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 |
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
164,651
shares
|
$3.1 Million
1.24% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
164,571
shares
|
$3.1 Million
2.12% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
151,255
shares
|
$2.85 Million
0.09% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
148,433
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
147,014
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
143,219
shares
|
$2.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
142,302
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
141,106
shares
|
$2.66 Million
0.75% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
135,836
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
135,674
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 25.56%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
132,098
shares
|
$2.49 Million
0.43% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
132,091
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
124,300
shares
|
$2.34 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
123,009
shares
|
$2.32 Million
0.78% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
122,861
shares
|
$2.32 Million
0.59% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
122,059
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
121,810
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,130
shares
|
$2.17 Million
2.02% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
113,070
shares
|
$2.13 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
109,197
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
106,722
shares
|
$2.01 Million
1.01% of portfolio
|
Q1 2025
Added 18.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
105,951
shares
|
$2 Million
0.34% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
104,755
shares
|
$1.97 Million
0.9% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
98,231
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
98,155
shares
|
$1.85 Million
0.7% of portfolio
|
Q1 2025
Added 3.98%
|