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
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.54K- 9.87% |
$28.1K - $31.9K
|
14K
$267K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.6K- 1.97% |
$29.2K - $33.1K
|
79.4K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.65K- 1.06% |
$30.2K - $34.2K
|
153K
$2.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.67K- 7.31% |
$30.5K - $34.6K
|
21.1K
$402K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.06% |
$34K - $38.6K
|
16.6K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-2.05K- 5.54% |
$37.4K - $42.4K
|
34.9K
$663K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.06K- 3.79% |
$37.7K - $42.7K
|
52.3K
$994K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.13K- 7.77% |
$39K - $44.2K
|
25.3K
$480K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.52K- 14.23% |
$46.1K - $52.2K
|
15.2K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 0.3% |
$50.7K - $57.5K
|
923K
$17.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.79K- 1.32% |
$51K - $57.8K
|
209K
$3.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.95K- 2.24% |
$54K - $61.2K
|
129K
$2.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-3.07K- 5.65% |
$56.2K - $63.7K
|
51.3K
$975K
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 11.54% |
$56.6K - $64.2K
|
23.7K
$451K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.5K- 24.79% |
$82.3K - $93.3K
|
13.7K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.73K- 4.11% |
$86.6K - $98.1K
|
110K
$2.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.13K- 9.54% |
$93.8K - $106K
|
48.6K
$923K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-5.24K- 23.03% |
$95.8K - $109K
|
17.5K
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-5.57K- 10.67% |
$102K - $115K
|
46.6K
$886K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-5.75K- 21.12% |
$105K - $119K
|
21.5K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.1K- 9.41% |
$112K - $126K
|
58.7K
$1.12M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.17KClosed |
$113K - $128K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6.62K- 11.76% |
$121K - $137K
|
49.7K
$944K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.16K- 4.76% |
$131K - $148K
|
143K
$2.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.22K- 31.41% |
$132K - $150K
|
15.8K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.03K- 12.44% |
$147K - $166K
|
56.5K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.04K- 5.31% |
$147K - $167K
|
143K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.09K- 6.94% |
$148K - $168K
|
108K
$2.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.44K- 15.89% |
$173K - $196K
|
50K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.73K- 1.99% |
$178K - $202K
|
480K
$9.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.76K- 36.43% |
$178K - $202K
|
17K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.83K- 14.83% |
$180K - $204K
|
56.5K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7K- 8.86% |
$195K - $221K
|
110K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.6K- 59.15% |
$212K - $240K
|
8K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.6K- 94.85% |
$213K - $241K
|
632
$12K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 10.15% |
$217K - $246K
|
105K
$1.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 17.44% |
$247K - $280K
|
63.8K
$1.21M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 17.41% |
$279K - $316K
|
72.4K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-16.3K- 17.0% |
$298K - $338K
|
79.5K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-17.1K- 57.45% |
$313K - $355K
|
12.7K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.7K- 43.0% |
$323K - $366K
|
23.4K
$445K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-18.1K- 31.45% |
$331K - $375K
|
39.4K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18.3K- 10.1% |
$334K - $379K
|
163K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.6K- 21.42% |
$340K - $386K
|
68.3K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-25.8K- 1.59% |
$472K - $535K
|
1.6M
$30.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.5K- 9.33% |
$613K - $694K
|
326K
$6.19M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34.2K- 23.55% |
$626K - $709K
|
111K
$2.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.3K- 32.7% |
$883K - $1M
|
99.4K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.4K- 14.02% |
$996K - $1.13M
|
334K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-62.6K- 35.0% |
$1.14M - $1.3M
|
116K
$2.21M
|