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, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.1K+ 4.19% |
$111K - $120K
|
152K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.08K+ 18.65% |
$55.8K - $60.3K
|
19.6K
$392K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45KNew |
$26.3K - $28.4K
|
1.45K
$29K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.25KNew |
$22.7K - $24.5K
|
1.25K
$25K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
888New |
$16.1K - $17.4K
|
888
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
425New |
$7.71K - $8.32K
|
425
$8.51K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
409New |
$7.42K - $8.01K
|
409
$8.19K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
386+ 2.13% |
$7K - $7.56K
|
18.5K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$1.29K - $1.39K
|
71
$1.42K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52+ 1.52% |
$943 - $1.02K
|
3.47K
$69.5K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37+ 0.32% |
$671 - $724
|
11.8K
$236K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47.6KNew |
$739K - $864K
|
47.6K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
30.5KNew |
$473K - $554K
|
30.5K
$610K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$235K - $274K
|
15.1K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.3KNew |
$176K - $206K
|
11.3K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
9K+ 15.0% |
$140K - $163K
|
69K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.05KNew |
$31.8K - $37.1K
|
2.05K
$40.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$15.5K - $18.2K
|
1K
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 50.0% |
$15.5K - $18.2K
|
3K
$60.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
818New |
$12.7K - $14.9K
|
818
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
487New |
$7.56K - $8.84K
|
487
$9.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300New |
$4.66K - $5.45K
|
300
$6.01K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
291New |
$4.52K - $5.28K
|
291
$5.83K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
109New |
$1.69K - $1.98K
|
109
$2.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 3.73% |
$575 - $672
|
1.03K
$20.6K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10+ 4.08% |
$155 - $182
|
255
$5.11K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15K+ 150.0% |
$253K - $293K
|
25K
$501K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$243K - $281K
|
14.4K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
10.9KNew |
$184K - $213K
|
10.9K
$218K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$8.45K - $9.77K
|
500
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
352New |
$5.95K - $6.88K
|
352
$7.05K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$1.69K - $1.95K
|
100
$2K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
80+ 24.46% |
$1.35K - $1.56K
|
407
$8.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
15KNew |
$260K - $281K
|
15K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
13.9KNew |
$241K - $261K
|
13.9K
$278K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.1K+ 3.66% |
$175K - $189K
|
285K
$5.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10KNew |
$174K - $188K
|
10K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.66K+ 31.55% |
$133K - $144K
|
32K
$640K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$49.9K - $53.9K
|
2.88K
$57.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
972New |
$16.9K - $18.2K
|
972
$19.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
840New |
$14.6K - $15.8K
|
840
$16.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
818New |
$14.2K - $15.3K
|
818
$16.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$4.25K - $4.59K
|
245
$4.9K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57KNew |
$1.02M - $1.2M
|
57K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 60.07% |
$150K - $178K
|
22.5K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.89K+ 29.4% |
$105K - $124K
|
25.9K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.06K+ 185.21% |
$54.5K - $64.5K
|
4.71K
$94.2K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$29.5K - $34.8K
|
1.65K
$33K
|
|