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 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 2.39% |
$37.4K - $40.5K
|
85.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.42KNew |
$82.7K - $89.6K
|
4.42K
$83.2K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.62K- 5.23% |
$49K - $53.1K
|
47.4K
$892K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 4.71% |
$33.5K - $36.3K
|
36.3K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
242+ 0.27% |
$4.53K - $4.9K
|
89.6K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.02% |
$355 - $385
|
88.2K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
476+ 0.83% |
$8.9K - $9.64K
|
57.5K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 0.28% |
$77K - $83.4K
|
1.46M
$27.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.5K+ 3.22% |
$1.52M - $1.65M
|
2.61M
$49.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 33.33% |
$18.7K - $20.3K
|
4K
$75.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
184New |
$3.44K - $3.73K
|
184
$3.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
950+ 6.12% |
$17.8K - $19.2K
|
16.5K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
297KNew |
$5.55M - $6.01M
|
297K
$5.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.05K+ 3.24% |
$94.3K - $102K
|
161K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4K+ 3.43% |
$213K - $231K
|
344K
$6.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
100+ 0.83% |
$1.87K - $2.03K
|
12.1K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7KNew |
$276K - $298K
|
14.7K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
84.5KNew |
$1.58M - $1.71M
|
84.5K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.53K- 16.77% |
$84.8K - $91.8K
|
22.5K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 4.96% |
$187K - $203K
|
212K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5KNew |
$93.5K - $101K
|
5K
$94.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.7KNew |
$125K - $136K
|
6.7K
$126K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.55K+ 93.41% |
$47.7K - $51.6K
|
5.28K
$99.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
764+ 4.38% |
$14.3K - $15.5K
|
18.2K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5KNew |
$683K - $739K
|
36.5K
$687K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.12% |
$617 - $668
|
27.4K
$516K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$218K - $236K
|
11.7K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10KNew |
$187K - $203K
|
10K
$188K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 3.81% |
$212K - $230K
|
309K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
388+ 0.76% |
$7.26K - $7.86K
|
51.3K
$966K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.55K- 4.61% |
$47.6K - $51.6K
|
52.7K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204New |
$3.81K - $4.13K
|
204
$3.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.49K- 10.33% |
$83.9K - $90.8K
|
38.9K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.21K- 39.98% |
$116K - $126K
|
9.32K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$28.9K - $31.2K
|
1.54K
$29K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.8K- 18.17% |
$220K - $238K
|
53K
$996K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.53K+ 2.76% |
$103K - $112K
|
206K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.6KNew |
$572K - $620K
|
30.6K
$576K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.6K+ 55.81% |
$347K - $376K
|
51.9K
$975K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-465- 2.74% |
$8.7K - $9.42K
|
16.5K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38K+ 41.27% |
$711K - $770K
|
130K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-150- 0.92% |
$2.81K - $3.04K
|
16.1K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24KNew |
$450K - $487K
|
24K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17- 0.09% |
$318 - $344
|
18K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 13.43% |
$35.3K - $38.2K
|
15.9K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
27.5K+ 50.77% |
$514K - $556K
|
81.5K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.38K+ 24.38% |
$119K - $129K
|
32.5K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
471+ 0.53% |
$8.81K - $9.54K
|
90K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.02K+ 1.97% |
$19.1K - $20.6K
|
52.7K
$992K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 2.37% |
$9.35K - $10.1K
|
20.6K
$387K
|