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 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.11K+ 20.83% |
$58.1K - $62.9K
|
18K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 3.15% |
$52.8K - $57.2K
|
92.4K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 17.58% |
$50.7K - $54.9K
|
18.1K
$344K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.55K+ 93.41% |
$47.7K - $51.6K
|
5.28K
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55K+ 14.62% |
$47.6K - $51.6K
|
20K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.42K+ 2.7% |
$45.3K - $49K
|
92.1K
$1.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.35K+ 20.43% |
$44K - $47.6K
|
13.9K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 29.69% |
$43.8K - $47.4K
|
10.2K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.33K+ 12.76% |
$43.5K - $47.1K
|
20.6K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.33K+ 29.12% |
$43.5K - $47.1K
|
10.3K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32K+ 13.79% |
$43.4K - $47K
|
19.1K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3K+ 5.65% |
$43K - $46.5K
|
42.9K
$816K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 6.43% |
$42.4K - $45.9K
|
37.6K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.26K+ 8.52% |
$42.2K - $45.7K
|
28.7K
$546K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.18K+ 12.47% |
$40.7K - $44.1K
|
19.6K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$38.2K - $41.4K
|
2.04K
$38.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 2.39% |
$37.4K - $40.5K
|
85.6K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.99K+ 22.3% |
$37.2K - $40.2K
|
10.9K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 13.43% |
$35.3K - $38.2K
|
15.9K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.88K+ 2.7% |
$35.1K - $38K
|
71.2K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$28.9K - $31.2K
|
1.54K
$29.3K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 1.02% |
$28.1K - $30.4K
|
148K
$2.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.45KNew |
$27.1K - $29.4K
|
1.45K
$27.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.41K+ 5.25% |
$26.4K - $28.6K
|
28.3K
$537K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 3145.24% |
$24.7K - $26.8K
|
1.36K
$25.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 53.48% |
$24K - $26K
|
3.68K
$70K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 2.19% |
$21.6K - $23.4K
|
54K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.11K+ 4.51% |
$20.7K - $22.4K
|
25.6K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.02K+ 1.97% |
$19.1K - $20.6K
|
52.7K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 33.33% |
$18.7K - $20.3K
|
4K
$76K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
992+ 12400.0% |
$18.6K - $20.1K
|
1K
$19K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
950+ 6.12% |
$17.8K - $19.2K
|
16.5K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
945+ 0.84% |
$17.7K - $19.1K
|
113K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
860+ 8.6% |
$16.1K - $17.4K
|
10.9K
$206K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
800+ 50.0% |
$15K - $16.2K
|
2.4K
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
787+ 5.81% |
$14.7K - $15.9K
|
14.3K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
776+ 1.89% |
$14.5K - $15.7K
|
41.8K
$794K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
764+ 4.38% |
$14.3K - $15.5K
|
18.2K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
743+ 2.5% |
$13.9K - $15K
|
30.4K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
620New |
$11.6K - $12.6K
|
620
$11.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
619+ 4.26% |
$11.6K - $12.5K
|
15.2K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
555+ 1.47% |
$10.4K - $11.2K
|
38.2K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
512+ 0.28% |
$9.57K - $10.4K
|
181K
$3.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500+ 13.3% |
$9.35K - $10.1K
|
4.26K
$80.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$9.29K - $10.1K
|
67.1K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
476+ 0.83% |
$8.9K - $9.64K
|
57.5K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
471+ 0.53% |
$8.81K - $9.54K
|
90K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
412New |
$7.7K - $8.34K
|
412
$7.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
388+ 0.76% |
$7.26K - $7.86K
|
51.3K
$975K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
327New |
$6.11K - $6.62K
|
327
$6.21K
|