Purchases and Sales Made in Q4 2024 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.59K+ 12.39% |
$121K - $137K
|
59.7K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.53K+ 26.16% |
$120K - $136K
|
31.5K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.44K+ 7.32% |
$118K - $134K
|
94.4K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 9.54% |
$116K - $131K
|
72.4K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78K+ 8.61% |
$106K - $120K
|
72.9K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.62K+ 13.02% |
$103K - $117K
|
48.8K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$101K - $115K
|
5.5K
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.22K+ 3.39% |
$95.7K - $109K
|
159K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.15K+ 28.27% |
$94.4K - $107K
|
23.4K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.05K+ 8.79% |
$92.6K - $105K
|
62.6K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 1.55% |
$92.4K - $105K
|
330K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5K+ 50.0% |
$91.6K - $104K
|
15K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.6K+ 374.92% |
$84.4K - $96K
|
5.83K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.6K+ 5.19% |
$84.4K - $96K
|
93.2K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.12K+ 5.78% |
$75.4K - $85.8K
|
75.3K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.09K+ 14.78% |
$74.9K - $85.2K
|
31.8K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 7.2% |
$69.9K - $79.5K
|
56.8K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.67K+ 17.92% |
$67.3K - $76.5K
|
24.2K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.51K+ 21.53% |
$64.3K - $73.2K
|
19.8K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$55.6K - $63.3K
|
3.03K
$60.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.62K+ 24.6% |
$48K - $54.6K
|
13.3K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 25.41% |
$47.7K - $54.2K
|
12.8K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 4.38% |
$44K - $50.1K
|
57.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28K+ 1.24% |
$41.7K - $47.5K
|
186K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23K+ 12.4% |
$40.8K - $46.4K
|
20.2K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 3.26% |
$40.1K - $45.6K
|
69.4K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.15K+ 5.25% |
$39.4K - $44.9K
|
43.1K
$854K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2KNew |
$36.7K - $41.7K
|
2K
$39.6K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.99K+ 5.35% |
$36.5K - $41.5K
|
39.2K
$776K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$32.7K - $37.2K
|
168K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.69K+ 0.82% |
$31.1K - $35.3K
|
207K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.45% |
$30.9K - $35.2K
|
21.6K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 4.92% |
$29.3K - $33.3K
|
34.1K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 13.3% |
$28.7K - $32.7K
|
13.3K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 35.31% |
$26.3K - $29.9K
|
5.5K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4K+ 2.65% |
$25.7K - $29.2K
|
54.3K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.67% |
$24K - $27.3K
|
50.3K
$997K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.3KNew |
$23.8K - $27.1K
|
1.3K
$25.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.09K+ 6.59% |
$19.9K - $22.6K
|
17.6K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1K+ 8.85% |
$18.3K - $20.9K
|
12.3K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
987+ 1.01% |
$18.1K - $20.6K
|
98.2K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
959+ 7.39% |
$17.6K - $20K
|
13.9K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
887New |
$16.3K - $18.5K
|
887
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
835New |
$15.3K - $17.4K
|
835
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
762+ 1.77% |
$14K - $15.9K
|
43.7K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
750New |
$13.7K - $15.6K
|
750
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
716+ 3.97% |
$13.1K - $14.9K
|
18.7K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
601+ 61.14% |
$11K - $12.5K
|
1.58K
$31.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
585+ 58500.0% |
$10.7K - $12.2K
|
586
$11.6K
|