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
|
Capital Cs Group, LLC
|
BUY
|
- |
654+ 3.49% |
$12.1K - $13.1K
|
19.4K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
640+ 2.02% |
$11.8K - $12.8K
|
32.4K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
600New |
$11.1K - $12K
|
600
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
593+ 2.03% |
$11K - $11.9K
|
29.8K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
524+ 3.47% |
$9.7K - $10.5K
|
15.6K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
515+ 2.29% |
$9.53K - $10.3K
|
23K
$442K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
510+ 1.79% |
$9.44K - $10.2K
|
29K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
501+ 0.94% |
$9.27K - $10K
|
53.6K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$9.26K - $10K
|
500
$9.59K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
500+ 2.74% |
$9.26K - $10K
|
18.7K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
461+ 4.47% |
$8.53K - $9.24K
|
10.8K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
450New |
$8.33K - $9.02K
|
450
$8.63K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431+ 4.56% |
$7.98K - $8.64K
|
9.89K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
419+ 20.95% |
$7.76K - $8.4K
|
2.42K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
369+ 3.04% |
$6.83K - $7.4K
|
12.5K
$240K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
312+ 0.33% |
$5.78K - $6.26K
|
95K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300New |
$5.55K - $6.02K
|
300
$5.75K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
258+ 1.89% |
$4.78K - $5.17K
|
13.9K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200+ 0.99% |
$3.7K - $4.01K
|
20.4K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
198+ 2.57% |
$3.66K - $3.97K
|
7.9K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
175+ 5.47% |
$3.24K - $3.51K
|
3.38K
$64.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
168+ 0.74% |
$3.11K - $3.37K
|
22.8K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
165+ 0.61% |
$3.05K - $3.31K
|
27.1K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
153New |
$2.83K - $3.07K
|
153
$2.93K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
139+ 1.38% |
$2.57K - $2.79K
|
10.2K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 0.61% |
$2.02K - $2.19K
|
18.1K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 0.38% |
$1.98K - $2.15K
|
27.9K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
80+ 0.25% |
$1.48K - $1.6K
|
32.3K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 0.49% |
$1.04K - $1.12K
|
11.6K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.18% |
$1.02K - $1.1K
|
30K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.29% |
$685 - $742
|
12.8K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 0.13% |
$666 - $722
|
28K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 3.58% |
$389 - $421
|
607
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.09% |
$278 - $301
|
16.2K
$310K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$74 - $80.2
|
4
$76.7
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$37 - $40.1
|
8.47K
$162K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.1% |
$907 - $982
|
50.3K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-49- 2.35% |
$907 - $982
|
2.03K
$39K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-65- 0.42% |
$1.2K - $1.3K
|
15.3K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.11% |
$1.44K - $1.56K
|
72.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-120- 1.01% |
$2.22K - $2.41K
|
11.8K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.78% |
$2.24K - $2.43K
|
15.5K
$296K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 1.44% |
$3.33K - $3.61K
|
12.3K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-184- 0.21% |
$3.41K - $3.69K
|
87.6K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-210- 1.22% |
$3.89K - $4.21K
|
17.1K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-213- 1.63% |
$3.94K - $4.27K
|
12.8K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-223- 0.2% |
$4.13K - $4.47K
|
113K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-249- 2.23% |
$4.61K - $4.99K
|
10.9K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-250- 1.42% |
$4.63K - $5.01K
|
17.3K
$332K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-283- 0.98% |
$5.24K - $5.67K
|
28.7K
$550K
|