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 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32KNew |
$598K - $647K
|
32K
$601K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.93K- 11.9% |
$167K - $181K
|
66.1K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-752- 5.95% |
$14.1K - $15.2K
|
11.9K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 3.69% |
$655 - $709
|
983
$18.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 7.37% |
$62.9K - $68.1K
|
49K
$922K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 15.59% |
$129K - $140K
|
51.3K
$964K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 3.53% |
$1.05K - $1.13K
|
1.64K
$30.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 0.65% |
$2.19K - $2.37K
|
18.2K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
694KNew |
$13M - $14.1M
|
694K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55K+ 14.62% |
$47.6K - $51.6K
|
20K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38.1K+ 48.48% |
$713K - $772K
|
117K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 24.39% |
$80.5K - $87.2K
|
13.3K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135+ 1.25% |
$2.52K - $2.73K
|
10.9K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.57K- 19.77% |
$104K - $113K
|
22.6K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
37.8KNew |
$706K - $764K
|
37.8K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.3KNew |
$211K - $229K
|
11.3K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 33.33% |
$18.7K - $20.3K
|
2K
$37.6K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
35.8K+ 43.83% |
$670K - $725K
|
118K
$2.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
37.5KNew |
$702K - $760K
|
37.5K
$706K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 3145.24% |
$24.7K - $26.8K
|
1.36K
$25.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.35K+ 20.43% |
$44K - $47.6K
|
13.9K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
180New |
$3.37K - $3.65K
|
180
$3.39K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.45KNew |
$27.1K - $29.4K
|
1.45K
$27.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.14K+ 7.43% |
$115K - $124K
|
88.8K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500+ 13.3% |
$9.35K - $10.1K
|
4.26K
$80.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.3K- 1.51% |
$174K - $188K
|
605K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.21K- 4.35% |
$22.5K - $24.4K
|
26.5K
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
187+ 2.61% |
$3.5K - $3.79K
|
7.34K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 93.34% |
$225K - $244K
|
25K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.37K+ 237.55% |
$81.7K - $88.5K
|
6.21K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.41K- 0.8% |
$26.4K - $28.6K
|
175K
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.11K+ 4.51% |
$20.7K - $22.4K
|
25.6K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 35.46% |
$203K - $220K
|
19.8K
$372K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
25New |
$468 - $506
|
25
$470
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.26K+ 8.52% |
$42.2K - $45.7K
|
28.7K
$541K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.41K+ 5.25% |
$26.4K - $28.6K
|
28.3K
$532K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.5KNew |
$383K - $415K
|
20.5K
$385K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9.31K- 49.07% |
$174K - $188K
|
9.66K
$182K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.11K+ 20.83% |
$58.1K - $62.9K
|
18K
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.6K+ 26.88% |
$385K - $417K
|
97.2K
$1.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.32K+ 8.55% |
$80.8K - $87.5K
|
54.8K
$1.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
88KNew |
$1.64M - $1.78M
|
88K
$1.65M
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.5KNew |
$195K - $208K
|
10.5K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.5KNew |
$1.01M - $1.08M
|
54.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$412K - $438K
|
22.2K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 7.69% |
$18.6K - $19.8K
|
14K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
360KNew |
$6.68M - $7.11M
|
360K
$6.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-600- 1.07% |
$11.1K - $11.9K
|
55.6K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 13.06% |
$30.7K - $32.6K
|
11K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600New |
$11.1K - $11.9K
|
600
$11.3K
|
|