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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,780
shares
|
$212,629
0.0% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
11,701
shares
|
$211,203
0.03% of portfolio
|
Q3 2023
Added 7.95%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
11,657
shares
|
$210,408
0.13% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,510
shares
|
$207,755
0.02% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
11,400
shares
|
$205,770
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,047
shares
|
$199,398
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
10,959
shares
|
$197,809
0.0% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
10,840
shares
|
$195,662
0.14% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
10,838
shares
|
$195,625
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,800
shares
|
$194,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,785
shares
|
$194,669
0.01% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
10,759
shares
|
$194,199
0.03% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
10,601
shares
|
$191,348
0.05% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
10,504
shares
|
$189,597
0.09% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
10,487
shares
|
$189,290
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,326
shares
|
$186,384
0.01% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,233
shares
|
$184,705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
10,131
shares
|
$182,864
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
10,000
shares
|
$180,500
0.08% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,799
shares
|
$176,871
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
9,267
shares
|
$167,269
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
8,906
shares
|
$160,753
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,473
shares
|
$152,937
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
8,413
shares
|
$151,854
0.09% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,060
shares
|
$145,483
0.0% of portfolio
|
Q3 2025
Added 11.05%
|
|