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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
386+ 2.13% |
$7K - $7.56K
|
18.5K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$1.29K - $1.39K
|
71
$1.41K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.14K- 16.62% |
$38.7K - $41.8K
|
10.7K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.08K+ 18.65% |
$55.8K - $60.3K
|
19.6K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-144K- 64.9% |
$2.61M - $2.82M
|
77.9K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-481- 2.99% |
$8.72K - $9.42K
|
15.6K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.29K- 15.12% |
$41.5K - $44.8K
|
12.9K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
15.1KNew |
$273K - $295K
|
15.1K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-6.79K- 83.81% |
$123K - $133K
|
1.31K
$26K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
181KNew |
$3.29M - $3.55M
|
181K
$3.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-360- 15.34% |
$6.53K - $7.05K
|
1.99K
$39.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.4KNew |
$226K - $244K
|
12.4K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.93K- 14.82% |
$71.2K - $76.9K
|
22.6K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
409New |
$7.42K - $8.01K
|
409
$8.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.5K- 14.57% |
$99.7K - $108K
|
32.3K
$639K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45KNew |
$26.3K - $28.4K
|
1.45K
$28.7K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
2.05K+ 8.23% |
$31.8K - $37.2K
|
26.9K
$533K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
291New |
$4.52K - $5.28K
|
291
$5.76K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.4KClosed |
$207K - $243K
|
0
$0
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10+ 4.08% |
$155 - $182
|
255
$5.05K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
109New |
$1.69K - $1.98K
|
109
$2.16K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
818New |
$12.7K - $14.9K
|
818
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.05KNew |
$31.8K - $37.1K
|
2.05K
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.13K- 6.98% |
$17.5K - $20.5K
|
15K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300New |
$4.66K - $5.45K
|
300
$5.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
30.5KNew |
$473K - $554K
|
30.5K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
487New |
$7.56K - $8.84K
|
487
$9.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-35.8K- 54.0% |
$556K - $650K
|
30.5K
$604K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.09K- 10.9% |
$32.5K - $38K
|
17.1K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-208- 1.97% |
$3.23K - $3.78K
|
10.4K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 50.0% |
$15.5K - $18.2K
|
3K
$59.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-468- 48.5% |
$7.27K - $8.5K
|
497
$9.84K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47.6KNew |
$739K - $864K
|
47.6K
$942K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$15.5K - $18.2K
|
1K
$19.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$235K - $274K
|
15.1K
$299K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 3.73% |
$575 - $672
|
1.03K
$20.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
9K+ 15.0% |
$140K - $163K
|
69K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.3KNew |
$176K - $206K
|
11.3K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-426- 18.16% |
$6.62K - $7.74K
|
1.92K
$38K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.46K- 3.08% |
$24.6K - $28.4K
|
45.7K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
352New |
$5.95K - $6.88K
|
352
$6.97K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$1.69K - $1.95K
|
100
$1.98K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
10.9KNew |
$184K - $213K
|
10.9K
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.34K- 16.91% |
$56.4K - $65.2K
|
16.4K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.41K- 4.07% |
$40.6K - $47K
|
56.7K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$243K - $281K
|
14.4K
$285K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5K- 18.37% |
$84.5K - $97.7K
|
22.2K
$440K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-35- 0.35% |
$591 - $684
|
10K
$198K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$8.45K - $9.77K
|
500
$9.9K
|
|