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
Nov 13, 2024 Q3 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
300
+ 3.21%
$5.61K - $6.08K
9.64K $185K
Oct 18, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
210
+ 2.5%
$3.93K - $4.25K
8.61K $165K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
204
New
$3.81K - $4.13K
204 $3.91K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
184
New
$3.44K - $3.73K
184 $3.53K
Nov 14, 2024 Q3 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
118
+ 0.61%
$2.21K - $2.39K
19.5K $373K
Oct 08, 2024 Q3 2024
City Holding CO

BUY
 -
25
New
$468 - $506
25 $480
Q2 2024
Aug 14, 2024 Q2 2024
Kingfisher Capital LLC

BUY
 -
360K
New
$6.68M - $7.11M
360K $6.9M
Aug 14, 2024 Q2 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
22.2K
New
$412K - $438K
22.2K $425K
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
19.1K
+ 2.27%
$355K - $377K
860K $16.5M
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
12.7K
New
$236K - $251K
12.7K $244K
Aug 12, 2024 Q2 2024
Spider Rock Advisors, LLC

BUY
 -
8K
+ 73.48%
$149K - $158K
18.9K $362K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.72K
+ 51.27%
$106K - $113K
16.9K $324K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
3K
New
$55.7K - $59.3K
3K $57.5K
Aug 08, 2024 Q2 2024
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
1.64K
New
$30.4K - $32.3K
1.64K $31.4K
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
1K
+ 5.68%
$18.6K - $19.8K
18.6K $357K
Aug 14, 2024 Q2 2024
Bramshill Investments, LLC

Naples, FL
BUY
 -
600
New
$11.1K - $11.9K
600 $11.5K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
387
+ 1.11%
$7.19K - $7.65K
35.2K $675K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
272
New
$5.05K - $5.37K
272 $5.22K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
250
New
$4.65K - $4.94K
250 $4.8K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
200
+ 15.52%
$3.72K - $3.95K
1.49K $28.6K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
128
New
$2.38K - $2.53K
128 $2.46K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
61
New
$1.13K - $1.21K
61 $1.17K
Q1 2024
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
181K
New
$3.29M - $3.55M
181K $3.48M
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
54.6K
New
$990K - $1.07M
54.6K $1.05M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
38.4K
+ 20.03%
$696K - $752K
230K $4.42M
May 14, 2024 Q1 2024
Drw Securities, LLC

Chicago, IL
BUY
 -
34.9K
New
$633K - $683K
34.9K $669K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
15.1K
New
$273K - $295K
15.1K $289K
Apr 25, 2024 Q1 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
12.4K
New
$226K - $244K
12.4K $239K
Jun 02, 2025 Q1 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
8.89K
New
$161K - $174K
8.89K $170K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.1K
+ 4.19%
$111K - $120K
152K $2.91M
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3.08K
+ 18.65%
$55.8K - $60.3K
19.6K $376K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.45K
New
$26.3K - $28.4K
1.45K $27.8K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.25K
New
$22.7K - $24.5K
1.25K $24K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
888
New
$16.1K - $17.4K
888 $17K
May 13, 2024 Q1 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
425
New
$7.71K - $8.32K
425 $8.15K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
409
New
$7.42K - $8.01K
409 $7.84K
May 13, 2024 Q1 2024
Northwest Wealth Management, LLC

BUY
 -
386
+ 2.13%
$7K - $7.56K
18.5K $355K
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
71
New
$1.29K - $1.39K
71 $1.36K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
52
+ 1.52%
$943 - $1.02K
3.47K $66.6K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
37
+ 0.32%
$671 - $724
11.8K $226K
Q4 2023
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
47.6K
New
$739K - $864K
47.6K $912K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
30.5K
New
$473K - $554K
30.5K $585K
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

BUY
 -
15.1K
New
$235K - $274K
15.1K $290K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
11.3K
New
$176K - $206K
11.3K $217K
Jan 18, 2024 Q4 2023
Parisi Gray Wealth Management

BUY
 -
9K
+ 15.0%
$140K - $163K
69K $1.32M
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
2.05K
New
$31.8K - $37.1K
2.05K $39.2K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1K
New
$15.5K - $18.2K
1K $19.2K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
1K
+ 50.0%
$15.5K - $18.2K
3K $57.5K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
818
New
$12.7K - $14.9K
818 $15.7K

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