Clear Perspectives Financial Planning, LLC Pimco Dynamic Income Fund Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$22.11 - $26.52 $2,233 - $2,678	-101 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$24.75 - $27.21 $24 - $27	1 Added 1.0%	101 $3,000
Q3 2021 Nov 05, 2021	BUY	$25.96 - $29.09 $2,596 - $2,909	100 New	100 $3,000

Others Institutions Holding PDI

# of Institutions

270

Shares Held

43.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

10.8M
Shares

$203 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.52M
Shares

$47.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$45.4 Million
0.03% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.36M
Shares

$25.6 Million
0.3% of portfolio
Cohen & Steers, Inc. New York, NY

1.35M
Shares

$25.4 Million
0.05% of portfolio

View Full List

About PIMCO Dynamic Income Fund

Ticker PDI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and comme...

More about PDI

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