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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.5K+ 15.46% |
$66K - $70.2K
|
26.1K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.2K+ 25.17% |
$229K - $244K
|
60.5K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.75K+ 13.7% |
$32.9K - $35.1K
|
14.5K
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$204K - $217K
|
10.8K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.5K- 11.5% |
$255K - $271K
|
104K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.58K- 1.0% |
$143K - $152K
|
752K
$13.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
16+ 0.07% |
$302 - $321
|
22.9K
$414K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-12.3K- 92.47% |
$231K - $246K
|
1K
$18.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-21.2K- 12.86% |
$400K - $426K
|
144K
$2.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.2K+ 19.54% |
$1.27M - $1.35M
|
411K
$7.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-856- 1.64% |
$16.1K - $17.2K
|
51.3K
$926K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 9.38% |
$36.7K - $39K
|
18.8K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3KNew |
$56.6K - $60.2K
|
3K
$54.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
135+ 0.79% |
$2.54K - $2.71K
|
17.3K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.23K+ 3.65% |
$117K - $125K
|
177K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
680+ 0.35% |
$12.8K - $13.6K
|
194K
$3.5M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.5K+ 6.24% |
$28.3K - $30.1K
|
25.5K
$461K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 3.47% |
$170 - $181
|
268
$4.84K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
35.6K+ 30.14% |
$672K - $715K
|
154K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$257K - $274K
|
13.6K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
83+ 0.55% |
$1.56K - $1.67K
|
15.1K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.64K- 16.31% |
$49.8K - $53K
|
13.5K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5KNew |
$349K - $372K
|
18.5K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-826- 3.05% |
$15.6K - $16.6K
|
26.3K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-99- 0.83% |
$1.87K - $1.99K
|
11.8K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.4K- 0.92% |
$26.4K - $28.1K
|
150K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.7K- 19.44% |
$145K - $155K
|
31.9K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.44K+ 41.73% |
$83.8K - $89.2K
|
15.1K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.27K- 18.61% |
$80.5K - $85.7K
|
18.7K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-175K- 12.04% |
$3.3M - $3.52M
|
1.28M
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.93K+ 5.87% |
$55.2K - $58.8K
|
52.8K
$953K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.6K- 3.18% |
$238K - $253K
|
384K
$6.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 8.75% |
$30.6K - $32.6K
|
20.2K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 3.2% |
$50.8K - $54.1K
|
87K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.16K+ 6.88% |
$21.8K - $23.3K
|
18K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.41K+ 0.44% |
$26.7K - $28.4K
|
323K
$5.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6K+ 16.35% |
$113K - $120K
|
42.7K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 0.08% |
$1.17K - $1.24K
|
77.3K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.22K+ 2.63% |
$22.9K - $24.4K
|
47.6K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
52+ 0.43% |
$980 - $1.04K
|
12.3K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.54K+ 6.58% |
$85.6K - $91.2K
|
73.5K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
261+ 23.0% |
$4.92K - $5.24K
|
1.4K
$25.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.79K+ 19.58% |
$90.3K - $96.1K
|
29.3K
$528K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
46.6K+ 287.94% |
$878K - $935K
|
62.7K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.97K+ 7.87% |
$37K - $39.4K
|
26.9K
$486K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.54K- 13.81% |
$47.8K - $50.9K
|
15.8K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
251+ 0.77% |
$4.73K - $5.04K
|
32.7K
$591K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73.7K- 75.78% |
$1.39M - $1.48M
|
23.6K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
516+ 0.54% |
$9.73K - $10.4K
|
95.6K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-261- 56.62% |
$4.92K - $5.24K
|
200
$3.61K
|
|