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 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.31K+ 3.94% |
$81.2K - $96K
|
114K
$2.16M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.08K+ 10.1% |
$76.9K - $90.9K
|
44.5K
$845K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.79K+ 3.69% |
$71.5K - $84.5K
|
107K
$2.02M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.66K+ 17.77% |
$69K - $81.5K
|
24.3K
$461K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 7.41% |
$66.9K - $79K
|
51.4K
$977K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.1K+ 7.64% |
$58.4K - $69K
|
43.7K
$830K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5K+ 2.22% |
$47.2K - $55.7K
|
115K
$2.19M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.41K+ 4.26% |
$45.3K - $53.6K
|
58.9K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.1K+ 2.96% |
$39.5K - $46.7K
|
72.9K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.08K+ 1.37% |
$39.3K - $46.4K
|
154K
$2.93M
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
2.08K+ 3.28% |
$39.2K - $46.3K
|
65.5K
$1.24M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.82K+ 16.52% |
$34.3K - $40.6K
|
12.8K
$244K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.76K+ 13.53% |
$33.2K - $39.2K
|
14.8K
$281K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.73K+ 10.3% |
$32.6K - $38.6K
|
18.6K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$28.3K - $33.4K
|
1.5K
$28.5K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.43K+ 8.04% |
$27K - $31.9K
|
19.2K
$366K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.42K+ 2.25% |
$26.8K - $31.7K
|
64.5K
$1.23M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.37K+ 22.22% |
$25.8K - $30.5K
|
7.54K
$143K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 123.64% |
$25.6K - $30.3K
|
2.46K
$46.7K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.3K+ 0.63% |
$24.5K - $28.9K
|
206K
$3.92M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$24.1K - $28.4K
|
1.28K
$24.2K
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.26K+ 3.74% |
$23.7K - $28K
|
34.9K
$663K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.13K+ 4.24% |
$21.4K - $25.2K
|
27.8K
$529K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 5.95% |
$21.3K - $25.2K
|
20.1K
$382K
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
1.07K+ 2.0% |
$20.1K - $23.7K
|
54.4K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 9.97% |
$19.3K - $22.8K
|
11.3K
$215K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 1.16% |
$19K - $22.4K
|
87.7K
$1.67M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
830New |
$15.6K - $18.5K
|
830
$15.8K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800+ 15.69% |
$15.1K - $17.8K
|
5.9K
$112K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
750New |
$14.1K - $16.7K
|
750
$14.3K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
739+ 5.98% |
$13.9K - $16.5K
|
13.1K
$249K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
736New |
$13.9K - $16.4K
|
736
$14K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
635+ 3.81% |
$12K - $14.1K
|
17.3K
$329K
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
621+ 2.05% |
$11.7K - $13.8K
|
30.9K
$588K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
573+ 0.6% |
$10.8K - $12.8K
|
95.8K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
518+ 3.01% |
$9.76K - $11.5K
|
17.7K
$336K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
510+ 3.68% |
$9.61K - $11.4K
|
14.4K
$273K
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
510+ 1.29% |
$9.61K - $11.4K
|
40K
$761K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
477+ 3.16% |
$8.99K - $10.6K
|
15.6K
$296K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$7.54K - $8.91K
|
400
$7.6K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 1.61% |
$6.54K - $7.73K
|
21.9K
$416K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
293New |
$5.52K - $6.53K
|
293
$5.57K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289New |
$5.45K - $6.44K
|
289
$5.49K
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
285+ 2.41% |
$5.37K - $6.35K
|
12.1K
$230K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
254+ 1.0% |
$4.79K - $5.66K
|
25.8K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 1.63% |
$3.77K - $4.46K
|
12.5K
$237K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.0% |
$3.09K - $3.65K
|
5.63K
$107K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
163New |
$3.07K - $3.63K
|
163
$3.1K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
163+ 1.25% |
$3.07K - $3.63K
|
13.2K
$250K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 0.51% |
$1.89K - $2.23K
|
19.6K
$372K
|