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 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
325+ 3.69% |
$6.08K - $6.58K
|
9.13K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 3.21% |
$5.61K - $6.08K
|
9.64K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 12.0% |
$5.61K - $6.08K
|
2.8K
$53.9K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
262+ 0.71% |
$4.9K - $5.31K
|
37.2K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
242+ 0.27% |
$4.53K - $4.9K
|
89.6K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 1.08% |
$3.95K - $4.27K
|
19.7K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
210+ 2.5% |
$3.93K - $4.25K
|
8.61K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204New |
$3.81K - $4.13K
|
204
$3.93K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
187+ 2.61% |
$3.5K - $3.79K
|
7.34K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
184New |
$3.44K - $3.73K
|
184
$3.54K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
180New |
$3.37K - $3.65K
|
180
$3.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135+ 1.25% |
$2.52K - $2.73K
|
10.9K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 1.26% |
$2.39K - $2.59K
|
10.3K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.07% |
$2.34K - $2.53K
|
11.8K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
118+ 0.61% |
$2.21K - $2.39K
|
19.5K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 0.65% |
$2.19K - $2.37K
|
18.2K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 0.57% |
$1.91K - $2.07K
|
17.9K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
100+ 0.83% |
$1.87K - $2.03K
|
12.1K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
74+ 0.44% |
$1.38K - $1.5K
|
16.8K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 3.53% |
$1.05K - $1.13K
|
1.64K
$31.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43+ 0.38% |
$804 - $871
|
11.5K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36+ 1.79% |
$673 - $729
|
2.05K
$39.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 3.69% |
$655 - $709
|
983
$18.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.12% |
$617 - $668
|
27.4K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.24% |
$598 - $648
|
13.5K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 3.45% |
$505 - $547
|
809
$15.6K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
25New |
$468 - $506
|
25
$481
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$411 - $446
|
22
$424
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.02% |
$355 - $385
|
88.2K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.02% |
$187 - $203
|
43.2K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$18.7 - $20.3
|
8.47K
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17- 0.09% |
$318 - $344
|
18K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-50- 1.5% |
$935 - $1.01K
|
3.27K
$63K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-100- 0.02% |
$1.87K - $2.03K
|
534K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-102- 1.2% |
$1.91K - $2.07K
|
8.4K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-150- 0.92% |
$2.81K - $3.04K
|
16.1K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.74% |
$4.1K - $4.43K
|
29.4K
$566K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 4.48% |
$8.13K - $8.81K
|
9.27K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-465- 2.74% |
$8.7K - $9.42K
|
16.5K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 2.37% |
$9.35K - $10.1K
|
20.6K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-752- 5.95% |
$14.1K - $15.2K
|
11.9K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 33.33% |
$18.7K - $20.3K
|
2K
$38.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.15K- 9.39% |
$21.4K - $23.2K
|
11.1K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.21K- 4.35% |
$22.5K - $24.4K
|
26.5K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.25K- 1.79% |
$23.4K - $25.3K
|
68.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.37K- 0.53% |
$25.7K - $27.8K
|
258K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.41K- 10.81% |
$26.4K - $28.6K
|
11.6K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.41K- 0.8% |
$26.4K - $28.6K
|
175K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 9.34% |
$26.7K - $28.9K
|
13.9K
$267K
|