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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$22.8K - $26.9K
|
1.28K
$25.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$19.4K - $22.9K
|
1.09K
$21.8K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 88.89% |
$14.3K - $16.9K
|
1.7K
$34K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
510New |
$9.1K - $10.8K
|
510
$10.2K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$7.14K - $8.44K
|
400
$8.01K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
281+ 2.21% |
$5.02K - $5.93K
|
13K
$260K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
73New |
$1.3K - $1.54K
|
73
$1.46K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.3KNew |
$409K - $463K
|
22.3K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
11.6K+ 1842.56% |
$213K - $241K
|
12.3K
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.38KNew |
$80.1K - $90.8K
|
4.38K
$87.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11KNew |
$38.5K - $43.7K
|
2.11K
$42.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73KNew |
$31.7K - $35.9K
|
1.73K
$34.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.52KNew |
$27.7K - $31.4K
|
1.52K
$30.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.33K+ 4.84% |
$24.3K - $27.5K
|
28.7K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$14.6K - $16.6K
|
800
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
665+ 100.0% |
$12.2K - $13.8K
|
1.33K
$26.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
204New |
$3.73K - $4.23K
|
204
$4.08K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$1.72K - $1.95K
|
94
$1.88K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1K+ 75.07% |
$229K - $270K
|
28.3K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1KNew |
$210K - $248K
|
11.1K
$223K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.73K+ 10.3% |
$32.6K - $38.6K
|
18.6K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$28.3K - $33.4K
|
1.5K
$30.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
736New |
$13.9K - $16.4K
|
736
$14.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
293New |
$5.52K - $6.53K
|
293
$5.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 1.63% |
$3.77K - $4.46K
|
12.5K
$250K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.0% |
$3.09K - $3.65K
|
5.63K
$113K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
163New |
$3.07K - $3.63K
|
163
$3.26K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45+ 0.26% |
$848 - $1K
|
17.6K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 3.38% |
$189 - $223
|
306
$6.13K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.7KNew |
$191K - $234K
|
9.7K
$194K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.37K+ 1.54% |
$46.8K - $57.1K
|
156K
$3.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.29KNew |
$45.2K - $55.2K
|
2.29K
$45.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
928New |
$18.3K - $22.4K
|
928
$18.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
826New |
$16.3K - $19.9K
|
826
$16.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
810New |
$16K - $19.5K
|
810
$16.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
341New |
$6.73K - $8.22K
|
341
$6.83K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
218+ 0.95% |
$4.3K - $5.26K
|
23.1K
$462K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
65New |
$1.28K - $1.57K
|
65
$1.3K
|
|
|
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
$307K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$260K - $312K
|
11.8K
$236K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3KNew |
$251K - $301K
|
11.3K
$227K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
930New |
$20.6K - $24.7K
|
930
$18.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
206+ 34.68% |
$4.55K - $5.46K
|
800
$16K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
37.4KNew |
$925K - $1.02M
|
37.4K
$748K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
19.2KNew |
$475K - $522K
|
19.2K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$279K - $307K
|
11.3K
$226K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
10.2KNew |
$253K - $278K
|
10.2K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.53KNew |
$62.6K - $68.8K
|
2.53K
$50.7K
|
|