares
|
$252,843
0.0% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,700
shares
|
$251,714
0.01% of portfolio
|
Q2 2024
New holding
|