PIMCO Dynamic Income FundPDI
13F holders, Q4 2024 (December 31)318holders +25
30new positions
25sold out
$18.37avg. 13F price*
At the end of Q4 2024, 318 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 25 from Q3 2024. 30 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($223.6M), LPL Financial LLC ($53.2M) and Bank of America Corp. ($52.0M).
- Company
- PIMCO Dynamic Income Fund
- CUSIP
- 72201Y101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $22.4M |
| Exits | 25 | $15.7M |
All 13F filers, Q3 2024 → Q4 2024: 5,320,490 shares bought and 2,366,883 shares sold, net +2,953,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Morgan Stanley | 0.02% | Add +4.8% | 12,191,943 | $223.6M |
| LPL Financial LLC | 0.02% | Add +11.1% | 2,900,847 | $53.2M |
| Bank of America Corp. | 0.00% | Add +8.4% | 2,835,670 | $52.0M |
| Atria Wealth Solutions, Inc. | 0.36% | Add +23.2% | 1,796,829 | $33.0M |
| UBS Group AG | 0.01% | Add +4.5% | 1,448,554 | $26.6M |
| Cohen & Steers, Inc. | 0.05% | Add +1.4% | 1,313,573 | $24.1M |
| PFG Investments, LLC | 1.30% | Add +8.0% | 1,136,107 | $20.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,087,673 | $19.9M |
| Cetera Investment Advisers | 0.04% | Add +14.4% | 1,057,469 | $19.4M |
| Osaic Holdings, Inc. | 0.04% | Add +4.0% | 1,049,109 | $19.2M |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 1,002,013 | $18.4M |
| TD Waterhouse Canada Inc. | 0.15% | Add +3.2% | 995,288 | $18.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.7% | 972,593 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.6% | 865,377 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +399.5% | 842,475 | $15.5M |
| SOL Capital Management CO | 1.65% | Reduce -7.3% | 807,189 | $14.8M |
| Consolidated Capital Management, LLC | 5.50% | Reduce -1.0% | 687,796 | $12.6M |
| Independent Financial Group, LLC | 0.40% | Reduce -40.6% | 655,681 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Add +6.9% | 627,331 | $11.5M |
| Cornerstone Advisory, LLC | 1.28% | Add +6.7% | 578,611 | $11.3M |
| Wagner Wealth Management, LLC | 2.73% | Reduce -4.8% | 576,134 | $10.6M |
| Guggenheim Capital LLC | 0.09% | Add +14.7% | 562,590 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.8% | 481,920 | $8.8M |
| Summit Financial, LLC | 0.26% | New | 400,623 | $7.4M |
| Mission Hills Financial Advisory, LLC | 4.92% | Add +16.4% | 345,607 | $6.3M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +9.5% | 338,334 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.6% | 330,362 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.4% | 278,678 | $5.1M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +254.8% | 254,658 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 241,659 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1891.1% | 224,919 | $4.1M |
| Means Investment Co., Inc. | 0.41% | Add +7.6% | 215,856 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.6% | 215,413 | $4.0M |
| Principal Securities, Inc. | 0.09% | Add +8.2% | 213,176 | $3.9M |
| AE Wealth Management LLC | 0.03% | Reduce -17.5% | 212,959 | $3.9M |
| Beta Wealth Group, Inc. | 1.68% | Add +0.8% | 207,334 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -1.5% | 203,572 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -1.5% | 203,572 | $3.7M |
| Sovran Advisors, LLC | 0.52% | — | 192,760 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -24.6% | 192,899 | $3.5M |
| Noble Wealth Management PBC | 2.39% | — | 188,005 | $3.4M |
| Retirement Planning Group, LLC / NY | 3.77% | — | 186,935 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 185,964 | $3.4M |
| IFP Advisors, Inc | 0.11% | Reduce -43.1% | 183,010 | $3.4M |
| Bensler, LLC | 0.37% | Add +30.4% | 169,681 | $3.1M |
| LifeWealth Investments, LLC | 2.02% | — | 166,208 | $3.0M |
| Bank of Montreal | 0.00% | Add +26.1% | 162,504 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 161,761 | $3.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.43% | Reduce -12.0% | 159,316 | $2.9M |
| Quarry Hill Advisors, LLC | 1.96% | Add +3.4% | 159,049 | $2.9M |
| Gill Capital Partners, LLC | 1.04% | Reduce -9.5% | 158,543 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -3.5% | 143,011 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.5% | 142,376 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.6% | 138,983 | $2.5M |
