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 368 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
18,099
shares
|
$326,686
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,638
shares
|
$318,365
0.01% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
17,330
shares
|
$312,806
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Ghe, LLC
|
Nov 13, 2025 Q3 2025 |
17,200
shares
|
$310,460
0.14% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
17,105
shares
|
$308,745
0.05% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
17,018
shares
|
$307,174
0.05% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,810
shares
|
$303,420
0.08% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
16,187
shares
|
$292,175
0.1% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
16,187
shares
|
$292,175
0.0% of portfolio
|
Q3 2025
Reduced 90.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
16,171
shares
|
$291,886
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
15,916
shares
|
$287,283
0.16% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
15,839
shares
|
$285,893
0.23% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
15,804
shares
|
$285,262
0.05% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
15,291
shares
|
$276,002
0.2% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
15,258
shares
|
$275,406
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
15,250
shares
|
$275,262
0.04% of portfolio
|
Q3 2025
Added 30.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
15,195
shares
|
$274,269
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,089
shares
|
$272,356
0.01% of portfolio
|
Q3 2025
Added 41.73%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
15,060
shares
|
$271,833
0.14% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,022
shares
|
$271,147
0.05% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
14,473
shares
|
$261,237
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
14,299
shares
|
$258,096
0.01% of portfolio
|
Q4 2025
Added 5.54%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
14,091
shares
|
$254,342
0.12% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
13,904
shares
|
$250,967
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
13,874
shares
|
$250,425
0.17% of portfolio
|
Q3 2024
Reduced 9.34%
|
|