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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
161,761
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
159,316
shares
|
$3.17 Million
0.45% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
159,049
shares
|
$3.16 Million
1.96% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
158,543
shares
|
$3.15 Million
1.12% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
143,011
shares
|
$2.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
142,376
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
138,983
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
131,549
shares
|
$2.62 Million
0.07% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
129,912
shares
|
$2.58 Million
0.58% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
129,001
shares
|
$2.57 Million
0.15% of portfolio
|
Q4 2024
Added 241.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
127,878
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
124,300
shares
|
$2.47 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
122,059
shares
|
$2.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
121,810
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
120,027
shares
|
$2.39 Million
0.37% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
113,293
shares
|
$2.25 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
108,053
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
104,262
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
100,381
shares
|
$2 Million
0.47% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
98,231
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
95,843
shares
|
$1.91 Million
0.6% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
94,675
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
94,396
shares
|
$1.88 Million
0.68% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
93,232
shares
|
$1.85 Million
0.76% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
92,072
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|