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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.99K+ 5.35% |
$36.5K - $41.5K
|
39.2K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$101K - $115K
|
5.5K
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.71% |
$642 - $730
|
2.08K
$41.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-64K- 7.35% |
$1.17M - $1.34M
|
807K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.6K- 6.54% |
$103K - $117K
|
80K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.2KNew |
$334K - $380K
|
18.2K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.45K- 12.48% |
$44.9K - $51.1K
|
17.2K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
327+ 3.58% |
$5.99K - $6.82K
|
9.46K
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
84.1K+ 8.0% |
$1.54M - $1.75M
|
1.14M
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 99.9% |
$200K - $228K
|
11
$218
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.6KNew |
$305K - $347K
|
16.6K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.95K- 9.93% |
$35.8K - $40.7K
|
17.7K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
39.5K+ 30.35% |
$724K - $824K
|
170K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-745- 6.73% |
$13.7K - $15.5K
|
10.3K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 12.71% |
$272K - $309K
|
132K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
359+ 4.89% |
$6.58K - $7.49K
|
7.7K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
183K+ 254.78% |
$3.35M - $3.81M
|
255K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 25.41% |
$47.7K - $54.2K
|
12.8K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-31.8K- 99.45% |
$583K - $663K
|
175
$3.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86+ 5.24% |
$1.58K - $1.79K
|
1.73K
$34.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.44K+ 7.32% |
$118K - $134K
|
94.4K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.42K+ 10.32% |
$154K - $176K
|
90K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7K+ 6.2% |
$128K - $146K
|
120K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 18.82% |
$291K - $331K
|
100K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-307- 1.79% |
$5.63K - $6.4K
|
16.8K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$65.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 1.55% |
$92.4K - $105K
|
330K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
530+ 85.48% |
$9.71K - $11.1K
|
1.15K
$22.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.09K+ 14.78% |
$74.9K - $85.2K
|
31.8K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.45% |
$30.9K - $35.2K
|
21.6K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.1KNew |
$186K - $211K
|
10.1K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.51K+ 21.53% |
$64.3K - $73.2K
|
19.8K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 385.02% |
$681K - $775K
|
46.8K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.97K- 14.99% |
$72.7K - $82.7K
|
22.5K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-447- 1.58% |
$8.19K - $9.32K
|
27.8K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.2K+ 9.46% |
$536K - $610K
|
338K
$6.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 9.54% |
$116K - $131K
|
72.4K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-16.7K- 9.51% |
$306K - $348K
|
159K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23K+ 12.4% |
$40.8K - $46.4K
|
20.2K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 7.5% |
$550 - $626
|
430
$8.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
319+ 0.6% |
$5.85K - $6.65K
|
53.1K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
48.6K+ 16.36% |
$891K - $1.01M
|
346K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
57+ 0.47% |
$1.04K - $1.19K
|
12.1K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$15.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.19% |
$28.8K - $32.8K
|
36K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 3.85% |
$21.5K - $24.4K
|
29.2K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
84+ 0.33% |
$1.54K - $1.75K
|
25.7K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.2KNew |
$186K - $212K
|
10.2K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
750New |
$13.7K - $15.6K
|
750
$14.9K
|