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 346 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 $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,723
shares
|
$354,239
0.02% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
18,600
shares
|
$351,912
0.18% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,511
shares
|
$350,228
0.06% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
18,510
shares
|
$350,209
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
18,332
shares
|
$346,841
0.06% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
18,275
shares
|
$345,763
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
18,125
shares
|
$342,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
18,099
shares
|
$342,433
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
18,000
shares
|
$340,560
0.11% of portfolio
|
Q1 2025
Added 42.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,638
shares
|
$333,710
0.01% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
17,300
shares
|
$327,316
0.24% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,067
shares
|
$322,907
0.01% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
17,063
shares
|
$322,831
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
16,838
shares
|
$318,574
0.4% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
16,819
shares
|
$318,215
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,810
shares
|
$318,045
0.08% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
16,750
shares
|
$316,910
0.15% of portfolio
|
Q1 2025
Added 59.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
16,675
shares
|
$315,491
0.01% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,620
shares
|
$314,450
0.0% of portfolio
|
Q1 2025
Added 51.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
16,428
shares
|
$310,817
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
16,155
shares
|
$305,652
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
15,916
shares
|
$301,130
0.19% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,915
shares
|
$301,111
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
15,624
shares
|
$295,606
0.11% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
15,456
shares
|
$292,427
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|