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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.89K- 3.95% |
$92.2K - $98.1K
|
119K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.3K+ 13.71% |
$911K - $970K
|
401K
$7.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
71+ 0.53% |
$1.34K - $1.42K
|
13.5K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
286K+ 23.17% |
$5.4M - $5.75M
|
1.52M
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.4KNew |
$252K - $268K
|
13.4K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.6K+ 18.26% |
$464K - $494K
|
159K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 225.8% |
$458K - $488K
|
35.1K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76.6K+ 170.24% |
$1.44M - $1.54M
|
122K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 5.47% |
$30.8K - $32.8K
|
31.5K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
18.5K+ 21.36% |
$349K - $371K
|
105K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.64K+ 14.23% |
$30.9K - $32.9K
|
13.2K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
354+ 0.18% |
$6.67K - $7.1K
|
199K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
85.2K+ 13.45% |
$1.61M - $1.71M
|
718K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-111K- 46.23% |
$2.09M - $2.23M
|
129K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
153KNew |
$2.89M - $3.07M
|
153K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
4.94K+ 5.87% |
$93.2K - $99.2K
|
89.2K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.78% |
$27.5K - $29.3K
|
54K
$974K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 2.75% |
$95.2K - $101K
|
189K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
200New |
$3.77K - $4.01K
|
200
$3.61K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10.5K- 28.03% |
$199K - $212K
|
27.1K
$489K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
38.9K+ 2.26% |
$733K - $780K
|
1.76M
$31.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-160- 0.61% |
$3.02K - $3.21K
|
26.2K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.6K+ 6.54% |
$1.22M - $1.3M
|
1.05M
$19M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5K+ 20.93% |
$330K - $351K
|
101K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 106.55% |
$258K - $274K
|
26.5K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.88K+ 3.7% |
$130K - $138K
|
193K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-155- 0.16% |
$2.92K - $3.11K
|
97.5K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 79.28% |
$2.21M - $2.35M
|
265K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34.4KNew |
$648K - $690K
|
34.4K
$621K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.7K+ 102.22% |
$221K - $235K
|
23.1K
$418K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
108+ 0.24% |
$2.04K - $2.17K
|
44.6K
$804K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
31+ 0.26% |
$584 - $622
|
11.9K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2K- 16.23% |
$37.7K - $40.1K
|
10.3K
$186K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
745K+ 17.82% |
$14M - $14.9M
|
4.92M
$88.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-677- 4.84% |
$12.8K - $13.6K
|
13.3K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34.7K+ 16.56% |
$654K - $696K
|
244K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.4K- 8.77% |
$197K - $210K
|
109K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 1.11% |
$1.41K - $1.51K
|
6.7K
$121K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63.1KNew |
$1.19M - $1.27M
|
63.1K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.44K+ 20.0% |
$103K - $109K
|
32.6K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 11.17% |
$2.07M - $2.2M
|
1.09M
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.03K+ 10.95% |
$94.7K - $101K
|
50.9K
$919K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
58+ 0.05% |
$1.09K - $1.16K
|
113K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
51.9K+ 6.56% |
$979K - $1.04M
|
844K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27.1K+ 12.06% |
$511K - $545K
|
252K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.25K- 2.73% |
$80.2K - $85.4K
|
151K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 2.4% |
$32.4K - $34.5K
|
69.9K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21.6K+ 75.55% |
$407K - $434K
|
50.2K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.6K+ 30.9% |
$67.9K - $72.3K
|
15.3K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
747+ 2.43% |
$14.1K - $15K
|
31.5K
$569K
|
|