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 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.86K+ 54.32% |
$99.7K - $116K
|
16.6K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.46K+ 18.22% |
$92.9K - $108K
|
35.4K
$709K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 11.32% |
$90.2K - $105K
|
52.1K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.15K+ 7.9% |
$87.7K - $102K
|
70.4K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.02K+ 6.94% |
$85.4K - $99.7K
|
77.4K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.75K+ 33.51% |
$80.8K - $94.4K
|
18.9K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.73K+ 6.58% |
$80.4K - $93.9K
|
76.6K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.61K+ 33.55% |
$78.5K - $91.7K
|
18.4K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.39K+ 10.0% |
$74.7K - $87.2K
|
48.3K
$967K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.25K+ 0.63% |
$72.4K - $84.5K
|
680K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.15K+ 12.8% |
$70.5K - $82.4K
|
36.5K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.14K+ 16.87% |
$70.5K - $82.3K
|
28.7K
$575K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 33.08% |
$63.7K - $74.3K
|
15K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.51K+ 18.72% |
$59.7K - $69.6K
|
22.2K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.45KNew |
$58.7K - $68.6K
|
3.45K
$69.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.39K+ 9.78% |
$57.7K - $67.3K
|
38K
$762K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.58K+ 2.73% |
$44K - $51.3K
|
97.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.38K+ 7.78% |
$40.5K - $47.3K
|
32.9K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.3K+ 5.27% |
$39.1K - $45.6K
|
45.9K
$919K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.29K+ 15.7% |
$38.9K - $45.4K
|
16.8K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.13K+ 6.58% |
$36.3K - $42.3K
|
34.5K
$690K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.08K+ 4.49% |
$35.4K - $41.3K
|
48.4K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.96K+ 12.75% |
$33.3K - $38.9K
|
17.3K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.87K+ 2.91% |
$31.8K - $37.1K
|
66K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 2.16% |
$31.2K - $36.4K
|
86.6K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74KNew |
$29.6K - $34.5K
|
1.74K
$34.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.68K+ 9.35% |
$28.6K - $33.4K
|
19.7K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 2.2% |
$26.2K - $30.6K
|
71.6K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 3.02% |
$25.9K - $30.2K
|
51.8K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.49K+ 6.39% |
$25.4K - $29.6K
|
24.8K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 8.72% |
$25.3K - $29.6K
|
18.6K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.3K+ 7.09% |
$22.1K - $25.8K
|
19.6K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.23K+ 3.39% |
$21K - $24.5K
|
37.7K
$754K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.22K+ 2.3% |
$20.8K - $24.2K
|
54.2K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2K+ 49.44% |
$20.4K - $23.8K
|
3.62K
$72.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16K+ 3.71% |
$19.8K - $23.1K
|
32.5K
$650K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.11K+ 0.58% |
$18.9K - $22K
|
193K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.06KNew |
$18.1K - $21.1K
|
1.06K
$21.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 6.18% |
$17.7K - $20.7K
|
17.9K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 7.46% |
$17.7K - $20.6K
|
14.9K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.04K+ 1.94% |
$17.7K - $20.6K
|
54.6K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1K+ 8.15% |
$17K - $19.9K
|
13.3K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1K+ 4.43% |
$17K - $19.9K
|
23.6K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
993+ 0.68% |
$16.9K - $19.7K
|
148K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
976+ 0.79% |
$16.6K - $19.4K
|
124K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
957+ 3.21% |
$16.3K - $19K
|
30.8K
$616K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
869+ 5.62% |
$14.8K - $17.3K
|
16.3K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
800+ 7.88% |
$13.6K - $15.9K
|
10.9K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
788+ 4.06% |
$13.4K - $15.7K
|
20.2K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
753+ 2.01% |
$12.8K - $15K
|
38.3K
$766K
|