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 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
80+ 24.46% |
$1.35K - $1.56K
|
407
$7.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.05K- 16.98% |
$34.6K - $40K
|
10K
$188K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 10.03% |
$190K - $219K
|
101K
$1.89M
|
|
| Q2 2023 | |||||||
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
15KNew |
$260K - $281K
|
15K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.43K- 14.13% |
$59.6K - $64.4K
|
20.9K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3K- 14.46% |
$52.1K - $56.2K
|
17.7K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
818New |
$14.2K - $15.3K
|
818
$15.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.66K+ 31.55% |
$133K - $144K
|
32K
$601K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10KNew |
$174K - $188K
|
10K
$188K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-569- 4.83% |
$9.88K - $10.7K
|
11.2K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64KNew |
$28.4K - $30.7K
|
1.64K
$30.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
840New |
$14.6K - $15.8K
|
840
$15.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.1K+ 3.66% |
$175K - $189K
|
285K
$5.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
972New |
$16.9K - $18.2K
|
972
$18.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$4.25K - $4.59K
|
245
$4.61K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
13.9KNew |
$241K - $261K
|
13.9K
$262K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-510- 2.89% |
$8.85K - $9.56K
|
17.1K
$322K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 47.94% |
$23.2K - $25K
|
1.45K
$27.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$49.9K - $53.9K
|
2.88K
$54.1K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57KNew |
$1.02M - $1.2M
|
57K
$1.07M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.6KClosed |
$28.5K - $33.7K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$7.14K - $8.44K
|
400
$7.52K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 88.89% |
$14.3K - $16.9K
|
1.7K
$32K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 60.07% |
$150K - $178K
|
22.5K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-485- 3.34% |
$8.66K - $10.2K
|
14.1K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.06K+ 185.21% |
$54.5K - $64.5K
|
4.71K
$88.5K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
195KNew |
$3.48M - $4.11M
|
195K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
510New |
$9.1K - $10.8K
|
510
$9.59K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-713K- 99.57% |
$12.7M - $15M
|
3.09K
$58.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$19.4K - $22.9K
|
1.09K
$20.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$29.5K - $34.8K
|
1.65K
$31K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.89K+ 29.4% |
$105K - $124K
|
25.9K
$488K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
73New |
$1.3K - $1.54K
|
73
$1.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
281+ 2.21% |
$5.02K - $5.93K
|
13K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.78K- 12.25% |
$31.8K - $37.6K
|
12.7K
$240K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-12K- 23.35% |
$214K - $253K
|
39.4K
$740K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$22.8K - $26.9K
|
1.28K
$24K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200+ 100.0% |
$3.57K - $4.22K
|
400
$7.52K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
204New |
$3.73K - $4.23K
|
204
$3.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$14.6K - $16.6K
|
800
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.3KNew |
$409K - $463K
|
22.3K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73KNew |
$31.7K - $35.9K
|
1.73K
$32.6K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
11.6K+ 1842.56% |
$213K - $241K
|
12.3K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
665+ 100.0% |
$12.2K - $13.8K
|
1.33K
$25K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.38KNew |
$80.1K - $90.8K
|
4.38K
$82.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.27K+ 1.1% |
$41.5K - $47K
|
209K
$3.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.33K+ 4.84% |
$24.3K - $27.5K
|
28.7K
$541K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-922- 25.05% |
$16.9K - $19.1K
|
2.76K
$51.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.52KNew |
$27.7K - $31.4K
|
1.52K
$28.5K
|
|