Latest Institutional Sells of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-280K- 15.56% |
$5.18M - $5.61M
|
1.52M
$27.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-209K- 36.34% |
$3.88M - $4.2M
|
367K
$6.74M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-160K- 75.14% |
$2.96M - $3.21M
|
52.9K
$973K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-137K- 71.02% |
$2.53M - $2.74M
|
55.9K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-137K- 74.79% |
$2.53M - $2.74M
|
46.1K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-81.3K- 6.19% |
$1.51M - $1.63M
|
1.23M
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-72.9K- 38.76% |
$1.35M - $1.46M
|
115K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-72.6K- 33.65% |
$1.34M - $1.46M
|
143K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.6K- 43.6% |
$1.12M - $1.21M
|
78.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60.1K- 32.31% |
$1.11M - $1.2M
|
126K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 69.92% |
$914K - $990K
|
21.3K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-45.4K- 64.03% |
$841K - $911K
|
25.5K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-40K- 8.3% |
$740K - $802K
|
442K
$8.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-32.1K- 3.98% |
$594K - $644K
|
775K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-31.8K- 69.82% |
$589K - $638K
|
13.7K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31K- 54.54% |
$573K - $621K
|
25.8K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-28.6K- 51.53% |
$529K - $573K
|
26.9K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.5K- 10.91% |
$435K - $471K
|
192K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 2.3% |
$369K - $399K
|
845K
$15.5M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.3K- 46.35% |
$264K - $286K
|
16.5K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14K- 23.47% |
$260K - $281K
|
45.7K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 8.24% |
$247K - $267K
|
148K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.87% |
$233K - $252K
|
1.44M
$26.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-11.8K- 99.84% |
$219K - $237K
|
19
$349
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.14K- 13.01% |
$151K - $163K
|
54.4K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.99K- 16.39% |
$148K - $160K
|
40.8K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-6.94K- 13.65% |
$129K - $139K
|
43.9K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 8.73% |
$124K - $134K
|
70.1K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.54K- 4.59% |
$121K - $131K
|
136K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.72K- 50.0% |
$106K - $115K
|
5.72K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.2K- 10.65% |
$96.2K - $104K
|
43.6K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.37K- 70.38% |
$80.9K - $87.6K
|
1.84K
$33.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.26KClosed |
$78.9K - $85.4K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.95K- 5.22% |
$73.2K - $79.2K
|
71.8K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.64K- 4.55% |
$67.5K - $73.1K
|
76.4K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.42K- 19.29% |
$63.3K - $68.5K
|
14.3K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 0.7% |
$42.6K - $46.2K
|
328K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 24.13% |
$41.6K - $45.1K
|
7.07K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.02K- 1.66% |
$37.4K - $40.5K
|
120K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.02K- 14.47% |
$37.3K - $40.4K
|
11.9K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.97K- 14.82% |
$36.4K - $39.4K
|
11.3K
$208K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.65K- 6.61% |
$30.5K - $33.1K
|
23.3K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.49K- 2.27% |
$27.6K - $29.9K
|
64.2K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 2.3% |
$20K - $21.7K
|
46K
$844K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 6.67% |
$18.5K - $20.1K
|
14K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-680- 5.61% |
$12.6K - $13.6K
|
11.4K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-636- 0.79% |
$11.8K - $12.8K
|
79.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-573- 1.46% |
$10.6K - $11.5K
|
38.6K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-527- 32.51% |
$9.75K - $10.6K
|
1.09K
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-458- 0.53% |
$8.48K - $9.18K
|
86.4K
$1.59M
|