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 332 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
338,334
shares
|
$6.73 Million
0.18% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
330,362
shares
|
$6.57 Million
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
285,192
shares
|
$5.67 Million
0.62% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
278,678
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
254,658
shares
|
$5.07 Million
0.33% of portfolio
|
Q4 2024
Added 254.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
241,659
shares
|
$4.81 Million
0.0% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
241,397
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
224,919
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Added 1891.14%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
215,856
shares
|
$4.29 Million
0.43% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
215,413
shares
|
$4.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
213,176
shares
|
$4.24 Million
0.09% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
212,959
shares
|
$4.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
208,657
shares
|
$4.15 Million
0.08% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
207,334
shares
|
$4.12 Million
1.85% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
203,572
shares
|
$4.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
192,899
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
192,760
shares
|
$3.83 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
188,005
shares
|
$3.74 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
186,935
shares
|
$3.72 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
185,964
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
183,010
shares
|
$3.64 Million
0.12% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
182,483
shares
|
$3.63 Million
0.03% of portfolio
|
Q4 2024
Added 1654.64%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
169,681
shares
|
$3.37 Million
0.37% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
166,208
shares
|
$3.31 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
162,504
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Added 26.08%
|