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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
83+ 2.31% |
$1.56K - $1.85K
|
3.68K
$69.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59+ 0.32% |
$1.11K - $1.31K
|
18.5K
$351K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
49+ 0.29% |
$924 - $1.09K
|
17.2K
$327K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46+ 0.37% |
$867 - $1.02K
|
12.3K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45+ 0.26% |
$848 - $1K
|
17.6K
$335K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 1.93% |
$811 - $958
|
2.27K
$43.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
34+ 1.99% |
$641 - $758
|
1.75K
$33.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 3.1% |
$490 - $579
|
864
$16.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
18+ 3.0% |
$339 - $401
|
618
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.05% |
$207 - $245
|
20.4K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 3.38% |
$189 - $223
|
306
$5.81K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.18% |
$113 - $134
|
3.27K
$62.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 0.01% |
$18.9 - $22.3
|
6.7K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-158- 0.19% |
$2.98K - $3.52K
|
81.2K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-171- 1.27% |
$3.22K - $3.81K
|
13.2K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200- 0.06% |
$3.77K - $4.46K
|
359K
$6.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-214- 52.2% |
$4.03K - $4.77K
|
196
$3.72K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-279- 23.0% |
$5.26K - $6.22K
|
934
$17.7K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-321- 0.95% |
$6.05K - $7.15K
|
33.6K
$638K
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-330- 1.2% |
$6.22K - $7.35K
|
27.2K
$517K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-372- 65.03% |
$7.01K - $8.29K
|
200
$3.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-423- 0.36% |
$7.97K - $9.42K
|
117K
$2.22M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-500- 0.93% |
$9.43K - $11.1K
|
53.4K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-557- 51.86% |
$10.5K - $12.4K
|
517
$9.82K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-632- 12.2% |
$11.9K - $14.1K
|
4.55K
$86.4K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-735- 5.85% |
$13.9K - $16.4K
|
11.8K
$225K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-920- 1.31% |
$17.3K - $20.5K
|
69.5K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-955- 6.21% |
$18K - $21.3K
|
14.4K
$274K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-959- 5.4% |
$18.1K - $21.4K
|
16.8K
$319K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 2.64% |
$18.9K - $22.3K
|
36.9K
$702K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.18K- 3.15% |
$22.2K - $26.3K
|
36.3K
$690K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 5.35% |
$24.5K - $29K
|
23K
$437K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.35K- 5.27% |
$25.4K - $30.1K
|
24.3K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.36K- 8.66% |
$25.5K - $30.2K
|
14.3K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.46K- 5.04% |
$27.4K - $32.4K
|
27.4K
$521K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.61K- 5.66% |
$30.3K - $35.8K
|
26.8K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.73K- 8.68% |
$32.5K - $38.4K
|
18.2K
$345K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.85K- 3.28% |
$34.8K - $41.1K
|
54.4K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 1.5% |
$34.8K - $41.1K
|
121K
$2.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.89K- 2.84% |
$35.7K - $42.2K
|
64.8K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 2.48% |
$37.1K - $43.8K
|
77.3K
$1.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.02K- 15.41% |
$38K - $44.9K
|
11.1K
$210K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 13.75% |
$39.1K - $46.2K
|
13K
$247K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-2.39K- 14.9% |
$45.1K - $53.3K
|
13.7K
$260K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.56KClosed |
$48.3K - $57.1K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.98K- 2.99% |
$56.2K - $66.4K
|
96.7K
$1.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-3.05K- 1.52% |
$57.5K - $68K
|
197K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.12K- 1.97% |
$58.8K - $69.5K
|
155K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.19K- 18.65% |
$60.1K - $71K
|
13.9K
$264K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.3K- 10.95% |
$62.1K - $73.4K
|
26.8K
$509K
|