Purchases and Sales Made in Q1 2023 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 15.83% |
$27.5M - $32.5M
|
11.3M
$214M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
891K+ 284.26% |
$15.9M - $18.8M
|
1.2M
$22.9M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
658K+ 178.11% |
$11.7M - $13.9M
|
1.03M
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
620K+ 1730.88% |
$11.1M - $13.1M
|
656K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
317K+ 1383.97% |
$5.65M - $6.68M
|
340K
$6.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
229K+ 68.5% |
$4.08M - $4.83M
|
563K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
195KNew |
$3.48M - $4.11M
|
195K
$3.7M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
194KNew |
$3.46M - $4.08M
|
194K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
164K+ 349.87% |
$2.92M - $3.46M
|
211K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 69.2% |
$2.47M - $2.92M
|
339K
$6.43M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
135K+ 12.01% |
$2.42M - $2.86M
|
1.26M
$24M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 13.01% |
$2.14M - $2.54M
|
1.04M
$19.8M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105K+ 41.97% |
$1.88M - $2.22M
|
357K
$6.78M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 8.51% |
$1.84M - $2.18M
|
1.31M
$25M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.6K+ 3.15% |
$1.19M - $1.41M
|
2.18M
$41.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.2K+ 13.59% |
$1.13M - $1.33M
|
528K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57KNew |
$1.02M - $1.2M
|
57K
$1.08M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57KNew |
$1.02M - $1.2M
|
57K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52K+ 8.95% |
$927K - $1.1M
|
632K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51.9KNew |
$926K - $1.09M
|
51.9K
$986K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50.6K+ 17.93% |
$903K - $1.07M
|
333K
$6.33M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.7K+ 45.23% |
$886K - $1.05M
|
159K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
45.6KNew |
$813K - $962K
|
45.6K
$866K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
44.6KNew |
$797K - $942K
|
44.6K
$848K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
42.4K+ 15.25% |
$756K - $894K
|
320K
$6.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
40.2K+ 73.24% |
$718K - $849K
|
95.2K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38.3K+ 5.79% |
$684K - $808K
|
699K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35K+ 30.1% |
$625K - $738K
|
151K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
34.4K+ 34.07% |
$613K - $725K
|
135K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
32KNew |
$571K - $675K
|
32K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 4.1% |
$549K - $648K
|
779K
$14.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
27.2KNew |
$486K - $574K
|
27.2K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.3K+ 8.01% |
$470K - $556K
|
355K
$6.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.8KNew |
$442K - $522K
|
24.8K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 67.8% |
$438K - $518K
|
60.7K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22.7K+ 80.46% |
$405K - $479K
|
50.9K
$968K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.6KNew |
$403K - $476K
|
22.6K
$428K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
20.7KNew |
$369K - $436K
|
20.7K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.5KNew |
$331K - $391K
|
18.5K
$352K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
18.5K+ 12.44% |
$330K - $390K
|
167K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
17KNew |
$303K - $359K
|
17K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
14.5K+ 8.51% |
$259K - $307K
|
185K
$3.52M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
13.4K+ 18.76% |
$239K - $283K
|
84.9K
$1.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 4.99% |
$238K - $281K
|
280K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 3.93% |
$228K - $270K
|
338K
$6.43M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.7K+ 19.97% |
$209K - $248K
|
70.5K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$202K - $238K
|
11.3K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$192K - $226K
|
10.7K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5K+ 82.91% |
$188K - $222K
|
23.2K
$440K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$183K - $216K
|
10.3K
$195K
|