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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$8.68K - $9.38K
|
500
$9.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
456+ 1.25% |
$7.92K - $8.55K
|
36.8K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
453New |
$7.86K - $8.49K
|
453
$8.61K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
431+ 4.28% |
$7.48K - $8.08K
|
10.5K
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
423+ 2.91% |
$7.34K - $7.93K
|
15K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
416+ 0.25% |
$7.22K - $7.8K
|
168K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
408+ 3.8% |
$7.08K - $7.65K
|
11.1K
$212K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
320+ 1.42% |
$5.56K - $6K
|
22.9K
$435K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
317+ 2.28% |
$5.5K - $5.94K
|
14.2K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
281+ 3.85% |
$4.88K - $5.27K
|
7.59K
$144K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
273+ 1.39% |
$4.74K - $5.12K
|
19.9K
$378K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
271+ 0.79% |
$4.7K - $5.08K
|
34.4K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
260+ 1.25% |
$4.51K - $4.88K
|
21.1K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$4.25K - $4.59K
|
245
$4.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
225+ 24.09% |
$3.91K - $4.22K
|
1.16K
$22K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
204New |
$3.54K - $3.83K
|
204
$3.88K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
131+ 0.74% |
$2.27K - $2.46K
|
17.7K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
82+ 0.72% |
$1.42K - $1.54K
|
11.5K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71+ 0.54% |
$1.23K - $1.33K
|
13.2K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 3.93% |
$1.23K - $1.33K
|
1.88K
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
66+ 0.38% |
$1.15K - $1.24K
|
17.4K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51+ 0.09% |
$885 - $956
|
55.2K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 3.58% |
$573 - $619
|
956
$18.2K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
23+ 0.02% |
$399 - $431
|
151K
$2.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20+ 0.05% |
$347 - $375
|
42K
$799K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$330 - $356
|
19
$361
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$330 - $356
|
19
$361
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.78% |
$312 - $338
|
2.33K
$44.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 2.28% |
$260 - $281
|
673
$12.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-72- 1.29% |
$1.25K - $1.35K
|
5.5K
$105K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 1.02% |
$1.74K - $1.88K
|
9.7K
$184K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-101- 0.14% |
$1.75K - $1.89K
|
73.8K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-152- 1.23% |
$2.64K - $2.85K
|
12.2K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 1.08% |
$3.47K - $3.75K
|
18.3K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-205- 99.51% |
$3.56K - $3.84K
|
1
$19
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-224- 0.11% |
$3.89K - $4.2K
|
208K
$3.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-315- 2.36% |
$5.47K - $5.91K
|
13.1K
$248K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-327- 1.52% |
$5.68K - $6.13K
|
21.1K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-498- 70.64% |
$8.65K - $9.34K
|
207
$3.93K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 10.0% |
$8.68K - $9.38K
|
4.5K
$85.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-510- 2.89% |
$8.85K - $9.56K
|
17.1K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-569- 4.83% |
$9.88K - $10.7K
|
11.2K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-730- 5.78% |
$12.7K - $13.7K
|
11.9K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-745- 5.23% |
$12.9K - $14K
|
13.5K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-768- 4.82% |
$13.3K - $14.4K
|
15.2K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-854- 6.49% |
$14.8K - $16K
|
12.3K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-898- 5.49% |
$15.6K - $16.8K
|
15.5K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-911- 1.73% |
$15.8K - $17.1K
|
51.7K
$982K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.21K- 3.78% |
$21K - $22.7K
|
30.8K
$585K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 47.94% |
$23.2K - $25K
|
1.45K
$27.6K
|