Purchases and Sales Made in Q1 2024 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q1 2024. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.4KNew |
$226K - $244K
|
12.4K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.7K+ 30.65% |
$211K - $228K
|
49.7K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.3KNew |
$205K - $221K
|
11.3K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.9KNew |
$197K - $213K
|
10.9K
$207K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 4.47% |
$192K - $208K
|
248K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.5K+ 24.49% |
$190K - $205K
|
53.3K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$189K - $205K
|
10.5K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10KNew |
$181K - $196K
|
10K
$190K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 3.15% |
$176K - $190K
|
317K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.89KNew |
$161K - $174K
|
8.89K
$169K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$152K - $164K
|
8.4K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.3K+ 10.13% |
$151K - $163K
|
90.3K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.15K+ 5.45% |
$148K - $160K
|
158K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.07K+ 5.42% |
$146K - $158K
|
157K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
7.51K+ 13.48% |
$136K - $147K
|
63.3K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.1K+ 4.19% |
$111K - $120K
|
152K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.09K+ 9.6% |
$110K - $119K
|
69.6K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.66K+ 39.18% |
$103K - $111K
|
20.1K
$382K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.63K+ 4.1% |
$102K - $110K
|
143K
$2.72M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.49K+ 27.74% |
$99.6K - $108K
|
25.3K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.39K+ 40.53% |
$97.7K - $106K
|
18.7K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.31K+ 38.14% |
$96.3K - $104K
|
19.2K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.22K+ 46.61% |
$94.6K - $102K
|
16.4K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 7.37% |
$92K - $99.4K
|
74K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.71K+ 46.56% |
$85.3K - $92.2K
|
14.8K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.69K+ 0.92% |
$85K - $91.8K
|
513K
$9.75M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.65K+ 3.64% |
$84.3K - $91K
|
132K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.62K+ 27.82% |
$83.7K - $90.4K
|
21.2K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4.46K+ 12.14% |
$80.9K - $87.3K
|
41.2K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.33K+ 3.8% |
$78.5K - $84.8K
|
118K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.04K+ 34.72% |
$73.3K - $79.2K
|
15.7K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.94K+ 6.66% |
$71.4K - $77.1K
|
63.1K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.65K+ 6.09% |
$66.2K - $71.5K
|
63.6K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.21K+ 26.85% |
$58.2K - $62.9K
|
15.2K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.16K+ 1.59% |
$57.3K - $61.9K
|
202K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.11K+ 6.31% |
$56.5K - $61K
|
52.5K
$997K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.08K+ 18.65% |
$55.8K - $60.3K
|
19.6K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.85K+ 12.45% |
$51.7K - $55.9K
|
25.8K
$490K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 2.23% |
$51.5K - $55.7K
|
130K
$2.48M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.15KNew |
$39K - $42.1K
|
2.15K
$40.9K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.08K+ 17.69% |
$37.6K - $40.6K
|
13.8K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2KNew |
$36.3K - $39.2K
|
2K
$38K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.98K+ 7.27% |
$35.8K - $38.7K
|
29.2K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.87K+ 14.88% |
$33.8K - $36.6K
|
14.4K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.71K+ 14.89% |
$31K - $33.5K
|
13.2K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.63K+ 3.35% |
$29.5K - $31.9K
|
50.2K
$954K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.52K+ 1.4% |
$27.6K - $29.8K
|
110K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.46K+ 2.89% |
$26.5K - $28.6K
|
52K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.45K+ 4.2% |
$26.4K - $28.5K
|
36.1K
$686K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45KNew |
$26.3K - $28.4K
|
1.45K
$27.5K
|