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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
69,742
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
69,345
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
68,237
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 77.56%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
67,939
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
65,705
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
65,419
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
65,140
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
64,527
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
63,118
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
62,734
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2025
Added 287.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
62,587
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 58.77%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
60,456
shares
|
$1.09 Million
1.96% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
59,240
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,458
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2020
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,462
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
55,876
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
55,587
shares
|
$1 Million
0.33% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
55,140
shares
|
$995,277
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
53,957
shares
|
$973,923
0.09% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
53,395
shares
|
$963,779
0.02% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
52,792
shares
|
$952,895
0.04% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
51,423
shares
|
$928,185
0.05% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
51,278
shares
|
$925,567
0.07% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
50,907
shares
|
$918,871
0.04% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
50,469
shares
|
$910,965
0.36% of portfolio
|
Q3 2025
Added 4.24%
|
|