Purchases and Sales Made in Q3 2023 in Pimco Dynamic Income Fund (PDI)

PDI Quotes by TradingView

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 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
273
+ 1.85%
$4.61K - $5.33K
15K $286K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
196
+ 0.31%
$3.31K - $3.83K
62.4K $1.19M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
178
+ 8.21%
$3.01K - $3.48K
2.35K $44.6K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
153
+ 0.31%
$2.58K - $2.99K
49.6K $942K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
105
+ 0.85%
$1.77K - $2.05K
12.4K $236K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
100
+ 0.77%
$1.69K - $1.95K
13.2K $250K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
100
New
$1.69K - $1.95K
100 $1.9K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
80
New
$1.35K - $1.56K
80 $1.52K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
80
+ 24.46%
$1.35K - $1.56K
407 $7.73K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
70
+ 0.51%
$1.18K - $1.37K
13.8K $262K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
61
+ 0.53%
$1.03K - $1.19K
11.5K $219K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
39
+ 0.29%
$659 - $762
13.3K $252K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
35
+ 3.66%
$591 - $684
991 $18.8K
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
31
+ 1.65%
$524 - $606
1.91K $36.3K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
17
+ 7.46%
$287 - $332
245 $4.66K
Nov 02, 2023 Q3 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
12
+ 0.06%
$203 - $234
21.1K $402K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
12
+ 0.51%
$203 - $234
2.35K $44.6K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
7
+ 0.06%
$118 - $137
11.1K $212K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-11
- 57.89%
$186 - $215
8 $152
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-11
- 57.89%
$186 - $215
8 $152
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-35
- 0.35%
$591 - $684
10K $190K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-46
- 0.85%
$777 - $899
5.34K $101K
Nov 14, 2023 Q3 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-67
- 0.1%
$1.13K - $1.31K
66.3K $1.26M
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

SELL
 -
-84
- 0.73%
$1.42K - $1.64K
11.4K $216K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

SELL
 -
-213
- 1.16%
$3.6K - $4.16K
18.1K $344K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-214
- 2.5%
$3.61K - $4.18K
8.34K $158K
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

SELL
 -
-237
- 0.46%
$4K - $4.63K
51K $969K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-249
- 21.48%
$4.21K - $4.87K
910 $17.3K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-262
- 21.35%
$4.43K - $5.12K
965 $18.3K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

SELL
 -
-304
- 0.65%
$5.13K - $5.94K
46.7K $887K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-317
- 3.87%
$5.35K - $6.19K
7.87K $150K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-381
- 2.68%
$6.44K - $7.44K
13.8K $263K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-458
- 3.03%
$7.74K - $8.95K
14.6K $278K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-542
- 1.17%
$9.15K - $10.6K
45.7K $869K
Oct 10, 2023 Q3 2023
National Bank Of Canada

SELL
 -
-552
- 1.31%
$9.32K - $10.8K
41.4K $787K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

SELL
 -
-563
- 3.62%
$9.51K - $11K
15K $285K
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-619
- 0.71%
$10.5K - $12.1K
87K $1.65M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-708
- 3.56%
$12K - $13.8K
19.2K $365K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
SELL
 -
-760
- 6.23%
$12.8K - $14.9K
11.4K $217K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-782
- 4.29%
$13.2K - $15.3K
17.4K $331K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-960
- 6.22%
$16.2K - $18.8K
14.5K $275K
Nov 06, 2023 Q3 2023
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-1.27K
- 1.02%
$21.4K - $24.8K
123K $2.33M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

SELL
 -
-1.3K
- 5.66%
$22K - $25.5K
21.7K $412K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

SELL
 -
-1.35K
- 11.31%
$22.7K - $26.3K
10.6K $201K
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

SELL
 -
-1.46K
- 3.08%
$24.6K - $28.4K
45.7K $869K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.66K
- 10.76%
$28.1K - $32.5K
13.8K $262K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-1.74K
- 4.78%
$29.3K - $33.9K
34.6K $657K

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