Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
22.4M+ 199738.81% |
$381M - $445M
|
22.4M
$430M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.4K+ 724.15% |
$995K - $1.16M
|
66.5K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 46.44% |
$442K - $515K
|
81.8K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
13.5K+ 27.32% |
$229K - $268K
|
62.8K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.02K+ 11.77% |
$153K - $179K
|
85.6K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 11.32% |
$90.2K - $105K
|
52.1K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.15K+ 7.9% |
$87.7K - $102K
|
70.4K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.15K+ 12.8% |
$70.5K - $82.4K
|
36.5K
$701K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.29K+ 15.7% |
$38.9K - $45.4K
|
16.8K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.04K+ 1.94% |
$17.7K - $20.6K
|
54.6K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
720+ 3.03% |
$12.3K - $14.3K
|
24.5K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
620+ 1.36% |
$10.6K - $12.3K
|
46.3K
$889K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
510+ 2.19% |
$8.68K - $10.1K
|
23.8K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$5.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
149+ 1.33% |
$2.54K - $2.96K
|
11.4K
$218K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32M+ 1269.98% |
$24.5M - $26.5M
|
1.43M
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
900K+ 7.38% |
$16.7M - $18M
|
13.1M
$251M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
607K+ 62.44% |
$11.2M - $12.2M
|
1.58M
$30.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
602K+ 20.74% |
$11.1M - $12.1M
|
3.5M
$67.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
518K+ 4765.63% |
$9.58M - $10.4M
|
528K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
300KNew |
$5.55M - $6.02M
|
300K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 22.81% |
$4.23M - $4.58M
|
1.23M
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 24.38% |
$3.8M - $4.12M
|
1.05M
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
203K+ 2000.78% |
$3.76M - $4.07M
|
213K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193KNew |
$3.57M - $3.87M
|
193K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
178K+ 15.68% |
$3.3M - $3.57M
|
1.31M
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169KNew |
$3.13M - $3.39M
|
169K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 239.28% |
$2.84M - $3.07M
|
217K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.63M - $2.85M
|
142K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 12.67% |
$2.48M - $2.69M
|
1.19M
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
117K+ 46.11% |
$2.17M - $2.35M
|
372K
$7.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
106K+ 30.62% |
$1.96M - $2.12M
|
451K
$8.66M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
104KNew |
$1.93M - $2.09M
|
104K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
104K+ 10.48% |
$1.93M - $2.09M
|
1.1M
$21.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
104K+ 62.35% |
$1.92M - $2.08M
|
270K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.1K+ 9.11% |
$1.83M - $1.99M
|
1.19M
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98.9K+ 226.26% |
$1.83M - $1.98M
|
143K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
97.3K+ 16.82% |
$1.8M - $1.95M
|
676K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6K+ 38.31% |
$1.71M - $1.86M
|
334K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
80.7K+ 38.95% |
$1.49M - $1.62M
|
288K
$5.53M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.6K+ 12.69% |
$1.47M - $1.6M
|
707K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.5K+ 2.38% |
$1.25M - $1.35M
|
2.9M
$55.7M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
61.5KNew |
$1.14M - $1.23M
|
61.5K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
55.9K+ 43.37% |
$1.04M - $1.12M
|
185K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.2KNew |
$930K - $1.01M
|
50.2K
$963K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50KNew |
$926K - $1M
|
50K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
49.3K+ 1339.24% |
$913K - $989K
|
53K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
49.3KNew |
$913K - $989K
|
49.3K
$946K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.9K+ 24.34% |
$869K - $941K
|
240K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.4K+ 74.85% |
$840K - $909K
|
106K
$2.03M
|
|