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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.5K- 43.34% |
$412K - $469K
|
29.4K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28.9K- 4.77% |
$529K - $602K
|
576K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30.7K- 25.88% |
$562K - $639K
|
87.8K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-31.8K- 99.45% |
$583K - $663K
|
175
$3.36K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-34.9K- 86.3% |
$639K - $727K
|
5.53K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38.8K- 43.26% |
$711K - $808K
|
50.9K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.2K- 17.52% |
$829K - $943K
|
213K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-46.6K- 98.12% |
$853K - $971K
|
894
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-50.4K- 39.65% |
$924K - $1.05M
|
76.8K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-52.4K- 9.81% |
$961K - $1.09M
|
482K
$9.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63K- 24.62% |
$1.16M - $1.31M
|
193K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-64K- 7.35% |
$1.17M - $1.34M
|
807K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-67.4K- 57.35% |
$1.24M - $1.41M
|
50.1K
$961K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.9K- 6.83% |
$1.26M - $1.44M
|
940K
$18M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-75.1K- 84.72% |
$1.38M - $1.57M
|
13.6K
$260K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 11.32% |
$2.45M - $2.79M
|
1.05M
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-139K- 43.1% |
$2.54M - $2.89M
|
183K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-194K- 16.2% |
$3.55M - $4.04M
|
1M
$19.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-258K- 92.7% |
$4.73M - $5.38M
|
20.3K
$389K
|