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 368 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
300
shares
|
$5,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
300
shares
|
$5,415
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
275
shares
|
$4,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
268
shares
|
$4,837
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
260
shares
|
$4,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
225
shares
|
$4,061
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$3,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$3,610
0.0% of portfolio
|
Q3 2025
Reduced 56.62%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
184
shares
|
$3,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
166
shares
|
$2,996
0.0% of portfolio
|
Q3 2025
Reduced 90.45%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
163
shares
|
$2,942
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
100
shares
|
$1,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
94
shares
|
$1,696
0.0% of portfolio
|
Q3 2025
Reduced 99.67%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
65
shares
|
$1,173
0.0% of portfolio
|
Q4 2025
Added 3.17%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$595
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8
shares
|
$144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
4
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|