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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
720+ 3.03% |
$12.3K - $14.3K
|
24.5K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
620+ 1.36% |
$10.6K - $12.3K
|
46.3K
$928K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
555+ 5.1% |
$9.45K - $11K
|
11.4K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
547+ 3.5% |
$9.31K - $10.9K
|
16.2K
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
542+ 0.33% |
$9.22K - $10.8K
|
165K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
510New |
$8.68K - $10.1K
|
510
$10.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
510+ 2.19% |
$8.68K - $10.1K
|
23.8K
$477K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
450+ 2.69% |
$7.66K - $8.94K
|
17.2K
$344K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 3.67% |
$7.44K - $8.68K
|
12.4K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
386+ 3.09% |
$6.57K - $7.67K
|
12.9K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
382+ 0.27% |
$6.5K - $7.59K
|
144K
$2.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
362+ 3.66% |
$6.16K - $7.19K
|
10.3K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.63% |
$5.8K - $6.78K
|
54.3K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
304New |
$5.17K - $6.04K
|
304
$6.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
300+ 1.73% |
$5.11K - $5.96K
|
17.6K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$6.01K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$6.01K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
259New |
$4.41K - $5.15K
|
259
$5.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
254+ 1.98% |
$4.32K - $5.05K
|
13.1K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
249+ 2.15% |
$4.24K - $4.95K
|
11.8K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
175+ 0.77% |
$2.98K - $3.48K
|
22.9K
$459K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
174+ 3.04% |
$2.96K - $3.46K
|
5.9K
$118K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
149+ 1.33% |
$2.54K - $2.96K
|
11.4K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
146+ 0.15% |
$2.48K - $2.9K
|
97.7K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
132+ 0.77% |
$2.25K - $2.62K
|
17.2K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
106+ 0.24% |
$1.8K - $2.11K
|
44.5K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
103+ 3.15% |
$1.75K - $2.05K
|
3.38K
$67.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65+ 0.48% |
$1.11K - $1.29K
|
13.5K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.41% |
$851 - $994
|
12.2K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 3.75% |
$698 - $815
|
1.14K
$22.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.3% |
$647 - $755
|
12.8K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37+ 0.13% |
$630 - $735
|
28K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.72% |
$596 - $695
|
2.07K
$41.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 7.21% |
$528 - $616
|
461
$9.23K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
24+ 0.23% |
$408 - $477
|
10.5K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
24+ 0.09% |
$408 - $477
|
25.5K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
16+ 0.1% |
$272 - $318
|
16.2K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
4+ 6.9% |
$68.1 - $79.5
|
62
$1.24K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$34 - $39.7
|
8.47K
$170K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.63M - $2.85M
|
142K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50KNew |
$926K - $1M
|
50K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.6KNew |
$418K - $453K
|
22.6K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$335K - $363K
|
18.1K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6KNew |
$252K - $273K
|
13.6K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$267K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.1K+ 10.06% |
$223K - $242K
|
132K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$210K - $228K
|
11.4K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$199K - $216K
|
10.8K
$216K
|
|