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 |
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
46,144
shares
|
$869,814
0.03% of portfolio
|
Q1 2025
Reduced 74.79%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
45,965
shares
|
$866,440
0.04% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
45,840
shares
|
$864,084
0.25% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
45,725
shares
|
$861,916
0.14% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,719
shares
|
$861,803
0.09% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
44,351
shares
|
$836,016
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
44,351
shares
|
$836,016
0.21% of portfolio
|
Q1 2025
Added 297.27%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
44,167
shares
|
$832,547
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
43,910
shares
|
$827,703
1.37% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
43,702
shares
|
$823,782
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
43,136
shares
|
$813,113
0.36% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
41,797
shares
|
$787,873
0.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
40,763
shares
|
$768,382
0.01% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$741,822
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
38,619
shares
|
$727,968
0.22% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
38,208
shares
|
$720,220
0.67% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
37,526
shares
|
$707,365
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
37,524
shares
|
$707,327
0.25% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
37,425
shares
|
$705,461
0.0% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$704,669
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
36,527
shares
|
$688,533
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
36,425
shares
|
$686,611
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
35,513
shares
|
$669,420
0.02% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35,064
shares
|
$660,956
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
33,550
shares
|
$632,417
0.02% of portfolio
|
Q1 2025
Added 14.19%
|