Purchases and Sales Made in Q3 2023 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237K+ 20.62% |
$4M - $4.63M
|
1.39M
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
181KNew |
$3.06M - $3.54M
|
181K
$3.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
147K+ 2673.04% |
$2.48M - $2.87M
|
153K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
141KNew |
$2.38M - $2.76M
|
141K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
120K+ 8.69% |
$2.03M - $2.35M
|
1.5M
$28.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.3K+ 70.66% |
$1.56M - $1.8M
|
223K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77KNew |
$1.3M - $1.51M
|
77K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68.1KNew |
$1.15M - $1.33M
|
68.1K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66.3KNew |
$1.12M - $1.3M
|
66.3K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
65.9K+ 22.49% |
$1.11M - $1.29M
|
359K
$6.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.7KNew |
$1.09M - $1.26M
|
64.7K
$1.23M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
59.9KNew |
$1.01M - $1.17M
|
59.9K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
58.7K+ 16.04% |
$991K - $1.15M
|
425K
$8.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52.9KNew |
$893K - $1.03M
|
52.9K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
51.5K+ 8.42% |
$870K - $1.01M
|
664K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.8K+ 5.46% |
$858K - $993K
|
982K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
46.5K+ 137.37% |
$786K - $909K
|
80.4K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.7KNew |
$705K - $816K
|
41.7K
$793K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.4K+ 6.14% |
$699K - $809K
|
716K
$13.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.7K+ 13.3% |
$670K - $776K
|
338K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
39.6K+ 21.69% |
$670K - $775K
|
222K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.2KNew |
$628K - $726K
|
37.2K
$706K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.2K+ 2151.22% |
$612K - $707K
|
37.9K
$720K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.8K+ 70.78% |
$469K - $543K
|
67K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 1.81% |
$437K - $505K
|
1.45M
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 1.89% |
$430K - $498K
|
1.37M
$26.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
24.1KNew |
$406K - $470K
|
24.1K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$382K - $442K
|
22.6K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 2.37% |
$321K - $371K
|
821K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.3K+ 60.17% |
$310K - $358K
|
48.8K
$927K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$309K - $357K
|
18.3K
$347K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15K+ 150.0% |
$253K - $293K
|
25K
$475K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 48.53% |
$251K - $291K
|
45.5K
$865K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.6KNew |
$247K - $286K
|
14.6K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$243K - $281K
|
14.4K
$273K
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.4KNew |
$226K - $261K
|
13.4K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.2K+ 15.46% |
$223K - $258K
|
98.8K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 30.75% |
$223K - $258K
|
56K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11.7K+ 3.26% |
$198K - $229K
|
370K
$7.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.4K+ 12.97% |
$192K - $222K
|
98.9K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2KNew |
$189K - $219K
|
11.2K
$213K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11K+ 6.28% |
$186K - $215K
|
187K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
10.9KNew |
$184K - $213K
|
10.9K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 6.4% |
$181K - $209K
|
178K
$3.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.5KNew |
$178K - $206K
|
10.5K
$200K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$177K - $204K
|
10.5K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 8.19% |
$173K - $200K
|
135K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10KNew |
$169K - $195K
|
10K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.82K+ 66.04% |
$149K - $172K
|
22.2K
$422K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.64K+ 3.08% |
$146K - $169K
|
290K
$5.5M
|