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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1KNew |
$180K - $213K
|
10.1K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.8KNew |
$175K - $207K
|
9.8K
$186K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
9.6KNew |
$171K - $203K
|
9.6K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.25K+ 14.9% |
$165K - $195K
|
71.3K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.99K+ 3.38% |
$160K - $190K
|
275K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 60.07% |
$150K - $178K
|
22.5K
$427K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
8.12K+ 20.59% |
$145K - $171K
|
47.6K
$904K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.97K+ 68.26% |
$142K - $168K
|
19.6K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.91K+ 4.97% |
$141K - $167K
|
167K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.87K+ 87.87% |
$141K - $166K
|
16.8K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.76K+ 70.55% |
$139K - $164K
|
18.8K
$356K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.31K+ 10.1% |
$131K - $154K
|
79.7K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.19K+ 6.86% |
$128K - $152K
|
112K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.32K+ 5.68% |
$113K - $133K
|
118K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.19K+ 6.81% |
$111K - $131K
|
97.2K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.15K+ 16.04% |
$110K - $130K
|
44.5K
$845K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.89K+ 29.4% |
$105K - $124K
|
25.9K
$493K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.6KNew |
$100K - $118K
|
5.6K
$106K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.56K+ 29.65% |
$99.2K - $117K
|
24.3K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.14K+ 10.29% |
$91.8K - $108K
|
55.1K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.14K+ 47.62% |
$91.7K - $108K
|
15.9K
$303K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.02K+ 3.5% |
$89.5K - $106K
|
148K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.87K+ 35.71% |
$87K - $103K
|
18.5K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.37K+ 5.49% |
$78K - $92.1K
|
83.9K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.35K+ 5.12% |
$77.6K - $91.7K
|
89.2K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.21K+ 7.21% |
$75.1K - $88.7K
|
62.5K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.15K+ 3.76% |
$74.1K - $87.5K
|
114K
$2.18M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.13K+ 16.27% |
$73.7K - $87.2K
|
29.5K
$561K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.83K+ 16.3% |
$68.3K - $80.7K
|
27.3K
$519K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.63K+ 3.65% |
$64.8K - $76.6K
|
103K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.62K+ 6.4% |
$64.5K - $76.3K
|
60.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.53K+ 4.27% |
$63K - $74.5K
|
86.1K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.5K+ 10.32% |
$62.4K - $73.7K
|
37.4K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.45K+ 0.72% |
$61.6K - $72.8K
|
483K
$9.18M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.06K+ 185.21% |
$54.5K - $64.5K
|
4.71K
$89.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 16.88% |
$51.3K - $60.6K
|
19.9K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.49K+ 3.54% |
$44.4K - $52.5K
|
72.7K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.48K+ 6.4% |
$44.3K - $52.4K
|
41.3K
$784K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.43K+ 3.23% |
$43.3K - $51.2K
|
77.6K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.41K+ 3.03% |
$43K - $50.8K
|
81.8K
$1.56M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.28KNew |
$40.7K - $48.1K
|
2.28K
$43.3K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.16K+ 172.54% |
$38.5K - $45.5K
|
3.4K
$64.7K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 6.48% |
$36.2K - $42.8K
|
33.4K
$634K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.88K+ 12.38% |
$33.5K - $39.6K
|
17.1K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$29.5K - $34.8K
|
1.65K
$31.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 784.31% |
$28.6K - $33.8K
|
1.8K
$34.3K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.45K+ 11.69% |
$25.9K - $30.7K
|
13.9K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.34K+ 92.07% |
$23.8K - $28.2K
|
2.79K
$52.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$22.8K - $26.9K
|
1.28K
$24.2K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.17K+ 9.87% |
$20.9K - $24.7K
|
13K
$247K
|