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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 4.48% |
$8.13K - $8.81K
|
9.27K
$174K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.01K+ 1.25% |
$75K - $81.2K
|
325K
$6.12M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$220K - $238K
|
11.8K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
53.2KNew |
$994K - $1.08M
|
53.2K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.52% |
$2.5M - $2.71M
|
819K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 53.48% |
$24K - $26K
|
3.68K
$69.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.11K- 22.15% |
$58.2K - $63K
|
10.9K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
74+ 0.44% |
$1.38K - $1.5K
|
16.8K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.81K+ 5.24% |
$184K - $199K
|
197K
$3.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$9.29K - $10.1K
|
67.1K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.18K+ 12.47% |
$40.7K - $44.1K
|
19.6K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4K+ 5970.15% |
$74.8K - $81K
|
4.07K
$76.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.3KNew |
$305K - $330K
|
16.3K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.37K- 7.45% |
$100K - $109K
|
66.8K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 1.08% |
$3.95K - $4.27K
|
19.7K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
325+ 3.69% |
$6.08K - $6.58K
|
9.13K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
512+ 0.28% |
$9.57K - $10.4K
|
181K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28K+ 45.47% |
$525K - $568K
|
89.7K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.83K+ 2.55% |
$71.6K - $77.5K
|
154K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.15K- 9.39% |
$21.4K - $23.2K
|
11.1K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
327New |
$6.11K - $6.62K
|
327
$6.15K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 6.43% |
$42.4K - $45.9K
|
37.6K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
16K+ 121.64% |
$299K - $324K
|
29.1K
$548K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.2K- 19.47% |
$752K - $815K
|
166K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
98.4K+ 10.31% |
$1.84M - $1.99M
|
1.05M
$19.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
40.2KNew |
$752K - $815K
|
40.2K
$757K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 5.41% |
$563K - $610K
|
587K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36+ 1.79% |
$673 - $729
|
2.05K
$38.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 12.0% |
$5.61K - $6.08K
|
2.8K
$52.7K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 1.02% |
$28.1K - $30.4K
|
148K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-23.4K- 2.62% |
$438K - $474K
|
871K
$16.4M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
262K+ 1633.58% |
$4.9M - $5.31M
|
278K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$411 - $446
|
22
$414
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
620New |
$11.6K - $12.6K
|
620
$11.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.42K+ 2.7% |
$45.3K - $49K
|
92.1K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
24K+ 37.08% |
$448K - $485K
|
88.6K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 13.95% |
$2.01M - $2.18M
|
879K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 43.5% |
$3.48M - $3.76M
|
241K
$4.54M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
555+ 1.47% |
$10.4K - $11.2K
|
38.2K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.9K+ 15.45% |
$1.85M - $2M
|
739K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.6KNew |
$105K - $113K
|
5.6K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-4.5K- 19.51% |
$84.2K - $91.2K
|
18.6K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4.55K+ 2.32% |
$85.1K - $92.2K
|
201K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15.2K- 17.48% |
$284K - $308K
|
71.8K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 23.66% |
$97.4K - $106K
|
16.8K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.26K+ 50.35% |
$173K - $188K
|
27.7K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
262+ 0.71% |
$4.9K - $5.31K
|
37.2K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
210+ 2.5% |
$3.93K - $4.25K
|
8.61K
$162K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 3.45% |
$505 - $547
|
809
$15.2K
|