Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
387
+ 1.11%
$7.19K - $7.65K
35.2K $670K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
272
New
$5.05K - $5.37K
272 $5.18K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
250
New
$4.65K - $4.94K
250 $4.76K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
200
+ 15.52%
$3.72K - $3.95K
1.49K $28.3K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
128
New
$2.38K - $2.53K
128 $2.44K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
61
New
$1.13K - $1.21K
61 $1.16K
Q1 2024
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
181K
New
$3.29M - $3.55M
181K $3.45M
May 14, 2024 Q1 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
84.5K
+ 238.51%
$1.53M - $1.65M
120K $2.28M
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
54.6K
New
$990K - $1.07M
54.6K $1.04M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
38.4K
+ 20.03%
$696K - $752K
230K $4.38M
Apr 19, 2024 Q1 2024
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
23K
+ 26.39%
$417K - $450K
110K $2.1M
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
22.2K
New
$402K - $434K
22.2K $422K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
15.1K
New
$273K - $295K
15.1K $287K
Apr 25, 2024 Q1 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
12.4K
New
$226K - $244K
12.4K $237K
May 15, 2024 Q1 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
8.89K
New
$161K - $174K
8.89K $169K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.1K
+ 4.19%
$111K - $120K
152K $2.89M
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
5.08K
+ 7.37%
$92K - $99.4K
74K $1.41M
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3.08K
+ 18.65%
$55.8K - $60.3K
19.6K $373K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.45K
New
$26.3K - $28.4K
1.45K $27.6K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.25K
New
$22.7K - $24.5K
1.25K $23.8K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
888
New
$16.1K - $17.4K
888 $16.9K
May 13, 2024 Q1 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
425
New
$7.71K - $8.32K
425 $8.09K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
409
New
$7.42K - $8.01K
409 $7.78K
May 13, 2024 Q1 2024
Northwest Wealth Management, LLC

BUY
 -
386
+ 2.13%
$7K - $7.56K
18.5K $352K
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
71
New
$1.29K - $1.39K
71 $1.35K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
52
+ 1.52%
$943 - $1.02K
3.47K $66.1K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
37
+ 0.32%
$671 - $724
11.8K $224K
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
28
+ 2.33%
$508 - $548
1.23K $23.4K
Q4 2023
Feb 05, 2024 Q4 2023
Landscape Capital Management, L.L.C.

BUY
 -
66.9K
New
$1.04M - $1.22M
66.9K $1.27M
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
47.6K
New
$739K - $864K
47.6K $905K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
30.5K
New
$473K - $554K
30.5K $580K
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

BUY
 -
15.1K
New
$235K - $274K
15.1K $287K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
11.3K
New
$176K - $206K
11.3K $215K
Jan 18, 2024 Q4 2023
Parisi Gray Wealth Management

BUY
 -
9K
+ 15.0%
$140K - $163K
69K $1.31M
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
2.05K
New
$31.8K - $37.1K
2.05K $38.9K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1K
New
$15.5K - $18.2K
1K $19K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
1K
+ 50.0%
$15.5K - $18.2K
3K $57.1K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
818
New
$12.7K - $14.9K
818 $15.6K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
487
New
$7.56K - $8.84K
487 $9.27K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
300
New
$4.66K - $5.45K
300 $5.71K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
109
New
$1.69K - $1.98K
109 $2.07K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
37
+ 3.73%
$575 - $672
1.03K $19.6K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
10
+ 4.08%
$155 - $182
255 $4.85K
Q3 2023
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
52.9K
New
$893K - $1.03M
52.9K $1.01M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
15K
+ 150.0%
$253K - $293K
25K $476K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
14.4K
New
$243K - $281K
14.4K $274K
Nov 07, 2023 Q3 2023
Omni Star Financial Group, Inc.

BUY
 -
10.9K
New
$184K - $213K
10.9K $207K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
500
New
$8.45K - $9.77K
500 $9.52K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
352
New
$5.95K - $6.88K
352 $6.7K

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