Purchases and Sales Made in Q3 2024 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
694KNew |
$13M - $14.1M
|
694K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
364K+ 64.93% |
$6.8M - $7.37M
|
924K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
297KNew |
$5.55M - $6.01M
|
297K
$5.64M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
262K+ 1633.58% |
$4.9M - $5.31M
|
278K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200K+ 640.5% |
$3.73M - $4.04M
|
231K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 18.86% |
$3.55M - $3.84M
|
1.2M
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 1.45% |
$3.12M - $3.38M
|
11.6M
$221M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.52% |
$2.5M - $2.71M
|
819K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117K+ 84.18% |
$2.19M - $2.37M
|
256K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109K+ 12.73% |
$2.04M - $2.21M
|
965K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 13.95% |
$2.01M - $2.18M
|
879K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
99.1KNew |
$1.85M - $2.01M
|
99.1K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.9K+ 15.45% |
$1.85M - $2M
|
739K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
98.4K+ 10.31% |
$1.84M - $1.99M
|
1.05M
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
96.1K+ 7.45% |
$1.8M - $1.95M
|
1.39M
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90.1KNew |
$1.69M - $1.83M
|
90.1K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.9K+ 9.66% |
$1.66M - $1.8M
|
1.01M
$19.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
88KNew |
$1.64M - $1.78M
|
88K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
84.5KNew |
$1.58M - $1.71M
|
84.5K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.5K+ 3.22% |
$1.52M - $1.65M
|
2.61M
$49.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.4KNew |
$1.26M - $1.36M
|
67.4K
$1.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.8KNew |
$1.14M - $1.23M
|
60.8K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
53.2KNew |
$994K - $1.08M
|
53.2K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.9K+ 11.84% |
$971K - $1.05M
|
490K
$9.32M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 18.61% |
$846K - $916K
|
288K
$5.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
40.2KNew |
$752K - $815K
|
40.2K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.5KNew |
$739K - $800K
|
39.5K
$751K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38.1K+ 48.48% |
$713K - $772K
|
117K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38K+ 41.27% |
$711K - $770K
|
130K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
37.8KNew |
$706K - $764K
|
37.8K
$717K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
37.5KNew |
$702K - $760K
|
37.5K
$713K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5KNew |
$683K - $739K
|
36.5K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
35.8K+ 43.83% |
$670K - $725K
|
118K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$660K - $715K
|
35.3K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
34.8K+ 235.11% |
$651K - $705K
|
49.7K
$943K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32KNew |
$598K - $647K
|
32K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
30.9K+ 55.01% |
$579K - $627K
|
87.2K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.6KNew |
$572K - $620K
|
30.6K
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 5.41% |
$563K - $610K
|
587K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28K+ 45.47% |
$525K - $568K
|
89.7K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
27.5K+ 50.77% |
$514K - $556K
|
81.5K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
24.7K+ 53.61% |
$462K - $500K
|
70.8K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
24.6KNew |
$460K - $498K
|
24.6K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24KNew |
$450K - $487K
|
24K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
24K+ 55.47% |
$448K - $486K
|
67.2K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
24K+ 37.08% |
$448K - $485K
|
88.6K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.6K+ 26.88% |
$385K - $417K
|
97.2K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.5KNew |
$383K - $415K
|
20.5K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.6K+ 55.81% |
$347K - $376K
|
51.9K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7KNew |
$313K - $339K
|
16.7K
$318K
|