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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.62K+ 51.09% |
$104K - $113K
|
16.6K
$319K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
33.2K+ 297.27% |
$614K - $665K
|
44.4K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 5.06% |
$27.7K - $30K
|
31.1K
$596K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.2K+ 11.42% |
$115K - $124K
|
60.5K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
61.5KNew |
$1.14M - $1.23M
|
61.5K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 3.48% |
$179K - $194K
|
288K
$5.53M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-283- 0.98% |
$5.24K - $5.67K
|
28.7K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
607K+ 62.44% |
$11.2M - $12.2M
|
1.58M
$30.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.49K- 2.27% |
$27.6K - $29.9K
|
64.2K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.11K+ 3.85% |
$113K - $122K
|
165K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-303- 0.82% |
$5.61K - $6.08K
|
36.4K
$699K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.14K- 13.01% |
$151K - $163K
|
54.4K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
104K+ 10.48% |
$1.93M - $2.09M
|
1.1M
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-250- 1.42% |
$4.63K - $5.01K
|
17.3K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-280K- 15.56% |
$5.18M - $5.61M
|
1.52M
$29.1M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-213- 1.63% |
$3.94K - $4.27K
|
12.8K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.6KNew |
$418K - $453K
|
22.6K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 2.08% |
$6.61K - $7.16K
|
16.8K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27.1KNew |
$502K - $543K
|
27.1K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.9KNew |
$201K - $218K
|
10.9K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
49.3KNew |
$913K - $989K
|
49.3K
$946K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.4KNew |
$192K - $208K
|
10.4K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 24.13% |
$41.6K - $45.1K
|
7.07K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.1KNew |
$279K - $303K
|
15.1K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
593+ 2.03% |
$11K - $11.9K
|
29.8K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
49.3K+ 1339.24% |
$913K - $989K
|
53K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
80.7K+ 38.95% |
$1.49M - $1.62M
|
288K
$5.53M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$9.26K - $10K
|
500
$9.59K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.34K+ 17.34% |
$80.2K - $86.9K
|
29.3K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
97.3K+ 16.82% |
$1.8M - $1.95M
|
676K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
23.4KNew |
$434K - $470K
|
23.4K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
602K+ 20.74% |
$11.1M - $12.1M
|
3.5M
$67.2M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.58K+ 12.91% |
$47.8K - $51.8K
|
22.6K
$433K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 2.3% |
$20K - $21.7K
|
46K
$882K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50KNew |
$926K - $1M
|
50K
$959K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
11.5K+ 17.67% |
$213K - $231K
|
76.8K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-160K- 75.14% |
$2.96M - $3.21M
|
52.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
736New |
$13.6K - $14.8K
|
736
$14.1K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.64K- 4.55% |
$67.5K - $73.1K
|
76.4K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.95K- 5.22% |
$73.2K - $79.2K
|
71.8K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.51K+ 36.41% |
$158K - $171K
|
31.9K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.9K+ 24.34% |
$869K - $941K
|
240K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 12.67% |
$2.48M - $2.69M
|
1.19M
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
6.25K+ 59.52% |
$116K - $125K
|
16.8K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.6K+ 24.92% |
$48.1K - $52.1K
|
13K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
153New |
$2.83K - $3.07K
|
153
$2.93K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5K+ 22.39% |
$416K - $451K
|
123K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.6K+ 12.69% |
$1.47M - $1.6M
|
707K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.97K- 14.82% |
$36.4K - $39.4K
|
11.3K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
11.2K+ 8.62% |
$207K - $224K
|
141K
$2.71M
|