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 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.16K+ 4.59% |
$21.6K - $23K
|
26.5K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 1.67% |
$19.8K - $21.1K
|
64.7K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 5.68% |
$18.6K - $19.8K
|
18.6K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 7.69% |
$18.6K - $19.8K
|
14K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1K+ 50.0% |
$18.6K - $19.8K
|
3K
$57K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
821+ 1.65% |
$15.3K - $16.2K
|
50.5K
$960K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
782New |
$14.5K - $15.5K
|
782
$14.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
748+ 1.49% |
$13.9K - $14.8K
|
51K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600New |
$11.1K - $11.9K
|
600
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
589+ 3.88% |
$10.9K - $11.6K
|
15.8K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
577+ 1.6% |
$10.7K - $11.4K
|
36.7K
$697K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
501+ 3.48% |
$9.31K - $9.9K
|
14.9K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
493+ 24.56% |
$9.16K - $9.74K
|
2.5K
$47.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
475New |
$8.83K - $9.39K
|
475
$9.03K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
457+ 1.72% |
$8.49K - $9.03K
|
27K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
387+ 1.11% |
$7.19K - $7.65K
|
35.2K
$669K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
383+ 3.13% |
$7.12K - $7.57K
|
12.6K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
378+ 1.29% |
$7.02K - $7.47K
|
29.7K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
375+ 2.39% |
$6.97K - $7.41K
|
16K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
360+ 2.03% |
$6.69K - $7.11K
|
18.1K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
339+ 1.49% |
$6.3K - $6.7K
|
23.1K
$439K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
334+ 2.17% |
$6.21K - $6.6K
|
15.7K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
311+ 3.66% |
$5.78K - $6.15K
|
8.81K
$167K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
272New |
$5.05K - $5.37K
|
272
$5.17K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
250New |
$4.65K - $4.94K
|
250
$4.75K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200+ 15.52% |
$3.72K - $3.95K
|
1.49K
$28.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
175+ 1.75% |
$3.25K - $3.46K
|
10.2K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160+ 1.11% |
$2.97K - $3.16K
|
14.5K
$276K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 1.2% |
$2.38K - $2.53K
|
10.8K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
128New |
$2.38K - $2.53K
|
128
$2.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
120+ 1.04% |
$2.23K - $2.37K
|
11.7K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
113+ 0.59% |
$2.1K - $2.23K
|
19.4K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
102+ 1.21% |
$1.9K - $2.02K
|
8.5K
$162K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
99+ 0.56% |
$1.84K - $1.96K
|
17.8K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.06% |
$1.36K - $1.44K
|
115K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67New |
$1.24K - $1.32K
|
67
$1.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61New |
$1.13K - $1.21K
|
61
$1.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
53+ 3.46% |
$985 - $1.05K
|
1.59K
$30.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
35+ 0.21% |
$650 - $692
|
17K
$323K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 1.67% |
$613 - $652
|
2.01K
$38.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.22% |
$557 - $593
|
13.4K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29+ 0.16% |
$539 - $573
|
18K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.76% |
$464 - $494
|
3.32K
$63.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
14+ 0.09% |
$260 - $277
|
16.3K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8New |
$149 - $158
|
8
$152
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$74.3 - $79
|
4
$76
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-15- 0.11% |
$279 - $296
|
13K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-169- 0.57% |
$3.14K - $3.34K
|
29.6K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-200- 0.35% |
$3.72K - $3.95K
|
56.2K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-272- 99.63% |
$5.05K - $5.37K
|
1
$19
|