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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-5.57K- 10.67% |
$102K - $115K
|
46.6K
$877K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$1.72K - $1.95K
|
94
$1.77K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11KNew |
$38.5K - $43.7K
|
2.11K
$39.6K
|
|
| Q3 2022 | |||||||
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-129KClosed |
$2.43M - $2.87M
|
0
$0
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.56KClosed |
$48.3K - $57.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 3.38% |
$189 - $223
|
306
$5.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-54KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1KNew |
$210K - $248K
|
11.1K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-99.8K- 57.48% |
$1.88M - $2.22M
|
73.8K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1K+ 75.07% |
$229K - $270K
|
28.3K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$28.3K - $33.4K
|
1.5K
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 1.63% |
$3.77K - $4.46K
|
12.5K
$235K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45+ 0.26% |
$848 - $1K
|
17.6K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.0% |
$3.09K - $3.65K
|
5.63K
$106K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-3.05K- 1.52% |
$57.5K - $68K
|
197K
$3.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.73K+ 10.3% |
$32.6K - $38.6K
|
18.6K
$349K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.18K- 3.15% |
$22.2K - $26.3K
|
36.3K
$683K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289New |
$5.45K - $6.44K
|
289
$5.44K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
163New |
$3.07K - $3.63K
|
163
$3.07K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-214- 52.2% |
$4.03K - $4.77K
|
196
$3.69K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
736New |
$13.9K - $16.4K
|
736
$13.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.2KNew |
$193K - $228K
|
10.2K
$193K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
293New |
$5.52K - $6.53K
|
293
$5.51K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-11.8KClosed |
$233K - $284K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2KClosed |
$518K - $633K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-75.2K- 50.0% |
$1.48M - $1.81M
|
75.2K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.5KClosed |
$208K - $254K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-31.9KClosed |
$629K - $769K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.38KClosed |
$27.3K - $33.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.5KClosed |
$29.6K - $36.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
341New |
$6.73K - $8.22K
|
341
$6.41K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.7KNew |
$191K - $234K
|
9.7K
$182K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
810New |
$16K - $19.5K
|
810
$15.2K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.74KClosed |
$192K - $235K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.31K- 48.2% |
$184K - $225K
|
10K
$188K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.37K+ 1.54% |
$46.8K - $57.1K
|
156K
$2.94M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-31.6KClosed |
$624K - $763K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-26.5KClosed |
$524K - $640K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-17.4KClosed |
$344K - $420K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
928New |
$18.3K - $22.4K
|
928
$17.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.16K- 45.09% |
$181K - $221K
|
11.2K
$210K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.72K- 75.02% |
$33.9K - $41.4K
|
572
$10.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$230K - $281K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-9.26KClosed |
$183K - $223K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.05K- 45.46% |
$40.4K - $49.3K
|
2.46K
$46.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-8.26KClosed |
$163K - $199K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-200Closed |
$3.95K - $4.82K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-100Closed |
$1.97K - $2.41K
|
0
$0
|
|