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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900New |
$16.7K - $18K
|
900
$16.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.89K+ 47.89% |
$109K - $118K
|
18.2K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-72.9K- 38.76% |
$1.35M - $1.46M
|
115K
$2.08M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$74 - $80.2
|
4
$72.2
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$19.4K - $22K
|
1.06K
$19.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.3KNew |
$23.8K - $27.1K
|
1.3K
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$213K - $242K
|
11.6K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44.4KNew |
$813K - $925K
|
44.4K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.83K - $2.09K
|
100
$1.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
80.7KNew |
$1.48M - $1.68M
|
80.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$275K - $313K
|
15K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72.7KNew |
$1.33M - $1.52M
|
72.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-480- 0.86% |
$8.8K - $10K
|
55.1K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.55K- 20.57% |
$46.8K - $53.2K
|
9.85K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
59KNew |
$1.08M - $1.23M
|
59K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
124KNew |
$2.28M - $2.59M
|
124K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
60.5KNew |
$1.11M - $1.26M
|
60.5K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.15KNew |
$149K - $170K
|
8.15K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-100- 0.83% |
$1.83K - $2.09K
|
12K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-67.4K- 57.35% |
$1.24M - $1.41M
|
50.1K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.55% |
$18.3 - $20.9
|
23
$415
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22KNew |
$403K - $458K
|
22K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.5KNew |
$835K - $949K
|
45.5K
$822K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.4K- 95.48% |
$117K - $133K
|
303
$5.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8KNew |
$198K - $225K
|
10.8K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
28+ 3.46% |
$513 - $584
|
837
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$55.6K - $63.3K
|
3.03K
$54.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 7.08% |
$78.9K - $89.7K
|
56.5K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
51.3KNew |
$941K - $1.07M
|
51.3K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35.9KNew |
$658K - $748K
|
35.9K
$648K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5K- 59.85% |
$91.6K - $104K
|
3.35K
$60.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
835New |
$15.3K - $17.4K
|
835
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.3K- 52.09% |
$42.2K - $48K
|
2.12K
$38.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$101K - $115K
|
5.5K
$99.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.6KNew |
$305K - $347K
|
16.6K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86+ 5.24% |
$1.58K - $1.79K
|
1.73K
$31.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-31.8K- 99.45% |
$583K - $663K
|
175
$3.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.91K- 54.17% |
$71.7K - $81.5K
|
3.31K
$59.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
530+ 85.48% |
$9.71K - $11.1K
|
1.15K
$20.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.1KNew |
$186K - $211K
|
10.1K
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.64K- 0.96% |
$122K - $138K
|
688K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$14.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$14.6K
|
|
| Q3 2024 | |||||||
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.13K- 6.98% |
$21.1K - $22.8K
|
15K
$271K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-38- 16.1% |
$711 - $770
|
198
$3.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
118+ 0.61% |
$2.21K - $2.39K
|
19.5K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
24.6KNew |
$460K - $498K
|
24.6K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 17.58% |
$50.7K - $54.9K
|
18.1K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 9.34% |
$26.7K - $28.9K
|
13.9K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
776+ 1.89% |
$14.5K - $15.7K
|
41.8K
$754K
|
|