Institutional Ownership Pimco Dynamic Income Fund (PDI)
Currently, there are no institutions holding Pimco Dynamic Income Fund (PDI). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,044
shares
|
$36,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$36,100
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$36,100
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,987
shares
|
$35,865
0.0% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,840
shares
|
$33,212
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$31,172
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,700
shares
|
$30,685
0.01% of portfolio
|
Q1 2023
Added 88.89%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,699
shares
|
$30,666
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,459
shares
|
$26,334
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,396
shares
|
$25,197
0.0% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,363
shares
|
$24,602
0.0% of portfolio
|
Q3 2024
Added 3145.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,311
shares
|
$23,663
0.01% of portfolio
|
Q1 2024
Reduced 83.81%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
1,291
shares
|
$23,302
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,001
shares
|
$18,068
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$18,050
0.0% of portfolio
|
Q3 2025
Reduced 92.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
900
shares
|
$16,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
840
shares
|
$15,162
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
837
shares
|
$15,107
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
835
shares
|
$15,071
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$14,602
0.0% of portfolio
|
Q4 2024
Reduced 35.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$14,440
0.03% of portfolio
|
Q1 2022
Added 34.68%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
630
shares
|
$11,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$9,927
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
530
shares
|
$9,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
510
shares
|
$9,205
0.0% of portfolio
|
Q2 2025
New holding
|
|