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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32M+ 1269.98% |
$24.5M - $26.5M
|
1.43M
$27.4M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11.3KNew |
$210K - $227K
|
11.3K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-137K- 74.79% |
$2.53M - $2.74M
|
46.1K
$885K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
55.9K+ 43.37% |
$1.04M - $1.12M
|
185K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 21.43% |
$23.1K - $25.1K
|
7.08K
$136K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.9K+ 42.31% |
$331K - $359K
|
60.2K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431+ 4.56% |
$7.98K - $8.64K
|
9.89K
$190K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33K+ 24.98% |
$61.7K - $66.8K
|
16.7K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-365- 3.93% |
$6.76K - $7.32K
|
8.92K
$171K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.5K+ 12.36% |
$213K - $231K
|
105K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-210- 1.22% |
$3.89K - $4.21K
|
17.1K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
139+ 1.38% |
$2.57K - $2.79K
|
10.2K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.17K+ 14.19% |
$77.2K - $83.6K
|
33.6K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31K- 54.54% |
$573K - $621K
|
25.8K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.99K- 16.39% |
$148K - $160K
|
40.8K
$782K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193KNew |
$3.57M - $3.87M
|
193K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.01K+ 12.74% |
$74.3K - $80.5K
|
35.5K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.1% |
$907 - $982
|
50.3K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
165+ 0.61% |
$3.05K - $3.31K
|
27.1K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5KNew |
$343K - $371K
|
18.5K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-28.6K- 51.53% |
$529K - $573K
|
26.9K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
461+ 4.47% |
$8.53K - $9.24K
|
10.8K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.8K+ 54.29% |
$199K - $216K
|
30.6K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 3.58% |
$389 - $421
|
607
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 3.35% |
$26.5K - $28.7K
|
44.2K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169KNew |
$3.13M - $3.39M
|
169K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
203K+ 2000.78% |
$3.76M - $4.07M
|
213K
$4.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
300KNew |
$5.55M - $6.02M
|
300K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6K+ 38.31% |
$1.71M - $1.86M
|
334K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4K+ 2.8% |
$74.1K - $80.3K
|
147K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3KNew |
$191K - $207K
|
10.3K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 0.61% |
$2.02K - $2.19K
|
18.1K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 69.82% |
$589K - $638K
|
13.7K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6KNew |
$252K - $273K
|
13.6K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
22.7KNew |
$420K - $455K
|
22.7K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.45K+ 3.53% |
$45.4K - $49.1K
|
71.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-45.4K- 64.03% |
$841K - $911K
|
25.5K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.26K+ 15.6% |
$60.4K - $65.4K
|
24.2K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
168+ 0.74% |
$3.11K - $3.37K
|
22.8K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-223- 0.2% |
$4.13K - $4.47K
|
113K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.2KNew |
$930K - $1.01M
|
50.2K
$963K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200+ 0.99% |
$3.7K - $4.01K
|
20.4K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.2K+ 28.34% |
$503K - $545K
|
123K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
515+ 2.29% |
$9.53K - $10.3K
|
23K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
500+ 2.74% |
$9.26K - $10K
|
18.7K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.52K+ 3.47% |
$102K - $111K
|
165K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 9.95% |
$62.9K - $68.1K
|
37.5K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-249- 2.23% |
$4.61K - $4.99K
|
10.9K
$209K
|