Purchases and Sales Made in Q1 2022 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
462K+ 149.98% |
$10.2M - $12.2M
|
769K
$14.6M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
230K+ 16.01% |
$5.09M - $6.1M
|
1.67M
$31.7M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
208KNew |
$4.59M - $5.51M
|
208K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
191K+ 14.72% |
$4.22M - $5.06M
|
1.49M
$28.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 13.03% |
$3.02M - $3.62M
|
1.18M
$22.5M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
119K+ 31.55% |
$2.64M - $3.16M
|
497K
$9.45M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
113K+ 24.25% |
$2.49M - $2.99M
|
578K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 98.36% |
$2.22M - $2.66M
|
203K
$3.85M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
86.1KNew |
$1.9M - $2.28M
|
86.1K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71K+ 23.74% |
$1.57M - $1.88M
|
370K
$7.03M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.5K+ 237.03% |
$1.56M - $1.87M
|
100K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62.7K+ 134.22% |
$1.39M - $1.66M
|
109K
$2.08M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.9K+ 18.01% |
$1.26M - $1.51M
|
373K
$7.08M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
51.1K+ 97.3% |
$1.13M - $1.35M
|
104K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45.4K+ 455.07% |
$1M - $1.2M
|
55.4K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
44.8K+ 52.0% |
$991K - $1.19M
|
131K
$2.49M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
38.5KNew |
$850K - $1.02M
|
38.5K
$731K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37.4KNew |
$827K - $992K
|
37.4K
$711K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37.2KNew |
$823K - $988K
|
37.2K
$708K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37.1KNew |
$821K - $985K
|
37.1K
$706K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
36.1K+ 254.08% |
$797K - $956K
|
50.3K
$955K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.8K+ 42.18% |
$791K - $948K
|
121K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
31.9KNew |
$705K - $845K
|
31.9K
$606K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
30.2K+ 25.15% |
$669K - $802K
|
150K
$2.86M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
28.9K+ 2.81% |
$638K - $766K
|
1.06M
$20.1M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
24.1K+ 87.45% |
$533K - $639K
|
51.6K
$981K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
22K+ 216.65% |
$487K - $584K
|
32.2K
$611K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21K+ 10.4% |
$465K - $557K
|
223K
$4.24M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5KNew |
$431K - $517K
|
19.5K
$370K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
19.4K+ 29.86% |
$429K - $515K
|
84.4K
$1.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
17.4KNew |
$385K - $462K
|
17.4K
$331K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
16.7K+ 21.77% |
$369K - $442K
|
93.3K
$1.77M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
16KNew |
$354K - $424K
|
16K
$304K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 30.99% |
$353K - $423K
|
67.4K
$1.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
15.5KNew |
$344K - $412K
|
15.5K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.4KNew |
$339K - $407K
|
15.4K
$292K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9KNew |
$329K - $395K
|
14.9K
$283K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.9KNew |
$308K - $370K
|
13.9K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 154.83% |
$297K - $356K
|
22.1K
$420K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.3KNew |
$295K - $353K
|
13.3K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$291K - $349K
|
13.1K
$250K
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
BUY
|
- |
13K+ 26.42% |
$286K - $344K
|
62K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$285K - $342K
|
12.9K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
12.4K+ 4.94% |
$275K - $330K
|
264K
$5.02M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12K+ 1.01% |
$265K - $317K
|
1.2M
$22.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
11.8KNew |
$261K - $313K
|
11.8K
$224K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$260K - $312K
|
11.8K
$224K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
11.6KNew |
$257K - $309K
|
11.6K
$221K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3KNew |
$251K - $301K
|
11.3K
$215K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.2KNew |
$248K - $297K
|
11.2K
$213K
|