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
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
1K
+ 5.68%
$18.6K - $19.8K
18.6K $336K
Aug 14, 2024 Q2 2024
Bramshill Investments, LLC

Naples, FL
BUY
 -
600
New
$11.1K - $11.9K
600 $10.8K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
387
+ 1.11%
$7.19K - $7.65K
35.2K $635K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
272
New
$5.05K - $5.37K
272 $4.91K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
200
+ 15.52%
$3.72K - $3.95K
1.49K $26.9K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
128
New
$2.38K - $2.53K
128 $2.31K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
61
New
$1.13K - $1.21K
61 $1.1K
Q1 2024
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
181K
New
$3.29M - $3.55M
181K $3.28M
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
54.6K
New
$990K - $1.07M
54.6K $986K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
38.4K
+ 20.03%
$696K - $752K
230K $4.16M
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
15.1K
New
$273K - $295K
15.1K $272K
Apr 25, 2024 Q1 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
12.4K
New
$226K - $244K
12.4K $225K
Jun 02, 2025 Q1 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
8.89K
New
$161K - $174K
8.89K $160K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.1K
+ 4.19%
$111K - $120K
152K $2.74M
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3.08K
+ 18.65%
$55.8K - $60.3K
19.6K $354K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.45K
New
$26.3K - $28.4K
1.45K $26.1K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.25K
New
$22.7K - $24.5K
1.25K $22.6K
May 13, 2024 Q1 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
425
New
$7.71K - $8.32K
425 $7.67K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
409
New
$7.42K - $8.01K
409 $7.38K
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
71
New
$1.29K - $1.39K
71 $1.28K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
52
+ 1.52%
$943 - $1.02K
3.47K $62.7K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
37
+ 0.32%
$671 - $724
11.8K $212K
Q4 2023
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
47.6K
New
$739K - $864K
47.6K $859K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
30.5K
New
$473K - $554K
30.5K $550K
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

BUY
 -
15.1K
New
$235K - $274K
15.1K $273K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
11.3K
New
$176K - $206K
11.3K $204K
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
2.05K
New
$31.8K - $37.1K
2.05K $36.9K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1K
New
$15.5K - $18.2K
1K $18.1K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
1K
+ 50.0%
$15.5K - $18.2K
3K $54.2K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
818
New
$12.7K - $14.9K
818 $14.8K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
487
New
$7.56K - $8.84K
487 $8.79K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
300
New
$4.66K - $5.45K
300 $5.42K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
109
New
$1.69K - $1.98K
109 $1.97K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
37
+ 3.73%
$575 - $672
1.03K $18.6K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
10
+ 4.08%
$155 - $182
255 $4.6K
Q3 2023
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
15K
+ 150.0%
$253K - $293K
25K $451K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
14.4K
New
$243K - $281K
14.4K $260K
Nov 07, 2023 Q3 2023
Omni Star Financial Group, Inc.

BUY
 -
10.9K
New
$184K - $213K
10.9K $196K
Dec 08, 2025 Q3 2023
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
1.22K
+ 7.95%
$20.6K - $23.8K
16.6K $299K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
500
New
$8.45K - $9.77K
500 $9.03K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
352
New
$5.95K - $6.88K
352 $6.35K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
100
New
$1.69K - $1.95K
100 $1.81K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
80
+ 24.46%
$1.35K - $1.56K
407 $7.35K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Q2 2023
Dec 14, 2023 Q2 2023
State Farm Mutual Automobile Insurance CO

Bloomington, IL
BUY
 -
15K
New
$260K - $281K
15K $271K
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
13.9K
New
$241K - $261K
13.9K $251K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
10.1K
+ 3.66%
$175K - $189K
285K $5.15M
Aug 04, 2023 Q2 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
10K
New
$174K - $188K
10K $181K

Track Institutional and Insider Activities on PDI

Follow PIMCO Dynamic Income Fund and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PDI shares.

Notify only if

Insider Trading

Get notified when an Pimco Dynamic Income Fund insider buys or sells PDI shares.

Notify only if

News

Receive news related to PIMCO Dynamic Income Fund

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on PDI