Purchases and Sales Made in Q4 2022 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.6K+ 9.58% |
$194K - $220K
|
122K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 20.66% |
$194K - $220K
|
62K
$1.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 3.3% |
$193K - $218K
|
329K
$6.25M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 9.03% |
$190K - $215K
|
125K
$2.38M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.21K+ 37.44% |
$168K - $191K
|
33.8K
$643K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.52K+ 3.31% |
$156K - $177K
|
266K
$5.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.33K+ 3.22% |
$152K - $173K
|
267K
$5.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.65K+ 37.47% |
$140K - $159K
|
28.1K
$533K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.5K+ 4.58% |
$137K - $155K
|
171K
$3.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
7.05KNew |
$129K - $146K
|
7.05K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.99KNew |
$128K - $145K
|
6.99K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.64K+ 5.48% |
$122K - $138K
|
128K
$2.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.05K+ 43.19% |
$111K - $125K
|
20K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.85K+ 1131.53% |
$107K - $121K
|
6.37K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 11.8% |
$95.9K - $109K
|
49.7K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.02K+ 24.96% |
$91.9K - $104K
|
25.1K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
4.76K+ 7.27% |
$87.1K - $98.7K
|
70.2K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.62K+ 3.21% |
$84.5K - $95.8K
|
149K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.38KNew |
$80.1K - $90.8K
|
4.38K
$83.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.1K+ 1025.0% |
$75K - $85K
|
4.5K
$85.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.59K+ 1.45% |
$65.7K - $74.5K
|
251K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.23K+ 2.1% |
$59.1K - $67K
|
157K
$2.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.16K+ 7.23% |
$57.7K - $65.4K
|
46.8K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 24.63% |
$55.5K - $62.9K
|
15.3K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.95K+ 4.31% |
$54K - $61.2K
|
71.5K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.69K+ 10.55% |
$49.2K - $55.8K
|
28.2K
$536K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.67K+ 22.56% |
$48.8K - $55.3K
|
14.5K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.53K+ 346.58% |
$46.3K - $52.4K
|
3.26K
$61.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.3K+ 3.16% |
$42.1K - $47.7K
|
75.2K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.27K+ 1.1% |
$41.5K - $47K
|
209K
$3.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.26K+ 99.52% |
$41.3K - $46.8K
|
4.53K
$86K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 7.51% |
$40K - $45.4K
|
31.3K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 3.37% |
$39.7K - $45K
|
66.6K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.16K+ 2.23% |
$39.4K - $44.7K
|
98.9K
$1.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11KNew |
$38.5K - $43.7K
|
2.11K
$40K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.95K+ 4.88% |
$35.7K - $40.5K
|
42K
$798K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.84KNew |
$33.7K - $38.1K
|
1.84K
$35K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73KNew |
$31.7K - $35.9K
|
1.73K
$32.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.67K+ 1.34% |
$30.5K - $34.5K
|
126K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.65KNew |
$30.2K - $34.2K
|
1.65K
$31.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.64KNew |
$29.9K - $33.9K
|
1.64K
$31.1K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.6KNew |
$29.2K - $33.1K
|
1.6K
$30.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.57K+ 1.47% |
$28.7K - $32.5K
|
108K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.52KNew |
$27.7K - $31.4K
|
1.52K
$28.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 6.7% |
$26.8K - $30.4K
|
23.4K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.33K+ 4.84% |
$24.3K - $27.5K
|
28.7K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$22.8K - $25.9K
|
1.25K
$23.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.06K+ 1.26% |
$19.3K - $21.9K
|
84.9K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.02K+ 3.67% |
$18.7K - $21.2K
|
28.9K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
944+ 2.81% |
$17.3K - $19.6K
|
34.5K
$656K
|