| Marex Group Ltd | 0.04% | New | 136,137 | $2.5M |
| RFG Advisory, LLC | 0.07% | Add +12.7% | 131,549 | $2.4M |
| Morse Asset Management, Inc | 0.55% | Add +44.1% | 129,912 | $2.4M |
| PFG Advisors | 0.14% | Add +241.7% | 129,001 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +25.1% | 127,878 | $2.3M |
| Anchor Capital Management Group Inc | 0.83% | — | 124,300 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -11.6% | 122,059 | $2.3M |
| Evergreen Capital Management LLC | 0.07% | Reduce -4.3% | 121,810 | $2.3M |
| Tennessee Valley Asset Management Partners | 0.37% | Add +6.2% | 120,027 | $2.2M |
| Wealthstar Advisors, LLC | 0.90% | — | 113,293 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.9% | 108,053 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +16.2% | 104,262 | $1.9M |
| Drive Wealth Management, LLC | 0.46% | Add +18.8% | 100,381 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +1.0% | 98,231 | $1.8M |
| MorganRosel Wealth Management, LLC | 0.58% | Add +8.0% | 95,843 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.4% | 94,675 | $1.7M |
| Duncan Williams Asset Management, LLC | 0.68% | Add +7.3% | 94,396 | $1.7M |
| Alexander Labrunerie & Co., Inc. | 0.76% | Add +5.2% | 93,232 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Add +0.0% | 92,074 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | No change | 89,984 | $1.7M |
| Flagship Private Wealth, LLC | 0.79% | Add +10.3% | 89,965 | $1.6M |
| Smith Asset Management Co., LLC | 1.61% | — | 89,878 | $1.6M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -25.9% | 87,808 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.4% | 86,836 | $1.6M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.3% | 85,771 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +18.7% | 83,643 | $1.5M |
| Readystate Asset Management LP | 0.11% | New | 80,738 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -6.5% | 80,019 | $1.5M |
| Elm3 Financial Group, LLC | 1.25% | — | 80,025 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +123.1% | 79,883 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -39.6% | 76,766 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -14.0% | 75,777 | $1.4M |
| Comerica Bank | 0.01% | Add +5.8% | 75,348 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +8.6% | 72,908 | $1.3M |
| HRT Financial LP | 0.01% | New | 72,705 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +9.5% | 72,428 | $1.3M |
| Novem Group | 0.19% | — | 70,944 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +122.7% | 70,652 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +3.3% | 69,403 | $1.3M |
| Parisi Gray Wealth Management | 0.40% | No change | 69,000 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -4.4% | 65,653 | $1.2M |
| NCP Inc. | 0.61% | Add +20.2% | 65,241 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.7% | 64,028 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +8.8% | 62,550 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Add +50.6% | 60,594 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 60,504 | $1.1M |
| MAI Capital Management | 0.01% | New | 60,350 | $1.1M |
| Goldstone Financial Group, LLC | 0.17% | Add +12.4% | 59,747 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.1% | 56,462 | $1.1M |
| Walleye Capital LLC | 0.01% | New | 58,993 | $1.1M |
| Arcus Capital Partners, LLC | 0.34% | Add +42.3% | 55,416 | $1.1M |
| MRA Advisory Group | 0.56% | Add +4.4% | 57,228 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +7.2% | 56,764 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 55,140 | $1.0M |
| Americana Partners, LLC | 0.04% | Add +2.6% | 54,275 | $995K |
| HF Advisory Group, LLC | 0.45% | Add +0.6% | 53,066 | $973K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +51.8% | 52,680 | $966K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -0.5% | 51,629 | $947K |
| Rye Brook Capital LLC | 1.13% | New | 51,332 | $941K |
| MAS Advisors LLC | 1.56% | Reduce -43.3% | 50,853 | $933K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +2.7% | 50,340 | $923K |
| TrueMark Investments, LLC | 0.29% | Reduce -57.4% | 50,126 | $919K |
| HUB Investment Partners, LLC | 0.04% | Add +13.0% | 48,782 | $895K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.9% | 48,753 | $894K |
| Oppenheimer & Co. Inc. | 0.01% | Add +33.5% | 48,748 | $894K |
