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 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
347K+ 185.59% |
$6.25M - $6.9M
|
533K
$9.63M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59.1K+ 36.03% |
$1.07M - $1.18M
|
223K
$4.03M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.4KNew |
$856K - $944K
|
47.4K
$856K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46.2K+ 10.86% |
$834K - $921K
|
472K
$8.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36.8K+ 2.6% |
$663K - $732K
|
1.45M
$26.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
36.4KNew |
$656K - $724K
|
36.4K
$657K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.9K+ 11.92% |
$394K - $435K
|
205K
$3.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 26.95% |
$352K - $388K
|
91.9K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$345K - $381K
|
19.2K
$346K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
13.9K+ 100.0% |
$251K - $277K
|
27.8K
$502K
|
|
|
Jan 23, 2026
Q4 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.67K+ 3.77% |
$120K - $133K
|
184K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.77K+ 18.66% |
$86K - $94.9K
|
30.3K
$547K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.67K+ 3.82% |
$66.1K - $73K
|
99.7K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.78K+ 13.35% |
$50.1K - $55.3K
|
23.6K
$426K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.74K+ 7.41% |
$49.3K - $54.5K
|
39.7K
$716K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.61K+ 6.11% |
$47.1K - $51.9K
|
45.3K
$818K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.16K+ 40.93% |
$38.9K - $43K
|
7.43K
$134K
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 1.44% |
$33.6K - $37K
|
131K
$2.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.05% |
$28.2K - $31.1K
|
52.8K
$954K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.33K+ 7.39% |
$24K - $26.5K
|
19.3K
$349K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.25K+ 3.59% |
$22.5K - $24.9K
|
36.1K
$651K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
894New |
$16.1K - $17.8K
|
894
$16.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
750+ 5.54% |
$13.5K - $14.9K
|
14.3K
$258K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
545+ 5.03% |
$9.83K - $10.9K
|
11.4K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436+ 31.23% |
$7.87K - $8.68K
|
1.83K
$33.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
375+ 3.57% |
$6.77K - $7.47K
|
10.9K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
235+ 0.77% |
$4.24K - $4.68K
|
30.8K
$556K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
225New |
$4.06K - $4.48K
|
225
$4.06K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.95% |
$2.71K - $2.99K
|
16K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
92+ 0.39% |
$1.66K - $1.83K
|
23.6K
$426K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 3.36% |
$162 - $179
|
277
$5K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2+ 3.17% |
$36.1 - $39.8
|
65
$1.17K
|
|
| Q3 2025 | |||||||
|
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
|
|
|
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
|
|