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 |
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
94,675
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
94,611
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
89,984
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
87,808
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
86,836
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
83,643
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
79,383
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
78,388
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.6%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
76,770
shares
|
$1.45 Million
2.05% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
76,570
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
76,381
shares
|
$1.44 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,348
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
74,258
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
72,705
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
72,350
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
71,854
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
71,825
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
70,652
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 122.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
70,064
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
69,000
shares
|
$1.3 Million
0.45% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
65,205
shares
|
$1.23 Million
0.7% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
64,160
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,568
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 26.3%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
61,500
shares
|
$1.16 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
60,504
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
New holding
|