| M Holdings Securities, Inc. | 0.14% | Add +2.8% | 48,761 | $894K |
| First Foundation Advisors | 0.03% | Reduce -0.2% | 47,046 | $863K |
| Harbor Investment Advisory, LLC | 0.08% | Add +385.0% | 46,834 | $859K |
| Garden State Investment Advisory Services LLC | 0.26% | Reduce -0.5% | 45,840 | $841K |
| DAVENPORT & Co LLC | 0.00% | Reduce -31.8% | 45,547 | $835K |
| Independent Advisor Alliance | 0.01% | New | 45,532 | $835K |
| Triumph Capital Management | 0.28% | Add +89.5% | 44,351 | $813K |
| Lido Advisors, LLC | 0.01% | Add +1.8% | 43,702 | $811K |
| Samalin Investment Counsel, LLC | 0.34% | Add +5.3% | 43,136 | $791K |
| Truist Financial Corp. | 0.00% | Reduce -18.0% | 42,734 | $784K |
| Summit X, LLC | 0.17% | Reduce -5.0% | 42,320 | $776K |
| E&G Advisors, LLC | 0.20% | Add +5.3% | 39,192 | $719K |
| Thomasville National Bank | 0.05% | No change | 37,526 | $688K |
| Mercer Global Advisors Inc. | 0.00% | Add +82.0% | 37,425 | $686K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 36,728 | $674K |
| Ramiah Investment Group | 0.61% | Add +4.4% | 36,583 | $671K |
| Cary Street Partners Financial LLC | 0.02% | — | 36,527 | $670K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -4.2% | 35,979 | $660K |
| Walkner Condon Financial Advisors LLC | 0.13% | New | 35,891 | $658K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 35,064 | $643K |
| Beacon Financial Advisory LLC | 0.20% | Add +4.9% | 34,128 | $626K |
| Kaizen Financial Strategies | 0.34% | Reduce -37.1% | 32,267 | $592K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +14.8% | 31,752 | $582K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.2% | 31,521 | $578K |
| Valeo Financial Advisors, LLC | 0.02% | Add +26.2% | 31,499 | $578K |
| World Equity Group, Inc. | 0.12% | Add +161.6% | 30,782 | $565K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 30,600 | $561K |
| Cura Wealth Advisors, LLC | 0.24% | — | 29,895 | $548K |
| GWN Securities Inc. | 0.15% | — | 28,630 | $545K |
| Townsquare Capital LLC | 0.01% | Add +0.6% | 29,577 | $542K |
| Sigma Planning Corp | 0.02% | Reduce -43.3% | 29,381 | $539K |
| Certified Advisory Corp | 0.06% | Reduce -3.9% | 29,233 | $536K |
| Merkkuri Wealth Advisors LLC | 0.42% | No change | 29,119 | $534K |
| National Bank of Canada | 0.00% | Reduce -11.7% | 28,979 | $531K |
| Ameriflex Group, Inc. | 0.24% | — | 27,213 | $526K |
| Fortress Private Ledger, LLC | 0.32% | — | 28,632 | $525K |
| Parallel Advisors, LLC | 0.01% | Add +2753.7% | 28,537 | $523K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.8% | 27,921 | $518K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 16,635 | $511K |
| Compound Planning, Inc. | 0.03% | Reduce -1.6% | 27,830 | $510K |
| Prospera Financial Services Inc | 0.01% | Add +83.4% | 27,025 | $496K |
| Creative Planning | 0.00% | Add +93.5% | 26,810 | $492K |
| Future Financial Wealth Managment LLC | 0.34% | Add +0.3% | 25,707 | $471K |
| First Heartland Consultants, Inc. | 0.05% | Add +114.2% | 24,993 | $458K |
| Sage Capital Advisors,llc | 0.12% | Reduce -13.2% | 24,947 | $458K |
| HBW Advisory Services LLC | 0.05% | Add +17.9% | 24,155 | $443K |
| Kovack Advisors, Inc. | 0.04% | Add +28.3% | 23,370 | $429K |
| Essential Planning, LLC. | 0.00% | New | 21,970 | $427K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.4% | 22,587 | $414K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 22,572 | $414K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -15.0% | 22,507 | $413K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +8.4% | 21,643 | $397K |
| D.A. Davidson & Co. | 0.00% | Reduce -22.6% | 20,901 | $383K |
| Mathes Company, Inc. | 0.14% | No change | 20,566 | $377K |
| International Assets Investment Management, LLC | 0.03% | Add +48.0% | 20,304 | $376K |
| Diversify Wealth Management, LLC | 0.03% | Add +21.5% | 19,805 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | Add +12.4% | 20,182 | $370K |
| Maridea Wealth Management LLC | 0.12% | — | 20,012 | $367K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -0.6% | 19,018 | $349K |
| Capital CS Group, LLC | 0.46% | Add +4.0% | 18,734 | $344K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.2% | 18,652 | $342K |
| Optimum Investment Advisors | 0.15% | No change | 18,600 | $341K |
| Northwest Wealth Management, LLC | 0.07% | No change | 18,511 | $339K |
