Purchases and Sales Made in Q4 2025 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 2025. 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 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
347K+ 185.59% |
$6.25M - $6.9M
|
533K
$9.63M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
147K+ 744.3% |
$2.65M - $2.93M
|
167K
$3.01M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59.1K+ 36.03% |
$1.07M - $1.18M
|
223K
$4.03M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.4KNew |
$856K - $944K
|
47.4K
$856K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46.2K+ 10.86% |
$834K - $921K
|
472K
$8.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36.8K+ 2.6% |
$663K - $732K
|
1.45M
$26.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
36.4KNew |
$656K - $724K
|
36.4K
$657K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.9K+ 11.92% |
$394K - $435K
|
205K
$3.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 26.95% |
$352K - $388K
|
91.9K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$345K - $381K
|
19.2K
$346K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
13.9K+ 100.0% |
$251K - $277K
|
27.8K
$502K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
13.6K+ 24.26% |
$245K - $270K
|
69.4K
$1.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
11.8K+ 3.66% |
$214K - $236K
|
335K
$6.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.67K+ 3.77% |
$120K - $133K
|
184K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.77K+ 18.66% |
$86K - $94.9K
|
30.3K
$547K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.67K+ 3.82% |
$66.1K - $73K
|
99.7K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.78K+ 13.35% |
$50.1K - $55.3K
|
23.6K
$426K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.74K+ 7.41% |
$49.3K - $54.5K
|
39.7K
$716K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.61K+ 6.11% |
$47.1K - $51.9K
|
45.3K
$818K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.16K+ 40.93% |
$38.9K - $43K
|
7.43K
$134K
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 1.44% |
$33.6K - $37K
|
131K
$2.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.05% |
$28.2K - $31.1K
|
52.8K
$954K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.33K+ 7.39% |
$24K - $26.5K
|
19.3K
$349K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.25K+ 3.59% |
$22.5K - $24.9K
|
36.1K
$651K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
894New |
$16.1K - $17.8K
|
894
$16.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
750+ 5.54% |
$13.5K - $14.9K
|
14.3K
$258K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
545+ 5.03% |
$9.83K - $10.9K
|
11.4K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436+ 31.23% |
$7.87K - $8.68K
|
1.83K
$33.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
375+ 3.57% |
$6.77K - $7.47K
|
10.9K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
235+ 0.77% |
$4.24K - $4.68K
|
30.8K
$556K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
225New |
$4.06K - $4.48K
|
225
$4.06K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.95% |
$2.71K - $2.99K
|
16K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
92+ 0.39% |
$1.66K - $1.83K
|
23.6K
$426K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 0.25% |
$776 - $856
|
17.1K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 3.36% |
$162 - $179
|
277
$5K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2+ 3.17% |
$36.1 - $39.8
|
65
$1.17K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-20- 0.11% |
$361 - $398
|
18.3K
$331K
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-158- 1.36% |
$2.85K - $3.15K
|
11.5K
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-409- 3.47% |
$7.38K - $8.14K
|
11.4K
$205K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-642- 0.83% |
$11.6K - $12.8K
|
76.7K
$1.38M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-859- 3.68% |
$15.5K - $17.1K
|
22.5K
$406K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.09K- 1.48% |
$19.6K - $21.6K
|
72.5K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.41K- 51.43% |
$25.4K - $28K
|
1.33K
$24K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.46K- 3.87% |
$26.4K - $29.1K
|
36.3K
$656K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.48K- 4.68% |
$26.6K - $29.4K
|
30.1K
$542K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.51K- 8.56% |
$45.2K - $49.9K
|
26.8K
$483K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.8K- 49.19% |
$50.5K - $55.7K
|
2.89K
$52.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
SELL
|
- |
-2.91K- 6.95% |
$52.5K - $57.9K
|
39K
$703K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3.38K- 37.52% |
$61K - $67.3K
|
5.63K
$102K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.81K- 0.92% |
$68.7K - $75.8K
|
412K
$7.44M
|
|