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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
524+ 3.47% |
$9.7K - $10.5K
|
15.6K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-65- 0.42% |
$1.2K - $1.3K
|
15.3K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.1K+ 10.06% |
$223K - $242K
|
132K
$2.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.73K+ 26.48% |
$106K - $115K
|
27.4K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900New |
$16.7K - $18K
|
900
$16.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
198+ 2.57% |
$3.66K - $3.97K
|
7.9K
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
117K+ 46.11% |
$2.17M - $2.35M
|
372K
$6.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 0.7% |
$42.6K - $46.2K
|
328K
$5.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$37K - $40.1K
|
2K
$35.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-209K- 36.34% |
$3.88M - $4.2M
|
367K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14K- 23.47% |
$260K - $281K
|
45.7K
$817K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
35.4K+ 20.88% |
$656K - $710K
|
205K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.89K+ 47.89% |
$109K - $118K
|
18.2K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 8.24% |
$247K - $267K
|
148K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.5KNew |
$194K - $211K
|
10.5K
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.66K+ 5.02% |
$67.8K - $73.4K
|
76.6K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-72.9K- 38.76% |
$1.35M - $1.46M
|
115K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 46.67% |
$47.5K - $51.5K
|
8.07K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.03K+ 10.16% |
$19.1K - $20.7K
|
11.2K
$200K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 7.24% |
$454K - $491K
|
363K
$6.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 49.85% |
$332K - $360K
|
53.9K
$963K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.8K+ 18.63% |
$310K - $336K
|
107K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.42K- 19.29% |
$63.3K - $68.5K
|
14.3K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 6.67% |
$18.5K - $20.1K
|
14K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-680- 5.61% |
$12.6K - $13.6K
|
11.4K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.98K+ 13.94% |
$148K - $160K
|
65.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
501+ 0.94% |
$9.27K - $10K
|
53.6K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
640+ 2.02% |
$11.8K - $12.8K
|
32.4K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.6K+ 21.78% |
$104K - $112K
|
31.3K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 101800.0% |
$207K - $225K
|
11.2K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
654+ 3.49% |
$12.1K - $13.1K
|
19.4K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-408- 1.69% |
$7.55K - $8.18K
|
23.7K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.11% |
$1.44K - $1.56K
|
72.4K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
419+ 20.95% |
$7.76K - $8.4K
|
2.42K
$43.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 14.98% |
$365K - $395K
|
151K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.5K+ 38.69% |
$120K - $130K
|
23.3K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-11.8K- 99.84% |
$219K - $237K
|
19
$340
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
80+ 0.25% |
$1.48K - $1.6K
|
32.3K
$578K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
510+ 1.79% |
$9.44K - $10.2K
|
29K
$519K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.65K- 6.61% |
$30.5K - $33.1K
|
23.3K
$416K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$74 - $80.2
|
4
$71.5
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
58.7K+ 432.76% |
$1.08M - $1.22M
|
72.2K
$1.29M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$19.4K - $22K
|
1.06K
$18.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$36.7 - $41.7
|
8.47K
$151K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
166KNew |
$3.05M - $3.47M
|
166K
$2.97M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.3KNew |
$23.8K - $27.1K
|
1.3K
$23.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 11.63% |
$294K - $335K
|
122K
$2.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27.2KNew |
$499K - $567K
|
27.2K
$486K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-357- 2.24% |
$6.54K - $7.44K
|
15.6K
$278K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
187KNew |
$3.43M - $3.9M
|
187K
$3.34M
|
|