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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-45.5K- 20.43% |
$859K - $914K
|
177K
$3.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24+ 0.13% |
$452 - $482
|
18.5K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.7K+ 46.18% |
$579K - $616K
|
97.2K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
3.38MNew |
$63.7M - $67.8M
|
3.38M
$61M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
810+ 2.22% |
$15.3K - $16.3K
|
37.3K
$674K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$1.89K - $2.01K
|
100
$1.81K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$204K - $218K
|
10.8K
$196K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.47K- 18.91% |
$46.6K - $49.6K
|
10.6K
$191K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.19K+ 29.09% |
$22.4K - $23.8K
|
5.27K
$95.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.16K- 1.2% |
$97.3K - $104K
|
426K
$7.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.5K+ 12.26% |
$198K - $211K
|
96.1K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.5KNew |
$595K - $633K
|
31.5K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
41.9KNew |
$789K - $840K
|
41.9K
$756K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.9KNew |
$223K - $238K
|
11.9K
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 10.83% |
$302K - $322K
|
164K
$2.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
90.7KNew |
$1.71M - $1.82M
|
90.7K
$1.64M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36.7KNew |
$692K - $737K
|
36.7K
$663K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.91K+ 20.63% |
$54.9K - $58.4K
|
17K
$307K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
352+ 3.47% |
$6.64K - $7.06K
|
10.5K
$190K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
546+ 2.29% |
$10.3K - $11K
|
24.4K
$440K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-73.7K- 75.83% |
$1.39M - $1.48M
|
23.5K
$424K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.27K+ 2.33% |
$24K - $25.5K
|
55.9K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.69KNew |
$107K - $114K
|
5.69K
$103K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 5.48% |
$26.3K - $28K
|
26.8K
$484K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.34K- 3.59% |
$39.8K - $46.5K
|
62.8K
$1.13M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.3K+ 4.17% |
$873K - $1.02M
|
1.28M
$23.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
450+ 2.69% |
$7.66K - $8.94K
|
17.2K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.7K+ 29.86% |
$131K - $153K
|
33.5K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$199K - $232K
|
11.7K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
103+ 3.15% |
$1.75K - $2.05K
|
3.38K
$60.9K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.23K- 12.73% |
$20.9K - $24.4K
|
8.41K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6KNew |
$385K - $449K
|
22.6K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$215K - $252K
|
12.7K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.48KNew |
$110K - $129K
|
6.48K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.89K- 8.04% |
$66.3K - $77.4K
|
44.5K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
4+ 6.9% |
$68.1 - $79.5
|
62
$1.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.9K- 39.0% |
$203K - $237K
|
18.7K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.68K+ 9.35% |
$28.6K - $33.4K
|
19.7K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$196K - $229K
|
11.5K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
304New |
$5.17K - $6.04K
|
304
$5.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
23.2KNew |
$394K - $460K
|
23.2K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.3K+ 7.09% |
$22.1K - $25.8K
|
19.6K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-110K- 45.92% |
$1.87M - $2.19M
|
130K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
20.7KNew |
$353K - $412K
|
20.7K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$34 - $39.7
|
15.2K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36.2K- 60.18% |
$617K - $720K
|
24K
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.9K+ 16.37% |
$168K - $197K
|
70.4K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$5.42K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
15.8KNew |
$270K - $315K
|
15.8K
$286K
|
|