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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
50,230
shares
|
$906,651
0.37% of portfolio
|
Q3 2025
Added 75.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
50,001
shares
|
$902,518
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
48,736
shares
|
$879,684
0.02% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,168
shares
|
$869,432
0.01% of portfolio
|
Q3 2025
Added 131.53%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
47,948
shares
|
$865,461
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
47,562
shares
|
$858,494
0.11% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
47,156
shares
|
$851,165
0.0% of portfolio
|
Q3 2025
Added 301.02%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
46,606
shares
|
$841,238
0.26% of portfolio
|
Q4 2022
Reduced 10.67%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
45,841
shares
|
$827,430
0.2% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,719
shares
|
$825,227
0.09% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
45,073
shares
|
$813,567
0.05% of portfolio
|
Q3 2025
Added 36.85%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
44,778
shares
|
$808,242
0.02% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
44,658
shares
|
$806,076
0.27% of portfolio
|
Q3 2025
Added 80.11%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
44,565
shares
|
$804,398
0.16% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
44,331
shares
|
$800,174
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
42,699
shares
|
$770,716
0.35% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
41,865
shares
|
$755,663
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
41,797
shares
|
$754,435
0.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
40,099
shares
|
$723,786
0.03% of portfolio
|
Q3 2025
Added 117.34%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
39,354
shares
|
$710,339
0.49% of portfolio
|
Q1 2023
Reduced 23.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
38,901
shares
|
$702,163
0.1% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
38,208
shares
|
$689,654
0.67% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
37,801
shares
|
$682,308
0.18% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,561
shares
|
$677,976
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,383
shares
|
$674,763
0.37% of portfolio
|
Q4 2021
New holding
|
|