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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.09K- 10.17% |
$35.6K - $41.6K
|
18.5K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
510New |
$8.68K - $10.1K
|
510
$9.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-327- 44.43% |
$5.57K - $6.5K
|
409
$7.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.77K- 63.62% |
$81.3K - $94.9K
|
2.73K
$49.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$171K - $200K
|
10.1K
$181K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-13.3K- 45.61% |
$226K - $264K
|
15.8K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.5KNew |
$331K - $387K
|
19.5K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.8KNew |
$541K - $631K
|
31.8K
$573K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.53K- 2.13% |
$26.1K - $30.5K
|
70.3K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.46K- 16.62% |
$76K - $88.7K
|
22.4K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 99.95% |
$35.3K - $41.3K
|
1
$18.1
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44M- 94.83% |
$24.5M - $28.6M
|
78.4K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.3KNew |
$174K - $204K
|
10.3K
$185K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.45KNew |
$58.7K - $68.6K
|
3.45K
$62.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-634- 5.53% |
$10.8K - $12.6K
|
10.8K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
24+ 0.23% |
$408 - $477
|
10.5K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-903- 5.37% |
$15.4K - $17.9K
|
15.9K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2K+ 49.44% |
$20.4K - $23.8K
|
3.62K
$65.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$217K - $254K
|
12.8K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-818- 2.12% |
$13.9K - $16.3K
|
37.8K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.93K- 23.79% |
$152K - $177K
|
28.6K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$5.11K - $5.96K
|
300
$5.42K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
600New |
$11.1K - $12K
|
600
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 5.84% |
$30.9K - $33.5K
|
30.3K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300New |
$5.55K - $6.02K
|
300
$5.42K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8K+ 4.81% |
$181K - $196K
|
213K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$199K - $216K
|
10.8K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.61K+ 84.99% |
$66.9K - $72.4K
|
7.86K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$335K - $363K
|
18.1K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$210K - $228K
|
11.4K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.63M - $2.85M
|
142K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 25.0% |
$18.5K - $20.1K
|
5K
$90.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$92.6K - $100K
|
5K
$90.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 5.06% |
$27.7K - $30K
|
31.1K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.6KNew |
$418K - $453K
|
22.6K
$407K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.4KNew |
$192K - $208K
|
10.4K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$9.26K - $10K
|
500
$9.03K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
153New |
$2.83K - $3.07K
|
153
$2.76K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50KNew |
$926K - $1M
|
50K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 21.43% |
$23.1K - $25.1K
|
7.08K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 0.61% |
$2.02K - $2.19K
|
18.1K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
20.4KNew |
$377K - $408K
|
20.4K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6KNew |
$252K - $273K
|
13.6K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-249- 2.23% |
$4.61K - $4.99K
|
10.9K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.4KNew |
$247K - $268K
|
13.4K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
450New |
$8.33K - $9.02K
|
450
$8.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.37K- 70.38% |
$80.9K - $87.6K
|
1.84K
$33.2K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-120- 1.01% |
$2.22K - $2.41K
|
11.8K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
175+ 5.47% |
$3.24K - $3.51K
|
3.38K
$60.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$37K - $40.1K
|
2K
$36.1K
|
|