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 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-303- 0.82% |
$5.61K - $6.08K
|
36.4K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-315- 2.45% |
$5.83K - $6.32K
|
12.5K
$240K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-350- 0.72% |
$6.48K - $7.02K
|
48.4K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 2.08% |
$6.61K - $7.16K
|
16.8K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-365- 3.93% |
$6.76K - $7.32K
|
8.92K
$171K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-408- 1.69% |
$7.55K - $8.18K
|
23.7K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-458- 0.53% |
$8.48K - $9.18K
|
86.4K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-527- 32.51% |
$9.75K - $10.6K
|
1.09K
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-573- 1.46% |
$10.6K - $11.5K
|
38.6K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-636- 0.79% |
$11.8K - $12.8K
|
79.4K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-680- 5.61% |
$12.6K - $13.6K
|
11.4K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 6.67% |
$18.5K - $20.1K
|
14K
$269K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 2.3% |
$20K - $21.7K
|
46K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.49K- 2.27% |
$27.6K - $29.9K
|
64.2K
$1.23M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.65K- 6.61% |
$30.5K - $33.1K
|
23.3K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.97K- 14.82% |
$36.4K - $39.4K
|
11.3K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.02K- 14.47% |
$37.3K - $40.4K
|
11.9K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.02K- 1.66% |
$37.4K - $40.5K
|
120K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 24.13% |
$41.6K - $45.1K
|
7.07K
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 0.7% |
$42.6K - $46.2K
|
328K
$6.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.42K- 19.29% |
$63.3K - $68.5K
|
14.3K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.64K- 4.55% |
$67.5K - $73.1K
|
76.4K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.95K- 5.22% |
$73.2K - $79.2K
|
71.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.26KClosed |
$78.9K - $85.4K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.37K- 70.38% |
$80.9K - $87.6K
|
1.84K
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.2K- 10.65% |
$96.2K - $104K
|
43.6K
$836K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.72K- 50.0% |
$106K - $115K
|
5.72K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.54K- 4.59% |
$121K - $131K
|
136K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 8.73% |
$124K - $134K
|
70.1K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-6.94K- 13.65% |
$129K - $139K
|
43.9K
$842K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.99K- 16.39% |
$148K - $160K
|
40.8K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.14K- 13.01% |
$151K - $163K
|
54.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-11.8K- 99.84% |
$219K - $237K
|
19
$364
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.87% |
$233K - $252K
|
1.44M
$27.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 8.24% |
$247K - $267K
|
148K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14K- 23.47% |
$260K - $281K
|
45.7K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.3K- 46.35% |
$264K - $286K
|
16.5K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 2.3% |
$369K - $399K
|
845K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.5K- 10.91% |
$435K - $471K
|
192K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-28.6K- 51.53% |
$529K - $573K
|
26.9K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31K- 54.54% |
$573K - $621K
|
25.8K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 69.82% |
$589K - $638K
|
13.7K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-32.1K- 3.98% |
$594K - $644K
|
775K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-40K- 8.3% |
$740K - $802K
|
442K
$8.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-45.4K- 64.03% |
$841K - $911K
|
25.5K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 69.92% |
$914K - $990K
|
21.3K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60.1K- 32.31% |
$1.11M - $1.2M
|
126K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.6K- 43.6% |
$1.12M - $1.21M
|
78.4K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-72.6K- 33.65% |
$1.34M - $1.46M
|
143K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-72.9K- 38.76% |
$1.35M - $1.46M
|
115K
$2.21M
|