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 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 0.75% |
$24.9K - $26.5K
|
178K
$3.21M
|
|
|
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
|
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
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.54K- 4.86% |
$66.8K - $71.1K
|
69.3K
$1.25M
|
|
|
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
|
Hantz Financial Services, Inc.
|
BUY
|
- |
550New |
$10.4K - $11K
|
550
$9.93K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 5.09% |
$329K - $350K
|
360K
$6.5M
|
|
|
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
|
Savant Capital, LLC
|
SELL
|
- |
-250- 0.52% |
$4.71K - $5.02K
|
47.9K
$865K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.63KNew |
$87.2K - $92.9K
|
4.63K
$83.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
15.2K+ 12.91% |
$286K - $304K
|
133K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39K+ 16.77% |
$734K - $782K
|
271K
$4.9M
|
|
|
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
|
Truist Financial Corp
|
BUY
|
- |
3.68K+ 6.62% |
$69.3K - $73.8K
|
59.2K
$1.07M
|
|
|
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
|
Traynor Capital Management, Inc.
|
BUY
|
- |
18.4KNew |
$346K - $368K
|
18.4K
$331K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 0.16% |
$886 - $943
|
28.7K
$519K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
267+ 0.97% |
$5.03K - $5.36K
|
27.8K
$502K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.3K+ 21.01% |
$43.4K - $46.2K
|
13.2K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.9K- 10.88% |
$168K - $179K
|
72.9K
$1.32M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150K- 90.26% |
$2.83M - $3.01M
|
16.2K
$292K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 54.77% |
$195K - $208K
|
29.3K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3KNew |
$56.6K - $60.2K
|
3K
$54.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.05K+ 4.24% |
$38.7K - $41.2K
|
50.5K
$911K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.46% |
$25.1K - $26.7K
|
55.6K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-112K- 82.09% |
$2.1M - $2.24M
|
24.4K
$440K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.3K- 6.01% |
$43.4K - $46.2K
|
36K
$649K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
260New |
$4.9K - $5.22K
|
260
$4.69K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 0.78% |
$19.6K - $20.9K
|
135K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
923+ 8.08% |
$17.4K - $18.5K
|
12.4K
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
630New |
$11.9K - $12.6K
|
630
$11.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.69K- 9.45% |
$31.8K - $33.9K
|
16.2K
$292K
|
|