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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$19.4K - $22.9K
|
1.09K
$20.7K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 6.59% |
$18.1K - $21.4K
|
16.4K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
980+ 3.4% |
$17.5K - $20.7K
|
29.8K
$567K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
859+ 7.47% |
$15.3K - $18.1K
|
12.4K
$235K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 88.89% |
$14.3K - $16.9K
|
1.7K
$32.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
616+ 2.47% |
$11K - $13K
|
25.6K
$486K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
580+ 464.0% |
$10.4K - $12.2K
|
705
$13.4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
510New |
$9.1K - $10.8K
|
510
$9.69K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
505+ 3.6% |
$9.01K - $10.7K
|
14.5K
$276K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
505+ 2.8% |
$9.01K - $10.7K
|
18.5K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 11.11% |
$8.93K - $10.6K
|
5K
$95K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500+ 2.93% |
$8.93K - $10.6K
|
17.6K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
417+ 0.98% |
$7.44K - $8.8K
|
43.1K
$818K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$7.14K - $8.44K
|
400
$7.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
353+ 1.12% |
$6.3K - $7.45K
|
31.9K
$607K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
319+ 0.94% |
$5.69K - $6.73K
|
34.1K
$649K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
281+ 2.21% |
$5.02K - $5.93K
|
13K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
280+ 2.0% |
$5K - $5.91K
|
14.2K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 1.24% |
$4.55K - $5.38K
|
20.8K
$396K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
250+ 3.54% |
$4.46K - $5.28K
|
7.3K
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
249+ 5.45% |
$4.44K - $5.25K
|
4.82K
$91.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200+ 100.0% |
$3.57K - $4.22K
|
400
$7.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
73New |
$1.3K - $1.54K
|
73
$1.39K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
58+ 0.34% |
$1.04K - $1.22K
|
17.4K
$330K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
31+ 0.07% |
$553 - $654
|
42K
$798K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 3.48% |
$553 - $654
|
923
$17.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
28+ 1.57% |
$500 - $591
|
1.81K
$34.3K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 2.97% |
$339 - $401
|
658
$12.5K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 3.64% |
$143 - $169
|
228
$4.33K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 3.0% |
$107 - $127
|
206
$3.91K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92- 10.93% |
$1.64K - $1.94K
|
750
$14.3K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-110- 0.92% |
$1.96K - $2.32K
|
11.8K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-147- 0.83% |
$2.62K - $3.1K
|
17.6K
$335K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-172- 1.29% |
$3.07K - $3.63K
|
13.2K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.51% |
$3.57K - $4.22K
|
13.1K
$248K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-204Closed |
$3.64K - $4.3K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-338- 0.16% |
$6.03K - $7.13K
|
208K
$3.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-350- 1.5% |
$6.25K - $7.39K
|
23K
$437K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-376- 2.59% |
$6.71K - $7.93K
|
14.1K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-409- 0.77% |
$7.3K - $8.63K
|
52.6K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-485- 3.34% |
$8.66K - $10.2K
|
14.1K
$267K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-549- 16.83% |
$9.8K - $11.6K
|
2.71K
$51.5K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-703- 3.0% |
$12.5K - $14.8K
|
22.7K
$431K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-723- 5.21% |
$12.9K - $15.3K
|
13.2K
$250K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-920- 0.7% |
$16.4K - $19.4K
|
131K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-920- 0.7% |
$16.4K - $19.4K
|
131K
$2.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-979- 3.87% |
$17.5K - $20.7K
|
24.3K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.2K- 0.93% |
$21.3K - $25.2K
|
127K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.29K- 0.82% |
$23K - $27.2K
|
156K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.54K- 2.25% |
$27.4K - $32.4K
|
66.7K
$1.27M
|