Purchases and Sales Made in Q2 2024 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 6.21% |
$12.4M - $13.2M
|
11.5M
$218M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 6.21% |
$12.4M - $13.2M
|
11.5M
$218M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
360KNew |
$6.68M - $7.11M
|
360K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
266K+ 10.55% |
$4.93M - $5.25M
|
2.78M
$52.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
199K+ 1903.81% |
$3.7M - $3.93M
|
209K
$3.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172K+ 33.58% |
$3.2M - $3.4M
|
685K
$13M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
122K+ 430.11% |
$2.26M - $2.4M
|
150K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 4.91% |
$2.2M - $2.34M
|
2.53M
$48.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104K+ 7.66% |
$1.93M - $2.06M
|
1.46M
$27.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
93.3K+ 27.04% |
$1.73M - $1.84M
|
438K
$8.33M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
81.7KNew |
$1.52M - $1.61M
|
81.7K
$1.55M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.2K+ 13.61% |
$1.25M - $1.33M
|
560K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.5KNew |
$1.01M - $1.08M
|
54.5K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53.1K+ 21.71% |
$987K - $1.05M
|
298K
$5.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
49.6K+ 5.49% |
$922K - $981K
|
954K
$18.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
48.9KNew |
$908K - $966K
|
48.9K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
43K+ 127.64% |
$798K - $849K
|
76.6K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36.4K+ 7.0% |
$677K - $720K
|
557K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
35.3KNew |
$656K - $697K
|
35.3K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.4K+ 21.8% |
$639K - $679K
|
192K
$3.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31K+ 11.64% |
$577K - $613K
|
298K
$5.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30.9K+ 50.51% |
$575K - $611K
|
92.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
29.9K+ 50.08% |
$555K - $590K
|
89.5K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.2KNew |
$469K - $498K
|
25.2K
$479K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.9K+ 18.81% |
$463K - $492K
|
157K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 44.02% |
$446K - $475K
|
78.6K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$412K - $438K
|
22.2K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22KNew |
$409K - $435K
|
22K
$418K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.4K+ 44.27% |
$380K - $404K
|
66.6K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
20.3K+ 45.84% |
$378K - $402K
|
64.7K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.7K+ 46.98% |
$366K - $390K
|
61.7K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.1K+ 2.27% |
$355K - $377K
|
860K
$16.3M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17K+ 2.03% |
$316K - $336K
|
856K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.8KNew |
$313K - $332K
|
16.8K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$286K - $305K
|
15.4K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.9K+ 4.68% |
$276K - $294K
|
332K
$6.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
14.1KNew |
$261K - $278K
|
14.1K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$261K - $278K
|
14K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 7.43% |
$259K - $275K
|
202K
$3.83M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13.1KNew |
$244K - $260K
|
13.1K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13KNew |
$241K - $256K
|
13K
$246K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$240K - $255K
|
12.9K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
12.7KNew |
$236K - $251K
|
12.7K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$222K - $236K
|
11.9K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.6KNew |
$215K - $228K
|
11.6K
$220K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.5KNew |
$195K - $208K
|
10.5K
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.5K+ 66.66% |
$194K - $207K
|
26.2K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.2K+ 11.48% |
$171K - $182K
|
89.4K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.92K+ 8.43% |
$166K - $176K
|
115K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.57K+ 6.57% |
$159K - $169K
|
139K
$2.64M
|