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 370 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
13,332,975
shares
|
$241 Million
0.02% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,923,137
shares
|
$88.9 Million
0.03% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
3,379,138
shares
|
$61 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,063,618
shares
|
$55.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,758,095
shares
|
$31.7 Million
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,568,964
shares
|
$28.3 Million
0.62% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,522,573
shares
|
$27.5 Million
0.04% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,415,462
shares
|
$25.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,415,105
shares
|
$25.5 Million
1.45% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,341,141
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,293,374
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,279,858
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,269,611
shares
|
$22.9 Million
0.16% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,102,034
shares
|
$19.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,091,765
shares
|
$19.7 Million
0.06% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,052,664
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
843,662
shares
|
$15.2 Million
0.09% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
751,746
shares
|
$13.6 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,092
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
718,456
shares
|
$13 Million
0.11% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
636,612
shares
|
$11.5 Million
6.7% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
629,626
shares
|
$11.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
429,681
shares
|
$7.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
425,682
shares
|
$7.68 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
416,156
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|