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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
183K+ 254.78% |
$3.35M - $3.81M
|
255K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
84.1K+ 8.0% |
$1.54M - $1.75M
|
1.14M
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
48.6K+ 16.36% |
$891K - $1.01M
|
346K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39.5K+ 30.35% |
$724K - $824K
|
170K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 385.02% |
$681K - $775K
|
46.8K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.2K+ 9.46% |
$536K - $610K
|
338K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.2KNew |
$334K - $380K
|
18.2K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.6KNew |
$305K - $347K
|
16.6K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 18.82% |
$291K - $331K
|
100K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 7.57% |
$278K - $317K
|
216K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 12.71% |
$272K - $309K
|
132K
$2.5M
|
|
|
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
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.42K+ 10.32% |
$154K - $176K
|
90K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7K+ 6.2% |
$128K - $146K
|
120K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.44K+ 7.32% |
$118K - $134K
|
94.4K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 9.54% |
$116K - $131K
|
72.4K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$101K - $115K
|
5.5K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 1.55% |
$92.4K - $105K
|
330K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.09K+ 14.78% |
$74.9K - $85.2K
|
31.8K
$604K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.67K+ 17.92% |
$67.3K - $76.5K
|
24.2K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.51K+ 21.53% |
$64.3K - $73.2K
|
19.8K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 25.41% |
$47.7K - $54.2K
|
12.8K
$244K
|
|
|
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
$384K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2KNew |
$36.7K - $41.7K
|
2K
$38.1K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.99K+ 5.35% |
$36.5K - $41.5K
|
39.2K
$746K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$32.7K - $37.2K
|
168K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.45% |
$30.9K - $35.2K
|
21.6K
$412K
|
|
|
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
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
601+ 61.14% |
$11K - $12.5K
|
1.58K
$30.1K
|
|
|
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
$60.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
359+ 4.89% |
$6.58K - $7.49K
|
7.7K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
327+ 3.58% |
$5.99K - $6.82K
|
9.46K
$180K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
319+ 0.6% |
$5.85K - $6.65K
|
53.1K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86+ 5.24% |
$1.58K - $1.79K
|
1.73K
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
84+ 0.33% |
$1.54K - $1.75K
|
25.7K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
57+ 0.47% |
$1.04K - $1.19K
|
12.1K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.71% |
$642 - $730
|
2.08K
$39.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 7.5% |
$550 - $626
|
430
$8.18K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
364K+ 64.93% |
$6.8M - $7.37M
|
924K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200K+ 640.5% |
$3.73M - $4.04M
|
231K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 18.86% |
$3.55M - $3.84M
|
1.2M
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 1.45% |
$3.12M - $3.38M
|
11.6M
$221M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.52% |
$2.5M - $2.71M
|
819K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117K+ 84.18% |
$2.19M - $2.37M
|
256K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109K+ 12.73% |
$2.04M - $2.21M
|
965K
$18.4M
|
|