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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.3KNew |
$305K - $330K
|
16.3K
$310K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
16K+ 121.64% |
$299K - $324K
|
29.1K
$554K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7KNew |
$276K - $298K
|
14.7K
$280K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.2K+ 12.34% |
$265K - $287K
|
129K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
12.6KNew |
$236K - $256K
|
12.6K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.6KNew |
$235K - $255K
|
12.6K
$239K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 16.48% |
$235K - $254K
|
88.7K
$1.69M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 93.34% |
$225K - $244K
|
25K
$475K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 10.38% |
$224K - $242K
|
127K
$2.42M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$220K - $238K
|
11.8K
$224K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$218K - $236K
|
11.7K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 58.11% |
$218K - $236K
|
31.7K
$604K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4K+ 3.43% |
$213K - $231K
|
344K
$6.54M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 3.81% |
$212K - $230K
|
309K
$5.88M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.3KNew |
$211K - $229K
|
11.3K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$211K - $229K
|
11.3K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.2K+ 96.95% |
$210K - $227K
|
22.8K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$199K - $216K
|
10.6K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.5KNew |
$196K - $212K
|
10.5K
$200K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 4.96% |
$187K - $203K
|
212K
$4.03M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10KNew |
$187K - $203K
|
10K
$190K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.81K+ 5.24% |
$184K - $199K
|
197K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.29K+ 35.02% |
$174K - $188K
|
35.8K
$681K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.26K+ 50.35% |
$173K - $188K
|
27.7K
$526K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 15.59% |
$129K - $140K
|
51.3K
$976K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.7KNew |
$125K - $136K
|
6.7K
$127K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.38K+ 24.38% |
$119K - $129K
|
32.5K
$619K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.22K+ 100.52% |
$116K - $126K
|
12.4K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.14K+ 7.43% |
$115K - $124K
|
88.8K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5.91K+ 0.46% |
$111K - $120K
|
1.3M
$24.7M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.77K+ 3.54% |
$108K - $117K
|
169K
$3.21M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.6KNew |
$105K - $113K
|
5.6K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.56K+ 19.07% |
$104K - $113K
|
34.7K
$661K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.53K+ 2.76% |
$103K - $112K
|
206K
$3.91M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.4K+ 11.06% |
$101K - $109K
|
54.3K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.05K+ 3.24% |
$94.3K - $102K
|
161K
$3.06M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5KNew |
$93.5K - $101K
|
5K
$95.2K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4.55K+ 2.32% |
$85.1K - $92.2K
|
201K
$3.82M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.42KNew |
$82.7K - $89.6K
|
4.42K
$84.2K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.37K+ 237.55% |
$81.7K - $88.5K
|
6.21K
$118K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.32K+ 8.55% |
$80.8K - $87.5K
|
54.8K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.29K+ 11.7% |
$80.3K - $87K
|
41K
$780K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.21K+ 135.43% |
$78.8K - $85.3K
|
7.32K
$139K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.01K+ 1.25% |
$75K - $81.2K
|
325K
$6.19M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4K+ 5970.15% |
$74.8K - $81K
|
4.07K
$77.4K
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.83K+ 2.55% |
$71.6K - $77.5K
|
154K
$2.93M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 7.37% |
$62.9K - $68.1K
|
49K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23K+ 31.57% |
$60.3K - $65.3K
|
13.4K
$256K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.11K+ 20.83% |
$58.1K - $62.9K
|
18K
$343K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 3.15% |
$52.8K - $57.2K
|
92.4K
$1.76M
|