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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 12.25% |
$360K - $390K
|
138K
$2.58M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.7K- 34.9% |
$462K - $500K
|
46.1K
$861K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.8KNew |
$1.14M - $1.23M
|
60.8K
$1.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-86.7K- 87.54% |
$1.62M - $1.76M
|
12.3K
$231K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
800+ 50.0% |
$15K - $16.2K
|
2.4K
$44.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.76K- 7.56% |
$108K - $117K
|
70.5K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.33K- 2.51% |
$99.6K - $108K
|
207K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
118+ 0.61% |
$2.21K - $2.39K
|
19.5K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3K+ 5.65% |
$43K - $46.5K
|
42.9K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.29K+ 35.02% |
$174K - $188K
|
35.8K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.6K+ 414825.0% |
$310K - $336K
|
16.6K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 17.58% |
$50.7K - $54.9K
|
18.1K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 2.16% |
$52.5K - $56.9K
|
127K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.13K- 4.78% |
$96K - $104K
|
102K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-100- 0.02% |
$1.87K - $2.03K
|
534K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 9.34% |
$26.7K - $28.9K
|
13.9K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168K- 6.04% |
$3.15M - $3.41M
|
2.61M
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.77K- 7.13% |
$145K - $157K
|
101K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 18.61% |
$846K - $916K
|
288K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 10.38% |
$224K - $242K
|
127K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
24.6KNew |
$460K - $498K
|
24.6K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.5KNew |
$196K - $212K
|
10.5K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
96.1K+ 7.45% |
$1.8M - $1.95M
|
1.39M
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 1.48% |
$34.6K - $37.4K
|
123K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.02% |
$187 - $203
|
43.2K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5.91K+ 0.46% |
$111K - $120K
|
1.3M
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 29.69% |
$43.8K - $47.4K
|
10.2K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.56K+ 19.07% |
$104K - $113K
|
34.7K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$199K - $216K
|
10.6K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 1.45% |
$3.12M - $3.38M
|
11.6M
$217M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.88K+ 2.7% |
$35.1K - $38K
|
71.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
412New |
$7.7K - $8.34K
|
412
$7.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$660K - $715K
|
35.3K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.66K- 4.56% |
$106K - $115K
|
118K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.42K- 4.38% |
$157K - $170K
|
184K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.33K+ 29.12% |
$43.5K - $47.1K
|
10.3K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.22K+ 100.52% |
$116K - $126K
|
12.4K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.2K+ 96.95% |
$210K - $227K
|
22.8K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.55K- 23.57% |
$122K - $133K
|
21.2K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 58.11% |
$218K - $236K
|
31.7K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32K+ 13.79% |
$43.4K - $47K
|
19.1K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
776+ 1.89% |
$14.5K - $15.7K
|
41.8K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
34.8K+ 235.11% |
$651K - $705K
|
49.7K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.62K- 8.18% |
$86.4K - $93.6K
|
51.9K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.37K- 0.53% |
$25.7K - $27.8K
|
258K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.41K- 10.81% |
$26.4K - $28.6K
|
11.6K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90.1KNew |
$1.69M - $1.83M
|
90.1K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.8K- 56.43% |
$313K - $339K
|
12.9K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
787+ 5.81% |
$14.7K - $15.9K
|
14.3K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.99K+ 22.3% |
$37.2K - $40.2K
|
10.9K
$204K
|