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 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.43KClosed |
$208K - $218K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.71KClosed |
$87.9K - $91.8K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.42KClosed |
$78.2K - $81.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.89KClosed |
$61.1K - $63.9K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-1.13KClosed |
$36.4K - $38.1K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-442Closed |
$14.3K - $15K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-87Closed |
$2.82K - $2.94K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.25MClosed |
$38.5M - $40.8M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.9KClosed |
$334K - $354K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.33KClosed |
$40.9K - $43.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-833Closed |
$25.6K - $27.1K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-400Closed |
$12.3K - $13K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.97KClosed |
$91.3K - $98.8K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.03KClosed |
$31.7K - $34.3K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-750Closed |
$23K - $24.9K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-500Closed |
$15.4K - $16.6K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-51Closed |
$1.57K - $1.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$615K - $679K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-372KClosed |
$10M - $12.7M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.8KClosed |
$669K - $845K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-13.8KClosed |
$372K - $470K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-6.93KClosed |
$187K - $236K
|
0
$0
|
|
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
SELL
|
- |
-133Closed |
$3.58K - $4.53K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Sharkey, Howes & Javer
|
SELL
|
- |
-61Closed |
$1.64K - $2.08K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 22, 2018
Q3 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.8KClosed |
$249K - $262K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.86KClosed |
$219K - $231K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-657Closed |
$21K - $22.1K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.6KClosed |
$314K - $328K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-9.8KClosed |
$290K - $302K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.21KClosed |
$243K - $253K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$14.8K - $15.4K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22.4KClosed |
$648K - $694K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 30, 2024
Q2 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 70.79% |
N/A
|
1.3K
$25.7K
|
|