Latest Institutional Sells of Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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 14, 2023 Q3 2023
Icon Wealth Partners, LLC

SELL
 -
-1.46K
- 3.08%
$24.6K - $28.4K
45.7K $825K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
SELL
 -
-760
- 6.23%
$12.8K - $14.9K
11.4K $207K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-35
- 0.35%
$591 - $684
10K $181K
Q2 2023
Aug 14, 2023 Q2 2023
Mirador Capital Partners LP

SELL
 -
-3.43K
- 14.13%
$59.6K - $64.4K
20.9K $377K
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
SELL
 -
-3K
- 14.46%
$52.1K - $56.2K
17.7K $320K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-1.34K
- 47.94%
$23.2K - $25K
1.45K $26.2K
Aug 02, 2023 Q2 2023
Stockman Wealth Management, Inc.

SELL
 -
-569
- 4.83%
$9.88K - $10.7K
11.2K $202K
Q1 2023
May 05, 2023 Q1 2023
Howland Capital Management LLC

SELL
 -
-713K
- 99.57%
$12.7M - $15M
3.09K $55.8K
Apr 14, 2023 Q1 2023
Asset Management Corp

SELL
 -
-12K
- 23.35%
$214K - $253K
39.4K $710K
Feb 13, 2024 Q1 2023
United Community Bank

Greenville, SC
SELL
 -
-1.6K
Closed
$28.5K - $33.7K
0 $0
Q4 2022
Jan 27, 2023 Q4 2022
First Personal Financial Services

SELL
 -
-922
- 25.05%
$16.9K - $19.1K
2.76K $49.8K
Q3 2022
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-129K
Closed
$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 $1.33M
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-54K
Closed
$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 $3.56M
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-2.56K
Closed
$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 $655K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

SELL
 -
-214
- 52.2%
$4.03K - $4.77K
196 $3.54K
Q2 2022
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-75.2K
- 50.0%
$1.48M - $1.81M
75.2K $1.36M
Aug 15, 2022 Q2 2022
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-31.9K
Closed
$629K - $769K
0 $0
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-31.3K
Closed
$618K - $755K
0 $0
Aug 03, 2022 Q2 2022
Camden Capital, LLC

SELL
 -
-26.5K
Closed
$524K - $640K
0 $0
Aug 03, 2022 Q2 2022
Dumont & Blake Investment Advisors LLC

SELL
 -
-17.4K
Closed
$344K - $420K
0 $0
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

SELL
 -
-16K
Closed
$316K - $386K
0 $0
Jul 29, 2022 Q2 2022
Oak Family Advisors, LLC

SELL
 -
-11.6K
Closed
$230K - $281K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-10.5K
Closed
$208K - $254K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-9.74K
Closed
$192K - $235K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-9.31K
- 48.2%
$184K - $225K
10K $181K
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

SELL
 -
-9.26K
Closed
$183K - $223K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-9.16K
- 45.09%
$181K - $221K
11.2K $201K
Jul 26, 2022 Q2 2022
Spreng Capital Management, Inc.

SELL
 -
-8.26K
Closed
$163K - $199K
0 $0
Jul 13, 2022 Q2 2022
Parkside Investments, LLC

SELL
 -
-4.92K
Closed
$97K - $119K
0 $0
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

SELL
 -
-2.78K
- 16.19%
$54.9K - $67.1K
14.4K $260K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-2.05K
- 45.46%
$40.4K - $49.3K
2.46K $44.3K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 PUT
-1.87K
Closed
$36.9K - $45.1K
0 $0
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-1.72K
- 75.02%
$33.9K - $41.4K
572 $10.3K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-1.5K
Closed
$29.6K - $36.2K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.38K
Closed
$27.3K - $33.4K
0 $0
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-320
Closed
$6.31K - $7.72K
0 $0
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-200
Closed
$3.95K - $4.82K
0 $0
Jul 22, 2022 Q2 2022
Costello Asset Management, Inc

SELL
 -
-100
Closed
$1.97K - $2.41K
0 $0
Q1 2022
May 13, 2022 Q1 2022
Weiss Asset Management LP

Boston, MA
SELL
 -
-114K
Closed
$2.52M - $3.02M
0 $0
May 16, 2022 Q1 2022
Aristides Capital LLC

Ottawa Hills, OH
SELL
 -
-44.8K
Closed
$990K - $1.19M
0 $0
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-37.4K
Closed
$828K - $993K
0 $0
May 12, 2022 Q1 2022
Mariner Investment Group LLC

Harrison, NY
SELL
 -
-32.4K
Closed
$717K - $861K
0 $0
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

SELL
 -
-24.1K
Closed
$533K - $640K
0 $0
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-20.4K
Closed
$450K - $540K
0 $0
Apr 29, 2022 Q1 2022
Paragon Advisors, LLC

SELL
 -
-16.9K
Closed
$373K - $447K
0 $0
May 16, 2022 Q1 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-16.3K
Closed
$360K - $432K
0 $0

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