Purchases and Sales Made in Q4 2021 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 Q4 2021. 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
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
20.4K
New
$504K - $554K
20.4K $392K
Jan 20, 2022 Q4 2021
Transcend Capital Advisors, LLC

BUY
 -
20.1K
New
$497K - $547K
20.1K $387K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

BUY
 -
19.8K
+ 37.42%
$491K - $539K
72.8K $1.4M
Feb 10, 2022 Q4 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
19.6K
New
$486K - $534K
19.6K $378K
Feb 08, 2022 Q4 2021
All Square Wealth Management LLC

Albany, NY
BUY
 -
19.5K
New
$482K - $530K
19.5K $375K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
19.5K
+ 26.79%
$481K - $529K
92K $1.77M
Feb 14, 2022 Q4 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
19.3K
+ 17.3%
$478K - $525K
131K $2.52M
Feb 14, 2022 Q4 2021
Family Management Corp

New York, NY
BUY
 -
19.3K
New
$477K - $525K
19.3K $371K
Jan 20, 2022 Q4 2021
Round Rock Advisors, LLC

BUY
 -
19.2K
New
$475K - $522K
19.2K $369K
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

BUY
 -
19K
+ 56.62%
$469K - $516K
52.5K $1.01M
Feb 09, 2022 Q4 2021
Evoke Wealth, LLC

BUY
 -
18.5K
New
$459K - $504K
18.5K $357K
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
18K
New
$446K - $491K
18K $347K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
BUY
 -
18K
+ 37.57%
$445K - $489K
65.9K $1.27M
Jan 07, 2022 Q4 2021
Hollencrest Capital Management

BUY
 -
17.7K
New
$437K - $481K
17.7K $340K
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

BUY
 -
17.2K
New
$425K - $467K
17.2K $331K
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
16.8K
New
$415K - $457K
16.8K $323K
Jan 26, 2022 Q4 2021
Consilium Wealth Advisory, LLC

BUY
 -
16.8K
New
$415K - $456K
16.8K $323K
Feb 14, 2022 Q4 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
16.3K
New
$403K - $443K
16.3K $314K
Feb 15, 2022 Q4 2021
State Of Tennessee, Treasury Department

Nashville, TN
BUY
 -
15.9K
New
$393K - $432K
15.9K $306K
May 26, 2022 Q4 2021
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
15.8K
New
$392K - $431K
15.8K $305K
Feb 11, 2022 Q4 2021
Exodus Point Capital Management, LP

New York, NY
BUY
 -
15.6K
New
$386K - $424K
15.6K $300K
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
15.3K
+ 42.3%
$379K - $416K
51.5K $991K
Feb 14, 2022 Q4 2021
Tennessee Valley Asset Management Partners

BUY
 -
15.2K
+ 48.24%
$376K - $414K
46.7K $900K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
15K
+ 134.39%
$372K - $409K
26.2K $504K
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
14.6K
New
$361K - $396K
14.6K $280K
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
14.5K
New
$360K - $396K
14.5K $280K
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.5K
+ 153.86%
$359K - $394K
23.9K $460K
Jan 21, 2022 Q4 2021
Clear Creek Financial Management, LLC

BUY
 -
13.6K
New
$336K - $369K
13.6K $261K
Feb 14, 2022 Q4 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
13.4K
New
$333K - $366K
13.4K $259K
Jan 21, 2022 Q4 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
13K
New
$322K - $354K
13K $251K
Feb 08, 2022 Q4 2021
Northern Trust Corp

Chicago, IL
BUY
 -
13K
New
$321K - $353K
13K $249K
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

BUY
 -
12.9K
New
$320K - $352K
12.9K $249K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
12.3K
+ 79.59%
$305K - $335K
27.8K $535K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
12.3K
New
$304K - $334K
12.3K $237K
Feb 07, 2022 Q4 2021
M&T Bank Corp

BUY
 -
12.3K
New
$304K - $334K
12.3K $236K
Jan 26, 2022 Q4 2021
Country Trust Bank

BUY
 -
12.3K
New
$304K - $334K
12.3K $236K
Feb 14, 2022 Q4 2021
Nomura Holdings Inc

Tokyo, M0
BUY
 -
12K
New
$297K - $327K
12K $231K
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

BUY
 -
11.8K
New
$293K - $322K
11.8K $228K
Feb 02, 2022 Q4 2021
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
11.8K
+ 60.0%
$292K - $321K
31.4K $605K
Feb 10, 2022 Q4 2021
Gator Capital Management, LLC

BUY
 -
11.3K
New
$279K - $307K
11.3K $217K
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

BUY
 -
11.1K
New
$275K - $302K
11.1K $214K
Feb 14, 2022 Q4 2021
Camden Capital, LLC

BUY
 -
10.9K
+ 71.47%
$269K - $295K
26K $501K
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
BUY
 -
10.5K
New
$261K - $286K
10.5K $203K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
10.5K
+ 106.45%
$260K - $286K
20.4K $393K
Jan 07, 2022 Q4 2021
Woodstock Corp

BUY
 -
10.2K
New
$253K - $278K
10.2K $197K
Jan 14, 2022 Q4 2021
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
10.2K
New
$251K - $276K
10.2K $196K
Feb 14, 2022 Q4 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
9.98K
New
$247K - $272K
9.98K $192K
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
BUY
 -
9.9K
New
$245K - $269K
9.9K $190K
Feb 14, 2022 Q4 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
9.74K
New
$241K - $265K
9.74K $187K

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