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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.13K- 6.98% |
$17.5K - $20.5K
|
15K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-468- 48.5% |
$7.27K - $8.5K
|
497
$9.57K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-426- 18.16% |
$6.62K - $7.74K
|
1.92K
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-208- 1.97% |
$3.23K - $3.78K
|
10.4K
$199K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 10.03% |
$190K - $219K
|
101K
$1.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5K- 18.37% |
$84.5K - $97.7K
|
22.2K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.34K- 16.91% |
$56.4K - $65.2K
|
16.4K
$316K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.41K- 4.07% |
$40.6K - $47K
|
56.7K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.05K- 16.98% |
$34.6K - $40K
|
10K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.46K- 3.08% |
$24.6K - $28.4K
|
45.7K
$880K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-760- 6.23% |
$12.8K - $14.9K
|
11.4K
$220K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-35- 0.35% |
$591 - $684
|
10K
$193K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.43K- 14.13% |
$59.6K - $64.4K
|
20.9K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3K- 14.46% |
$52.1K - $56.2K
|
17.7K
$342K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 47.94% |
$23.2K - $25K
|
1.45K
$27.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-569- 4.83% |
$9.88K - $10.7K
|
11.2K
$216K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-713K- 99.57% |
$12.7M - $15M
|
3.09K
$59.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-12K- 23.35% |
$214K - $253K
|
39.4K
$758K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.6KClosed |
$28.5K - $33.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-485- 3.34% |
$8.66K - $10.2K
|
14.1K
$271K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-5.57K- 10.67% |
$102K - $115K
|
46.6K
$897K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-922- 25.05% |
$16.9K - $19.1K
|
2.76K
$53.1K
|
|
| Q3 2022 | |||||||
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-129KClosed |
$2.43M - $2.87M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-99.8K- 57.48% |
$1.88M - $2.22M
|
73.8K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-54KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-3.05K- 1.52% |
$57.5K - $68K
|
197K
$3.79M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.56KClosed |
$48.3K - $57.1K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.18K- 3.15% |
$22.2K - $26.3K
|
36.3K
$699K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-214- 52.2% |
$4.03K - $4.77K
|
196
$3.77K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-75.2K- 50.0% |
$1.48M - $1.81M
|
75.2K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-31.9KClosed |
$629K - $769K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-31.6KClosed |
$624K - $763K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-31.3KClosed |
$618K - $755K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-26.5KClosed |
$524K - $640K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2KClosed |
$518K - $633K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-17.4KClosed |
$344K - $420K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-16KClosed |
$316K - $386K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-11.8KClosed |
$233K - $284K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$230K - $281K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.5KClosed |
$208K - $254K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.74KClosed |
$192K - $235K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.31K- 48.2% |
$184K - $225K
|
10K
$193K
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-9.26KClosed |
$183K - $223K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.16K- 45.09% |
$181K - $221K
|
11.2K
$215K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-8.26KClosed |
$163K - $199K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-4.92KClosed |
$97K - $119K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 16.19% |
$54.9K - $67.1K
|
14.4K
$277K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.05K- 45.46% |
$40.4K - $49.3K
|
2.46K
$47.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
PUT |
-1.87KClosed |
$36.9K - $45.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.72K- 75.02% |
$33.9K - $41.4K
|
572
$11K
|
|