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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
28,743
shares
|
$518,811
0.01% of portfolio
|
Q3 2025
Added 2603.95%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
28,600
shares
|
$516,230
0.04% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
28,558
shares
|
$515,471
0.07% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
27,839
shares
|
$502,493
0.26% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
27,385
shares
|
$494,299
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
27,075
shares
|
$488,703
0.09% of portfolio
|
Q3 2025
Reduced 28.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
26,968
shares
|
$486,772
0.03% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
26,935
shares
|
$486,176
0.01% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26,897
shares
|
$485,490
0.0% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
26,811
shares
|
$483,938
0.09% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
26,504
shares
|
$478,397
0.0% of portfolio
|
Q3 2025
Added 106.55%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
26,266
shares
|
$474,101
0.51% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
26,236
shares
|
$473,559
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
26,131
shares
|
$471,664
0.09% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
25,541
shares
|
$461,015
0.11% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
25,209
shares
|
$455,022
0.0% of portfolio
|
Q3 2025
Reduced 39.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
24,918
shares
|
$449,769
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
24,354
shares
|
$439,589
0.12% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
24,354
shares
|
$439,589
0.11% of portfolio
|
Q3 2025
Reduced 82.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
23,558
shares
|
$425,221
0.01% of portfolio
|
Q3 2025
Reduced 75.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
23,490
shares
|
$423,994
0.02% of portfolio
|
Q3 2025
Reduced 75.83%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
23,483
shares
|
$423,868
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
23,439
shares
|
$423,073
0.05% of portfolio
|
Q3 2025
Reduced 45.58%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
23,331
shares
|
$421,124
0.04% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
23,146
shares
|
$417,785
0.05% of portfolio
|
Q3 2025
Added 102.22%
|
|