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 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-20.3K- 5.85% |
$383K - $407K
|
327K
$5.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-50.6K- 7.44% |
$953K - $1.02M
|
630K
$11.4M
|
|
|
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
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-97- 0.26% |
$1.83K - $1.95K
|
37.6K
$678K
|
|
|
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
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19.6K- 45.58% |
$370K - $394K
|
23.4K
$423K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-14K- 9.76% |
$264K - $281K
|
130K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.74K+ 17.71% |
$127K - $135K
|
44.8K
$808K
|
|
|
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
|
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
|
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
|
Wedbush Securities Inc
|
SELL
|
- |
-10.8K- 14.17% |
$204K - $218K
|
65.7K
$1.19M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 0.75% |
$7.31K - $7.79K
|
51.4K
$928K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7K+ 14.55% |
$221K - $235K
|
92.4K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-368- 17.8% |
$6.94K - $7.39K
|
1.7K
$30.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 1.16% |
$39.5K - $42K
|
183K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
507+ 4.95% |
$9.56K - $10.2K
|
10.8K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.82K+ 16.62% |
$90.8K - $96.7K
|
33.8K
$610K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
275New |
$5.18K - $5.52K
|
275
$4.96K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
472+ 2.84% |
$8.9K - $9.47K
|
17.1K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.54K- 4.86% |
$66.8K - $71.1K
|
69.3K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 0.75% |
$24.9K - $26.5K
|
178K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-250- 0.52% |
$4.71K - $5.02K
|
47.9K
$865K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.7K- 39.61% |
$1.03M - $1.1M
|
83.4K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 19.12% |
$1.93M - $2.05M
|
637K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.57K- 90.45% |
$29.6K - $31.6K
|
166
$3K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.63KNew |
$87.2K - $92.9K
|
4.63K
$83.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
550New |
$10.4K - $11K
|
550
$9.93K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.5K+ 6.05% |
$1.69M - $1.8M
|
1.57M
$28.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 5.09% |
$329K - $350K
|
360K
$6.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.68K+ 6.62% |
$69.3K - $73.8K
|
59.2K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
91+ 0.65% |
$1.72K - $1.83K
|
14.1K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39K+ 16.77% |
$734K - $782K
|
271K
$4.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
15.2K+ 12.91% |
$286K - $304K
|
133K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
205+ 0.71% |
$3.86K - $4.11K
|
29.1K
$525K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
94.2K+ 8.01% |
$1.78M - $1.89M
|
1.27M
$22.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.31K+ 147.3% |
$24.7K - $26.3K
|
2.2K
$39.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
575+ 3.27% |
$10.8K - $11.5K
|
18.2K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.41% |
$21.5K - $22.9K
|
27K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
11K+ 8.65% |
$207K - $221K
|
138K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
177+ 3.0% |
$3.34K - $3.55K
|
6.07K
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 0.11% |
$189 - $201
|
8.91K
$161K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
457+ 2.37% |
$8.61K - $9.17K
|
19.8K
$357K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32.6K+ 2.36% |
$614K - $654K
|
1.42M
$25.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.5KNew |
$273K - $290K
|
14.5K
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 23.85% |
$46.2K - $49.2K
|
12.7K
$230K
|
|