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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
22,946
shares
|
$414,175
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
22,572
shares
|
$407,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
22,396
shares
|
$404,247
0.21% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
21,620
shares
|
$390,241
0.03% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
20,806
shares
|
$375,548
0.31% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
20,719
shares
|
$373,977
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
20,595
shares
|
$371,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,179
shares
|
$364,230
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
20,023
shares
|
$361,415
0.0% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,023
shares
|
$361,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
19,753
shares
|
$356,541
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
19,683
shares
|
$355,278
0.11% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,632
shares
|
$354,357
0.06% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
18,814
shares
|
$339,592
0.13% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
18,806
shares
|
$339,448
0.01% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,788
shares
|
$339,123
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
18,666
shares
|
$336,921
0.01% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
18,664
shares
|
$336,885
0.0% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
18,600
shares
|
$335,730
0.15% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
18,600
shares
|
$335,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
18,535
shares
|
$334,556
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,526
shares
|
$334,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
18,474
shares
|
$333,455
0.13% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
18,360
shares
|
$331,398
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
18,175
shares
|
$328,058
0.2% of portfolio
|
Q3 2025
Added 3.27%
|
|