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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600+ 2.6% |
$13.3K - $15.9K
|
23.7K
$450K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
547+ 2.28% |
$12.1K - $14.5K
|
24.6K
$467K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
530+ 5.13% |
$11.7K - $14.1K
|
10.9K
$206K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
492+ 1.89% |
$10.9K - $13K
|
26.5K
$504K
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
394+ 2.23% |
$8.71K - $10.4K
|
18.1K
$343K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
386+ 1.62% |
$8.53K - $10.2K
|
24.2K
$460K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
380+ 81.02% |
$8.4K - $10.1K
|
849
$16.1K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
372+ 186.0% |
$8.22K - $9.87K
|
572
$10.9K
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
364+ 0.44% |
$8.05K - $9.65K
|
83.2K
$1.58M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
354+ 2.88% |
$7.83K - $9.39K
|
12.6K
$240K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
332+ 1.79% |
$7.34K - $8.8K
|
18.9K
$359K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
304+ 20.33% |
$6.72K - $8.06K
|
1.8K
$34.2K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
248+ 2.13% |
$5.48K - $6.58K
|
11.9K
$225K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
216+ 0.03% |
$4.78K - $5.73K
|
706K
$13.4M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
206+ 34.68% |
$4.55K - $5.46K
|
800
$15.2K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$4.42K - $5.3K
|
200
$3.8K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
196+ 0.62% |
$4.33K - $5.2K
|
31.6K
$601K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
159+ 3.08% |
$3.52K - $4.22K
|
5.32K
$101K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
113+ 1.86% |
$2.5K - $3K
|
6.18K
$117K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 3.28% |
$2.5K - $3K
|
3.56K
$67.6K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
96+ 0.35% |
$2.12K - $2.55K
|
27.9K
$530K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
77+ 0.35% |
$1.7K - $2.04K
|
22.2K
$422K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
39+ 0.19% |
$862 - $1.03K
|
20.1K
$382K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.13% |
$752 - $902
|
26.2K
$499K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 1.85% |
$575 - $690
|
1.43K
$27.1K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 1.75% |
$221 - $265
|
583
$11.1K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4- 0.02% |
$88.4 - $106
|
21.1K
$401K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5Closed |
$111 - $133
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10Closed |
$221 - $265
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38Closed |
$840 - $1.01K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-99Closed |
$2.19K - $2.63K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-101Closed |
$2.23K - $2.68K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-106- 0.18% |
$2.34K - $2.81K
|
57.4K
$1.09M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-117- 0.91% |
$2.59K - $3.1K
|
12.8K
$243K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 1.1% |
$2.7K - $3.24K
|
11K
$209K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-127- 0.34% |
$2.81K - $3.37K
|
37.4K
$710K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 0.22% |
$3.87K - $4.64K
|
81.2K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-176- 1.02% |
$3.89K - $4.67K
|
17.1K
$324K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-327- 53.26% |
$7.23K - $8.67K
|
287
$5.45K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-350Closed |
$7.74K - $9.28K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-545Closed |
$12K - $14.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-616Closed |
$13.6K - $16.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-630- 0.84% |
$13.9K - $16.7K
|
74.2K
$1.41M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-632- 75.96% |
$14K - $16.8K
|
200
$3.8K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-649- 3.1% |
$14.3K - $17.2K
|
20.3K
$386K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-739Closed |
$16.3K - $19.6K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-759Closed |
$16.8K - $20.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-886- 7.49% |
$19.6K - $23.5K
|
11K
$208K
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-896- 3.54% |
$19.8K - $23.8K
|
24.4K
$463K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-937Closed |
$20.7K - $24.8K
|
0
$0
|