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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.55K- 5.64% |
$26.3K - $30.7K
|
25.8K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.53K- 2.13% |
$26.1K - $30.5K
|
70.3K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.46K- 37.14% |
$24.9K - $29.1K
|
2.48K
$49.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 1.84% |
$23.3K - $27.2K
|
72.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 1.57% |
$21.3K - $24.8K
|
78.1K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.23K- 5.09% |
$20.9K - $24.4K
|
22.9K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.23K- 12.73% |
$20.9K - $24.4K
|
8.41K
$168K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.17K- 1.11% |
$19.9K - $23.2K
|
104K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.11K- 2.24% |
$18.8K - $22K
|
48.2K
$965K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-996- 1.14% |
$17K - $19.8K
|
86.6K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-903- 5.37% |
$15.4K - $17.9K
|
15.9K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-837- 3.24% |
$14.2K - $16.6K
|
25K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-818- 2.12% |
$13.9K - $16.3K
|
37.8K
$757K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-750Closed |
$12.8K - $14.9K
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-644- 5.07% |
$11K - $12.8K
|
12.1K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-634- 5.53% |
$10.8K - $12.6K
|
10.8K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-515- 0.6% |
$8.77K - $10.2K
|
85.9K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-416- 1.43% |
$7.08K - $8.27K
|
28.6K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-397- 1.31% |
$6.76K - $7.89K
|
29.9K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-327- 44.43% |
$5.57K - $6.5K
|
409
$8.19K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-288- 4.08% |
$4.9K - $5.72K
|
6.78K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-258- 0.92% |
$4.39K - $5.13K
|
27.7K
$554K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-196- 1.37% |
$3.34K - $3.89K
|
14.1K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-170- 0.32% |
$2.89K - $3.38K
|
52.5K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-155- 0.67% |
$2.64K - $3.08K
|
22.9K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-62- 0.05% |
$1.06K - $1.23K
|
113K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$34 - $39.7
|
15.2K
$304K
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-72.9K- 38.76% |
$1.35M - $1.46M
|
115K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.37K- 70.38% |
$80.9K - $87.6K
|
1.84K
$36.8K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 2.3% |
$20K - $21.7K
|
46K
$920K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 6.67% |
$18.5K - $20.1K
|
14K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-680- 5.61% |
$12.6K - $13.6K
|
11.4K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-365- 3.93% |
$6.76K - $7.32K
|
8.92K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-249- 2.23% |
$4.61K - $4.99K
|
10.9K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-120- 1.01% |
$2.22K - $2.41K
|
11.8K
$236K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-67.4K- 57.35% |
$1.24M - $1.41M
|
50.1K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-31.8K- 99.45% |
$583K - $663K
|
175
$3.5K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-14.5K- 13.93% |
$267K - $303K
|
89.9K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.4K- 95.48% |
$117K - $133K
|
303
$6.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5K- 59.85% |
$91.6K - $104K
|
3.35K
$67.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 7.08% |
$78.9K - $89.7K
|
56.5K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$66.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.55K- 20.57% |
$46.8K - $53.2K
|
9.85K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.3K- 52.09% |
$42.2K - $48K
|
2.12K
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-480- 0.86% |
$8.8K - $10K
|
55.1K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-245- 0.53% |
$4.49K - $5.11K
|
45.8K
$918K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-100- 0.83% |
$1.83K - $2.09K
|
12K
$240K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 43.5% |
$3.48M - $3.76M
|
241K
$4.83M
|
|