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 335 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,191,943
shares
|
$218 Million
0.02% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,900,847
shares
|
$51.8 Million
0.02% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,835,670
shares
|
$50.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,796,829
shares
|
$32.1 Million
0.38% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,448,554
shares
|
$25.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
1,314,200
shares
|
$23.5 Million
1.67% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,313,573
shares
|
$23.5 Million
0.05% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,087,673
shares
|
$19.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,057,469
shares
|
$18.9 Million
0.04% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,002,013
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
995,288
shares
|
$17.8 Million
0.15% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
972,593
shares
|
$17.4 Million
0.03% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
939,983
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
845,466
shares
|
$15.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
842,475
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Added 399.52%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
775,081
shares
|
$13.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,092
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
687,796
shares
|
$12.3 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
627,331
shares
|
$11.2 Million
0.07% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
578,611
shares
|
$10.3 Million
1.35% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
562,590
shares
|
$10.1 Million
0.09% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
481,920
shares
|
$8.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
451,426
shares
|
$8.07 Million
6.2% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
400,623
shares
|
$7.16 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
372,081
shares
|
$6.65 Million
0.5% of portfolio
|
Q1 2025
Added 46.11%
|