Purchases and Sales Made in Q2 2022 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
584K+ 281.49% |
$11.5M - $14.1M
|
792K
$15M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
250KNew |
$4.93M - $6.02M
|
250K
$4.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
213K+ 14.3% |
$4.19M - $5.12M
|
1.7M
$32.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
200KNew |
$3.95M - $4.83M
|
200K
$3.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
169KNew |
$3.33M - $4.07M
|
169K
$3.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
109KNew |
$2.16M - $2.64M
|
109K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 13.92% |
$2.11M - $2.58M
|
877K
$16.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
99.8K+ 6.1% |
$1.97M - $2.41M
|
1.74M
$33M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
93.3K+ 77.35% |
$1.84M - $2.25M
|
214K
$4.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
83.8KNew |
$1.65M - $2.02M
|
83.8K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
79.4K+ 117.84% |
$1.57M - $1.92M
|
147K
$2.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
69.6K+ 25.6% |
$1.37M - $1.68M
|
341K
$6.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
66.9K+ 430.32% |
$1.32M - $1.61M
|
82.4K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
54KNew |
$1.06M - $1.3M
|
54K
$1.03M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 0.68% |
$1.06M - $1.3M
|
7.94M
$151M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 0.68% |
$1.06M - $1.3M
|
7.94M
$151M
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
45.2KNew |
$892K - $1.09M
|
45.2K
$859K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42.2K+ 113.63% |
$833K - $1.02M
|
79.4K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
29.9K+ 22.82% |
$590K - $721K
|
161K
$3.06M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29.8K+ 2.49% |
$587K - $718K
|
1.23M
$23.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.5K+ 241.68% |
$522K - $638K
|
37.4K
$711K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.5K+ 1.53% |
$465K - $568K
|
1.56M
$29.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21.6K+ 11.76% |
$426K - $521K
|
205K
$3.9M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
21K+ 50.1% |
$415K - $507K
|
63K
$1.2M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5KNew |
$385K - $470K
|
19.5K
$370K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$375K - $458K
|
19K
$361K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.6KNew |
$347K - $424K
|
17.6K
$334K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$273K - $334K
|
13.9K
$263K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13.7K+ 24.46% |
$270K - $331K
|
69.7K
$1.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
12.6K+ 20.08% |
$248K - $304K
|
75.3K
$1.43M
|
|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
11.8KNew |
$233K - $285K
|
11.8K
$225K
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$225K - $276K
|
11.4K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.4K+ 8.1% |
$225K - $274K
|
152K
$2.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10.9K+ 12.86% |
$214K - $262K
|
95.3K
$1.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$203K - $249K
|
10.3K
$196K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 4.61% |
$203K - $248K
|
233K
$4.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 1.43% |
$199K - $243K
|
716K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.7KNew |
$191K - $234K
|
9.7K
$184K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
9.39K+ 10.06% |
$185K - $226K
|
103K
$1.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.25K+ 2.23% |
$163K - $199K
|
378K
$7.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.67K+ 7.01% |
$151K - $185K
|
117K
$2.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.21K+ 12.12% |
$142K - $174K
|
66.7K
$1.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.74K+ 15.79% |
$133K - $162K
|
49.4K
$938K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.62K+ 50.2% |
$111K - $136K
|
16.8K
$320K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.32K+ 6.61% |
$85.3K - $104K
|
69.7K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.86K+ 4.66% |
$76.2K - $93.1K
|
86.6K
$1.65M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
3.6KNew |
$71K - $86.7K
|
3.6K
$68.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
3.17K+ 0.3% |
$62.6K - $76.5K
|
1.06M
$20.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.13K+ 4.64% |
$61.7K - $75.3K
|
70.4K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.08K+ 25.07% |
$60.8K - $74.3K
|
15.4K
$292K
|