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 |
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
60,475
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
60,350
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
60,224
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
58,993
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,458
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2020
Added 5.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,462
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
55,864
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 71.02%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
55,140
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
54,411
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
54,150
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
53,914
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2025
Added 49.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
53,567
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
52,993
shares
|
$998,918
0.0% of portfolio
|
Q1 2025
Added 1339.24%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,941
shares
|
$997,937
0.01% of portfolio
|
Q1 2025
Reduced 75.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
52,668
shares
|
$992,791
0.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50,291
shares
|
$947,985
0.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
50,217
shares
|
$946,590
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
50,001
shares
|
$942,518
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
49,323
shares
|
$929,738
0.36% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
49,304
shares
|
$929,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
48,782
shares
|
$919,540
0.04% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
48,736
shares
|
$918,673
0.02% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
48,411
shares
|
$912,547
0.16% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
46,834
shares
|
$882,820
0.08% of portfolio
|
Q4 2024
Added 385.02%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
46,606
shares
|
$878,523
0.26% of portfolio
|
Q4 2022
Reduced 10.67%
|