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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32M+ 1269.98% |
$24.5M - $26.5M
|
1.43M
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
900K+ 7.38% |
$16.7M - $18M
|
13.1M
$241M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
607K+ 62.44% |
$11.2M - $12.2M
|
1.58M
$29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
602K+ 20.74% |
$11.1M - $12.1M
|
3.5M
$64.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
518K+ 4765.63% |
$9.58M - $10.4M
|
528K
$9.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
300KNew |
$5.55M - $6.02M
|
300K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
243K+ 25.85% |
$4.5M - $4.87M
|
1.18M
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 22.81% |
$4.23M - $4.58M
|
1.23M
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 24.38% |
$3.8M - $4.12M
|
1.05M
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
203K+ 2000.78% |
$3.76M - $4.07M
|
213K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193KNew |
$3.57M - $3.87M
|
193K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
178K+ 15.68% |
$3.3M - $3.57M
|
1.31M
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169KNew |
$3.13M - $3.39M
|
169K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 239.28% |
$2.84M - $3.07M
|
217K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.63M - $2.85M
|
142K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 12.67% |
$2.48M - $2.69M
|
1.19M
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
117K+ 46.11% |
$2.17M - $2.35M
|
372K
$6.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
106K+ 30.62% |
$1.96M - $2.12M
|
451K
$8.29M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
104KNew |
$1.93M - $2.09M
|
104K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
104K+ 10.48% |
$1.93M - $2.09M
|
1.1M
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
104K+ 62.35% |
$1.92M - $2.08M
|
270K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.1K+ 9.11% |
$1.83M - $1.99M
|
1.19M
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98.9K+ 226.26% |
$1.83M - $1.98M
|
143K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
97.3K+ 16.82% |
$1.8M - $1.95M
|
676K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6K+ 38.31% |
$1.71M - $1.86M
|
334K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
80.7K+ 38.95% |
$1.49M - $1.62M
|
288K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.6K+ 12.69% |
$1.47M - $1.6M
|
707K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.5K+ 2.38% |
$1.25M - $1.35M
|
2.9M
$53.3M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
61.5KNew |
$1.14M - $1.23M
|
61.5K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
55.9K+ 43.37% |
$1.04M - $1.12M
|
185K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.2KNew |
$930K - $1.01M
|
50.2K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50KNew |
$926K - $1M
|
50K
$919K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
49.3K+ 1339.24% |
$913K - $989K
|
53K
$973K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
49.3KNew |
$913K - $989K
|
49.3K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.9K+ 24.34% |
$869K - $941K
|
240K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.4K+ 74.85% |
$840K - $909K
|
106K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
35.4K+ 20.88% |
$656K - $710K
|
205K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
33.2K+ 297.27% |
$614K - $665K
|
44.4K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.3K+ 36.7% |
$543K - $588K
|
109K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.6K+ 25.56% |
$511K - $554K
|
136K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.2K+ 28.34% |
$503K - $545K
|
123K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27.1KNew |
$502K - $543K
|
27.1K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.6K+ 25.08% |
$456K - $494K
|
123K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 7.24% |
$454K - $491K
|
363K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
23.4KNew |
$434K - $470K
|
23.4K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
22.7KNew |
$420K - $455K
|
22.7K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.6KNew |
$418K - $453K
|
22.6K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5K+ 22.39% |
$416K - $451K
|
123K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
22.2K+ 29.48% |
$411K - $445K
|
97.6K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$374K
|