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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
8K+ 83.33% |
$135K - $156K
|
17.6K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.84K+ 11.24% |
$132K - $153K
|
77.6K
$1.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
7.78K+ 53.98% |
$131K - $152K
|
22.2K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.58K+ 5.24% |
$128K - $148K
|
152K
$2.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.51K+ 1.41% |
$127K - $147K
|
539K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.41K+ 8.06% |
$125K - $145K
|
99.3K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.38K+ 49.03% |
$125K - $144K
|
22.4K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.31K+ 11.5% |
$123K - $143K
|
70.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.93K+ 3.16% |
$117K - $135K
|
226K
$4.29M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.41K+ 44.98% |
$108K - $125K
|
20.7K
$393K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.19K+ 14.73% |
$105K - $121K
|
48.2K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.5K+ 212.6% |
$92.9K - $107K
|
8.09K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.92KNew |
$83.1K - $96.1K
|
4.92K
$93.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.71K+ 6.36% |
$79.6K - $92.1K
|
78.8K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.62K+ 0.87% |
$78K - $90.3K
|
534K
$10.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.45K+ 1.01% |
$75.2K - $87K
|
445K
$8.45M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.08K+ 10.39% |
$68.9K - $79.7K
|
43.3K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.04KNew |
$68.3K - $79K
|
4.04K
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.87K+ 6.84% |
$65.3K - $75.6K
|
60.4K
$1.15M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.62K+ 15.39% |
$61.2K - $70.8K
|
27.2K
$516K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.36K+ 14.67% |
$56.7K - $65.6K
|
26.2K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 8.75% |
$55.8K - $64.5K
|
41K
$780K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.26K+ 4.04% |
$55.1K - $63.7K
|
84K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.26K+ 9.59% |
$55K - $63.6K
|
37.2K
$707K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.92K+ 17.32% |
$49.4K - $57.1K
|
19.8K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.76K+ 4.29% |
$46.6K - $53.9K
|
67K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.5K+ 7.13% |
$42.2K - $48.9K
|
37.6K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.39K+ 2.14% |
$40.4K - $46.8K
|
114K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.32K+ 5.22% |
$39.1K - $45.3K
|
46.7K
$888K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.09K+ 6.08% |
$35.3K - $40.9K
|
36.5K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.75% |
$30.9K - $35.8K
|
106K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 3.56% |
$30.9K - $35.7K
|
53.2K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 1.76% |
$30.6K - $35.4K
|
104K
$1.99M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 1.11% |
$24.5K - $28.3K
|
132K
$2.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.44K+ 5.09% |
$24.4K - $28.2K
|
29.8K
$567K
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.21K+ 6.2% |
$20.4K - $23.5K
|
20.6K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 8.89% |
$20.3K - $23.4K
|
14.7K
$279K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.1K+ 0.57% |
$18.5K - $21.4K
|
195K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
850+ 2.31% |
$14.4K - $16.6K
|
37.7K
$716K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
753+ 111.89% |
$12.7K - $14.7K
|
1.43K
$27.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
608+ 22.6% |
$10.3K - $11.9K
|
3.3K
$62.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
526+ 70.13% |
$8.88K - $10.3K
|
1.28K
$24.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
500+ 3.23% |
$8.45K - $9.77K
|
16K
$303K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$8.45K - $9.77K
|
500
$9.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
478+ 2.7% |
$8.07K - $9.34K
|
18.2K
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
470+ 1.31% |
$7.94K - $9.18K
|
36.5K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
422+ 1.34% |
$7.13K - $8.25K
|
32K
$607K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
367+ 2.45% |
$6.2K - $7.17K
|
15.3K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
352New |
$5.95K - $6.88K
|
352
$6.69K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
287+ 3.78% |
$4.85K - $5.61K
|
7.87K
$150K
|