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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.01% |
$19.2K - $20.8K
|
52.7K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 25.0% |
$18.5K - $20.1K
|
5K
$95.9K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900New |
$16.7K - $18K
|
900
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842+ 5.59% |
$15.6K - $16.9K
|
15.9K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
798+ 6.33% |
$14.8K - $16K
|
13.4K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
736New |
$13.6K - $14.8K
|
736
$14.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
654+ 3.49% |
$12.1K - $13.1K
|
19.4K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
600New |
$11.1K - $12K
|
600
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
593+ 2.03% |
$11K - $11.9K
|
29.8K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
524+ 3.47% |
$9.7K - $10.5K
|
15.6K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
515+ 2.29% |
$9.53K - $10.3K
|
23K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$9.26K - $10K
|
500
$9.59K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
500+ 2.74% |
$9.26K - $10K
|
18.7K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
461+ 4.47% |
$8.53K - $9.24K
|
10.8K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
450New |
$8.33K - $9.02K
|
450
$8.63K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431+ 4.56% |
$7.98K - $8.64K
|
9.89K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
419+ 20.95% |
$7.76K - $8.4K
|
2.42K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
369+ 3.04% |
$6.83K - $7.4K
|
12.5K
$240K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
312+ 0.33% |
$5.78K - $6.26K
|
95K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300New |
$5.55K - $6.02K
|
300
$5.75K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
258+ 1.89% |
$4.78K - $5.17K
|
13.9K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200+ 0.99% |
$3.7K - $4.01K
|
20.4K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
198+ 2.57% |
$3.66K - $3.97K
|
7.9K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
175+ 5.47% |
$3.24K - $3.51K
|
3.38K
$64.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
168+ 0.74% |
$3.11K - $3.37K
|
22.8K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
165+ 0.61% |
$3.05K - $3.31K
|
27.1K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
153New |
$2.83K - $3.07K
|
153
$2.93K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
139+ 1.38% |
$2.57K - $2.79K
|
10.2K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 0.61% |
$2.02K - $2.19K
|
18.1K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 0.38% |
$1.98K - $2.15K
|
27.9K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
80+ 0.25% |
$1.48K - $1.6K
|
32.3K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 0.49% |
$1.04K - $1.12K
|
11.6K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.18% |
$1.02K - $1.1K
|
30K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.29% |
$685 - $742
|
12.8K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 0.13% |
$666 - $722
|
28K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 3.58% |
$389 - $421
|
607
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.09% |
$278 - $301
|
16.2K
$310K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$74 - $80.2
|
4
$76.7
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$37 - $40.1
|
8.47K
$162K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214K+ 1891.14% |
$3.92M - $4.45M
|
225K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172K+ 1654.64% |
$3.15M - $3.59M
|
182K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
124KNew |
$2.28M - $2.59M
|
124K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
80.7KNew |
$1.48M - $1.68M
|
80.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72.7KNew |
$1.33M - $1.52M
|
72.7K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
60.5KNew |
$1.11M - $1.26M
|
60.5K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
59KNew |
$1.08M - $1.23M
|
59K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
51.3KNew |
$941K - $1.07M
|
51.3K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.5KNew |
$835K - $949K
|
45.5K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44.4KNew |
$813K - $925K
|
44.4K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.5KNew |
$670K - $762K
|
36.5K
$701K
|
|