Purchases and Sales Made in Q1 2025 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.8K+ 52.82% |
$366K - $396K
|
57.2K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 14.98% |
$365K - $395K
|
151K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5KNew |
$343K - $371K
|
18.5K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$335K - $363K
|
18.1K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 49.85% |
$332K - $360K
|
53.9K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.9K+ 42.31% |
$331K - $359K
|
60.2K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.8K+ 18.63% |
$310K - $336K
|
107K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$304K - $329K
|
16.4K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.1KNew |
$279K - $303K
|
15.1K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 106.78% |
$262K - $284K
|
27.4K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6KNew |
$252K - $273K
|
13.6K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8K+ 26.3% |
$237K - $257K
|
61.6K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.2KNew |
$225K - $244K
|
12.2K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.1K+ 10.06% |
$223K - $242K
|
132K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
11.5K+ 17.67% |
$213K - $231K
|
76.8K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.5K+ 12.36% |
$213K - $231K
|
105K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$210K - $228K
|
11.4K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11.3KNew |
$210K - $227K
|
11.3K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 101800.0% |
$207K - $225K
|
11.2K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
11.2K+ 8.62% |
$207K - $224K
|
141K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.9KNew |
$201K - $218K
|
10.9K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$199K - $216K
|
10.8K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.8K+ 54.29% |
$199K - $216K
|
30.6K
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.5KNew |
$194K - $211K
|
10.5K
$202K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.4KNew |
$192K - $208K
|
10.4K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3KNew |
$191K - $207K
|
10.3K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8K+ 4.81% |
$181K - $196K
|
213K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 3.48% |
$179K - $194K
|
288K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.14K+ 5.62% |
$169K - $183K
|
172K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.73K+ 1.55% |
$162K - $175K
|
571K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.51K+ 36.41% |
$158K - $171K
|
31.9K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.98K+ 13.94% |
$148K - $160K
|
65.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.91K+ 1615.1% |
$146K - $159K
|
8.4K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.71K+ 69.99% |
$143K - $155K
|
18.7K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.63K+ 28.23% |
$141K - $153K
|
34.7K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.35K+ 59.85% |
$136K - $147K
|
19.6K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.13K+ 38.2% |
$132K - $143K
|
25.8K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.81K+ 4.28% |
$126K - $137K
|
166K
$3.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.5K+ 38.69% |
$120K - $130K
|
23.3K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
6.25K+ 59.52% |
$116K - $125K
|
16.8K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.2K+ 11.42% |
$115K - $124K
|
60.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.11K+ 3.85% |
$113K - $122K
|
165K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.91K+ 106.85% |
$109K - $119K
|
11.4K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.89K+ 47.89% |
$109K - $118K
|
18.2K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.73K+ 43.24% |
$106K - $115K
|
19K
$364K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.73K+ 26.48% |
$106K - $115K
|
27.4K
$525K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.62K+ 51.09% |
$104K - $113K
|
16.6K
$319K
|