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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500+ 13.3% |
$9.35K - $10.1K
|
4.26K
$81.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$9.29K - $10.1K
|
67.1K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
476+ 0.83% |
$8.9K - $9.64K
|
57.5K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
471+ 0.53% |
$8.81K - $9.54K
|
90K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
412New |
$7.7K - $8.34K
|
412
$7.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
388+ 0.76% |
$7.26K - $7.86K
|
51.3K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
327New |
$6.11K - $6.62K
|
327
$6.22K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 3.21% |
$5.61K - $6.08K
|
9.64K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
242+ 0.27% |
$4.53K - $4.9K
|
89.6K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
210+ 2.5% |
$3.93K - $4.25K
|
8.61K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204New |
$3.81K - $4.13K
|
204
$3.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
184New |
$3.44K - $3.73K
|
184
$3.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 1.26% |
$2.39K - $2.59K
|
10.3K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.07% |
$2.34K - $2.53K
|
11.8K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
118+ 0.61% |
$2.21K - $2.39K
|
19.5K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 0.65% |
$2.19K - $2.37K
|
18.2K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 0.57% |
$1.91K - $2.07K
|
17.9K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
100+ 0.83% |
$1.87K - $2.03K
|
12.1K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
74+ 0.44% |
$1.38K - $1.5K
|
16.8K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43+ 0.38% |
$804 - $871
|
11.5K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.12% |
$617 - $668
|
27.4K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.24% |
$598 - $648
|
13.5K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 3.45% |
$505 - $547
|
809
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
25New |
$468 - $506
|
25
$476
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$411 - $446
|
22
$419
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.02% |
$355 - $385
|
88.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.02% |
$187 - $203
|
43.2K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$18.7 - $20.3
|
8.47K
$161K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
360KNew |
$6.68M - $7.11M
|
360K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.5KNew |
$1.01M - $1.08M
|
54.5K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53.1K+ 21.71% |
$987K - $1.05M
|
298K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$412K - $438K
|
22.2K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.1K+ 2.27% |
$355K - $377K
|
860K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13KNew |
$241K - $256K
|
13K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
12.7KNew |
$236K - $251K
|
12.7K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$222K - $236K
|
11.9K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8K+ 73.48% |
$149K - $158K
|
18.9K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.72K+ 51.27% |
$106K - $113K
|
16.9K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5K+ 149.08% |
$92.9K - $98.8K
|
8.35K
$159K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.7K - $59.3K
|
3K
$57.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.64KNew |
$30.4K - $32.3K
|
1.64K
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 7.69% |
$18.6K - $19.8K
|
14K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 5.68% |
$18.6K - $19.8K
|
18.6K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600New |
$11.1K - $11.9K
|
600
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
589+ 3.88% |
$10.9K - $11.6K
|
15.8K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
475New |
$8.83K - $9.39K
|
475
$9.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
387+ 1.11% |
$7.19K - $7.65K
|
35.2K
$670K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
272New |
$5.05K - $5.37K
|
272
$5.18K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
250New |
$4.65K - $4.94K
|
250
$4.76K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200+ 15.52% |
$3.72K - $3.95K
|
1.49K
$28.3K
|
|