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 355 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,942
shares
|
$76,159
0.01% of portfolio
|
Q1 2025
Added 59.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,615
shares
|
$69,841
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
3,450
shares
|
$66,654
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,375
shares
|
$65,205
0.02% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,354
shares
|
$64,799
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,273
shares
|
$63,234
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,034
shares
|
$58,616
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$57,960
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$57,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,730
shares
|
$52,743
0.0% of portfolio
|
Q2 2025
Reduced 63.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,119
shares
|
$40,939
0.01% of portfolio
|
Q4 2024
Reduced 52.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,044
shares
|
$39,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,032
shares
|
$39,258
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$38,640
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,987
shares
|
$38,388
0.0% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,840
shares
|
$35,548
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$33,365
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,700
shares
|
$32,844
0.01% of portfolio
|
Q1 2023
Added 88.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,459
shares
|
$28,187
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,363
shares
|
$26,333
0.0% of portfolio
|
Q3 2024
Added 3145.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,311
shares
|
$25,328
0.01% of portfolio
|
Q1 2024
Reduced 83.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,300
shares
|
$25,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,135
shares
|
$21,928
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$19,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
900
shares
|
$17,388
0.0% of portfolio
|
Q1 2025
New holding
|