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 |
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
32,392
shares
|
$610,589
0.33% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
32,347
shares
|
$609,740
0.39% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
31,879
shares
|
$600,919
0.07% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
31,521
shares
|
$594,170
0.01% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
31,307
shares
|
$590,136
0.46% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,075
shares
|
$585,763
0.01% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
30,600
shares
|
$576,810
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
30,557
shares
|
$575,999
0.04% of portfolio
|
Q1 2025
Added 54.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$574,566
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,895
shares
|
$563,520
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
29,826
shares
|
$562,220
0.07% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
29,328
shares
|
$552,832
0.07% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
29,119
shares
|
$548,893
0.49% of portfolio
|
Q3 2024
Added 121.64%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
29,047
shares
|
$547,535
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
28,696
shares
|
$540,919
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,632
shares
|
$539,713
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
28,630
shares
|
$539,675
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,957
shares
|
$526,989
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,937
shares
|
$526,612
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
27,374
shares
|
$515,999
0.04% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
27,213
shares
|
$512,965
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
27,099
shares
|
$510,816
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
27,092
shares
|
$510,684
0.59% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,025
shares
|
$509,421
0.01% of portfolio
|
Q4 2024
Added 83.39%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
26,859
shares
|
$506,292
0.23% of portfolio
|
Q1 2025
Reduced 51.53%
|