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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.73K+ 43.24% |
$106K - $115K
|
19K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 5.84% |
$30.9K - $33.5K
|
30.3K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
600New |
$11.1K - $12K
|
600
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.18% |
$1.02K - $1.1K
|
30K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.6K+ 25.08% |
$456K - $494K
|
123K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842+ 5.59% |
$15.6K - $16.9K
|
15.9K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
22.2K+ 29.48% |
$411K - $445K
|
97.6K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
518K+ 4765.63% |
$9.58M - $10.4M
|
528K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 239.28% |
$2.84M - $3.07M
|
217K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.54K- 4.59% |
$121K - $131K
|
136K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-6.94K- 13.65% |
$129K - $139K
|
43.9K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 0.38% |
$1.98K - $2.15K
|
27.9K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.67K+ 15.13% |
$30.9K - $33.5K
|
12.7K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.22K+ 1.3% |
$96.6K - $105K
|
406K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-636- 0.79% |
$11.8K - $12.8K
|
79.4K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 42.12% |
$41.2K - $44.6K
|
7.5K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.54K+ 2.76% |
$47K - $50.9K
|
94.6K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.01% |
$19.2K - $20.8K
|
52.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 0.49% |
$1.04K - $1.12K
|
11.6K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
798+ 6.33% |
$14.8K - $16K
|
13.4K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60.1K- 32.31% |
$1.11M - $1.2M
|
126K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$210K - $228K
|
11.4K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$37 - $40.1
|
8.47K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.73K+ 1.55% |
$162K - $175K
|
571K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$304K - $329K
|
16.4K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
258+ 1.89% |
$4.78K - $5.17K
|
13.9K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.26KClosed |
$78.9K - $85.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 1.32% |
$20.4K - $22.1K
|
84.7K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.2K+ 7.42% |
$59.3K - $64.2K
|
46.3K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 69.92% |
$914K - $990K
|
21.3K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.6K+ 25.56% |
$511K - $554K
|
136K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5.36K+ 42.45% |
$99.3K - $108K
|
18K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.3K+ 36.7% |
$543K - $588K
|
109K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$92.6K - $100K
|
5K
$95.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 24.38% |
$3.8M - $4.12M
|
1.05M
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.29% |
$685 - $742
|
12.8K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 25.0% |
$18.5K - $20.1K
|
5K
$95.9K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.63M - $2.85M
|
142K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.14K+ 5.62% |
$169K - $183K
|
172K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
369+ 3.04% |
$6.83K - $7.4K
|
12.5K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.6K- 43.6% |
$1.12M - $1.21M
|
78.4K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-49- 2.35% |
$907 - $982
|
2.03K
$39K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 2.79% |
$27.2K - $29.5K
|
54.2K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.21K+ 3.29% |
$78K - $84.5K
|
132K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.87% |
$233K - $252K
|
1.44M
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 0.13% |
$666 - $722
|
28K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.1K+ 9.11% |
$1.83M - $1.99M
|
1.19M
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.09% |
$278 - $301
|
16.2K
$310K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-350- 0.72% |
$6.48K - $7.02K
|
48.4K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 8.73% |
$124K - $134K
|
70.1K
$1.34M
|