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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-400Closed |
$12.3K - $13K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-51Closed |
$1.57K - $1.7K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-500Closed |
$15.4K - $16.6K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.97KClosed |
$91.3K - $98.8K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.03KClosed |
$31.7K - $34.3K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-750Closed |
$23K - $24.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$615K - $679K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
SELL
|
- |
-133Closed |
$3.58K - $4.53K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-372KClosed |
$10M - $12.7M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.8KClosed |
$669K - $845K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-13.8KClosed |
$372K - $470K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.5KNew |
$229K - $289K
|
8.5K
$163K
|
|
|
Feb 07, 2019
Q4 2018
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-6.93KClosed |
$187K - $236K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Sharkey, Howes & Javer
|
SELL
|
- |
-61Closed |
$1.64K - $2.08K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.94KNew |
$253K - $267K
|
7.94K
$152K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-657Closed |
$21K - $22.1K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.86KClosed |
$219K - $231K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.8KClosed |
$249K - $262K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-9.8KClosed |
$290K - $302K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.21KClosed |
$243K - $253K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.6KClosed |
$314K - $328K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$14.8K - $15.4K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22.4KClosed |
$648K - $694K
|
0
$0
|
|