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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-258K- 92.7% |
$4.73M - $5.38M
|
20.3K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-16.7K- 9.51% |
$306K - $348K
|
159K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.97K- 14.99% |
$72.7K - $82.7K
|
22.5K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$62.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.8K- 13.22% |
$69.7K - $79.2K
|
24.9K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.19% |
$28.8K - $32.8K
|
36K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 3.85% |
$21.5K - $24.4K
|
29.2K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-447- 1.58% |
$8.19K - $9.32K
|
27.8K
$529K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-307- 1.79% |
$5.63K - $6.4K
|
16.8K
$320K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-199K- 95.03% |
$3.72M - $4.03M
|
10.4K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 43.5% |
$3.48M - $3.76M
|
241K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168K- 6.04% |
$3.15M - $3.41M
|
2.61M
$49.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-86.7K- 87.54% |
$1.62M - $1.76M
|
12.3K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-41.9K- 7.17% |
$783K - $848K
|
542K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.5K- 42.95% |
$664K - $719K
|
47.1K
$896K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.7K- 34.9% |
$462K - $500K
|
46.1K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 31.25% |
$443K - $480K
|
52.1K
$990K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-23.4K- 2.62% |
$438K - $474K
|
871K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-20K- 37.82% |
$373K - $404K
|
32.8K
$623K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 12.25% |
$360K - $390K
|
138K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.8K- 56.43% |
$313K - $339K
|
12.9K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15.2K- 17.48% |
$284K - $308K
|
71.8K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.8K- 18.17% |
$220K - $238K
|
53K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 35.46% |
$203K - $220K
|
19.8K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.3K- 1.51% |
$174K - $188K
|
605K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.42K- 4.38% |
$157K - $170K
|
184K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.77K- 7.13% |
$145K - $157K
|
101K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.55K- 23.57% |
$122K - $133K
|
21.2K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.55K- 25.96% |
$122K - $133K
|
18.7K
$355K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-6.46K- 38.07% |
$121K - $131K
|
10.5K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.21K- 39.98% |
$116K - $126K
|
9.32K
$177K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.76K- 7.56% |
$108K - $117K
|
70.5K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.66K- 4.56% |
$106K - $115K
|
118K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.57K- 19.77% |
$104K - $113K
|
22.6K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.37K- 7.45% |
$100K - $109K
|
66.8K
$1.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.33K- 2.51% |
$99.6K - $108K
|
207K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 23.66% |
$97.4K - $106K
|
16.8K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.13K- 4.78% |
$96K - $104K
|
102K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.62K- 8.18% |
$86.4K - $93.6K
|
51.9K
$986K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.53K- 16.77% |
$84.8K - $91.8K
|
22.5K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-4.5K- 19.51% |
$84.2K - $91.2K
|
18.6K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.49K- 10.33% |
$83.9K - $90.8K
|
38.9K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 24.39% |
$80.5K - $87.2K
|
13.3K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 0.28% |
$77K - $83.4K
|
1.46M
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.92K- 24.95% |
$73.3K - $79.3K
|
11.8K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.11K- 22.15% |
$58.2K - $63K
|
10.9K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 2.16% |
$52.5K - $56.9K
|
127K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.62K- 5.23% |
$49K - $53.1K
|
47.4K
$902K
|
|