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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.5K+ 29.17% |
$158K - $168K
|
37.7K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8K+ 73.48% |
$149K - $158K
|
18.9K
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.61K+ 15.39% |
$141K - $150K
|
57K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.1K+ 62.83% |
$132K - $140K
|
18.4K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.1K+ 3.56% |
$132K - $140K
|
207K
$3.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.07K+ 14.67% |
$131K - $140K
|
55.3K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.8K+ 5.75% |
$126K - $134K
|
125K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.8K+ 6.76% |
$126K - $134K
|
107K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.4K+ 31.84% |
$119K - $127K
|
26.5K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.39K+ 1.52% |
$119K - $126K
|
427K
$8.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.28K+ 9.96% |
$117K - $124K
|
69.4K
$1.32M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.26K+ 9.0% |
$116K - $124K
|
75.8K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.23K+ 14.22% |
$116K - $123K
|
50.1K
$951K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.19KNew |
$115K - $122K
|
6.19K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.01K+ 2.92% |
$112K - $119K
|
212K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.86K+ 3.73% |
$109K - $116K
|
163K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.82K+ 31.16% |
$108K - $115K
|
24.5K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.72K+ 51.27% |
$106K - $113K
|
16.9K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.52K+ 1.75% |
$103K - $109K
|
321K
$6.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.4K+ 307.29% |
$100K - $107K
|
7.16K
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5K+ 149.08% |
$92.9K - $98.8K
|
8.35K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.7K+ 147.38% |
$87.3K - $92.9K
|
7.89K
$150K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.64K+ 11.68% |
$86.2K - $91.7K
|
44.4K
$843K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.31K+ 4.12% |
$80K - $85.1K
|
109K
$2.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.72K+ 27.2% |
$69.2K - $73.6K
|
17.4K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.65K+ 22.22% |
$67.8K - $72.1K
|
20.1K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.64K+ 5.49% |
$67.6K - $71.9K
|
69.9K
$1.33M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.57K+ 2.5% |
$66.4K - $70.6K
|
147K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.35K+ 6.93% |
$62.3K - $66.3K
|
51.7K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.19K+ 5.99% |
$59.3K - $63.1K
|
56.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$55.7K - $59.3K
|
3K
$57K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.7K - $59.3K
|
3K
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.72K+ 7.16% |
$50.5K - $53.7K
|
40.6K
$772K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.66K+ 0.43% |
$49.3K - $52.5K
|
614K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.63K+ 17.78% |
$48.9K - $52K
|
17.5K
$332K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.36K+ 13.8% |
$43.9K - $46.7K
|
19.5K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.31K+ 2.64% |
$42.8K - $45.6K
|
89.6K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.13K+ 4.2% |
$39.6K - $42.1K
|
52.8K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.1K+ 8.49% |
$39.1K - $41.5K
|
26.9K
$510K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.71K+ 12.39% |
$31.8K - $33.8K
|
15.5K
$295K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.64KNew |
$30.4K - $32.3K
|
1.64K
$31.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 6.33% |
$30.3K - $32.2K
|
27.4K
$521K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.59K+ 3.03% |
$29.6K - $31.5K
|
54.1K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.58K+ 1.43% |
$29.4K - $31.2K
|
112K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.47K+ 14.69% |
$27.4K - $29.1K
|
11.5K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.39K+ 3.32% |
$25.8K - $27.4K
|
43.2K
$821K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 2.94% |
$24.2K - $25.8K
|
45.7K
$868K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.28K+ 7.93% |
$23.8K - $25.4K
|
17.5K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.27K+ 4.45% |
$23.5K - $25K
|
29.7K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.23K+ 3.1% |
$22.9K - $24.4K
|
41K
$779K
|