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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
35.4K+ 20.88% |
$656K - $710K
|
205K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
33.2K+ 297.27% |
$614K - $665K
|
44.4K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.3K+ 36.7% |
$543K - $588K
|
109K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.6K+ 25.56% |
$511K - $554K
|
136K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.2K+ 28.34% |
$503K - $545K
|
123K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27.1KNew |
$502K - $543K
|
27.1K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.6K+ 25.08% |
$456K - $494K
|
123K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 7.24% |
$454K - $491K
|
363K
$6.96M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
23.4KNew |
$434K - $470K
|
23.4K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
22.7KNew |
$420K - $455K
|
22.7K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.6KNew |
$418K - $453K
|
22.6K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5K+ 22.39% |
$416K - $451K
|
123K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
22.2K+ 29.48% |
$411K - $445K
|
97.6K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.8K+ 52.82% |
$366K - $396K
|
57.2K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 14.98% |
$365K - $395K
|
151K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5KNew |
$343K - $371K
|
18.5K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$335K - $363K
|
18.1K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 49.85% |
$332K - $360K
|
53.9K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.9K+ 42.31% |
$331K - $359K
|
60.2K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.8K+ 18.63% |
$310K - $336K
|
107K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$304K - $329K
|
16.4K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.1KNew |
$279K - $303K
|
15.1K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 106.78% |
$262K - $284K
|
27.4K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6KNew |
$252K - $273K
|
13.6K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8K+ 26.3% |
$237K - $257K
|
61.6K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.2KNew |
$225K - $244K
|
12.2K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.1K+ 10.06% |
$223K - $242K
|
132K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
11.5K+ 17.67% |
$213K - $231K
|
76.8K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.5K+ 12.36% |
$213K - $231K
|
105K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$210K - $228K
|
11.4K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11.3KNew |
$210K - $227K
|
11.3K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
11.2K+ 8.62% |
$207K - $224K
|
141K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.9KNew |
$201K - $218K
|
10.9K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$199K - $216K
|
10.8K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.8K+ 54.29% |
$199K - $216K
|
30.6K
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.5KNew |
$194K - $211K
|
10.5K
$202K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.4KNew |
$192K - $208K
|
10.4K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3KNew |
$191K - $207K
|
10.3K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8K+ 4.81% |
$181K - $196K
|
213K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 3.48% |
$179K - $194K
|
288K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.14K+ 5.62% |
$169K - $183K
|
172K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.73K+ 1.55% |
$162K - $175K
|
571K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.51K+ 36.41% |
$158K - $171K
|
31.9K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.91K+ 1615.1% |
$146K - $159K
|
8.4K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.71K+ 69.99% |
$143K - $155K
|
18.7K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.63K+ 28.23% |
$141K - $153K
|
34.7K
$665K
|