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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.0% |
$3.09K - $3.65K
|
5.63K
$107K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
163New |
$3.07K - $3.63K
|
163
$3.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45+ 0.26% |
$848 - $1K
|
17.6K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 3.38% |
$189 - $223
|
306
$5.82K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.7KNew |
$191K - $234K
|
9.7K
$185K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.37K+ 1.54% |
$46.8K - $57.1K
|
156K
$2.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.29KNew |
$45.2K - $55.2K
|
2.29K
$43.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
928New |
$18.3K - $22.4K
|
928
$17.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
826New |
$16.3K - $19.9K
|
826
$15.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
810New |
$16K - $19.5K
|
810
$15.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
341New |
$6.73K - $8.22K
|
341
$6.49K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
218+ 0.95% |
$4.3K - $5.26K
|
23.1K
$439K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
65New |
$1.28K - $1.57K
|
65
$1.24K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.4KNew |
$339K - $407K
|
15.4K
$292K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$260K - $312K
|
11.8K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3KNew |
$251K - $301K
|
11.3K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
930New |
$20.6K - $24.7K
|
930
$17.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
206+ 34.68% |
$4.55K - $5.46K
|
800
$15.2K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
37.4KNew |
$925K - $1.02M
|
37.4K
$711K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
19.2KNew |
$475K - $522K
|
19.2K
$365K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
12.3KNew |
$304K - $334K
|
12.3K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$279K - $307K
|
11.3K
$214K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
10.2KNew |
$253K - $278K
|
10.2K
$195K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.22KNew |
$179K - $196K
|
7.22K
$137K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$73.8K - $81.1K
|
2.98K
$56.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.53KNew |
$62.6K - $68.8K
|
2.53K
$48.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.15KNew |
$28.3K - $31.2K
|
1.15K
$21.8K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
818New |
$20.2K - $22.3K
|
818
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
818New |
$20.2K - $22.3K
|
818
$15.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
327New |
$8.09K - $8.9K
|
327
$6.22K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
163New |
$4.03K - $4.44K
|
163
$3.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$817 - $898
|
33
$628
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
85.4KNew |
$2.39M - $2.53M
|
85.4K
$1.63M
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.46KNew |
$40.9K - $43.2K
|
1.46K
$27.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
149New |
$4.17K - $4.41K
|
149
$2.84K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.65KNew |
$73.1K - $98.7K
|
3.65K
$69.5K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.54K+ 5.67% |
$30.8K - $41.6K
|
28.6K
$545K
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
4.5MNew |
$146M - $152M
|
4.5M
$85.6M
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.5KNew |
$229K - $289K
|
8.5K
$162K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.94KNew |
$253K - $267K
|
7.94K
$151K
|
|