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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.55K- 4.61% |
$47.6K - $51.6K
|
52.7K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.98K- 5.13% |
$37K - $40.1K
|
36.6K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 1.48% |
$34.6K - $37.4K
|
123K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 4.71% |
$33.5K - $36.3K
|
36.3K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.57K- 5.5% |
$29.4K - $31.8K
|
27K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 9.34% |
$26.7K - $28.9K
|
13.9K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.41K- 10.81% |
$26.4K - $28.6K
|
11.6K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.37K- 0.53% |
$25.7K - $27.8K
|
258K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.25K- 1.79% |
$23.4K - $25.3K
|
68.7K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.15K- 9.39% |
$21.4K - $23.2K
|
11.1K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 33.33% |
$18.7K - $20.3K
|
2K
$38K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-752- 5.95% |
$14.1K - $15.2K
|
11.9K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 2.37% |
$9.35K - $10.1K
|
20.6K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-465- 2.74% |
$8.7K - $9.42K
|
16.5K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 4.48% |
$8.13K - $8.81K
|
9.27K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.74% |
$4.1K - $4.43K
|
29.4K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-150- 0.92% |
$2.81K - $3.04K
|
16.1K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-100- 0.02% |
$1.87K - $2.03K
|
534K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-50- 1.5% |
$935 - $1.01K
|
3.27K
$62.2K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.33K- 13.94% |
$155K - $165K
|
51.4K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.62K- 7.51% |
$67.2K - $71.5K
|
44.6K
$847K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.3K- 6.34% |
$61.3K - $65.2K
|
48.7K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 13.06% |
$30.7K - $32.6K
|
11K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-991- 46.07% |
$18.4K - $19.6K
|
1.16K
$22K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-759- 1.94% |
$14.1K - $15K
|
38.5K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-657- 5.76% |
$12.2K - $13K
|
10.8K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-600- 1.07% |
$11.1K - $11.9K
|
55.6K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-272- 99.63% |
$5.05K - $5.37K
|
1
$19
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-166K- 16.54% |
$3M - $3.24M
|
835K
$15.9M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-144K- 64.9% |
$2.61M - $2.82M
|
77.9K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-99.7K- 85.91% |
$1.81M - $1.95M
|
16.3K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-6.79K- 83.81% |
$123K - $133K
|
1.31K
$24.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.5K- 14.57% |
$99.7K - $108K
|
32.3K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.93K- 14.82% |
$71.2K - $76.9K
|
22.6K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.29K- 15.12% |
$41.5K - $44.8K
|
12.9K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.14K- 16.62% |
$38.7K - $41.8K
|
10.7K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.05K- 7.77% |
$37.2K - $40.1K
|
24.3K
$462K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-700- 12.28% |
$12.7K - $13.7K
|
5K
$95K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-481- 2.99% |
$8.72K - $9.42K
|
15.6K
$297K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-360- 15.34% |
$6.53K - $7.05K
|
1.99K
$37.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-35.8K- 54.0% |
$556K - $650K
|
30.5K
$580K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.4KClosed |
$207K - $243K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.09K- 10.9% |
$32.5K - $38K
|
17.1K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.49K- 36.8% |
$23.1K - $27K
|
2.55K
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.13K- 6.98% |
$17.5K - $20.5K
|
15K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-468- 48.5% |
$7.27K - $8.5K
|
497
$9.44K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-426- 18.16% |
$6.62K - $7.74K
|
1.92K
$36.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-208- 1.97% |
$3.23K - $3.78K
|
10.4K
$197K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 10.03% |
$190K - $219K
|
101K
$1.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5K- 18.37% |
$84.5K - $97.7K
|
22.2K
$422K
|
|