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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
550New |
$10.4K - $11K
|
550
$9.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
530New |
$9.99K - $10.6K
|
530
$9.57K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
516+ 0.54% |
$9.73K - $10.4K
|
95.6K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
507+ 4.95% |
$9.56K - $10.2K
|
10.8K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
472+ 2.84% |
$8.9K - $9.47K
|
17.1K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
457+ 2.37% |
$8.61K - $9.17K
|
19.8K
$357K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
395+ 3.06% |
$7.45K - $7.93K
|
13.3K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
354+ 0.18% |
$6.67K - $7.1K
|
199K
$3.59M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
352+ 3.47% |
$6.64K - $7.06K
|
10.5K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
334+ 0.97% |
$6.3K - $6.7K
|
34.8K
$628K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
316+ 1.28% |
$5.96K - $6.34K
|
24.9K
$450K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
275New |
$5.18K - $5.52K
|
275
$4.96K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
267+ 0.97% |
$5.03K - $5.36K
|
27.8K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
261+ 23.0% |
$4.92K - $5.24K
|
1.4K
$25.2K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
260New |
$4.9K - $5.22K
|
260
$4.69K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
251+ 0.77% |
$4.73K - $5.04K
|
32.7K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
212+ 1.41% |
$4K - $4.25K
|
15.3K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
205+ 0.71% |
$3.86K - $4.11K
|
29.1K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
200New |
$3.77K - $4.01K
|
200
$3.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
187+ 1.82% |
$3.52K - $3.75K
|
10.5K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182+ 0.01% |
$3.43K - $3.65K
|
1.29M
$23.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
177+ 3.0% |
$3.34K - $3.55K
|
6.07K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 1.34% |
$2.87K - $3.05K
|
11.5K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
135+ 0.79% |
$2.54K - $2.71K
|
17.3K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
108+ 0.24% |
$2.04K - $2.17K
|
44.6K
$804K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$1.89K - $2.01K
|
100
$1.81K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
91+ 0.65% |
$1.72K - $1.83K
|
14.1K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
83+ 0.55% |
$1.56K - $1.67K
|
15.1K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
71+ 0.53% |
$1.34K - $1.42K
|
13.5K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
58+ 0.05% |
$1.09K - $1.16K
|
113K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
52+ 0.43% |
$980 - $1.04K
|
12.3K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 0.16% |
$886 - $943
|
28.7K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
31+ 0.26% |
$584 - $622
|
11.9K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24+ 0.13% |
$452 - $482
|
18.5K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
16+ 0.1% |
$302 - $321
|
16.2K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
16+ 0.07% |
$302 - $321
|
22.9K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 3.47% |
$170 - $181
|
268
$4.84K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$151 - $161
|
8
$144
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$37.7 - $40.1
|
8.47K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.0% |
$18.9 - $20.1
|
45.8K
$827K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.3K+ 4.17% |
$873K - $1.02M
|
1.28M
$23.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.8KNew |
$541K - $631K
|
31.8K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
23.2KNew |
$394K - $460K
|
23.2K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6KNew |
$385K - $449K
|
22.6K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
20.7KNew |
$353K - $412K
|
20.7K
$374K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.5KNew |
$331K - $387K
|
19.5K
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
15.8KNew |
$270K - $315K
|
15.8K
$286K
|
|