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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.02K+ 11.82% |
$56.9K - $60.6K
|
28.6K
$515K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.01K+ 19.06% |
$56.8K - $60.4K
|
18.8K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3KNew |
$56.6K - $60.2K
|
3K
$54.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3KNew |
$56.6K - $60.2K
|
3K
$54.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.93K+ 5.87% |
$55.2K - $58.8K
|
52.8K
$953K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.91K+ 20.63% |
$54.9K - $58.4K
|
17K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.73KNew |
$51.5K - $54.9K
|
2.73K
$49.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 3.2% |
$50.8K - $54.1K
|
87K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 23.85% |
$46.2K - $49.2K
|
12.7K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.33K+ 21.86% |
$43.9K - $46.8K
|
13K
$235K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.3K+ 21.01% |
$43.4K - $46.2K
|
13.2K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 5.09% |
$40.5K - $43.1K
|
44.3K
$800K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 1.16% |
$39.5K - $42K
|
183K
$3.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.05K+ 4.24% |
$38.7K - $41.2K
|
50.5K
$911K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.01K+ 2.85% |
$37.8K - $40.2K
|
72.4K
$1.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.97K+ 7.87% |
$37K - $39.4K
|
26.9K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 1.33% |
$36.2K - $38.6K
|
146K
$2.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.75K+ 13.7% |
$32.9K - $35.1K
|
14.5K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.69K+ 6.1% |
$31.8K - $33.8K
|
29.3K
$529K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.64K+ 14.23% |
$30.9K - $32.9K
|
13.2K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 5.47% |
$30.8K - $32.8K
|
31.5K
$569K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 8.75% |
$30.6K - $32.6K
|
20.2K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.54K+ 4.11% |
$29K - $30.8K
|
38.9K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.51K+ 8.75% |
$28.5K - $30.4K
|
18.8K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.5K+ 6.24% |
$28.3K - $30.1K
|
25.5K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.78% |
$27.5K - $29.3K
|
54K
$974K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.41K+ 0.44% |
$26.7K - $28.4K
|
323K
$5.84M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 5.48% |
$26.3K - $28K
|
26.8K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.46% |
$25.1K - $26.7K
|
55.6K
$1M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 0.75% |
$24.9K - $26.5K
|
178K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.31K+ 147.3% |
$24.7K - $26.3K
|
2.2K
$39.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.29KNew |
$24.3K - $25.9K
|
1.29K
$23.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.27K+ 3.57% |
$24K - $25.6K
|
37K
$668K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.27K+ 2.33% |
$24K - $25.5K
|
55.9K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.22K+ 2.63% |
$22.9K - $24.4K
|
47.6K
$858K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.2K+ 3.35% |
$22.5K - $24K
|
36.9K
$667K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.19K+ 29.09% |
$22.4K - $23.8K
|
5.27K
$95.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.16K+ 6.88% |
$21.8K - $23.3K
|
18K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.41% |
$21.5K - $22.9K
|
27K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 4.95% |
$20.7K - $22.1K
|
23.3K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 0.78% |
$19.6K - $20.9K
|
135K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
923+ 8.08% |
$17.4K - $18.5K
|
12.4K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
810+ 2.22% |
$15.3K - $16.3K
|
37.3K
$674K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
802+ 11.05% |
$15.1K - $16.1K
|
8.06K
$145K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
790+ 6.4% |
$14.9K - $15.9K
|
13.1K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
747+ 2.43% |
$14.1K - $15K
|
31.5K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
680+ 0.35% |
$12.8K - $13.6K
|
194K
$3.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
630+ 3.12% |
$11.9K - $12.6K
|
20.8K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
630New |
$11.9K - $12.6K
|
630
$11.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
575+ 3.27% |
$10.8K - $11.5K
|
18.2K
$328K
|
|