Purchases and Sales Made in Q2 2022 in Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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 05, 2022 Q2 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-2.43K
- 1.51%
$47.8K - $58.5K
158K $3M
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

SELL
 -
-2.78K
- 16.19%
$54.9K - $67.1K
14.4K $274K
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-2.86K
- 5.68%
$56.3K - $68.8K
47.4K $901K
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-2.97K
- 14.74%
$58.5K - $71.5K
17.2K $326K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-3.05K
- 7.03%
$60.2K - $73.6K
40.4K $767K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.09K
- 5.37%
$60.9K - $74.4K
54.4K $1.03M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-3.26K
- 13.78%
$64.4K - $78.6K
20.4K $388K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-3.47K
- 9.27%
$68.4K - $83.5K
33.9K $644K
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-3.61K
- 16.89%
$71.2K - $87K
17.7K $337K
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-3.78K
- 17.0%
$74.5K - $91K
18.4K $350K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-3.88K
- 8.73%
$76.5K - $93.5K
40.6K $771K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

SELL
 -
-3.97K
- 16.14%
$78.2K - $95.6K
20.6K $391K
Aug 05, 2022 Q2 2022
Mirador Capital Partners LP

SELL
 -
-4.13K
- 12.52%
$81.5K - $99.6K
28.9K $548K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.18K
- 3.66%
$82.5K - $101K
110K $2.09M
Aug 08, 2022 Q2 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-4.25K
- 12.36%
$83.8K - $102K
30.1K $572K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-4.86K
- 20.08%
$95.8K - $117K
19.3K $367K
Jul 13, 2022 Q2 2022
Parkside Investments, LLC

SELL
 -
-4.92K
Closed
$97K - $119K
0 $0
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-4.93K
- 23.39%
$97.3K - $119K
16.2K $307K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-6.74K
- 35.45%
$133K - $162K
12.3K $233K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-6.92K
- 22.18%
$137K - $167K
24.3K $462K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

SELL
 -
-7.2K
- 10.79%
$142K - $174K
59.5K $1.13M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-7.53K
- 13.6%
$149K - $182K
47.9K $910K
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-7.89K
- 1.64%
$156K - $190K
475K $9.02M
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-7.95K
- 43.63%
$157K - $192K
10.3K $195K
Jul 26, 2022 Q2 2022
Spreng Capital Management, Inc.

SELL
 -
-8.26K
Closed
$163K - $199K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-9.16K
- 45.09%
$181K - $221K
11.2K $212K
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

SELL
 -
-9.26K
Closed
$183K - $223K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-9.31K
- 48.2%
$184K - $225K
10K $190K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-9.37K
- 2.54%
$185K - $226K
359K $6.83M
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-9.74K
Closed
$192K - $235K
0 $0
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
SELL
 -
-9.9K
Closed
$195K - $239K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-10.5K
Closed
$208K - $254K
0 $0
Aug 16, 2022 Q2 2022
All Square Wealth Management LLC

Albany, NY
SELL
 -
-10.6K
- 54.61%
$210K - $256K
8.84K $168K
Aug 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-11.2K
- 8.73%
$221K - $270K
117K $2.22M
Jul 29, 2022 Q2 2022
Oak Family Advisors, LLC

SELL
 -
-11.6K
Closed
$230K - $281K
0 $0
Aug 23, 2022 Q2 2022
Garrison Bradford & Associates Inc

New York, NY
SELL
 -
-11.8K
Closed
$233K - $284K
0 $0
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-12K
- 41.1%
$237K - $289K
17.2K $326K
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
SELL
 -
-12.6K
Closed
$249K - $304K
0 $0
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-12.9K
Closed
$254K - $311K
0 $0
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-13.1K
Closed
$259K - $317K
0 $0
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

SELL
 -
-13.4K
- 71.05%
$265K - $323K
5.46K $104K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-13.7K
- 17.81%
$270K - $330K
63.1K $1.2M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

SELL
 -
-13.9K
Closed
$275K - $336K
0 $0
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-14.1K
- 47.47%
$279K - $341K
15.6K $297K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-14.3K
- 26.87%
$283K - $346K
39K $742K
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

SELL
 -
-16K
Closed
$316K - $386K
0 $0
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

SELL
 -
-16.8K
Closed
$331K - $404K
0 $0
Aug 03, 2022 Q2 2022
Dumont & Blake Investment Advisors LLC

SELL
 -
-17.4K
Closed
$344K - $420K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-18.6K
- 58.68%
$366K - $448K
13.1K $249K

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