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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2K- 16.23% |
$37.7K - $40.1K
|
10.3K
$186K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 9.38% |
$36.7K - $39K
|
18.8K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 2.4% |
$32.4K - $34.5K
|
69.9K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.69K- 9.45% |
$31.8K - $33.9K
|
16.2K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.57K- 90.45% |
$29.6K - $31.6K
|
166
$3K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.4K- 0.92% |
$26.4K - $28.1K
|
150K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 5.45% |
$23.5K - $25K
|
21.6K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 3.92% |
$20.7K - $22K
|
26.9K
$485K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 1.11% |
$19.9K - $21.2K
|
94.3K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 33.33% |
$18.9K - $20.1K
|
2K
$36.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-909- 10.82% |
$17.1K - $18.2K
|
7.5K
$135K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-856- 1.64% |
$16.1K - $17.2K
|
51.3K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-826- 3.05% |
$15.6K - $16.6K
|
26.3K
$474K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-759- 6.43% |
$14.3K - $15.2K
|
11K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-677- 4.84% |
$12.8K - $13.6K
|
13.3K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-608- 0.92% |
$11.5K - $12.2K
|
65.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-524- 5.08% |
$9.88K - $10.5K
|
9.8K
$177K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-521- 3.19% |
$9.82K - $10.5K
|
15.8K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 0.75% |
$7.31K - $7.79K
|
51.4K
$928K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-368- 17.8% |
$6.94K - $7.39K
|
1.7K
$30.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-294- 1.06% |
$5.54K - $5.9K
|
27.4K
$494K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-261- 56.62% |
$4.92K - $5.24K
|
200
$3.61K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-250- 0.52% |
$4.71K - $5.02K
|
47.9K
$865K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-189- 1.6% |
$3.56K - $3.79K
|
11.7K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-160- 0.61% |
$3.02K - $3.21K
|
26.2K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-155- 0.16% |
$2.92K - $3.11K
|
97.5K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-113- 0.48% |
$2.13K - $2.27K
|
23.5K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-99- 0.83% |
$1.87K - $1.99K
|
11.8K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-97- 0.26% |
$1.83K - $1.95K
|
37.6K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 1.11% |
$1.41K - $1.51K
|
6.7K
$121K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 0.08% |
$1.17K - $1.24K
|
77.3K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 0.11% |
$189 - $201
|
8.91K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9- 0.07% |
$170 - $181
|
12.1K
$218K
|
|
| Q2 2025 | |||||||
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-110K- 45.92% |
$1.87M - $2.19M
|
130K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36.2K- 60.18% |
$617K - $720K
|
24K
$433K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-13.3K- 45.61% |
$226K - $264K
|
15.8K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.9K- 39.0% |
$203K - $237K
|
18.7K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.93K- 23.79% |
$152K - $177K
|
28.6K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.77K- 63.62% |
$81.3K - $94.9K
|
2.73K
$49.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.46K- 16.62% |
$76K - $88.7K
|
22.4K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.89K- 8.04% |
$66.3K - $77.4K
|
44.5K
$804K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.34K- 3.59% |
$39.8K - $46.5K
|
62.8K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.09K- 10.17% |
$35.6K - $41.6K
|
18.5K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 99.95% |
$35.3K - $41.3K
|
1
$18.1
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.53K- 2.13% |
$26.1K - $30.5K
|
70.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.23K- 12.73% |
$20.9K - $24.4K
|
8.41K
$152K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-903- 5.37% |
$15.4K - $17.9K
|
15.9K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-818- 2.12% |
$13.9K - $16.3K
|
37.8K
$682K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-634- 5.53% |
$10.8K - $12.6K
|
10.8K
$196K
|
|