Purchases and Sales Made in Q3 2022 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
438K+ 5.52% |
$8.26M - $9.76M
|
8.38M
$159M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
308K+ 38.91% |
$5.81M - $6.87M
|
1.1M
$20.9M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162KNew |
$3.05M - $3.6M
|
162K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
143K+ 471.92% |
$2.69M - $3.18M
|
173K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
108K+ 251.92% |
$2.03M - $2.4M
|
150K
$2.86M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
68.5KNew |
$1.29M - $1.53M
|
68.5K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.4K+ 63.62% |
$1.18M - $1.39M
|
160K
$3.05M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
60.1K+ 71.79% |
$1.13M - $1.34M
|
144K
$2.73M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
57.5KNew |
$1.08M - $1.28M
|
57.5K
$1.09M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56.3KNew |
$1.06M - $1.25M
|
56.3K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.5K+ 5.64% |
$932K - $1.1M
|
926K
$17.6M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
46.8K+ 125.04% |
$882K - $1.04M
|
84.2K
$1.6M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
46.4KNew |
$874K - $1.03M
|
46.4K
$881K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46K+ 19.7% |
$867K - $1.02M
|
279K
$5.31M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
45.3K+ 44.26% |
$854K - $1.01M
|
148K
$2.81M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
44.4K+ 53.87% |
$837K - $990K
|
127K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.5K+ 20.36% |
$820K - $970K
|
257K
$4.89M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
42.3K+ 20.61% |
$798K - $943K
|
248K
$4.71M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8K+ 3.59% |
$770K - $910K
|
1.18M
$22.4M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38.2K+ 8.04% |
$719K - $850K
|
513K
$9.74M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.9K+ 10.5% |
$695K - $822K
|
388K
$7.38M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.4K+ 279.07% |
$593K - $701K
|
42.7K
$812K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31K+ 1.98% |
$584K - $690K
|
1.59M
$30.3M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
29.7KNew |
$560K - $661K
|
29.7K
$564K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$549K - $649K
|
29.1K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.7K+ 112.42% |
$410K - $484K
|
41.1K
$780K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.8K+ 11.44% |
$317K - $374K
|
164K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 2.29% |
$309K - $365K
|
732K
$13.9M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14.2K+ 2.47% |
$267K - $316K
|
588K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 130.36% |
$253K - $299K
|
23.8K
$451K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13K+ 1.06% |
$245K - $289K
|
1.24M
$23.5M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1K+ 75.07% |
$229K - $270K
|
28.3K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 9.51% |
$216K - $255K
|
132K
$2.51M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.3K+ 16.19% |
$213K - $252K
|
81K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1KNew |
$210K - $248K
|
11.1K
$212K
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.9KNew |
$205K - $243K
|
10.9K
$207K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$200K - $237K
|
10.6K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 19.45% |
$198K - $234K
|
64.4K
$1.22M
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.2KNew |
$193K - $228K
|
10.2K
$195K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.89K+ 8.95% |
$186K - $220K
|
120K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.57K+ 12.89% |
$180K - $213K
|
83.8K
$1.59M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.44K+ 18.89% |
$178K - $210K
|
59.4K
$1.13M
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.91K+ 56.78% |
$168K - $199K
|
24.6K
$467K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.77K+ 3.11% |
$147K - $173K
|
258K
$4.89M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.64K+ 13.03% |
$144K - $170K
|
66.3K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.08K+ 8.87% |
$133K - $158K
|
86.9K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.66K+ 8.05% |
$107K - $126K
|
75.9K
$1.44M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 4.5% |
$93.5K - $110K
|
115K
$2.19M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.35K+ 5.48% |
$81.9K - $96.9K
|
83.7K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 8.79% |
$81.8K - $96.7K
|
53.7K
$1.02M
|