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 348 institutions that hold shares in the stock, with a total of 55.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
366,739
shares
|
$6.91 Million
2.33% of portfolio
|
Q1 2025
Reduced 36.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
362,845
shares
|
$6.84 Million
0.2% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
334,228
shares
|
$6.3 Million
0.0% of portfolio
|
Q1 2025
Added 38.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
328,058
shares
|
$6.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
300,016
shares
|
$5.66 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
288,375
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
288,082
shares
|
$5.43 Million
2.87% of portfolio
|
Q1 2025
Added 38.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
285,192
shares
|
$5.38 Million
0.62% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
269,839
shares
|
$5.09 Million
2.19% of portfolio
|
Q1 2025
Added 62.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
241,397
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
239,846
shares
|
$4.52 Million
0.03% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
217,237
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 239.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
215,413
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
213,376
shares
|
$4.02 Million
0.07% of portfolio
|
Q1 2025
Added 2000.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
213,176
shares
|
$4.02 Million
0.09% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
208,657
shares
|
$3.93 Million
0.08% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
205,109
shares
|
$3.87 Million
0.51% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
203,572
shares
|
$3.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
192,797
shares
|
$3.63 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
191,927
shares
|
$3.62 Million
3.87% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
185,964
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
184,948
shares
|
$3.49 Million
0.21% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
171,642
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
168,958
shares
|
$3.18 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
166,130
shares
|
$3.13 Million
0.52% of portfolio
|
Q1 2025
Added 4.28%
|