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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.62K+ 26.31% |
$51.7K - $63.1K
|
12.6K
$239K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.59K+ 1.28% |
$51.2K - $62.5K
|
205K
$3.9M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.56KNew |
$50.6K - $61.8K
|
2.56K
$48.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.47K+ 10.2% |
$48.8K - $59.6K
|
26.7K
$507K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.37K+ 1.54% |
$46.8K - $57.1K
|
156K
$2.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.32K+ 11.31% |
$45.7K - $55.9K
|
22.8K
$433K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.29KNew |
$45.2K - $55.2K
|
2.29K
$43.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.13K+ 19.64% |
$42.1K - $51.4K
|
13K
$247K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02K+ 1.59% |
$39.8K - $48.7K
|
129K
$2.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.96K+ 14.25% |
$38.7K - $47.3K
|
15.7K
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.9K+ 4.65% |
$37.5K - $45.8K
|
42.7K
$812K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.88K+ 2.73% |
$37.1K - $45.3K
|
70.8K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.87K+ 7.06% |
$37K - $45.2K
|
28.4K
$539K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 18.66% |
$34.2K - $41.8K
|
11K
$209K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
1.72K+ 3.33% |
$33.9K - $41.4K
|
53.3K
$1.01M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.71KNew |
$33.8K - $41.3K
|
1.71K
$32.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.65K+ 3.0% |
$32.5K - $39.7K
|
56.5K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.45K+ 4.51% |
$28.6K - $35K
|
33.6K
$639K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.45KNew |
$28.6K - $35K
|
1.45K
$27.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
1.42K+ 2.28% |
$27.9K - $34.1K
|
63.4K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 1.68% |
$22.9K - $27.9K
|
70.3K
$1.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1K+ 27.5% |
$21.7K - $26.5K
|
5.1K
$96.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.01K+ 87.63% |
$20K - $24.4K
|
2.17K
$41.2K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
981+ 0.88% |
$19.4K - $23.7K
|
113K
$2.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
931+ 9.01% |
$18.4K - $22.4K
|
11.3K
$214K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
928New |
$18.3K - $22.4K
|
928
$17.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
868+ 3.25% |
$17.1K - $20.9K
|
27.5K
$523K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
826New |
$16.3K - $19.9K
|
826
$15.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
810New |
$16K - $19.5K
|
810
$15.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
648+ 1.31% |
$12.8K - $15.6K
|
50K
$950K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600New |
$11.8K - $14.5K
|
600
$11.4K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
509+ 0.38% |
$10K - $12.3K
|
133K
$2.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
491+ 4.14% |
$9.69K - $11.8K
|
12.4K
$235K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
438+ 3.7% |
$8.64K - $10.6K
|
12.3K
$233K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
427+ 23.74% |
$8.42K - $10.3K
|
2.23K
$42.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
400New |
$7.89K - $9.64K
|
400
$7.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
370+ 2.89% |
$7.3K - $8.92K
|
13.2K
$250K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
366+ 2.89% |
$7.22K - $8.82K
|
13K
$247K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
364+ 42.87% |
$7.18K - $8.78K
|
1.21K
$23K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
352+ 1.8% |
$6.94K - $8.49K
|
19.9K
$378K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
346+ 0.88% |
$6.83K - $8.34K
|
39.5K
$751K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
341New |
$6.73K - $8.22K
|
341
$6.48K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
327+ 0.33% |
$6.45K - $7.88K
|
99.7K
$1.89M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
218+ 1.47% |
$4.3K - $5.26K
|
15.1K
$287K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
218+ 0.95% |
$4.3K - $5.26K
|
23.1K
$439K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
204New |
$4.02K - $4.92K
|
204
$3.88K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
187+ 3.03% |
$3.69K - $4.51K
|
6.37K
$121K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
176+ 1.13% |
$3.47K - $4.24K
|
15.7K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
158+ 0.19% |
$3.12K - $3.81K
|
81.4K
$1.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
135+ 0.76% |
$2.66K - $3.25K
|
17.8K
$338K
|