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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.5KNew |
$739K - $800K
|
39.5K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 18.86% |
$3.55M - $3.84M
|
1.2M
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$211K - $229K
|
11.3K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
992+ 12400.0% |
$18.6K - $20.1K
|
1K
$18.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 3.15% |
$52.8K - $57.2K
|
92.4K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
619+ 4.26% |
$11.6K - $12.5K
|
15.2K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.77K+ 3.54% |
$108K - $117K
|
169K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.24% |
$598 - $648
|
13.5K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.25K- 1.79% |
$23.4K - $25.3K
|
68.7K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 3.21% |
$5.61K - $6.08K
|
9.64K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.2K+ 12.34% |
$265K - $287K
|
129K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
30.9K+ 55.01% |
$579K - $627K
|
87.2K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.57K- 5.5% |
$29.4K - $31.8K
|
27K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
24K+ 55.47% |
$448K - $486K
|
67.2K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.29K+ 11.7% |
$80.3K - $87K
|
41K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 31.25% |
$443K - $480K
|
52.1K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
945+ 0.84% |
$17.7K - $19.1K
|
113K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.9K+ 9.66% |
$1.66M - $1.8M
|
1.01M
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.55K- 25.96% |
$122K - $133K
|
18.7K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.5K- 42.95% |
$664K - $719K
|
47.1K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.33K+ 12.76% |
$43.5K - $47.1K
|
20.6K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200K+ 640.5% |
$3.73M - $4.04M
|
231K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.4K+ 11.06% |
$101K - $109K
|
54.3K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7KNew |
$313K - $339K
|
16.7K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
364K+ 64.93% |
$6.8M - $7.37M
|
924K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.21K+ 135.43% |
$78.8K - $85.3K
|
7.32K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.74% |
$4.1K - $4.43K
|
29.4K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.9K+ 11.84% |
$971K - $1.05M
|
490K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$38.2K - $41.4K
|
2.04K
$38.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
12.6KNew |
$236K - $256K
|
12.6K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-50- 1.5% |
$935 - $1.01K
|
3.27K
$61.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117K+ 84.18% |
$2.19M - $2.37M
|
256K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
860+ 8.6% |
$16.1K - $17.4K
|
10.9K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.92K- 24.95% |
$73.3K - $79.3K
|
11.8K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.98K- 5.13% |
$37K - $40.1K
|
36.6K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 2.19% |
$21.6K - $23.4K
|
54K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-20K- 37.82% |
$373K - $404K
|
32.8K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 0.57% |
$1.91K - $2.07K
|
17.9K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
743+ 2.5% |
$13.9K - $15K
|
30.4K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-41.9K- 7.17% |
$783K - $848K
|
542K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 16.48% |
$235K - $254K
|
88.7K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.4KNew |
$1.26M - $1.36M
|
67.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-199K- 95.03% |
$3.72M - $4.03M
|
10.4K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.07% |
$2.34K - $2.53K
|
11.8K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 1.26% |
$2.39K - $2.59K
|
10.3K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$18.7 - $20.3
|
8.47K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23K+ 31.57% |
$60.3K - $65.3K
|
13.4K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.6KNew |
$235K - $255K
|
12.6K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109K+ 12.73% |
$2.04M - $2.21M
|
965K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43+ 0.38% |
$804 - $871
|
11.5K
$216K
|