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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.11% |
$1.44K - $1.56K
|
72.4K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 14.98% |
$365K - $395K
|
151K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.5K+ 38.69% |
$120K - $130K
|
23.3K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-11.8K- 99.84% |
$219K - $237K
|
19
$364
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
80+ 0.25% |
$1.48K - $1.6K
|
32.3K
$620K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$74 - $80.2
|
4
$76.7
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 11.32% |
$2.45M - $2.79M
|
1.05M
$20.1M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.3KNew |
$335K - $381K
|
18.3K
$351K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$19.4K - $22K
|
1.06K
$20.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 11.63% |
$294K - $335K
|
122K
$2.34M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.3KNew |
$23.8K - $27.1K
|
1.3K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-480- 0.86% |
$8.8K - $10K
|
55.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214K+ 1891.14% |
$3.92M - $4.45M
|
225K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72.7KNew |
$1.33M - $1.52M
|
72.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$275K - $313K
|
15K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.5KNew |
$670K - $762K
|
36.5K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
80.7KNew |
$1.48M - $1.68M
|
80.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.83K - $2.09K
|
100
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44.4KNew |
$813K - $925K
|
44.4K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$213K - $242K
|
11.6K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.99K- 20.23% |
$146K - $167K
|
31.5K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.55K- 20.57% |
$46.8K - $53.2K
|
9.85K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-566- 3.59% |
$10.4K - $11.8K
|
15.2K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
59KNew |
$1.08M - $1.23M
|
59K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-122- 0.64% |
$2.24K - $2.54K
|
19K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-245- 0.53% |
$4.49K - $5.11K
|
45.8K
$879K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
124KNew |
$2.28M - $2.59M
|
124K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
60.5KNew |
$1.11M - $1.26M
|
60.5K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.15KNew |
$149K - $170K
|
8.15K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-67.4K- 57.35% |
$1.24M - $1.41M
|
50.1K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-100- 0.83% |
$1.83K - $2.09K
|
12K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.47K+ 68.8% |
$137K - $156K
|
18.3K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.6KNew |
$525K - $597K
|
28.6K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.55% |
$18.3 - $20.9
|
23
$441
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22KNew |
$403K - $458K
|
22K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.5KNew |
$835K - $949K
|
45.5K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 3.38% |
$22.5K - $25.5K
|
35.1K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8KNew |
$198K - $225K
|
10.8K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.4K- 95.48% |
$117K - $133K
|
303
$5.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
887New |
$16.3K - $18.5K
|
887
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
535+ 4.89% |
$9.81K - $11.2K
|
11.5K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
28+ 3.46% |
$513 - $584
|
837
$16.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$55.6K - $63.3K
|
3.03K
$58.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.1KNew |
$186K - $212K
|
10.1K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
51.3KNew |
$941K - $1.07M
|
51.3K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 6.08% |
$20.3K - $23K
|
17.1K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 7.08% |
$78.9K - $89.7K
|
56.5K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 8.23% |
$297K - $338K
|
213K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35.9KNew |
$658K - $748K
|
35.9K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5K- 59.85% |
$91.6K - $104K
|
3.35K
$64.3K
|
|