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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-22.4M- 99.94% |
$381M - $445M
|
12.8K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44M- 94.83% |
$24.5M - $28.6M
|
78.4K
$1.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-530K- 4.05% |
$9.03M - $10.5M
|
12.6M
$252M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-517K- 97.77% |
$8.79M - $10.3M
|
11.8K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-203K- 67.59% |
$3.45M - $4.03M
|
97.2K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-178K- 81.85% |
$3.03M - $3.53M
|
39.4K
$791K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 7.9% |
$2.12M - $2.48M
|
1.46M
$29.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-110K- 45.92% |
$1.87M - $2.19M
|
130K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100K- 70.42% |
$1.71M - $1.99M
|
42.2K
$847K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-68.6K- 64.73% |
$1.17M - $1.36M
|
37.4K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.8K- 5.71% |
$1.02M - $1.19M
|
988K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36.2K- 60.18% |
$617K - $720K
|
24K
$481K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-33.9K- 55.17% |
$577K - $674K
|
27.6K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.6K- 63.55% |
$573K - $669K
|
19.3K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.1K- 24.75% |
$530K - $619K
|
94.7K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.3K- 65.77% |
$517K - $603K
|
15.8K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27K- 49.77% |
$459K - $536K
|
27.2K
$546K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-25.8K- 13.93% |
$439K - $512K
|
159K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-15.8K- 2.03% |
$268K - $313K
|
759K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.7K- 8.85% |
$250K - $292K
|
151K
$3.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.5K- 9.8% |
$248K - $289K
|
134K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.5K- 28.84% |
$246K - $288K
|
35.7K
$717K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-13.3K- 45.61% |
$226K - $264K
|
15.8K
$318K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-12K- 52.97% |
$204K - $239K
|
10.7K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.9K- 39.0% |
$203K - $237K
|
18.7K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.93K- 23.79% |
$152K - $177K
|
28.6K
$574K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.58K- 42.08% |
$146K - $170K
|
11.8K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.64K- 18.71% |
$113K - $132K
|
28.9K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.63K- 24.16% |
$113K - $132K
|
20.8K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.72K- 0.48% |
$97.4K - $114K
|
1.18M
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.39K- 26.47% |
$91.8K - $107K
|
15K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.91K- 1.11% |
$83.6K - $97.5K
|
437K
$8.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.77K- 63.62% |
$81.3K - $94.9K
|
2.73K
$54.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.76K- 3.87% |
$81K - $94.6K
|
118K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.55K- 8.36% |
$77.4K - $90.4K
|
49.9K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.46K- 16.62% |
$76K - $88.7K
|
22.4K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.89K- 8.04% |
$66.3K - $77.4K
|
44.5K
$893K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.82K- 48.3% |
$64.9K - $75.8K
|
4.08K
$82K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.8K- 1.78% |
$64.7K - $75.5K
|
209K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 9.02% |
$51.5K - $60.1K
|
30.5K
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.75K- 14.53% |
$46.8K - $54.7K
|
16.2K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.7K- 16.17% |
$45.9K - $53.6K
|
14K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.5K- 9.21% |
$42.5K - $49.6K
|
24.6K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.23K- 1.86% |
$38K - $44.4K
|
118K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.17K- 11.72% |
$36.9K - $43.1K
|
16.3K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.09K- 10.17% |
$35.6K - $41.6K
|
18.5K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.09K- 10.64% |
$35.5K - $41.5K
|
17.5K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 99.95% |
$35.3K - $41.3K
|
1
$20.1
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.96K- 14.72% |
$33.4K - $39K
|
11.4K
$228K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 13.7% |
$28.8K - $33.6K
|
10.6K
$214K
|