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 371 institutions that hold shares in the stock, with a total of 64.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,630
shares
|
$246,021
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
13,549
shares
|
$244,559
0.01% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,542
shares
|
$244,433
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
13,365
shares
|
$241,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
13,355
shares
|
$241,057
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,301
shares
|
$240,083
0.0% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
13,286
shares
|
$239,812
0.07% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
13,246
shares
|
$239,090
0.19% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
13,163
shares
|
$237,592
0.06% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,140
shares
|
$237,177
0.0% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,996
shares
|
$234,577
0.08% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
12,750
shares
|
$230,137
0.16% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,728
shares
|
$229,740
0.07% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,700
shares
|
$229,235
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,350
shares
|
$222,917
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
12,272
shares
|
$221,509
0.01% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
12,257
shares
|
$221,238
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,056
shares
|
$217,610
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
12,000
shares
|
$216,600
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,871
shares
|
$214,271
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
11,856
shares
|
$214,000
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,841
shares
|
$213,730
0.02% of portfolio
|
Q3 2025
New holding
|
|