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 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
928+ 2.66% |
$17K - $19.2K
|
35.8K
$680K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
900New |
$16.5K - $18.7K
|
900
$17.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
871+ 6.65% |
$15.9K - $18.1K
|
14K
$265K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800New |
$14.6K - $16.6K
|
800
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$14.6K - $16.6K
|
800
$15.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
788+ 7.12% |
$14.4K - $16.3K
|
11.9K
$225K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
742New |
$13.6K - $15.4K
|
742
$14.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
726+ 2.99% |
$13.3K - $15K
|
25K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
665+ 100.0% |
$12.2K - $13.8K
|
1.33K
$25.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
648+ 2.1% |
$11.9K - $13.4K
|
31.6K
$600K
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
589+ 4.86% |
$10.8K - $12.2K
|
12.7K
$241K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
418+ 1.62% |
$7.65K - $8.67K
|
26.2K
$498K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$7.32K - $8.29K
|
400
$7.6K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
327New |
$5.98K - $6.78K
|
327
$6.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
225New |
$4.12K - $4.66K
|
225
$4.28K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
220New |
$4.02K - $4.56K
|
220
$4.18K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
204New |
$3.73K - $4.23K
|
204
$3.88K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
204New |
$3.73K - $4.23K
|
204
$3.88K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
165+ 1.27% |
$3.02K - $3.42K
|
13.2K
$250K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$2.29K - $2.59K
|
125
$2.38K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
113+ 0.66% |
$2.07K - $2.34K
|
17.3K
$329K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$1.72K - $1.95K
|
94
$1.79K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
92+ 12.27% |
$1.68K - $1.91K
|
842
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
86+ 0.65% |
$1.57K - $1.78K
|
13.3K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 1.89% |
$604 - $684
|
1.78K
$33.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 3.24% |
$512 - $580
|
892
$16.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
24+ 0.53% |
$439 - $498
|
4.57K
$86.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
21+ 3.4% |
$384 - $435
|
639
$12.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.31% |
$183 - $207
|
3.26K
$62K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-207- 1.2% |
$3.79K - $4.29K
|
17.1K
$325K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-409- 0.77% |
$7.48K - $8.48K
|
53K
$1.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-462- 3.08% |
$8.45K - $9.58K
|
14.5K
$276K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-463- 4.85% |
$8.47K - $9.6K
|
9.08K
$173K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-485- 3.38% |
$8.87K - $10.1K
|
13.9K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-501- 4.44% |
$9.16K - $10.4K
|
10.8K
$205K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-503- 2.61% |
$9.2K - $10.4K
|
18.7K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-535- 0.91% |
$9.79K - $11.1K
|
58.3K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-625- 4.5% |
$11.4K - $13K
|
13.3K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-729- 5.54% |
$13.3K - $15.1K
|
12.4K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-737- 0.91% |
$13.5K - $15.3K
|
80.5K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-811- 3.34% |
$14.8K - $16.8K
|
23.5K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-922- 25.05% |
$16.9K - $19.1K
|
2.76K
$52.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.13K- 1.34% |
$20.6K - $23.3K
|
82.6K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.15K- 0.72% |
$21.1K - $23.9K
|
159K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 9.72% |
$23.4K - $26.6K
|
11.9K
$226K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 9.41% |
$24.6K - $27.9K
|
12.9K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 13.4% |
$25.4K - $28.8K
|
8.96K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.49K- 8.85% |
$27.2K - $30.8K
|
15.3K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.54K- 9.87% |
$28.1K - $31.9K
|
14K
$267K
|