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
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-81.3K- 6.19% |
$1.51M - $1.63M
|
1.23M
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-137K- 74.79% |
$2.53M - $2.74M
|
46.1K
$885K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-137K- 71.02% |
$2.53M - $2.74M
|
55.9K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-160K- 75.14% |
$2.96M - $3.21M
|
52.9K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-209K- 36.34% |
$3.88M - $4.2M
|
367K
$7.03M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-280K- 15.56% |
$5.18M - $5.61M
|
1.52M
$29.1M
|