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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
104,039
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
101,164
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
97,549
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
97,232
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Added 46.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
96,080
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
95,632
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
94,268
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
92,369
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
91,792
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
91,065
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
90,659
shares
|
$1.64 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
89,984
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
89,157
shares
|
$1.61 Million
1.31% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
87,021
shares
|
$1.57 Million
1.41% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
83,388
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
78,400
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 94.83%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
77,307
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
77,298
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 51.44%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
76,052
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
73,543
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
72,905
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
72,363
shares
|
$1.31 Million
0.64% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
70,375
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
70,320
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
69,886
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|