| NWF Advisory Services Inc. | 0.05% | Add +13.1% | 18,275 | $339K |
| CFO4Life Group, LLC | 0.06% | Add +68.8% | 18,332 | $336K |
| Clear Creek Financial Management, LLC | 0.04% | New | 18,226 | $334K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +0.4% | 17,990 | $330K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -9.9% | 17,722 | $325K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -12.5% | 17,176 | $323K |
| MWA Asset Management | 0.21% | Add +6.6% | 17,550 | $322K |
| Stephens Inc. | 0.00% | Add +2.8% | 17,273 | $317K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.1% | 17,067 | $313K |
| Melfa Wealth Management, Inc. | 0.21% | Reduce -1.8% | 16,819 | $308K |
| Buska Wealth Management, LLC | 0.10% | Add +59.8% | 16,804 | $308K |
| Quantum Private Wealth, LLC | 0.09% | Add +0.1% | 16,140 | $296K |
| Spire Wealth Management | 0.01% | Reduce -28.8% | 16,082 | $295K |
| United Advisor Group, LLC | 0.06% | Reduce -2.2% | 15,577 | $286K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 15,073 | $283K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -32.3% | 15,409 | $283K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.6% | 15,197 | $279K |
| Mezzasalma Advisors, LLC | 0.09% | New | 15,100 | $277K |
| Disciplined Investments, LLC | 0.14% | Add +50.0% | 15,000 | $275K |
| Verition Fund Management LLC | 0.00% | New | 15,000 | $275K |
| Advisory Services Network, LLC | 0.00% | Add +7.4% | 13,928 | $255K |
| BCS Wealth Management | 0.06% | No change | 13,904 | $255K |
| Financial Alternatives, Inc | 0.18% | No change | 13,874 | $254K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.4% | 13,648 | $250K |
| Kingsview Wealth Management, LLC | 0.00% | Add +13.3% | 13,342 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.5% | 13,273 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | Add +24.6% | 13,266 | $243K |
| Mariner, LLC | 0.00% | Reduce -29.0% | 13,257 | $243K |
| Natural Investments, LLC | 0.07% | — | 13,032 | $239K |
| Geneos Wealth Management Inc. | 0.01% | Add +25.4% | 12,831 | $235K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.0% | 12,757 | $234K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.5% | 12,608 | $234K |
| WealthTrust Axiom LLC | 0.07% | No change | 12,636 | $232K |
| Dover Advisors, LLC | 0.13% | Add +8.8% | 12,300 | $226K |
| Two Sigma Securities, LLC | 0.04% | New | 12,278 | $225K |
| Country Trust Bank | 0.01% | No change | 12,277 | $225K |
| Syverson Strege & Co | 0.07% | Add +3.0% | 12,136 | $223K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.5% | 12,126 | $222K |
| Mallini Complete Financial Planning LLC | 0.37% | — | 12,091 | $222K |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.4% | 12,020 | $220K |
| Summitry LLC | 0.01% | Reduce -0.8% | 12,000 | $220K |
| L.M. Kohn & Company | 0.06% | Add +2.3% | 11,905 | $218K |
| Capital Investment Advisors, LLC | 0.00% | No change | 11,879 | $218K |
| Whipplewood Advisors, LLC | 0.12% | — | 11,856 | $217K |
| Elequin Capital, LP | 0.03% | New | 11,609 | $213K |
| Visionary Wealth Advisors | 0.01% | Add +0.5% | 11,535 | $212K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 10,812 | $211K |
| TPG Advisors LLC | 0.16% | Add +4.9% | 11,474 | $210K |
| StoneX Group Inc. | 0.01% | Reduce -12.4% | 11,014 | $204K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +622.4% | 11,146 | $204K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 11,164 | $204K |
| Corient Private Wealth LP | 0.00% | Reduce -17.9% | 11,038 | $202K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,000 | $202K |
| Benjamin Edwards Inc. | 0.00% | No change | 10,897 | $200K |
| Ieq Capital, LLC | 0.00% | Add +3.6% | 10,859 | $199K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.0% | 10,205 | $196K |
| Ghe, LLC | 0.08% | New | 10,500 | $193K |
| Jackson Hole Capital Partners, LLC | 0.04% | New | 10,432 | $191K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 10,323 | $189K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -6.7% | 10,317 | $189K |
| Kingstone Capital Partners Texas, LLC | 0.15% | — | 10,179 | $187K |
| Brookstone Capital Management | 0.00% | New | 10,157 | $186K |
| Winebrenner Capital Management LLC | 0.14% | — | 10,146 | $186K |
| FLC Capital Advisors | 0.04% | New | 10,131 | $186K |
| Cwm, LLC | 0.00% | Reduce -49.2% | 10,043 | $184K |
