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 |
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
18,332
shares
|
$345,558
0.06% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
18,190
shares
|
$342,881
0.16% of portfolio
|
Q1 2025
Added 47.89%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
18,099
shares
|
$341,166
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,638
shares
|
$332,476
0.01% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
17,300
shares
|
$326,105
0.24% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,067
shares
|
$321,712
0.01% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
17,063
shares
|
$321,637
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
16,819
shares
|
$317,038
0.22% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
16,819
shares
|
$317,038
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,810
shares
|
$316,868
0.08% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
16,750
shares
|
$315,737
0.15% of portfolio
|
Q1 2025
Added 59.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
16,675
shares
|
$314,323
0.01% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,620
shares
|
$313,287
0.0% of portfolio
|
Q1 2025
Added 51.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
16,516
shares
|
$311,326
0.09% of portfolio
|
Q1 2025
Reduced 46.35%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
16,155
shares
|
$304,521
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
15,624
shares
|
$294,512
0.11% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
15,456
shares
|
$291,345
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
15,344
shares
|
$289,234
0.14% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,197
shares
|
$286,463
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,096
shares
|
$284,559
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
15,073
shares
|
$284,126
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$282,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
14,553
shares
|
$274,324
0.28% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
14,304
shares
|
$269,630
0.04% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
14,000
shares
|
$263,900
0.13% of portfolio
|
Q1 2025
Reduced 6.67%
|