Latest Institutional Transactions on Pimco Dynamic Income Fund (PDI)
This table provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
802+ 11.05% |
$15.1K - $16.1K
|
8.06K
$145K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.01K+ 19.06% |
$56.8K - $60.4K
|
18.8K
$339K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
395+ 3.06% |
$7.45K - $7.93K
|
13.3K
$240K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7.24KNew |
$136K - $145K
|
7.24K
$131K
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
15.6K+ 15.03% |
$293K - $312K
|
119K
$2.15M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.11K+ 25.81% |
$77.4K - $82.4K
|
20K
$361K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$37.7 - $40.1
|
8.47K
$153K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.93K- 3.09% |
$55.2K - $58.8K
|
91.8K
$1.66M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.82K+ 194.67% |
$90.9K - $96.8K
|
7.3K
$132K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
790+ 6.4% |
$14.9K - $15.9K
|
13.1K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.51K+ 8.75% |
$28.5K - $30.4K
|
18.8K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9- 0.07% |
$170 - $181
|
12.1K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 1.34% |
$2.87K - $3.05K
|
11.5K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.27K+ 3.57% |
$24K - $25.6K
|
37K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-909- 10.82% |
$17.1K - $18.2K
|
7.5K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.33K+ 21.86% |
$43.9K - $46.8K
|
13K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.6KNew |
$388K - $413K
|
20.6K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.98K- 0.16% |
$93.8K - $99.9K
|
3.06M
$55.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
771K+ 6.14% |
$14.5M - $15.5M
|
13.3M
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20.9K- 4.77% |
$393K - $419K
|
416K
$7.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
35.4K+ 301.02% |
$667K - $710K
|
47.2K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.52K- 14.35% |
$47.4K - $50.5K
|
15K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 5.09% |
$40.5K - $43.1K
|
44.3K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.76K- 1.32% |
$109K - $116K
|
430K
$7.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.8K+ 77.56% |
$562K - $598K
|
68.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 58.77% |
$437K - $465K
|
62.6K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-185K- 14.35% |
$3.48M - $3.71M
|
1.1M
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$193K - $205K
|
10.2K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-32.5K- 37.81% |
$612K - $652K
|
53.4K
$964K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-608- 0.92% |
$11.5K - $12.2K
|
65.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4K+ 131.53% |
$516K - $549K
|
48.2K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182+ 0.01% |
$3.43K - $3.65K
|
1.29M
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49K+ 5.19% |
$84.6K - $90.1K
|
91.1K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 1.33% |
$36.2K - $38.6K
|
146K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.6K+ 117.34% |
$408K - $434K
|
40.1K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-16.2K- 39.08% |
$305K - $325K
|
25.2K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$223K - $238K
|
11.8K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 13.55% |
$3.02M - $3.21M
|
1.34M
$24.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
11.4KNew |
$215K - $229K
|
11.4K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 13.62% |
$90.9K - $96.8K
|
30.6K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
33.7K+ 30.23% |
$634K - $675K
|
145K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.6KNew |
$351K - $373K
|
18.6K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.29KNew |
$24.3K - $25.9K
|
1.29K
$23.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
212+ 1.41% |
$4K - $4.25K
|
15.3K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
212K+ 122.56% |
$3.99M - $4.25M
|
384K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.4K- 29.15% |
$253K - $269K
|
32.6K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-524- 5.08% |
$9.88K - $10.5K
|
9.8K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.0% |
$18.9 - $20.1
|
45.8K
$827K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
530New |
$9.99K - $10.6K
|
530
$9.57K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.7K+ 2603.95% |
$522K - $556K
|
28.7K
$519K
|
|