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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35.9KNew |
$658K - $748K
|
35.9K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.6KNew |
$525K - $597K
|
28.6K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22KNew |
$403K - $458K
|
22K
$421K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.3KNew |
$335K - $381K
|
18.3K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.6KNew |
$305K - $347K
|
16.6K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 8.23% |
$297K - $338K
|
213K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$275K - $313K
|
15K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$213K - $242K
|
11.6K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8KNew |
$198K - $225K
|
10.8K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.1KNew |
$186K - $212K
|
10.1K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.1KNew |
$186K - $211K
|
10.1K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.15KNew |
$149K - $170K
|
8.15K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.47K+ 68.8% |
$137K - $156K
|
18.3K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$101K - $115K
|
5.5K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$55.6K - $63.3K
|
3.03K
$58.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.3KNew |
$23.8K - $27.1K
|
1.3K
$24.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$19.4K - $22K
|
1.06K
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
887New |
$16.3K - $18.5K
|
887
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
835New |
$15.3K - $17.4K
|
835
$16K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
750New |
$13.7K - $15.6K
|
750
$14.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$15K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
535+ 4.89% |
$9.81K - $11.2K
|
11.5K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
530+ 85.48% |
$9.71K - $11.1K
|
1.15K
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.83K - $2.09K
|
100
$1.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86+ 5.24% |
$1.58K - $1.79K
|
1.73K
$33.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 7.5% |
$550 - $626
|
430
$8.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
28+ 3.46% |
$513 - $584
|
837
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.55% |
$18.3 - $20.9
|
23
$441
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.9K+ 15.45% |
$1.85M - $2M
|
739K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.4KNew |
$1.26M - $1.36M
|
67.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$660K - $715K
|
35.3K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
34.8K+ 235.11% |
$651K - $705K
|
49.7K
$952K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.6KNew |
$572K - $620K
|
30.6K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
24.6KNew |
$460K - $498K
|
24.6K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24KNew |
$450K - $487K
|
24K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
16K+ 121.64% |
$299K - $324K
|
29.1K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.6KNew |
$105K - $113K
|
5.6K
$107K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5KNew |
$93.5K - $101K
|
5K
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.21K+ 135.43% |
$78.8K - $85.3K
|
7.32K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 17.58% |
$50.7K - $54.9K
|
18.1K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.33K+ 29.12% |
$43.5K - $47.1K
|
10.3K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$38.2K - $41.4K
|
2.04K
$39.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.99K+ 22.3% |
$37.2K - $40.2K
|
10.9K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.45KNew |
$27.1K - $29.4K
|
1.45K
$27.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 3145.24% |
$24.7K - $26.8K
|
1.36K
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
776+ 1.89% |
$14.5K - $15.7K
|
41.8K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
555+ 1.47% |
$10.4K - $11.2K
|
38.2K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
471+ 0.53% |
$8.81K - $9.54K
|
90K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
412New |
$7.7K - $8.34K
|
412
$7.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
327New |
$6.11K - $6.62K
|
327
$6.27K
|
|