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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-991- 46.07% |
$18.4K - $19.6K
|
1.16K
$23K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-759- 1.94% |
$14.1K - $15K
|
38.5K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-657- 5.76% |
$12.2K - $13K
|
10.8K
$213K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-166K- 16.54% |
$3M - $3.24M
|
835K
$16.5M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-144K- 64.9% |
$2.61M - $2.82M
|
77.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-99.7K- 85.91% |
$1.81M - $1.95M
|
16.3K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-6.79K- 83.81% |
$123K - $133K
|
1.31K
$26K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.5K- 14.57% |
$99.7K - $108K
|
32.3K
$639K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.93K- 14.82% |
$71.2K - $76.9K
|
22.6K
$447K
|
|
|
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 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.14K- 16.62% |
$38.7K - $41.8K
|
10.7K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.05K- 7.77% |
$37.2K - $40.1K
|
24.3K
$482K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-700- 12.28% |
$12.7K - $13.7K
|
5K
$99K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-481- 2.99% |
$8.72K - $9.42K
|
15.6K
$309K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-35.8K- 54.0% |
$556K - $650K
|
30.5K
$604K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.4KClosed |
$207K - $243K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.09K- 10.9% |
$32.5K - $38K
|
17.1K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.13K- 6.98% |
$17.5K - $20.5K
|
15K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-468- 48.5% |
$7.27K - $8.5K
|
497
$9.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-426- 18.16% |
$6.62K - $7.74K
|
1.92K
$38K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-208- 1.97% |
$3.23K - $3.78K
|
10.4K
$205K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 10.03% |
$190K - $219K
|
101K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5K- 18.37% |
$84.5K - $97.7K
|
22.2K
$440K
|
|
|
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
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.05K- 16.98% |
$34.6K - $40K
|
10K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.46K- 3.08% |
$24.6K - $28.4K
|
45.7K
$905K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-760- 6.23% |
$12.8K - $14.9K
|
11.4K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-35- 0.35% |
$591 - $684
|
10K
$198K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.43K- 14.13% |
$59.6K - $64.4K
|
20.9K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3K- 14.46% |
$52.1K - $56.2K
|
17.7K
$351K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 47.94% |
$23.2K - $25K
|
1.45K
$28.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-569- 4.83% |
$9.88K - $10.7K
|
11.2K
$222K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-713K- 99.57% |
$12.7M - $15M
|
3.09K
$61.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-12K- 23.35% |
$214K - $253K
|
39.4K
$779K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.6KClosed |
$28.5K - $33.7K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-5.57K- 10.67% |
$102K - $115K
|
46.6K
$923K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-922- 25.05% |
$16.9K - $19.1K
|
2.76K
$54.6K
|
|
| Q3 2022 | |||||||
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-129KClosed |
$2.43M - $2.87M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-99.8K- 57.48% |
$1.88M - $2.22M
|
73.8K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-54KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-3.05K- 1.52% |
$57.5K - $68K
|
197K
$3.9M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.56KClosed |
$48.3K - $57.1K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.18K- 3.15% |
$22.2K - $26.3K
|
36.3K
$719K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-214- 52.2% |
$4.03K - $4.77K
|
196
$3.88K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-75.2K- 50.0% |
$1.48M - $1.81M
|
75.2K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-31.9KClosed |
$629K - $769K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-31.6KClosed |
$624K - $763K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-31.3KClosed |
$618K - $755K
|
0
$0
|
|