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 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.5K+ 2753.7% |
$505K - $574K
|
28.5K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.7K+ 25.1% |
$470K - $535K
|
128K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22KNew |
$403K - $458K
|
22K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
20.9K+ 89.52% |
$384K - $437K
|
44.4K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.4K+ 50.63% |
$373K - $425K
|
60.6K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
20KNew |
$367K - $417K
|
20K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.1K+ 15.5% |
$350K - $398K
|
142K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19K+ 161.62% |
$349K - $396K
|
30.8K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.2KNew |
$334K - $380K
|
18.2K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18K+ 51.75% |
$329K - $375K
|
52.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
17.7K+ 1.37% |
$325K - $370K
|
1.31M
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.9K+ 81.96% |
$309K - $351K
|
37.4K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.6KNew |
$305K - $347K
|
16.6K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.5K+ 42.31% |
$302K - $344K
|
55.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 8.23% |
$297K - $338K
|
213K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 18.82% |
$291K - $331K
|
100K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 16.88% |
$286K - $325K
|
108K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 7.57% |
$278K - $317K
|
216K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
15.1KNew |
$277K - $315K
|
15.1K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$275K - $313K
|
15K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 12.71% |
$272K - $309K
|
132K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 16.19% |
$266K - $303K
|
104K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.3K+ 114.16% |
$244K - $278K
|
25K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 18.71% |
$242K - $275K
|
83.6K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
13KNew |
$239K - $272K
|
13K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 93.48% |
$237K - $270K
|
26.8K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 83.39% |
$225K - $256K
|
27K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$225K - $256K
|
12.3K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 33.55% |
$224K - $255K
|
48.7K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.1KNew |
$222K - $252K
|
12.1K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11.9KNew |
$217K - $247K
|
11.9K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$213K - $242K
|
11.6K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.2KNew |
$205K - $233K
|
11.2K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
11K+ 20.22% |
$201K - $229K
|
65.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8KNew |
$198K - $225K
|
10.8K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
10.5KNew |
$192K - $219K
|
10.5K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$191K - $218K
|
10.4K
$204K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.2KNew |
$187K - $212K
|
10.2K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.2KNew |
$186K - $212K
|
10.2K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.1KNew |
$186K - $212K
|
10.1K
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.1KNew |
$186K - $211K
|
10.1K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 18.66% |
$185K - $210K
|
64K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.6K+ 622.36% |
$176K - $200K
|
11.1K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.42K+ 10.32% |
$154K - $176K
|
90K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.15KNew |
$149K - $170K
|
8.15K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.47K+ 68.8% |
$137K - $156K
|
18.3K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.08K+ 7.97% |
$130K - $148K
|
95.8K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7K+ 6.2% |
$128K - $146K
|
120K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.59K+ 12.39% |
$121K - $137K
|
59.7K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.53K+ 26.16% |
$120K - $136K
|
31.5K
$616K
|