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 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 12.0% |
$5.61K - $6.08K
|
2.8K
$53.3K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
262+ 0.71% |
$4.9K - $5.31K
|
37.2K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
242+ 0.27% |
$4.53K - $4.9K
|
89.6K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 1.08% |
$3.95K - $4.27K
|
19.7K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
210+ 2.5% |
$3.93K - $4.25K
|
8.61K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204New |
$3.81K - $4.13K
|
204
$3.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
187+ 2.61% |
$3.5K - $3.79K
|
7.34K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
184New |
$3.44K - $3.73K
|
184
$3.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
180New |
$3.37K - $3.65K
|
180
$3.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135+ 1.25% |
$2.52K - $2.73K
|
10.9K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 1.26% |
$2.39K - $2.59K
|
10.3K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.07% |
$2.34K - $2.53K
|
11.8K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
118+ 0.61% |
$2.21K - $2.39K
|
19.5K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 0.65% |
$2.19K - $2.37K
|
18.2K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 0.57% |
$1.91K - $2.07K
|
17.9K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
100+ 0.83% |
$1.87K - $2.03K
|
12.1K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
74+ 0.44% |
$1.38K - $1.5K
|
16.8K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 3.53% |
$1.05K - $1.13K
|
1.64K
$31.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43+ 0.38% |
$804 - $871
|
11.5K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36+ 1.79% |
$673 - $729
|
2.05K
$38.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 3.69% |
$655 - $709
|
983
$18.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.12% |
$617 - $668
|
27.4K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.24% |
$598 - $648
|
13.5K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 3.45% |
$505 - $547
|
809
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
25New |
$468 - $506
|
25
$476
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$411 - $446
|
22
$419
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.02% |
$355 - $385
|
88.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.02% |
$187 - $203
|
43.2K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$18.7 - $20.3
|
8.47K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
360KNew |
$6.68M - $7.11M
|
360K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.5KNew |
$1.01M - $1.08M
|
54.5K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53.1K+ 21.71% |
$987K - $1.05M
|
298K
$5.67M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.9K+ 18.81% |
$463K - $492K
|
157K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$412K - $438K
|
22.2K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.1K+ 2.27% |
$355K - $377K
|
860K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13KNew |
$241K - $256K
|
13K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
12.7KNew |
$236K - $251K
|
12.7K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$222K - $236K
|
11.9K
$227K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.5KNew |
$195K - $208K
|
10.5K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8K+ 73.48% |
$149K - $158K
|
18.9K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.72K+ 51.27% |
$106K - $113K
|
16.9K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5K+ 149.08% |
$92.9K - $98.8K
|
8.35K
$159K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.7K - $59.3K
|
3K
$57.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.64KNew |
$30.4K - $32.3K
|
1.64K
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 7.69% |
$18.6K - $19.8K
|
14K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 5.68% |
$18.6K - $19.8K
|
18.6K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600New |
$11.1K - $11.9K
|
600
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
589+ 3.88% |
$10.9K - $11.6K
|
15.8K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
475New |
$8.83K - $9.39K
|
475
$9.04K
|
|