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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
48.6K+ 16.36% |
$891K - $1.01M
|
346K
$6.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 385.02% |
$681K - $775K
|
46.8K
$890K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.2K+ 9.46% |
$536K - $610K
|
338K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.2KNew |
$186K - $212K
|
10.2K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.1KNew |
$186K - $211K
|
10.1K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.59K+ 12.39% |
$121K - $137K
|
59.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 9.54% |
$116K - $131K
|
72.4K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 1.55% |
$92.4K - $105K
|
330K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.09K+ 14.78% |
$74.9K - $85.2K
|
31.8K
$603K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.67K+ 17.92% |
$67.3K - $76.5K
|
24.2K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.51K+ 21.53% |
$64.3K - $73.2K
|
19.8K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 4.38% |
$44K - $50.1K
|
57.2K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23K+ 12.4% |
$40.8K - $46.4K
|
20.2K
$383K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2KNew |
$36.7K - $41.7K
|
2K
$38K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$32.7K - $37.2K
|
168K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
750New |
$13.7K - $15.6K
|
750
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
716+ 3.97% |
$13.1K - $14.9K
|
18.7K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
530+ 85.48% |
$9.71K - $11.1K
|
1.15K
$21.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
400+ 14.29% |
$7.33K - $8.34K
|
3.2K
$60.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
319+ 0.6% |
$5.85K - $6.65K
|
53.1K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
84+ 0.33% |
$1.54K - $1.75K
|
25.7K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
57+ 0.47% |
$1.04K - $1.19K
|
12.1K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 7.5% |
$550 - $626
|
430
$8.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-307- 1.79% |
$5.63K - $6.4K
|
16.8K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$15.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-447- 1.58% |
$8.19K - $9.32K
|
27.8K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 3.85% |
$21.5K - $24.4K
|
29.2K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.19% |
$28.8K - $32.8K
|
36K
$684K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.8K- 13.22% |
$69.7K - $79.2K
|
24.9K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$62.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.97K- 14.99% |
$72.7K - $82.7K
|
22.5K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-16.7K- 9.51% |
$306K - $348K
|
159K
$3.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-258K- 92.7% |
$4.73M - $5.38M
|
20.3K
$386K
|