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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84+ 0.23% |
$1.54K - $1.75K
|
36.7K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.15K+ 28.27% |
$94.4K - $107K
|
23.4K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.5K- 43.34% |
$412K - $469K
|
29.4K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.1KNew |
$186K - $212K
|
10.1K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4K+ 2.65% |
$25.7K - $29.2K
|
54.3K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 7.08% |
$78.9K - $89.7K
|
56.5K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.39K- 18.02% |
$172K - $196K
|
42.7K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.12K- 22.64% |
$112K - $128K
|
20.9K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.69K+ 0.82% |
$31.1K - $35.3K
|
207K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 6.08% |
$20.3K - $23K
|
17.1K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.4K+ 6.88% |
$740K - $842K
|
627K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
51.3KNew |
$941K - $1.07M
|
51.3K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 3.58% |
$6.87K - $7.82K
|
10.9K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338K+ 23.18% |
$6.2M - $7.05M
|
1.8M
$35.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.5K+ 42.31% |
$302K - $344K
|
55.4K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.53K+ 26.16% |
$120K - $136K
|
31.5K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 2.34% |
$678 - $771
|
1.62K
$32.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
585+ 58500.0% |
$10.7K - $12.2K
|
586
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
14+ 0.09% |
$257 - $292
|
16.1K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 8.23% |
$297K - $338K
|
213K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
270+ 2.32% |
$4.95K - $5.63K
|
11.9K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 16.19% |
$266K - $303K
|
104K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78K+ 8.61% |
$106K - $120K
|
72.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
193KNew |
$3.53M - $4.02M
|
193K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5K- 59.85% |
$91.6K - $104K
|
3.35K
$66.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35.9KNew |
$658K - $748K
|
35.9K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-34.9K- 86.3% |
$639K - $727K
|
5.53K
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 13.3% |
$28.7K - $32.7K
|
13.3K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.22K+ 3.39% |
$95.7K - $109K
|
159K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
15.1KNew |
$277K - $315K
|
15.1K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.81K+ 7.2% |
$69.9K - $79.5K
|
56.8K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.09K+ 6.59% |
$19.9K - $22.6K
|
17.6K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
475+ 2.83% |
$8.71K - $9.9K
|
17.3K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
113KNew |
$2.08M - $2.36M
|
113K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
835New |
$15.3K - $17.4K
|
835
$16.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28.9K- 4.77% |
$529K - $602K
|
576K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-208- 1.54% |
$3.81K - $4.34K
|
13.3K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38.8K- 43.26% |
$711K - $808K
|
50.9K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.67% |
$24K - $27.3K
|
50.3K
$997K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.51K- 4.9% |
$46K - $52.4K
|
48.8K
$965K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.6K+ 5.19% |
$84.4K - $96K
|
93.2K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 4.92% |
$29.3K - $33.3K
|
34.1K
$676K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
80KNew |
$1.47M - $1.67M
|
80K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.4K+ 50.63% |
$373K - $425K
|
60.6K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172K+ 1654.64% |
$3.15M - $3.59M
|
182K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21.2K- 31.77% |
$389K - $442K
|
45.5K
$902K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.5K- 28.79% |
$119K - $136K
|
16.1K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.2K- 3.51% |
$95.3K - $108K
|
143K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.3K- 52.09% |
$42.2K - $48K
|
2.12K
$42K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 7.57% |
$278K - $317K
|
216K
$4.27M
|