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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
164,034
shares
|
$2.96 Million
0.09% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
159,460
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
153,888
shares
|
$2.78 Million
0.83% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
153,112
shares
|
$2.76 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
151,493
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
150,033
shares
|
$2.71 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
146,375
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
144,963
shares
|
$2.62 Million
2.38% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
143,955
shares
|
$2.6 Million
0.96% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
138,217
shares
|
$2.49 Million
2.33% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
134,930
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
132,616
shares
|
$2.39 Million
1.06% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
129,718
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
129,592
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
129,165
shares
|
$2.33 Million
0.21% of portfolio
|
Q3 2025
Reduced 46.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
127,703
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Added 64.64%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
124,300
shares
|
$2.24 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
121,560
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 170.24%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
119,153
shares
|
$2.15 Million
0.89% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
118,959
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,130
shares
|
$2.08 Million
2.02% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
113,066
shares
|
$2.04 Million
0.94% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
110,719
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
108,624
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
105,128
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Added 21.36%
|
|