Latest Institutional Transactions on Pimco Dynamic Income Fund (PDI)
This table provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.4K+ 21.84% |
$109K - $127K
|
35.7K
$682K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
45K+ 31.92% |
$767K - $895K
|
186K
$3.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-644- 5.07% |
$11K - $12.8K
|
12.1K
$230K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.6K+ 23.48% |
$436K - $509K
|
135K
$2.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-530K- 4.05% |
$9.03M - $10.5M
|
12.6M
$240M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
957+ 3.21% |
$16.3K - $19K
|
30.8K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$215K - $252K
|
12.7K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6KNew |
$385K - $449K
|
22.6K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$183K - $214K
|
10.8K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.23K- 1.86% |
$38K - $44.4K
|
118K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 17.91% |
$403K - $470K
|
156K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.91K- 1.11% |
$83.6K - $97.5K
|
437K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
7.44K+ 9.7% |
$127K - $148K
|
84.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 5.7% |
$2.81M - $3.29M
|
3.07M
$58.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.09K- 10.64% |
$35.5K - $41.5K
|
17.5K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 1.57% |
$21.3K - $24.8K
|
78.1K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.63K- 24.16% |
$113K - $132K
|
20.8K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.55K- 8.36% |
$77.4K - $90.4K
|
49.9K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
54.5K+ 4.42% |
$927K - $1.08M
|
1.29M
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.4KNew |
$654K - $764K
|
38.4K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
283K+ 19.73% |
$4.82M - $5.63M
|
1.72M
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 2.16% |
$31.2K - $36.4K
|
86.6K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.8K- 5.71% |
$1.02M - $1.19M
|
988K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$196K - $229K
|
11.5K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-517K- 97.77% |
$8.79M - $10.3M
|
11.8K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.39K- 26.47% |
$91.8K - $107K
|
15K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-172K- 80.7% |
$2.93M - $3.42M
|
41.2K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
976+ 0.79% |
$16.6K - $19.4K
|
124K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-258- 0.92% |
$4.39K - $5.13K
|
27.7K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.38K+ 7.78% |
$40.5K - $47.3K
|
32.9K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.72K- 0.48% |
$97.4K - $114K
|
1.18M
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.46K+ 18.22% |
$92.9K - $108K
|
35.4K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 9.08% |
$210K - $245K
|
148K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
103+ 3.15% |
$1.75K - $2.05K
|
3.38K
$64.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.1K- 24.75% |
$530K - $619K
|
94.7K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.6K+ 81.68% |
$1.32M - $1.54M
|
173K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$199K - $232K
|
11.7K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
106+ 0.24% |
$1.8K - $2.11K
|
44.5K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.46K- 37.14% |
$24.9K - $29.1K
|
2.48K
$47.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.4K+ 293.64% |
$1.06M - $1.24M
|
83.7K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.7K+ 29.86% |
$131K - $153K
|
33.5K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
295K+ 516.16% |
$5.02M - $5.87M
|
352K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65+ 0.48% |
$1.11K - $1.29K
|
13.5K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.3K+ 5.27% |
$39.1K - $45.6K
|
45.9K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.3K+ 4.17% |
$873K - $1.02M
|
1.28M
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26K+ 136.89% |
$442K - $517K
|
45K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.48KNew |
$110K - $129K
|
6.48K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-996- 1.14% |
$17K - $19.8K
|
86.6K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.23K- 12.73% |
$20.9K - $24.4K
|
8.41K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
4+ 6.9% |
$68.1 - $79.5
|
62
$1.18K
|