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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
987+ 1.01% |
$18.1K - $20.6K
|
98.2K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-100- 0.83% |
$1.83K - $2.09K
|
12K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-67.4K- 57.35% |
$1.24M - $1.41M
|
50.1K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.47K+ 68.8% |
$137K - $156K
|
18.3K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.8K+ 10.67% |
$1.72M - $1.95M
|
973K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 16.88% |
$286K - $325K
|
108K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.1KNew |
$222K - $252K
|
12.1K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.09% |
$147 - $167
|
9.31K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.4K- 17.87% |
$44K - $50.1K
|
11K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.6KNew |
$525K - $597K
|
28.6K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.8K- 13.58% |
$400K - $455K
|
139K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.5K+ 2753.7% |
$505K - $574K
|
28.5K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-352- 0.4% |
$6.45K - $7.34K
|
86.8K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.55% |
$18.3 - $20.9
|
23
$455
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
13KNew |
$239K - $272K
|
13K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.5KNew |
$835K - $949K
|
45.5K
$902K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.9K- 6.83% |
$1.26M - $1.44M
|
940K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$191K - $218K
|
10.4K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.6K+ 374.92% |
$84.4K - $96K
|
5.83K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 3.38% |
$22.5K - $25.5K
|
35.1K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.35K- 32.3% |
$135K - $153K
|
15.4K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
91.2K+ 241.7% |
$1.67M - $1.9M
|
129K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 35.31% |
$26.3K - $29.9K
|
5.5K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22KNew |
$403K - $458K
|
22K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63K- 24.62% |
$1.16M - $1.31M
|
193K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.24K- 43.83% |
$133K - $151K
|
9.28K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.25K- 5.05% |
$41.3K - $47K
|
42.3K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.7K- 3.36% |
$178K - $202K
|
279K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8KNew |
$198K - $225K
|
10.8K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18K+ 51.75% |
$329K - $375K
|
52.7K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5K+ 50.0% |
$91.6K - $104K
|
15K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.4K- 95.48% |
$117K - $133K
|
303
$6K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.09MNew |
$19.9M - $22.7M
|
1.09M
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-21.6K- 11.96% |
$397K - $451K
|
159K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
82+ 0.36% |
$1.5K - $1.71K
|
22.6K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 3.26% |
$40.1K - $45.6K
|
69.4K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$55.6K - $63.3K
|
3.03K
$60.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
188KNew |
$3.45M - $3.92M
|
188K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
535+ 4.89% |
$9.81K - $11.2K
|
11.5K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
887New |
$16.3K - $18.5K
|
887
$17.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
28+ 3.46% |
$513 - $584
|
837
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19K+ 161.62% |
$349K - $396K
|
30.8K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-139K- 43.1% |
$2.54M - $2.89M
|
183K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
10.5KNew |
$192K - $219K
|
10.5K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.74K- 49.24% |
$179K - $203K
|
10K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1K+ 8.85% |
$18.3K - $20.9K
|
12.3K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
11K+ 20.22% |
$201K - $229K
|
65.2K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.08K+ 7.97% |
$130K - $148K
|
95.8K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11.9KNew |
$217K - $247K
|
11.9K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 33.55% |
$224K - $255K
|
48.7K
$965K
|