Purchases and Sales Made in Q4 2024 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.09MNew |
$19.9M - $22.7M
|
1.09M
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
674K+ 399.52% |
$12.4M - $14M
|
842K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
560K+ 4.81% |
$10.3M - $11.7M
|
12.2M
$238M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
401KNew |
$7.34M - $8.35M
|
401K
$7.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338K+ 23.18% |
$6.2M - $7.05M
|
1.8M
$35.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 11.09% |
$5.31M - $6.04M
|
2.9M
$56.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
221K+ 8.44% |
$4.05M - $4.6M
|
2.84M
$55.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214K+ 1891.14% |
$3.92M - $4.45M
|
225K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
193KNew |
$3.53M - $4.02M
|
193K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
188KNew |
$3.45M - $3.92M
|
188K
$3.68M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
187KNew |
$3.43M - $3.9M
|
187K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
183K+ 254.78% |
$3.35M - $3.81M
|
255K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172K+ 1654.64% |
$3.15M - $3.59M
|
182K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133K+ 14.4% |
$2.44M - $2.78M
|
1.06M
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
124KNew |
$2.28M - $2.59M
|
124K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
113KNew |
$2.08M - $2.36M
|
113K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.8K+ 10.67% |
$1.72M - $1.95M
|
973K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
91.2K+ 241.7% |
$1.67M - $1.9M
|
129K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
84.1K+ 8.0% |
$1.54M - $1.75M
|
1.14M
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
80.7KNew |
$1.48M - $1.68M
|
80.7K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
80KNew |
$1.47M - $1.67M
|
80K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72.7KNew |
$1.33M - $1.52M
|
72.7K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72.2K+ 14.72% |
$1.32M - $1.51M
|
563K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
70.9KNew |
$1.3M - $1.48M
|
70.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
62K+ 4.47% |
$1.14M - $1.29M
|
1.45M
$28.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
60.5KNew |
$1.11M - $1.26M
|
60.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
60.4KNew |
$1.11M - $1.26M
|
60.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
59KNew |
$1.08M - $1.23M
|
59K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
51.3KNew |
$941K - $1.07M
|
51.3K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
48.6K+ 16.36% |
$891K - $1.01M
|
346K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.9K+ 5354.25% |
$877K - $998K
|
48.8K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 5.64% |
$847K - $963K
|
865K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.5KNew |
$835K - $949K
|
45.5K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44.4KNew |
$813K - $925K
|
44.4K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.1K+ 123.13% |
$808K - $919K
|
79.9K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.4K+ 6.88% |
$740K - $842K
|
627K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
39.8K+ 44.11% |
$729K - $829K
|
130K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39.5K+ 30.35% |
$724K - $824K
|
170K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9K+ 122.67% |
$713K - $812K
|
70.7K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 385.02% |
$681K - $775K
|
46.8K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.5KNew |
$670K - $762K
|
36.5K
$714K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.2K+ 6.68% |
$664K - $756K
|
579K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35.9KNew |
$658K - $748K
|
35.9K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.6K+ 26.08% |
$616K - $701K
|
163K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30.5K+ 3.16% |
$558K - $635K
|
995K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 14.21% |
$551K - $627K
|
242K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9KNew |
$548K - $623K
|
29.9K
$585K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.2K+ 9.46% |
$536K - $610K
|
338K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
28.6KNew |
$525K - $597K
|
28.6K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.6KNew |
$525K - $597K
|
28.6K
$560K
|