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
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-64K- 7.35% |
$1.17M - $1.34M
|
807K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38.8K- 43.26% |
$711K - $808K
|
50.9K
$979K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-34.9K- 86.3% |
$639K - $727K
|
5.53K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-31.8K- 99.45% |
$583K - $663K
|
175
$3.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28.9K- 4.77% |
$529K - $602K
|
576K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21.2K- 31.77% |
$389K - $442K
|
45.5K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-16.7K- 9.51% |
$306K - $348K
|
159K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 99.9% |
$200K - $228K
|
11
$212
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.39K- 18.02% |
$172K - $196K
|
42.7K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.5K- 28.79% |
$119K - $136K
|
16.1K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.12K- 22.64% |
$112K - $128K
|
20.9K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.6K- 6.54% |
$103K - $117K
|
80K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.2K- 3.51% |
$95.3K - $108K
|
143K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5K- 59.85% |
$91.6K - $104K
|
3.35K
$64.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 7.08% |
$78.9K - $89.7K
|
56.5K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.97K- 14.99% |
$72.7K - $82.7K
|
22.5K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$63.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.8K- 13.22% |
$69.7K - $79.2K
|
24.9K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.51K- 4.9% |
$46K - $52.4K
|
48.8K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.45K- 12.48% |
$44.9K - $51.1K
|
17.2K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.3K- 52.09% |
$42.2K - $48K
|
2.12K
$40.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.95K- 9.93% |
$35.8K - $40.7K
|
17.7K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.19% |
$28.8K - $32.8K
|
36K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 3.85% |
$21.5K - $24.4K
|
29.2K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 6.08% |
$20.3K - $23K
|
17.1K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-745- 6.73% |
$13.7K - $15.5K
|
10.3K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-447- 1.58% |
$8.19K - $9.32K
|
27.8K
$536K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$15.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-307- 1.79% |
$5.63K - $6.4K
|
16.8K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-208- 1.54% |
$3.81K - $4.34K
|
13.3K
$256K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 43.5% |
$3.48M - $3.76M
|
241K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168K- 6.04% |
$3.15M - $3.41M
|
2.61M
$50.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-86.7K- 87.54% |
$1.62M - $1.76M
|
12.3K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-41.9K- 7.17% |
$783K - $848K
|
542K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.5K- 42.95% |
$664K - $719K
|
47.1K
$908K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.7K- 34.9% |
$462K - $500K
|
46.1K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-20K- 37.82% |
$373K - $404K
|
32.8K
$632K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 12.25% |
$360K - $390K
|
138K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.8K- 56.43% |
$313K - $339K
|
12.9K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 35.46% |
$203K - $220K
|
19.8K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.42K- 4.38% |
$157K - $170K
|
184K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.77K- 7.13% |
$145K - $157K
|
101K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.55K- 23.57% |
$122K - $133K
|
21.2K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.55K- 25.96% |
$122K - $133K
|
18.7K
$359K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-6.46K- 38.07% |
$121K - $131K
|
10.5K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.21K- 39.98% |
$116K - $126K
|
9.32K
$179K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.76K- 7.56% |
$108K - $117K
|
70.5K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.66K- 4.56% |
$106K - $115K
|
118K
$2.28M
|
|