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 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
23.2KNew |
$394K - $460K
|
23.2K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6KNew |
$385K - $449K
|
22.6K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
20.7KNew |
$353K - $412K
|
20.7K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.5KNew |
$331K - $387K
|
19.5K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.1K+ 30.98% |
$325K - $379K
|
80.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
18.5KNew |
$314K - $367K
|
18.5K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17.4K+ 91747.37% |
$297K - $346K
|
17.5K
$349K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
15.8KNew |
$270K - $315K
|
15.8K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 4.77% |
$266K - $311K
|
344K
$6.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
13.5K+ 27.32% |
$229K - $268K
|
62.8K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.1K+ 10.7% |
$224K - $261K
|
136K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$217K - $254K
|
12.8K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
12.7K+ 44.21% |
$216K - $252K
|
41.4K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$215K - $252K
|
12.7K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 7.33% |
$211K - $246K
|
181K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.3KNew |
$210K - $245K
|
12.3K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 9.08% |
$210K - $245K
|
148K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.9KNew |
$202K - $236K
|
11.9K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$202K - $235K
|
11.8K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8K+ 6.89% |
$201K - $235K
|
183K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$199K - $232K
|
11.7K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.7KNew |
$198K - $231K
|
11.7K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$196K - $229K
|
11.5K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$196K - $229K
|
11.5K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 25.8% |
$194K - $226K
|
55.6K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.2K+ 35.11% |
$191K - $222K
|
43.1K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$183K - $214K
|
10.8K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7K+ 10.06% |
$183K - $213K
|
117K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$175K - $204K
|
10.3K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.3KNew |
$174K - $204K
|
10.3K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.2KNew |
$173K - $202K
|
10.2K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$171K - $200K
|
10.1K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.97K+ 60.68% |
$170K - $198K
|
26.4K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.9K+ 16.37% |
$168K - $197K
|
70.4K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
9.6K+ 73.66% |
$163K - $191K
|
22.6K
$453K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.53K+ 4.47% |
$162K - $189K
|
223K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.02K+ 11.77% |
$153K - $179K
|
85.6K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.63K+ 45.38% |
$147K - $171K
|
27.6K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.62K+ 6.34% |
$147K - $171K
|
144K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.39K+ 2.51% |
$143K - $167K
|
343K
$6.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.94K+ 10.4% |
$135K - $158K
|
84.3K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.7K+ 29.86% |
$131K - $153K
|
33.5K
$670K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.53K+ 45.56% |
$128K - $150K
|
24K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
7.44K+ 9.7% |
$127K - $148K
|
84.2K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.38K+ 55.26% |
$126K - $147K
|
20.7K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.83K+ 3.56% |
$116K - $136K
|
199K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.65K+ 1095.72% |
$113K - $132K
|
7.26K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.48KNew |
$110K - $129K
|
6.48K
$130K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.4K+ 21.84% |
$109K - $127K
|
35.7K
$715K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.09K+ 3.7% |
$104K - $121K
|
171K
$3.42M
|