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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
19,468
shares
|
$390,722
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,296
shares
|
$387,270
0.0% of portfolio
|
Q2 2025
Reduced 63.55%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,926
shares
|
$379,844
0.02% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
18,666
shares
|
$374,626
0.01% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
18,600
shares
|
$373,302
0.16% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
18,556
shares
|
$372,418
0.01% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,511
shares
|
$371,515
0.06% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
18,474
shares
|
$370,773
0.13% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
18,450
shares
|
$370,291
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
18,361
shares
|
$368,505
0.0% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,125
shares
|
$363,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
18,099
shares
|
$363,246
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
17,859
shares
|
$358,430
0.01% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,638
shares
|
$353,994
0.01% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
17,600
shares
|
$353,232
0.2% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,538
shares
|
$351,987
0.04% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
17,451
shares
|
$350,241
0.18% of portfolio
|
Q2 2025
Added 91747.37%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
17,301
shares
|
$347,231
0.12% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Ghe, LLC
|
Sep 04, 2025 Q2 2025 |
17,200
shares
|
$345,204
0.15% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
17,195
shares
|
$345,103
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
16,838
shares
|
$337,938
0.4% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,810
shares
|
$337,376
0.08% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
16,633
shares
|
$333,824
0.06% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
16,340
shares
|
$327,943
0.01% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
16,325
shares
|
$327,642
0.06% of portfolio
|
Q2 2025
Added 5.62%
|