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 |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
26,810
shares
|
$505,368
0.0% of portfolio
|
Q4 2024
Added 93.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,807
shares
|
$486,461
0.01% of portfolio
|
Q1 2025
Reduced 54.54%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
25,516
shares
|
$480,976
0.07% of portfolio
|
Q1 2025
Reduced 64.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
24,557
shares
|
$462,899
0.04% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,162
shares
|
$455,453
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
23,747
shares
|
$447,630
0.07% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
23,421
shares
|
$441,485
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
23,305
shares
|
$439,299
0.14% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
23,298
shares
|
$439,167
0.12% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,022
shares
|
$433,964
0.04% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
22,755
shares
|
$428,931
0.07% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
22,676
shares
|
$427,442
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
22,596
shares
|
$425,934
0.15% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
22,572
shares
|
$425,482
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
20,566
shares
|
$387,669
0.17% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
20,382
shares
|
$384,200
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
20,369
shares
|
$383,955
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,388
shares
|
$365,463
0.38% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,018
shares
|
$358,489
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,941
shares
|
$357,037
0.01% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,726
shares
|
$352,985
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,652
shares
|
$351,590
0.0% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
18,600
shares
|
$350,610
0.18% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,511
shares
|
$348,932
0.07% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
18,510
shares
|
$348,913
0.01% of portfolio
|
Q1 2025
New holding
|