Latest Institutional Transactions on Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
510
+ 1.79%
$9.44K - $10.2K
29K $573K
Apr 04, 2025 Q1 2025
Sage Capital Advisors,Llc

SELL
 -
-1.65K
- 6.61%
$30.5K - $33.1K
23.3K $460K
Apr 01, 2025 Q1 2025
Massmutual Trust CO Fsb

BUY
 -
4
New
$74 - $80.2
4 $79
Q4 2024
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
1.06K
New
$19.4K - $22K
1.06K $20.8K
Mar 17, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-6.45K
- 3.83%
$118K - $134K
162K $3.19M
Mar 12, 2025 Q4 2024
Centaurus Financial, Inc.

BUY
 -
2
+ 0.02%
$36.7 - $41.7
8.47K $167K
Mar 04, 2025 Q4 2024
Buska Wealth Management, LLC

Wausau, WI
BUY
 -
6.29K
+ 59.82%
$115K - $131K
16.8K $332K
Feb 26, 2025 Q4 2024
Life Wealth Investments, LLC

Winter Garden, FL
BUY
 -
166K
New
$3.05M - $3.47M
166K $3.28M
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-16.1K
- 11.63%
$294K - $335K
122K $2.41M
Feb 25, 2025 Q4 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
1.3K
New
$23.8K - $27.1K
1.3K $25.7K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
27.2K
New
$499K - $567K
27.2K $537K
Feb 19, 2025 Q4 2024
Kingstone Capital Partners Texas, LLC

Frisco, TX
BUY
 -
10.2K
New
$187K - $212K
10.2K $201K
Feb 19, 2025 Q4 2024
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
187K
New
$3.43M - $3.9M
187K $3.69M
Feb 18, 2025 Q4 2024
Cornerstone Advisory, LLC

BUY
 -
36.2K
+ 6.68%
$664K - $756K
579K $11.4M
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
78
+ 3.25%
$1.43K - $1.63K
2.48K $48.9K
Feb 18, 2025 Q4 2024
Western Wealth Management, LLC

SELL
 -
-75.1K
- 84.72%
$1.38M - $1.57M
13.6K $268K
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
214K
+ 1891.14%
$3.92M - $4.45M
225K $4.44M
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-15.3K
- 6.64%
$281K - $319K
215K $4.25M
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.05K
+ 8.79%
$92.6K - $105K
62.6K $1.23M
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
39.8K
+ 44.11%
$729K - $829K
130K $2.56M
Feb 14, 2025 Q4 2024
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-328
- 2.54%
$6.01K - $6.84K
12.6K $249K
Feb 14, 2025 Q4 2024
Hrt Financial LP

New York, NY
BUY
 -
72.7K
New
$1.33M - $1.52M
72.7K $1.44M
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
762
+ 1.77%
$14K - $15.9K
43.7K $863K
Feb 14, 2025 Q4 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
12.3K
New
$225K - $256K
12.3K $242K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
62K
+ 4.47%
$1.14M - $1.29M
1.45M $28.6M
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
2.62K
+ 24.6%
$48K - $54.6K
13.3K $262K
Feb 14, 2025 Q4 2024
Triumph Capital Management

BUY
 -
20.9K
+ 89.52%
$384K - $437K
44.4K $875K
Feb 14, 2025 Q4 2024
Brown Advisory Inc

SELL
 -
-480
- 0.86%
$8.8K - $10K
55.1K $1.09M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
60.4K
New
$1.11M - $1.26M
60.4K $1.19M
Feb 14, 2025 Q4 2024
Kaizen Financial Strategies

SELL
 -
-19.1K
- 37.15%
$350K - $398K
32.3K $637K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
221K
+ 8.44%
$4.05M - $4.6M
2.84M $56M
Feb 14, 2025 Q4 2024
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-30.7K
- 25.88%
$562K - $639K
87.8K $1.73M
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-50.4K
- 39.65%
$924K - $1.05M
76.8K $1.52M
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
46.2K
+ 5.64%
$847K - $963K
865K $17.1M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-194K
- 16.2%
$3.55M - $4.04M
1M $19.8M
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
13K
+ 93.48%
$237K - $270K
26.8K $529K
Feb 14, 2025 Q4 2024
Verition Fund Management LLC

Greenwich, CT
BUY
 -
15K
New
$275K - $313K
15K $296K
Feb 14, 2025 Q4 2024
Parvin Asset Management, LLC

Sioux Falls, SD
BUY
 -
100
New
$1.83K - $2.09K
100 $1.97K
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
44.4K
New
$813K - $925K
44.4K $875K
Feb 14, 2025 Q4 2024
First Heartland Consultants, Inc.

BUY
 -
13.3K
+ 114.16%
$244K - $278K
25K $493K
Feb 14, 2025 Q4 2024
Elequin Capital LP

New York, NY
BUY
 -
11.6K
New
$213K - $242K
11.6K $229K
Feb 14, 2025 Q4 2024
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-7.99K
- 20.23%
$146K - $167K
31.5K $622K
Feb 14, 2025 Q4 2024
Novem Group

Rochester, NY
BUY
 -
70.9K
New
$1.3M - $1.48M
70.9K $1.4M
Feb 14, 2025 Q4 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.58K
- 11.03%
$29K - $33K
12.8K $252K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-2.55K
- 20.57%
$46.8K - $53.2K
9.85K $194K
Feb 14, 2025 Q4 2024
Readystate Asset Management LP

Chicago, IL
BUY
 -
80.7K
New
$1.48M - $1.68M
80.7K $1.59M
Feb 14, 2025 Q4 2024
Jane Street Group, LLC

New York, NY
BUY
 -
38.9K
+ 122.67%
$713K - $812K
70.7K $1.39M
Feb 14, 2025 Q4 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
16.9K
+ 81.96%
$309K - $351K
37.4K $739K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.28K
+ 1.24%
$41.7K - $47.5K
186K $3.67M

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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