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 370 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
415,808
shares
|
$7.51 Million
0.18% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
410,879
shares
|
$7.42 Million
0.02% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
400,726
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
384,084
shares
|
$6.93 Million
0.04% of portfolio
|
Q3 2025
Added 122.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
383,548
shares
|
$6.92 Million
2.33% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
360,070
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
326,614
shares
|
$5.9 Million
3.46% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
323,319
shares
|
$5.84 Million
1.82% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
322,774
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
285,192
shares
|
$5.15 Million
0.62% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
271,295
shares
|
$4.9 Million
0.56% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
265,313
shares
|
$4.79 Million
0.03% of portfolio
|
Q3 2025
Added 79.28%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
252,198
shares
|
$4.55 Million
0.04% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
244,052
shares
|
$4.41 Million
0.08% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
241,397
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
213,368
shares
|
$3.85 Million
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
199,088
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
193,716
shares
|
$3.5 Million
2.9% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
193,022
shares
|
$3.48 Million
0.83% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
188,520
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
183,441
shares
|
$3.31 Million
0.32% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
177,901
shares
|
$3.21 Million
0.13% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
177,360
shares
|
$3.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
176,883
shares
|
$3.19 Million
1.8% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
R.P. Boggs & Co.
|
Nov 10, 2025 Q3 2025 |
174,050
shares
|
$3.14 Million
2.01% of portfolio
|
Q3 2025
Added 16.27%
|
|