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
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-10
Closed
$221 - $265
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-5
Closed
$111 - $133
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-11.8K
Closed
$291K - $320K
0 $0
Feb 08, 2022 Q4 2021
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-11.2K
Closed
$277K - $304K
0 $0
Feb 15, 2022 Q4 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-6.46K
Closed
$160K - $176K
0 $0
Feb 11, 2022 Q4 2021
Baldwin Investment Management, LLC

SELL
 -
-4.2K
- 30.0%
$104K - $114K
9.8K $194K
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-422
Closed
$10.4K - $11.5K
0 $0
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-400
Closed
$9.9K - $10.9K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-300
Closed
$7.43K - $8.16K
0 $0
Q3 2021
Nov 04, 2021 Q3 2021
Riverstone Advisors, LLC

SELL
 -
-92.7K
Closed
$2.41M - $2.7M
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-935
Closed
$24.3K - $27.2K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-584
Closed
$15.2K - $17K
0 $0
Nov 12, 2021 Q3 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-250
Closed
$6.49K - $7.27K
0 $0
Nov 12, 2021 Q3 2021
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-185
Closed
$4.8K - $5.38K
0 $0
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-89
Closed
$2.31K - $2.59K
0 $0
Q2 2021
Jul 14, 2021 Q2 2021
Golden Green, Inc.

SELL
 -
-48.3K
Closed
$1.35M - $1.43M
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-31.9K
Closed
$894K - $946K
0 $0
Jul 29, 2021 Q2 2021
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-8.2K
Closed
$230K - $243K
0 $0
Jul 27, 2021 Q2 2021
Seelaus Asset Management LLC

SELL
 -
-7.28K
Closed
$204K - $216K
0 $0
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-5.89K
Closed
$165K - $174K
0 $0
Jul 26, 2021 Q2 2021
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-2.8K
Closed
$78.4K - $82.9K
0 $0
Aug 16, 2021 Q2 2021
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-1.62K
Closed
$45.2K - $47.8K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-860
Closed
$24.1K - $25.5K
0 $0
Jul 29, 2021 Q2 2021
Aua Capital Management, LLC

Camp Hill, PA
SELL
 -
-405
Closed
$11.3K - $12K
0 $0
Q1 2021
Apr 15, 2021 Q1 2021
Benchmark Wealth Management, LLC

SELL
 -
-16.9K
Closed
$439K - $486K
0 $0
Apr 14, 2021 Q1 2021
Ota Financial Group L.P.

SELL
 -
-13.7K
Closed
$355K - $392K
0 $0
May 17, 2021 Q1 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-10.7K
Closed
$276K - $305K
0 $0
Apr 21, 2021 Q1 2021
R.P. Boggs & Co.

SELL
 -
-3.21K
- 10.16%
$83.2K - $91.9K
28.4K $562K
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-2.8K
Closed
$72.6K - $80.2K
0 $0
May 07, 2021 Q1 2021
United Maritime Capital LLC

New York, NY
SELL
 -
-2.03K
Closed
$52.5K - $58K
0 $0
May 17, 2021 Q1 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-2K
Closed
$51.8K - $57.3K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.67K
Closed
$43.3K - $47.9K
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-550
Closed
$14.3K - $15.8K
0 $0
May 05, 2021 Q1 2021
Diversified, LLC

SELL
 -
-101
Closed
$2.62K - $2.89K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
55 I, LLC

Boston, MA
SELL
 -
-28.5K
Closed
$688K - $773K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-8.26K
Closed
$200K - $224K
0 $0
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-4.68K
Closed
$113K - $127K
0 $0
Q3 2020
Nov 03, 2020 Q3 2020
Institute For Wealth Management, Llc.

SELL
 -
-22.3K
Closed
$535K - $565K
0 $0
Nov 02, 2020 Q3 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-10.5K
Closed
$252K - $266K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-20.8K
Closed
$416K - $562K
0 $0
Aug 06, 2020 Q2 2020
Shaker Financial Services, LLC

SELL
 -
-20.8K
Closed
$416K - $561K
0 $0
Jul 17, 2020 Q2 2020
Trust CO Of Vermont

SELL
 -
-150
Closed
$3.01K - $4.06K
0 $0
Aug 11, 2020 Q2 2020
Tradewinds Capital Management, LLC

SELL
 -
-100
Closed
$2K - $2.7K
0 $0
Jul 15, 2020 Q2 2020
Atticus Wealth Management, LLC

SELL
 -
-2
Closed
$40.1 - $54.1
0 $0
Aug 11, 2020 Q2 2020
Horan Securities, Inc.

SELL
 -
0
Closed
$0 - $0
0 $0
Q1 2020
Apr 24, 2020 Q1 2020
North Star Asset Management Inc

SELL
 -
-11K
Closed
$195K - $370K
0 $0
May 05, 2020 Q1 2020
Insight 2811, Inc.

Chicago, IL
SELL
 -
-7.04K
Closed
$125K - $237K
0 $0
May 14, 2020 Q1 2020
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-7K
Closed
$124K - $235K
0 $0
Q4 2019
Jan 30, 2020 Q4 2019
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-8.35K
Closed
$270K - $282K
0 $0

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