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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
676K+ 19.31% |
$11.5M - $13.4M
|
4.18M
$83.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
295K+ 516.16% |
$5.02M - $5.87M
|
352K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
283K+ 19.73% |
$4.82M - $5.63M
|
1.72M
$34.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
225K+ 21.11% |
$3.84M - $4.48M
|
1.29M
$26M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
184K+ 446.66% |
$3.13M - $3.65M
|
225K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 5.7% |
$2.81M - $3.29M
|
3.07M
$61.6M
|
|
|
Jul 29, 2025
Q2 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
150KNew |
$2.55M - $2.97M
|
150K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
137K+ 16.16% |
$2.33M - $2.71M
|
982K
$19.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
104K+ 688.75% |
$1.77M - $2.07M
|
119K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
99.9KNew |
$1.7M - $1.99M
|
99.9K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
87.9K+ 375.26% |
$1.5M - $1.75M
|
111K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
84.9K+ 834.16% |
$1.45M - $1.69M
|
95.1K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
84.8K+ 12.0% |
$1.44M - $1.68M
|
792K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
83.1K+ 227.56% |
$1.41M - $1.65M
|
120K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
83K+ 18.39% |
$1.41M - $1.65M
|
534K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.6K+ 81.68% |
$1.32M - $1.54M
|
173K
$3.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75.8K+ 6.9% |
$1.29M - $1.51M
|
1.18M
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
68.3K+ 5.2% |
$1.16M - $1.36M
|
1.38M
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.4K+ 293.64% |
$1.06M - $1.24M
|
83.7K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
61.9K+ 10.84% |
$1.05M - $1.23M
|
633K
$12.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.7K+ 76.14% |
$1.02M - $1.19M
|
138K
$2.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
58.8K+ 20.42% |
$1M - $1.17M
|
347K
$6.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58.8K+ 15.79% |
$1M - $1.17M
|
431K
$8.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.4K+ 724.15% |
$995K - $1.16M
|
66.5K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 133.85% |
$929K - $1.08M
|
95.3K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
54.5K+ 4.42% |
$927K - $1.08M
|
1.29M
$25.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
52.1K+ 19.3% |
$886K - $1.03M
|
322K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.3K+ 4.17% |
$873K - $1.02M
|
1.28M
$25.7M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51.1K+ 3.58% |
$870K - $1.02M
|
1.48M
$29.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
47.4K+ 24.61% |
$807K - $943K
|
240K
$4.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
45K+ 31.92% |
$767K - $895K
|
186K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 3.75% |
$761K - $888K
|
1.24M
$24.8M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.1K+ 36.16% |
$751K - $877K
|
166K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.5K+ 121.21% |
$723K - $844K
|
77.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.6KNew |
$674K - $787K
|
39.6K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.4KNew |
$654K - $764K
|
38.4K
$771K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37.6KNew |
$640K - $747K
|
37.6K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.3K+ 10.01% |
$618K - $721K
|
399K
$8.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.8KNew |
$541K - $631K
|
31.8K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 10.6% |
$520K - $607K
|
319K
$6.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.6K+ 7.29% |
$504K - $588K
|
435K
$8.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29.4K+ 8.02% |
$501K - $585K
|
396K
$7.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29KNew |
$493K - $576K
|
29K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.2K+ 13.28% |
$463K - $541K
|
232K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26K+ 136.89% |
$442K - $517K
|
45K
$903K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 46.44% |
$442K - $515K
|
81.8K
$1.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.6K+ 23.48% |
$436K - $509K
|
135K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25.4K+ 224.12% |
$432K - $504K
|
36.7K
$737K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.3K+ 16.74% |
$431K - $503K
|
177K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 17.91% |
$403K - $470K
|
156K
$3.13M
|