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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.6K+ 21.78% |
$104K - $112K
|
31.3K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.52K+ 3.47% |
$102K - $111K
|
165K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5.36K+ 42.45% |
$99.3K - $108K
|
18K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.22K+ 1.3% |
$96.6K - $105K
|
406K
$7.78M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$92.6K - $100K
|
5K
$95.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.99K+ 2.67% |
$92.4K - $100K
|
192K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.97K+ 11.21% |
$92K - $99.7K
|
49.3K
$946K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.34K+ 17.34% |
$80.2K - $86.9K
|
29.3K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.25K+ 20.95% |
$78.7K - $85.3K
|
24.6K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.21K+ 3.29% |
$78K - $84.5K
|
132K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.17K+ 14.19% |
$77.2K - $83.6K
|
33.6K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.01K+ 12.74% |
$74.3K - $80.5K
|
35.5K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4K+ 2.8% |
$74.1K - $80.3K
|
147K
$2.82M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.97K+ 38.91% |
$73.5K - $79.6K
|
14.2K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.76K+ 3.98% |
$69.6K - $75.4K
|
98.2K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.66K+ 5.02% |
$67.8K - $73.4K
|
76.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.61K+ 84.99% |
$66.9K - $72.4K
|
7.86K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.47K+ 12.93% |
$64.2K - $69.5K
|
30.3K
$581K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 9.95% |
$62.9K - $68.1K
|
37.5K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33K+ 24.98% |
$61.7K - $66.8K
|
16.7K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.26K+ 15.6% |
$60.4K - $65.4K
|
24.2K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.2K+ 7.42% |
$59.3K - $64.2K
|
46.3K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.14K+ 5.2% |
$58.1K - $62.9K
|
63.5K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.86K+ 17.78% |
$52.9K - $57.3K
|
18.9K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.6K+ 24.92% |
$48.1K - $52.1K
|
13K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.58K+ 12.91% |
$47.8K - $51.8K
|
22.6K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 46.67% |
$47.5K - $51.5K
|
8.07K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.54K+ 2.76% |
$47K - $50.9K
|
94.6K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.46K+ 20.36% |
$45.6K - $49.4K
|
14.6K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.45K+ 3.53% |
$45.4K - $49.1K
|
71.9K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 42.12% |
$41.2K - $44.6K
|
7.5K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.08KNew |
$38.4K - $41.6K
|
2.08K
$39.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.04K+ 2.83% |
$37.8K - $40.9K
|
74.3K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$37K - $40.1K
|
2K
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 5.84% |
$30.9K - $33.5K
|
30.3K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.67K+ 15.13% |
$30.9K - $33.5K
|
12.7K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 5.06% |
$27.7K - $30K
|
31.1K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 2.79% |
$27.2K - $29.5K
|
54.2K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46K+ 59.08% |
$27.1K - $29.4K
|
3.94K
$75.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 3.35% |
$26.5K - $28.7K
|
44.2K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.4K+ 5.14% |
$25.9K - $28.1K
|
28.6K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 21.43% |
$23.1K - $25.1K
|
7.08K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 1.32% |
$20.4K - $22.1K
|
84.7K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.01% |
$19.2K - $20.8K
|
52.7K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.03K+ 10.16% |
$19.1K - $20.7K
|
11.2K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 25.0% |
$18.5K - $20.1K
|
5K
$95.9K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900New |
$16.7K - $18K
|
900
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842+ 5.59% |
$15.6K - $16.9K
|
15.9K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
798+ 6.33% |
$14.8K - $16K
|
13.4K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
736New |
$13.6K - $14.8K
|
736
$14.1K
|