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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.29K+ 15.7% |
$38.9K - $45.4K
|
16.8K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.4K+ 724.15% |
$995K - $1.16M
|
66.5K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.93K- 23.79% |
$152K - $177K
|
28.6K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
22.4M+ 199738.81% |
$381M - $445M
|
22.4M
$430M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.04K+ 1.94% |
$17.7K - $20.6K
|
54.6K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.5K- 9.8% |
$248K - $289K
|
134K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.15K+ 12.8% |
$70.5K - $82.4K
|
36.5K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
13.5K+ 27.32% |
$229K - $268K
|
62.8K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.02K+ 11.77% |
$153K - $179K
|
85.6K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 46.44% |
$442K - $515K
|
81.8K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.15K+ 7.9% |
$87.7K - $102K
|
70.4K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
620+ 1.36% |
$10.6K - $12.3K
|
46.3K
$889K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
149+ 1.33% |
$2.54K - $2.96K
|
11.4K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$5.75K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-416- 1.43% |
$7.08K - $8.27K
|
28.6K
$549K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
510+ 2.19% |
$8.68K - $10.1K
|
23.8K
$457K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
720+ 3.03% |
$12.3K - $14.3K
|
24.5K
$469K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 11.32% |
$90.2K - $105K
|
52.1K
$1M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 1.44% |
$3.33K - $3.61K
|
12.3K
$237K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.97K+ 38.91% |
$73.5K - $79.6K
|
14.2K
$272K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
104KNew |
$1.93M - $2.09M
|
104K
$2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
312+ 0.33% |
$5.78K - $6.26K
|
95K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.5K+ 2.38% |
$1.25M - $1.35M
|
2.9M
$55.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
900K+ 7.38% |
$16.7M - $18M
|
13.1M
$251M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.14K+ 5.2% |
$58.1K - $62.9K
|
63.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-458- 0.53% |
$8.48K - $9.18K
|
86.4K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.5K- 10.91% |
$435K - $471K
|
192K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300New |
$5.55K - $6.02K
|
300
$5.75K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.63K+ 28.23% |
$141K - $153K
|
34.7K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 106.78% |
$262K - $284K
|
27.4K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.02K- 14.47% |
$37.3K - $40.4K
|
11.9K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8K+ 4.81% |
$181K - $196K
|
213K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$199K - $216K
|
10.8K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.02K- 1.66% |
$37.4K - $40.5K
|
120K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.61K+ 84.99% |
$66.9K - $72.4K
|
7.86K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-81.3K- 6.19% |
$1.51M - $1.63M
|
1.23M
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.2K- 10.65% |
$96.2K - $104K
|
43.6K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98.9K+ 226.26% |
$1.83M - $1.98M
|
143K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.71K+ 69.99% |
$143K - $155K
|
18.7K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.4K+ 5.14% |
$25.9K - $28.1K
|
28.6K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.91K+ 1615.1% |
$146K - $159K
|
8.4K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-184- 0.21% |
$3.41K - $3.69K
|
87.6K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.47K+ 12.93% |
$64.2K - $69.5K
|
30.3K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-40K- 8.3% |
$740K - $802K
|
442K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$335K - $363K
|
18.1K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.35K+ 59.85% |
$136K - $147K
|
19.6K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.8K+ 52.82% |
$366K - $396K
|
57.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.13K+ 38.2% |
$132K - $143K
|
25.8K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 22.81% |
$4.23M - $4.58M
|
1.23M
$23.6M
|
|