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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 26.95% |
$352K - $388K
|
91.9K
$1.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
13.6K+ 24.26% |
$245K - $270K
|
69.4K
$1.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436+ 31.23% |
$7.87K - $8.68K
|
1.83K
$33.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.61K+ 6.11% |
$47.1K - $51.9K
|
45.3K
$818K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-164K- 92.71% |
$2.97M - $3.27M
|
12.9K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.81K- 0.92% |
$68.7K - $75.8K
|
412K
$7.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
750+ 5.54% |
$13.5K - $14.9K
|
14.3K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.4KNew |
$856K - $944K
|
47.4K
$856K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.8K- 49.19% |
$50.5K - $55.7K
|
2.89K
$52.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.28K- 15.69% |
$149K - $165K
|
44.5K
$803K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-409- 3.47% |
$7.38K - $8.14K
|
11.4K
$205K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.48K- 4.68% |
$26.6K - $29.4K
|
30.1K
$542K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
SELL
|
- |
-2.91K- 6.95% |
$52.5K - $57.9K
|
39K
$703K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.8K- 55.09% |
$230K - $254K
|
10.4K
$188K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.77K+ 18.66% |
$86K - $94.9K
|
30.3K
$547K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-20- 0.11% |
$361 - $398
|
18.3K
$331K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
225New |
$4.06K - $4.48K
|
225
$4.06K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.67K+ 3.82% |
$66.1K - $73K
|
99.7K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.74K+ 7.41% |
$49.3K - $54.5K
|
39.7K
$716K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
92+ 0.39% |
$1.66K - $1.83K
|
23.6K
$426K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.4K- 18.11% |
$441K - $486K
|
110K
$1.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-61.4K- 67.68% |
$1.11M - $1.22M
|
29.3K
$529K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
375+ 3.57% |
$6.77K - $7.47K
|
10.9K
$196K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.78K+ 13.35% |
$50.1K - $55.3K
|
23.6K
$426K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.09K- 1.48% |
$19.6K - $21.6K
|
72.5K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.05% |
$28.2K - $31.1K
|
52.8K
$954K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46.2K+ 10.86% |
$834K - $921K
|
472K
$8.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.16K- 17.09% |
$75.1K - $82.9K
|
20.2K
$364K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.33K+ 7.39% |
$24K - $26.5K
|
19.3K
$349K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
36.4KNew |
$656K - $724K
|
36.4K
$657K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
347K+ 185.59% |
$6.25M - $6.9M
|
533K
$9.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2+ 3.17% |
$36.1 - $39.8
|
65
$1.17K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3.38K- 37.52% |
$61K - $67.3K
|
5.63K
$102K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.63K+ 4.45% |
$49.5K - $52.7K
|
61.7K
$1.11M
|
|
|
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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.82K+ 194.67% |
$90.9K - $96.8K
|
7.3K
$132K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.93K- 3.09% |
$55.2K - $58.8K
|
91.8K
$1.66M
|
|
|
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
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-524- 5.08% |
$9.88K - $10.5K
|
9.8K
$177K
|
|
|
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
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.51K+ 8.75% |
$28.5K - $30.4K
|
18.8K
$340K
|
|
|
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
|
|