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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,495
shares
|
$135,284
0.0% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,302
shares
|
$131,801
0.01% of portfolio
|
Q3 2025
Added 194.67%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,237
shares
|
$130,627
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,082
shares
|
$127,830
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,703
shares
|
$120,989
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
6,074
shares
|
$109,635
0.01% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
5,686
shares
|
$102,632
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
5,629
shares
|
$101,603
0.02% of portfolio
|
Q4 2025
Reduced 37.52%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
5,600
shares
|
$101,080
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
5,272
shares
|
$95,159
0.01% of portfolio
|
Q3 2025
Added 29.09%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$90,250
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,000
shares
|
$90,250
0.04% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$90,250
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,627
shares
|
$83,517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,615
shares
|
$65,250
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,376
shares
|
$60,936
0.05% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,354
shares
|
$60,539
0.0% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,034
shares
|
$54,763
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$54,150
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$54,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
3,000
shares
|
$54,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,734
shares
|
$49,348
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,730
shares
|
$49,276
0.0% of portfolio
|
Q2 2025
Reduced 63.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,196
shares
|
$39,637
0.0% of portfolio
|
Q3 2025
Added 147.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,119
shares
|
$38,247
0.0% of portfolio
|
Q4 2024
Reduced 52.09%
|
|