Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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
Aug 07, 2025 Q2 2025
Americana Partners, LLC

Houston, TX
BUY
 -
9.9K
+ 16.37%
$168K - $197K
70.4K $1.27M
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
7.7K
+ 29.86%
$131K - $153K
33.5K $604K
Aug 14, 2025 Q2 2025
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
6.48K
New
$110K - $129K
6.48K $117K
Jul 22, 2025 Q2 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
3.45K
New
$58.7K - $68.6K
3.45K $62.3K
Aug 13, 2025 Q2 2025
Wealth Trust Axiom LLC

BUY
 -
1.68K
+ 9.35%
$28.6K - $33.4K
19.7K $355K
Aug 08, 2025 Q2 2025
Cfo4 Life Group, LLC

BUY
 -
1.3K
+ 7.09%
$22.1K - $25.8K
19.6K $354K
Jul 16, 2025 Q2 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.2K
+ 49.44%
$20.4K - $23.8K
3.62K $65.3K
Aug 05, 2025 Q2 2025
Dunhill Financial, LLC

London, X0
BUY
 -
510
New
$8.68K - $10.1K
510 $9.21K
Sep 04, 2025 Q2 2025
Ghe, LLC

BUY
 -
450
+ 2.69%
$7.66K - $8.94K
17.2K $310K
Aug 11, 2025 Q2 2025
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
304
New
$5.17K - $6.04K
304 $5.49K
Jul 07, 2025 Q2 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
300
New
$5.11K - $5.96K
300 $5.42K
Aug 14, 2025 Q2 2025
Wfa Of San Diego, LLC

BUY
 -
103
+ 3.15%
$1.75K - $2.05K
3.38K $60.9K
Jul 17, 2025 Q2 2025
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
24
+ 0.23%
$408 - $477
10.5K $190K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 13, 2025 Q1 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
142K
New
$2.63M - $2.85M
142K $2.57M
May 06, 2025 Q1 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
50K
New
$926K - $1M
50K $903K
May 09, 2025 Q1 2025
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
22.6K
New
$418K - $453K
22.6K $407K
Apr 29, 2025 Q1 2025
Planning Directions Inc

BUY
 -
20.4K
New
$377K - $408K
20.4K $368K
May 15, 2025 Q1 2025
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
18.1K
New
$335K - $363K
18.1K $327K
Apr 28, 2025 Q1 2025
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
13.6K
New
$252K - $273K
13.6K $245K
Apr 24, 2025 Q1 2025
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
13.4K
New
$247K - $268K
13.4K $241K
May 14, 2025 Q1 2025
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
11.4K
New
$210K - $228K
11.4K $205K
May 15, 2025 Q1 2025
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
10.8K
New
$199K - $216K
10.8K $195K
May 08, 2025 Q1 2025
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
10.4K
New
$192K - $208K
10.4K $187K
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
9.8K
+ 4.81%
$181K - $196K
213K $3.85M
Apr 16, 2025 Q1 2025
Dover Advisors, LLC

Richmond, VA
BUY
 -
5.89K
+ 47.89%
$109K - $118K
18.2K $328K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
5K
New
$92.6K - $100K
5K $90.3K
May 15, 2025 Q1 2025
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.61K
+ 84.99%
$66.9K - $72.4K
7.86K $142K
Apr 17, 2025 Q1 2025
Western Pacific Wealth Management, LP

BUY
 -
2K
New
$37K - $40.1K
2K $36.1K
May 15, 2025 Q1 2025
Fortress Private Ledger, LLC

Raleigh, NC
BUY
 -
1.67K
+ 5.84%
$30.9K - $33.5K
30.3K $547K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
1.5K
+ 5.06%
$27.7K - $30K
31.1K $561K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
1.25K
+ 21.43%
$23.1K - $25.1K
7.08K $128K
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
1K
+ 25.0%
$18.5K - $20.1K
5K $90.3K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
900
New
$16.7K - $18K
900 $16.2K
May 15, 2025 Q1 2025
Banque Transatlantique Sa

Paris, I0
BUY
 -
600
New
$11.1K - $12K
600 $10.8K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
500
New
$9.26K - $10K
500 $9.03K
Apr 22, 2025 Q1 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
450
New
$8.33K - $9.02K
450 $8.12K
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
300
New
$5.55K - $6.02K
300 $5.42K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

BUY
 -
175
+ 5.47%
$3.24K - $3.51K
3.38K $60.9K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
153
New
$2.83K - $3.07K
153 $2.76K
Apr 29, 2025 Q1 2025
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
109
+ 0.61%
$2.02K - $2.19K
18.1K $327K
Apr 01, 2025 Q1 2025
Massmutual Trust CO Fsb

BUY
 -
4
New
$74 - $80.2
4 $72.2
Q4 2024
Feb 12, 2025 Q4 2024
Anchor Capital Management Group Inc

Aliso Viejo, CA
BUY
 -
124K
New
$2.28M - $2.59M
124K $2.24M
Feb 14, 2025 Q4 2024
Readystate Asset Management LP

Chicago, IL
BUY
 -
80.7K
New
$1.48M - $1.68M
80.7K $1.46M
Feb 14, 2025 Q4 2024
Hrt Financial LP

New York, NY
BUY
 -
72.7K
New
$1.33M - $1.52M
72.7K $1.31M
Feb 12, 2025 Q4 2024
Landscape Capital Management, L.L.C.

BUY
 -
60.5K
New
$1.11M - $1.26M
60.5K $1.09M
Feb 13, 2025 Q4 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
59K
New
$1.08M - $1.23M
59K $1.06M
Jan 31, 2025 Q4 2024
Rye Brook Capital LLC

BUY
 -
51.3K
New
$941K - $1.07M
51.3K $927K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
45.5K
New
$835K - $949K
45.5K $822K

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