| Consilium Wealth Advisory, LLC | 0.09% | No change | 10,000 | $183K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -20.6% | 9,852 | $181K |
| AllSquare Wealth Management LLC | 0.10% | No change | 9,640 | $177K |
| Concord Wealth Partners | 0.03% | Add +3.6% | 9,459 | $173K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 9,313 | $171K |
| Hollencrest Capital Management | 0.01% | Reduce -43.8% | 9,281 | $170K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 9,267 | $170K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 8,467 | $155K |
| Brown Brothers Harriman & Co. | 0.00% | New | 8,150 | $149K |
| Sound Income Strategies, LLC | 0.01% | Add +4.9% | 7,702 | $141K |
| Natixis | 0.00% | No change | 7,322 | $134K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 6,211 | $114K |
| Synergy Asset Management, LLC | 0.01% | New | 5,500 | $111K |
| Larson Financial Group LLC | 0.01% | Add +374.9% | 5,832 | $107K |
| FNY Investment Advisers, LLC | 0.05% | No change | 5,600 | $102K |
| Golden State Wealth Management, LLC | 0.02% | — | 5,533 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.3% | 5,503 | $101K |
| Huntington National Bank | 0.00% | No change | 5,280 | $97K |
| HBC Financial Services, PLLC | 0.06% | No change | 5,000 | $91K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4,260 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.4% | 4,250 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,000 | $73K |
| US Bancorp \de | 0.00% | No change | 3,682 | $68K |
| Bogart Wealth, LLC | 0.00% | Reduce -59.9% | 3,354 | $62K |
| Westside Investment Management, Inc. | 0.01% | Reduce -54.2% | 3,308 | $61K |
| PSI Advisors, LLC | 0.02% | Add +14.3% | 3,200 | $59K |
| Anfield Capital Management, LLC | 0.02% | New | 3,034 | $56K |
| Lindbrook Capital, LLC | 0.01% | No change | 3,000 | $55K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $55K |
| BlackRock, Inc. | 0.00% | New | 3,000 | $55K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 2,787 | $51K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.3% | 2,478 | $45K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $40K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -52.1% | 2,119 | $39K |
| Coston, McIsaac & Partners | 0.01% | Add +1.7% | 2,081 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $37K |
| St Germain D J Co. Inc. | 0.00% | New | 2,000 | $37K |
| AlphaMark Advisors, LLC | 0.01% | Add +5.2% | 1,727 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,700 | $31K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,650 | $30K |
| Blue Trust, Inc. | 0.00% | Add +64.9% | 1,621 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $27K |
| SWAN Capital LLC | 0.01% | New | 1,300 | $24K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 1,291 | $24K |
| Raleigh Capital Management Inc. | 0.01% | Add +85.5% | 1,150 | $21K |
| LRI Investments, LLC | 0.00% | No change | 888 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 887 | $16K |
| WR Wealth Planners, LLC | 0.00% | Add +3.5% | 837 | $15K |
| Compass Financial Services Inc | 0.01% | — | 835 | $15K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -35.4% | 809 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +333.3% | 780 | $14K |
| Eastern Bank | 0.00% | Add +0.0% | 750 | $14K |
| Allworth Financial LP | 0.00% | Add +58500.0% | 586 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 490 | $9K |
| NBT Bank, N.A. | 0.00% | No change | 487 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Add +7.5% | 430 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 327 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -95.5% | 303 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $6K |
| Avion Wealth | 0.00% | No change | 250 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 198 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 184 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -99.5% | 175 | $3K |
| Parvin Asset Management, LLC | 0.00% | — | 100 | $2K |
| Holos Integrated Wealth LLC | 0.00% | — | 56 | $1K |
| Key Financial Inc | 0.00% | No change | 33 | $605 |
| City Holding Co. | 0.00% | No change | 25 | $458 |
| Signaturefd, LLC | 0.00% | Add +4.5% | 23 | $422 |
| Lanark Financial, Inc. | 0.02% | — | 11 | $202 |
| FMR LLC | 0.00% | No change | 4 | $73 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.