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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-114KClosed |
$2.52M - $3.02M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-44.8KClosed |
$990K - $1.19M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-37.4KClosed |
$828K - $993K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-32.4KClosed |
$717K - $861K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24.1KClosed |
$533K - $640K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20.4KClosed |
$450K - $540K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-16.9KClosed |
$373K - $447K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-16.3KClosed |
$360K - $432K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-15.9KClosed |
$351K - $421K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-15.6KClosed |
$345K - $414K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.6KClosed |
$300K - $360K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-13KClosed |
$288K - $345K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-12.2KClosed |
$270K - $324K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-12KClosed |
$265K - $318K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.66KClosed |
$214K - $256K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9.09KClosed |
$201K - $241K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.72KClosed |
$193K - $231K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.63KClosed |
$191K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-8.26KClosed |
$183K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-8.17KClosed |
$181K - $217K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.91KClosed |
$175K - $210K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$105K - $126K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-2.59KClosed |
$57.3K - $68.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2KClosed |
$44.2K - $53K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-616Closed |
$13.6K - $16.3K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-545Closed |
$12K - $14.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-350Closed |
$7.74K - $9.28K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-101Closed |
$2.23K - $2.68K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10Closed |
$221 - $265
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5Closed |
$111 - $133
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$291K - $320K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11.2KClosed |
$277K - $304K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-6.46KClosed |
$160K - $176K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.2K- 30.0% |
$104K - $114K
|
9.8K
$186K
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-422Closed |
$10.4K - $11.5K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$9.9K - $10.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-300Closed |
$7.43K - $8.16K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Riverstone Advisors, LLC
|
SELL
|
- |
-92.7KClosed |
$2.41M - $2.7M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.35KClosed |
$217K - $243K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-935Closed |
$24.3K - $27.2K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-584Closed |
$15.2K - $17K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-250Closed |
$6.49K - $7.27K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-185Closed |
$4.8K - $5.38K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-89Closed |
$2.31K - $2.59K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
Golden Green, Inc.
|
SELL
|
- |
-48.3KClosed |
$1.35M - $1.43M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.9KClosed |
$894K - $946K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-8.2KClosed |
$230K - $243K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-7.28KClosed |
$204K - $216K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-5.89KClosed |
$165K - $174K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.8KClosed |
$78.4K - $82.9K
|
0
$0
|