Latest Institutional Sells of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.04K- 4.42% |
$55.7K - $63.3K
|
65.7K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.58K- 12.16% |
$47.3K - $53.8K
|
18.7K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.55K- 20.57% |
$46.8K - $53.2K
|
9.85K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.51K- 4.9% |
$46K - $52.4K
|
48.8K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.45K- 12.48% |
$44.9K - $51.1K
|
17.2K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.4K- 17.87% |
$44K - $50.1K
|
11K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.3K- 52.09% |
$42.2K - $48K
|
2.12K
$42K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.25K- 5.05% |
$41.3K - $47K
|
42.3K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.95K- 9.93% |
$35.8K - $40.7K
|
17.7K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 11.03% |
$29K - $33K
|
12.8K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.19% |
$28.8K - $32.8K
|
36K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.56K- 12.43% |
$28.6K - $32.6K
|
11K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 3.38% |
$22.5K - $25.5K
|
35.1K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 3.85% |
$21.5K - $24.4K
|
29.2K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 6.08% |
$20.3K - $23K
|
17.1K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-745- 6.73% |
$13.7K - $15.5K
|
10.3K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-566- 3.59% |
$10.4K - $11.8K
|
15.2K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-480- 0.86% |
$8.8K - $10K
|
55.1K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-447- 1.58% |
$8.19K - $9.32K
|
27.8K
$551K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-444- 35.43% |
$8.14K - $9.26K
|
809
$16K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-357- 2.24% |
$6.54K - $7.44K
|
15.6K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-352- 0.4% |
$6.45K - $7.34K
|
86.8K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-328- 2.54% |
$6.01K - $6.84K
|
12.6K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-307- 1.79% |
$5.63K - $6.4K
|
16.8K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-248- 0.48% |
$4.55K - $5.17K
|
51.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-245- 0.53% |
$4.49K - $5.11K
|
45.8K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-208- 1.54% |
$3.81K - $4.34K
|
13.3K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-122- 0.64% |
$2.24K - $2.54K
|
19K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-102- 0.99% |
$1.87K - $2.13K
|
10.2K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 0.21% |
$1.83K - $2.09K
|
47K
$932K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-100- 0.83% |
$1.83K - $2.09K
|
12K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-80- 0.53% |
$1.47K - $1.67K
|
15.1K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.09% |
$147 - $167
|
9.31K
$184K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 43.5% |
$3.48M - $3.76M
|
241K
$4.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-86.7K- 87.54% |
$1.62M - $1.76M
|
12.3K
$244K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-6.46K- 38.07% |
$121K - $131K
|
10.5K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 23.66% |
$97.4K - $106K
|
16.8K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-4.5K- 19.51% |
$84.2K - $91.2K
|
18.6K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 24.39% |
$80.5K - $87.2K
|
13.3K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.55K- 4.61% |
$47.6K - $51.6K
|
52.7K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 9.34% |
$26.7K - $28.9K
|
13.9K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 33.33% |
$18.7K - $20.3K
|
2K
$39.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-752- 5.95% |
$14.1K - $15.2K
|
11.9K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 2.37% |
$9.35K - $10.1K
|
20.6K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 4.48% |
$8.13K - $8.81K
|
9.27K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-50- 1.5% |
$935 - $1.01K
|
3.27K
$64.8K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-38- 16.1% |
$711 - $770
|
198
$3.92K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.33K- 13.94% |
$155K - $165K
|
51.4K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.3K- 6.34% |
$61.3K - $65.2K
|
48.7K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 13.06% |
$30.7K - $32.6K
|
11K
$218K
|
|