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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 27.83% |
$78.4K - $83.5K
|
10.8K
$195K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28.5K- 99.67% |
$538K - $573K
|
94
$1.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-81.9K- 51.44% |
$1.54M - $1.64M
|
77.3K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.54K+ 4.11% |
$29K - $30.8K
|
38.9K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27.1K+ 12.06% |
$511K - $545K
|
252K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 3.92% |
$20.7K - $22K
|
26.9K
$485K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.69K+ 6.1% |
$31.8K - $33.8K
|
29.3K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
20KNew |
$377K - $402K
|
20K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
64.5KNew |
$1.22M - $1.3M
|
64.5K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
24.4K+ 16.27% |
$459K - $489K
|
174K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 5.45% |
$23.5K - $25K
|
21.6K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
69.7KNew |
$1.31M - $1.4M
|
69.7K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.19K+ 10.44% |
$60.1K - $64K
|
33.7K
$608K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.02K+ 11.82% |
$56.9K - $60.6K
|
28.6K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
16+ 0.1% |
$302 - $321
|
16.2K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.45K+ 7.01% |
$83.9K - $89.4K
|
67.9K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8.93K- 7.46% |
$168K - $179K
|
111K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 80.11% |
$374K - $399K
|
44.7K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.1K+ 36.85% |
$229K - $244K
|
45.1K
$814K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
316+ 1.28% |
$5.96K - $6.34K
|
24.9K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43.3K- 79.79% |
$815K - $868K
|
11K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
334+ 0.97% |
$6.3K - $6.7K
|
34.8K
$628K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.2K+ 3.35% |
$22.5K - $24K
|
36.9K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-294- 1.06% |
$5.54K - $5.9K
|
27.4K
$494K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50.1K+ 64.64% |
$945K - $1.01M
|
128K
$2.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$151 - $161
|
8
$144
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.01K+ 2.85% |
$37.8K - $40.2K
|
72.4K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7K+ 4.17% |
$314K - $334K
|
416K
$7.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 33.33% |
$18.9K - $20.1K
|
2K
$36.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-20.3K- 5.85% |
$383K - $407K
|
327K
$5.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19.6K- 45.58% |
$370K - $394K
|
23.4K
$423K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 4.95% |
$20.7K - $22.1K
|
23.3K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-97- 0.26% |
$1.83K - $1.95K
|
37.6K
$678K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-113- 0.48% |
$2.13K - $2.27K
|
23.5K
$424K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.07K- 24.9% |
$76.7K - $81.6K
|
12.3K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-50.6K- 7.44% |
$953K - $1.02M
|
630K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-759- 6.43% |
$14.3K - $15.2K
|
11K
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.74K+ 17.71% |
$127K - $135K
|
44.8K
$808K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-14K- 9.76% |
$264K - $281K
|
130K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.73KNew |
$51.5K - $54.9K
|
2.73K
$49.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.08K- 2.66% |
$39.2K - $41.8K
|
76.1K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 0.75% |
$7.31K - $7.79K
|
51.4K
$928K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
630+ 3.12% |
$11.9K - $12.6K
|
20.8K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10.8K- 14.17% |
$204K - $218K
|
65.7K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 1.2% |
$72.2K - $76.9K
|
323K
$5.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-189- 1.6% |
$3.56K - $3.79K
|
11.7K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.16K- 12.38% |
$40.7K - $43.4K
|
15.3K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 1.11% |
$19.9K - $21.2K
|
94.3K
$1.7M
|
|