Purchases and Sales Made in Q2 2023 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.66K+ 31.55% |
$133K - $144K
|
32K
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.17K+ 12.71% |
$125K - $135K
|
63.6K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.37K+ 14.78% |
$111K - $119K
|
49.4K
$939K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.23K+ 2.27% |
$108K - $117K
|
281K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.71K+ 23.05% |
$99.1K - $107K
|
30.5K
$579K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.69K+ 6.95% |
$98.8K - $107K
|
87.5K
$1.66M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.2K+ 10.47% |
$90.3K - $97.5K
|
54.9K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 6.22% |
$86K - $92.9K
|
84.7K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 4.18% |
$83.4K - $90.1K
|
120K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.24K+ 37.5% |
$73.6K - $79.5K
|
15.5K
$295K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
4.15K+ 40.5% |
$72.1K - $77.9K
|
14.4K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.06K+ 12.71% |
$70.4K - $76.1K
|
36K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 3.3% |
$65.7K - $70.9K
|
118K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.69K+ 75.84% |
$64K - $69.2K
|
8.55K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.63K+ 5.15% |
$62.9K - $68K
|
74.1K
$1.41M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.55K+ 17.76% |
$61.6K - $66.5K
|
23.5K
$447K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 0.64% |
$58.6K - $63.2K
|
531K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.15K+ 22.31% |
$54.7K - $59.1K
|
17.3K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.15K+ 7.64% |
$54.7K - $59.1K
|
44.4K
$844K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.08K+ 3.97% |
$53.5K - $57.8K
|
80.7K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 4.53% |
$52.5K - $56.7K
|
69.8K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.92K+ 3.14% |
$50.7K - $54.8K
|
96K
$1.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$49.9K - $53.9K
|
2.88K
$54.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.69KNew |
$46.7K - $50.4K
|
2.69K
$51.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 5.1% |
$43.3K - $46.8K
|
51.4K
$977K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 16.78% |
$41.7K - $45K
|
16.7K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.35K+ 5.26% |
$40.8K - $44K
|
47K
$893K
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.17K+ 2.99% |
$37.7K - $40.7K
|
74.9K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$34.7K - $37.5K
|
2K
$38K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8K+ 799.56% |
$31.2K - $33.7K
|
2.02K
$38.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.73K+ 2.77% |
$30.1K - $32.5K
|
64.3K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.7K+ 5.68% |
$29.4K - $31.8K
|
31.5K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.68KNew |
$29.2K - $31.6K
|
1.68K
$32K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64KNew |
$28.4K - $30.7K
|
1.64K
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 4.8% |
$27.8K - $30K
|
35K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.58K+ 157.41% |
$27.5K - $29.7K
|
2.59K
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.37K+ 9.69% |
$23.7K - $25.6K
|
15.4K
$293K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.3% |
$23.2K - $25.1K
|
104K
$1.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.29KNew |
$22.4K - $24.2K
|
1.29K
$24.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.16K+ 6.79% |
$20.1K - $21.7K
|
18.2K
$346K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 3.76% |
$19.3K - $20.8K
|
30.6K
$582K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.1K+ 4.02% |
$19.1K - $20.6K
|
28.4K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
972New |
$16.9K - $18.2K
|
972
$18.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
840New |
$14.6K - $15.8K
|
840
$16K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
818New |
$14.2K - $15.3K
|
818
$15.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
750+ 1.62% |
$13K - $14.1K
|
47.2K
$896K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
681+ 3.63% |
$11.8K - $12.8K
|
19.4K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
648+ 4.96% |
$11.2K - $12.2K
|
13.7K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
596+ 1.18% |
$10.3K - $11.2K
|
51.2K
$973K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
567+ 11.76% |
$9.84K - $10.6K
|
5.39K
$102K
|