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 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.62KClosed |
$45.2K - $47.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-860Closed |
$24.1K - $25.5K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-405Closed |
$11.3K - $12K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 15, 2021
Q1 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-16.9KClosed |
$439K - $486K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-13.7KClosed |
$355K - $392K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$276K - $305K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
R.P. Boggs & Co.
|
SELL
|
- |
-3.21K- 10.16% |
$83.2K - $91.9K
|
28.4K
$539K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.8KClosed |
$72.6K - $80.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-2.03KClosed |
$52.5K - $58K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2KClosed |
$51.8K - $57.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.67KClosed |
$43.3K - $47.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-550Closed |
$14.3K - $15.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-101Closed |
$2.62K - $2.89K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-28.5KClosed |
$688K - $773K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.26KClosed |
$200K - $224K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-4.68KClosed |
$113K - $127K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22.3KClosed |
$535K - $565K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.5KClosed |
$252K - $266K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-20.8KClosed |
$416K - $562K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Shaker Financial Services, LLC
|
SELL
|
- |
-20.8KClosed |
$416K - $561K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-150Closed |
$3.01K - $4.06K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100Closed |
$2K - $2.7K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$40.1 - $54.1
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-39KClosed |
$692K - $1.31M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
North Star Asset Management Inc
|
SELL
|
- |
-11KClosed |
$195K - $370K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.04KClosed |
$125K - $237K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7KClosed |
$124K - $235K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.35KClosed |
$270K - $282K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.43KClosed |
$208K - $218K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.71KClosed |
$87.9K - $91.8K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.42KClosed |
$78.2K - $81.7K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.89KClosed |
$61.1K - $63.9K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-1.13KClosed |
$36.4K - $38.1K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-442Closed |
$14.3K - $15K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-87Closed |
$2.82K - $2.94K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 06, 2019
Q3 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.25MClosed |
$38.5M - $40.8M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.9KClosed |
$334K - $354K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.33KClosed |
$40.9K - $43.3K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-833Closed |
$25.6K - $27.1K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-400Closed |
$12.3K - $13K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.97KClosed |
$91.3K - $98.8K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.03KClosed |
$31.7K - $34.3K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-750Closed |
$23K - $24.9K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-500Closed |
$15.4K - $16.6K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-51Closed |
$1.57K - $1.7K
|
0
$0
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$615K - $679K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-372KClosed |
$10M - $12.7M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.8KClosed |
$669K - $845K
|
0
$0
|