Purchases and Sales Made in Q1 2022 in Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-985
- 54.72%
$21.8K - $26.1K
815 $15.5K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-1.07K
- 3.46%
$23.6K - $28.3K
29.8K $566K
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-1.08K
- 0.84%
$23.8K - $28.6K
127K $2.41M
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-1.1K
Closed
$24.4K - $29.3K
0 $0
May 11, 2022 Q1 2022
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-1.18K
- 0.54%
$26.1K - $31.3K
216K $4.11M
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

SELL
 -
-1.21K
- 1.88%
$26.6K - $32K
62.8K $1.19M
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1.23K
- 34.89%
$27.1K - $32.5K
2.29K $43.5K
May 13, 2022 Q1 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-1.27K
- 0.78%
$28K - $33.5K
160K $3.05M
May 13, 2022 Q1 2022
Spreng Capital Management, Inc.

SELL
 -
-1.29K
- 13.47%
$28.4K - $34.1K
8.26K $157K
Apr 12, 2022 Q1 2022
E&G Advisors, LP

SELL
 -
-1.31K
- 2.37%
$28.9K - $34.7K
54K $1.03M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.43K
- 1.24%
$31.7K - $38K
114K $2.17M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.71K
- 10.14%
$37.8K - $45.3K
15.1K $288K
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

SELL
 -
-2K
Closed
$44.2K - $53K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.02K
- 7.69%
$44.6K - $53.4K
24.2K $460K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-2.04K
- 4.48%
$45K - $54K
43.4K $825K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.25K
- 1.29%
$49.7K - $59.7K
173K $3.28M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.27K
- 15.58%
$50.2K - $60.2K
12.3K $234K
Apr 28, 2022 Q1 2022
Ckw Financial Group

SELL
 -
-2.59K
Closed
$57.3K - $68.7K
0 $0
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-2.83K
- 2.17%
$62.7K - $75.2K
128K $2.43M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-2.99K
- 0.8%
$66K - $79.2K
369K $7.01M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-3K
- 48.52%
$66.2K - $79.4K
3.18K $60.4K
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-3.16K
- 8.6%
$70K - $83.9K
33.6K $639K
May 05, 2022 Q1 2022
Summit X, LLC

Chesterfield, MO
SELL
 -
-4.09K
- 7.66%
$90.5K - $108K
49.3K $937K
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
SELL
 -
-4.24K
- 3.1%
$93.8K - $113K
132K $2.52M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-4.27K
- 11.89%
$94.4K - $113K
31.6K $601K
Apr 25, 2022 Q1 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-4.64K
- 11.9%
$103K - $123K
34.4K $653K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-4.75K
Closed
$105K - $126K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5.4K
- 4.61%
$119K - $143K
112K $2.12M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-5.65K
- 6.86%
$125K - $150K
76.8K $1.46M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-5.92K
- 23.28%
$131K - $157K
19.5K $371K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5.93K
- 15.97%
$131K - $157K
31.2K $593K
May 16, 2022 Q1 2022
Family Management Corp

New York, NY
SELL
 -
-6.65K
- 34.5%
$147K - $176K
12.6K $240K
Apr 14, 2022 Q1 2022
Edge Wealth Management LLC

SELL
 -
-6.94K
Closed
$153K - $184K
0 $0
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-7.19K
- 2.98%
$159K - $191K
234K $4.45M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-7.19K
- 3.23%
$159K - $191K
216K $4.09M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-7.25K
- 5.67%
$160K - $192K
121K $2.29M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-7.5K
- 2.83%
$166K - $199K
257K $4.89M
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-7.65K
- 12.54%
$169K - $203K
53.4K $1.01M
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-7.91K
Closed
$175K - $210K
0 $0
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-7.98K
Closed
$177K - $212K
0 $0
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-8.17K
Closed
$181K - $217K
0 $0
May 13, 2022 Q1 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-8.26K
Closed
$183K - $219K
0 $0
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-8.63K
Closed
$191K - $229K
0 $0
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-8.72K
Closed
$193K - $231K
0 $0
May 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-9.09K
Closed
$201K - $241K
0 $0
Apr 29, 2022 Q1 2022
All Season Financial Advisors, Inc.

SELL
 -
-9.28K
- 37.42%
$205K - $246K
15.5K $295K
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

SELL
 -
-9.66K
Closed
$214K - $256K
0 $0
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-10.9K
- 20.3%
$240K - $288K
42.7K $810K
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-11K
Closed
$244K - $292K
0 $0

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