Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
3.38MNew |
$63.7M - $67.8M
|
3.38M
$61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
771K+ 6.14% |
$14.5M - $15.5M
|
13.3M
$241M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
745K+ 17.82% |
$14M - $14.9M
|
4.92M
$88.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
286K+ 23.17% |
$5.4M - $5.75M
|
1.52M
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
212K+ 122.56% |
$3.99M - $4.25M
|
384K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 13.55% |
$3.02M - $3.21M
|
1.34M
$24.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
153KNew |
$2.89M - $3.07M
|
153K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 79.28% |
$2.21M - $2.35M
|
265K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 11.17% |
$2.07M - $2.2M
|
1.09M
$19.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 19.12% |
$1.93M - $2.05M
|
637K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
94.2K+ 8.01% |
$1.78M - $1.89M
|
1.27M
$22.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
90.7KNew |
$1.71M - $1.82M
|
90.7K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.5K+ 6.05% |
$1.69M - $1.8M
|
1.57M
$28.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
85.2K+ 13.45% |
$1.61M - $1.71M
|
718K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76.6K+ 170.24% |
$1.44M - $1.54M
|
122K
$2.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
69.7KNew |
$1.31M - $1.4M
|
69.7K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.2K+ 19.54% |
$1.27M - $1.35M
|
411K
$7.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.6K+ 6.54% |
$1.22M - $1.3M
|
1.05M
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
64.5KNew |
$1.22M - $1.3M
|
64.5K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63.1KNew |
$1.19M - $1.27M
|
63.1K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
51.9K+ 6.56% |
$979K - $1.04M
|
844K
$15.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50.1K+ 64.64% |
$945K - $1.01M
|
128K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.3K+ 13.71% |
$911K - $970K
|
401K
$7.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
46.6K+ 287.94% |
$878K - $935K
|
62.7K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
41.9KNew |
$789K - $840K
|
41.9K
$756K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39K+ 16.77% |
$734K - $782K
|
271K
$4.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
38.9K+ 2.26% |
$733K - $780K
|
1.76M
$31.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36.7KNew |
$692K - $737K
|
36.7K
$663K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
35.6K+ 30.14% |
$672K - $715K
|
154K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
35.4K+ 301.02% |
$667K - $710K
|
47.2K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34.7K+ 16.56% |
$654K - $696K
|
244K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34.4KNew |
$648K - $690K
|
34.4K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
33.7K+ 30.23% |
$634K - $675K
|
145K
$2.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32.6K+ 2.36% |
$614K - $654K
|
1.42M
$25.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.5KNew |
$595K - $633K
|
31.5K
$569K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.7K+ 46.18% |
$579K - $616K
|
97.2K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.8K+ 77.56% |
$562K - $598K
|
68.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.7K+ 2603.95% |
$522K - $556K
|
28.7K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4K+ 131.53% |
$516K - $549K
|
48.2K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27.1K+ 12.06% |
$511K - $545K
|
252K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.6K+ 18.26% |
$464K - $494K
|
159K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
24.4K+ 16.27% |
$459K - $489K
|
174K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 225.8% |
$458K - $488K
|
35.1K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 58.77% |
$437K - $465K
|
62.6K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.6K+ 117.34% |
$408K - $434K
|
40.1K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21.6K+ 75.55% |
$407K - $434K
|
50.2K
$907K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.6KNew |
$388K - $413K
|
20.6K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
20KNew |
$377K - $402K
|
20K
$361K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 80.11% |
$374K - $399K
|
44.7K
$806K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.6KNew |
$351K - $373K
|
18.6K
$336K
|
|