Purchases and Sales Made in Q2 2025 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
22.4M+ 199738.81% |
$381M - $445M
|
22.4M
$430M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.4K+ 724.15% |
$995K - $1.16M
|
66.5K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 46.44% |
$442K - $515K
|
81.8K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
13.5K+ 27.32% |
$229K - $268K
|
62.8K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.02K+ 11.77% |
$153K - $179K
|
85.6K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 11.32% |
$90.2K - $105K
|
52.1K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.15K+ 7.9% |
$87.7K - $102K
|
70.4K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.15K+ 12.8% |
$70.5K - $82.4K
|
36.5K
$701K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.29K+ 15.7% |
$38.9K - $45.4K
|
16.8K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.04K+ 1.94% |
$17.7K - $20.6K
|
54.6K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
720+ 3.03% |
$12.3K - $14.3K
|
24.5K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
620+ 1.36% |
$10.6K - $12.3K
|
46.3K
$889K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
510+ 2.19% |
$8.68K - $10.1K
|
23.8K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$5.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
149+ 1.33% |
$2.54K - $2.96K
|
11.4K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-416- 1.43% |
$7.08K - $8.27K
|
28.6K
$549K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.93K- 23.79% |
$152K - $177K
|
28.6K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.5K- 9.8% |
$248K - $289K
|
134K
$2.57M
|