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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 11.82% |
$240K - $288K
|
103K
$1.96M
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10.8K+ 68.43% |
$240K - $287K
|
26.7K
$507K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
10.7K+ 20.47% |
$236K - $283K
|
62.7K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 3.66% |
$229K - $274K
|
293K
$5.56M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.95KNew |
$220K - $264K
|
9.95K
$189K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.3K+ 19.9% |
$206K - $247K
|
56K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.29KNew |
$205K - $246K
|
9.29K
$177K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.05K+ 104.95% |
$200K - $240K
|
17.7K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.02K+ 7.49% |
$199K - $239K
|
129K
$2.46M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.82K+ 42.05% |
$195K - $234K
|
29.8K
$566K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.87K+ 8.61% |
$174K - $209K
|
99.4K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 2.95% |
$172K - $206K
|
272K
$5.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
7.22K+ 81.17% |
$160K - $191K
|
16.1K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.97K+ 56.36% |
$154K - $185K
|
19.3K
$367K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.08K+ 41.82% |
$134K - $161K
|
20.6K
$392K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.76K+ 45.25% |
$127K - $153K
|
18.5K
$351K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
4.92KNew |
$109K - $130K
|
4.92K
$93.4K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.38K+ 3.22% |
$96.8K - $116K
|
141K
$2.67M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.26K+ 31.68% |
$94.2K - $113K
|
17.7K
$336K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$88.4K - $106K
|
4K
$76K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.99K+ 15.85% |
$88.3K - $106K
|
29.2K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.95K+ 6.06% |
$87.3K - $105K
|
69.1K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3K+ 50.0% |
$66.3K - $79.6K
|
9K
$171K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.82K+ 311.49% |
$62.3K - $74.8K
|
3.72K
$70.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.68K+ 11.38% |
$59.2K - $71K
|
26.2K
$498K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.6K+ 10.86% |
$57.4K - $68.9K
|
26.5K
$504K
|
|
|
May 17, 2022
Q1 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.58K+ 10.31% |
$57K - $68.4K
|
27.6K
$525K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
2.52K+ 3.14% |
$55.7K - $66.8K
|
82.8K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.43K+ 4.26% |
$53.8K - $64.5K
|
59.5K
$1.13M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.32K+ 6.46% |
$51.3K - $61.5K
|
38.2K
$727K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.25% |
$50K - $60K
|
22.4K
$425K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 13.27% |
$49.2K - $59.1K
|
19K
$361K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.23K+ 454.29% |
$49.2K - $59K
|
2.72K
$51.6K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.17K+ 1.75% |
$48K - $57.6K
|
126K
$2.4M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 6.83% |
$44.9K - $53.8K
|
31.8K
$603K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.97KNew |
$43.6K - $52.3K
|
1.97K
$37.4K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.5KNew |
$33.2K - $39.8K
|
1.5K
$28.5K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 2.19% |
$31.9K - $38.2K
|
67.3K
$1.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42K+ 4.69% |
$31.4K - $37.6K
|
31.7K
$601K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.38KNew |
$30.6K - $36.7K
|
1.38K
$26.3K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.38K+ 2.47% |
$30.6K - $36.7K
|
57.4K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.23KNew |
$27.1K - $32.5K
|
1.23K
$23.3K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.13K+ 1.67% |
$25.1K - $30K
|
68.9K
$1.31M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
965+ 1.79% |
$21.3K - $25.6K
|
54.8K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
930New |
$20.6K - $24.7K
|
930
$17.7K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
850+ 4.33% |
$18.8K - $22.5K
|
20.5K
$389K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
846+ 1.31% |
$18.7K - $22.4K
|
65.4K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
817+ 3.7% |
$18.1K - $21.7K
|
22.9K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
790+ 6.09% |
$17.5K - $21K
|
13.8K
$262K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
655+ 6.76% |
$14.5K - $17.4K
|
10.3K
$196K
|