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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
128New |
$2.38K - $2.53K
|
128
$2.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
475New |
$8.83K - $9.39K
|
475
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13KNew |
$241K - $256K
|
13K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.62K- 7.51% |
$67.2K - $71.5K
|
44.6K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.1K+ 2.27% |
$355K - $377K
|
860K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-759- 1.94% |
$14.1K - $15K
|
38.5K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
387+ 1.11% |
$7.19K - $7.65K
|
35.2K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8K+ 73.48% |
$149K - $158K
|
18.9K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-991- 46.07% |
$18.4K - $19.6K
|
1.16K
$21.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.64KNew |
$30.4K - $32.3K
|
1.64K
$30.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
272New |
$5.05K - $5.37K
|
272
$5.12K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
589+ 3.88% |
$10.9K - $11.6K
|
15.8K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5K+ 149.08% |
$92.9K - $98.8K
|
8.35K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$222K - $236K
|
11.9K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53.1K+ 21.71% |
$987K - $1.05M
|
298K
$5.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.72K+ 51.27% |
$106K - $113K
|
16.9K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-657- 5.76% |
$12.2K - $13K
|
10.8K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.7K - $59.3K
|
3K
$56.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
250New |
$4.65K - $4.94K
|
250
$4.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.3K- 6.34% |
$61.3K - $65.2K
|
48.7K
$917K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
12.7KNew |
$236K - $251K
|
12.7K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-272- 99.63% |
$5.05K - $5.37K
|
1
$18.8
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200+ 15.52% |
$3.72K - $3.95K
|
1.49K
$28K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61New |
$1.13K - $1.21K
|
61
$1.15K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 5.68% |
$18.6K - $19.8K
|
18.6K
$350K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-700- 12.28% |
$12.7K - $13.7K
|
5K
$94.1K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-99.7K- 85.91% |
$1.81M - $1.95M
|
16.3K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37+ 0.32% |
$671 - $724
|
11.8K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.89KNew |
$161K - $174K
|
8.89K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.05K- 7.77% |
$37.2K - $40.1K
|
24.3K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-166K- 16.54% |
$3M - $3.24M
|
835K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.25KNew |
$22.7K - $24.5K
|
1.25K
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
54.6KNew |
$990K - $1.07M
|
54.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52+ 1.52% |
$943 - $1.02K
|
3.47K
$65.3K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$633K - $683K
|
34.9K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
888New |
$16.1K - $17.4K
|
888
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.2KNew |
$402K - $434K
|
22.2K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.1K+ 4.19% |
$111K - $120K
|
152K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.4K+ 20.03% |
$696K - $752K
|
230K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.5K+ 238.51% |
$1.53M - $1.65M
|
120K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
425New |
$7.71K - $8.32K
|
425
$7.99K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$1.29K - $1.39K
|
71
$1.34K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
386+ 2.13% |
$7K - $7.56K
|
18.5K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.14K- 16.62% |
$38.7K - $41.8K
|
10.7K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 7.37% |
$92K - $99.4K
|
74K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.08K+ 18.65% |
$55.8K - $60.3K
|
19.6K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-144K- 64.9% |
$2.61M - $2.82M
|
77.9K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-481- 2.99% |
$8.72K - $9.42K
|
15.6K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
15.1KNew |
$273K - $295K
|
15.1K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 2.33% |
$508 - $548
|
1.23K
$23.1K
|
|