Purchases and Sales Made in Q4 2023 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
410K+ 28.23% |
$6.36M - $7.44M
|
1.86M
$35.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
308KNew |
$4.78M - $5.59M
|
308K
$5.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
278KNew |
$4.32M - $5.05M
|
278K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
267K+ 2314.93% |
$4.15M - $4.85M
|
279K
$5.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
222KNew |
$3.44M - $4.03M
|
222K
$4.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
216K+ 32.57% |
$3.36M - $3.92M
|
880K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
143K+ 180.91% |
$2.21M - $2.59M
|
221K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123K+ 108.1% |
$1.91M - $2.24M
|
237K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
120K+ 12.21% |
$1.86M - $2.18M
|
1.1M
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
116KNew |
$1.8M - $2.11M
|
116K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88.9K+ 24.78% |
$1.38M - $1.61M
|
448K
$8.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
66.9KNew |
$1.04M - $1.22M
|
66.9K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
64.2K+ 42.08% |
$997K - $1.17M
|
217K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
62.2K+ 13.99% |
$967K - $1.13M
|
507K
$9.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
62.1K+ 10.88% |
$964K - $1.13M
|
633K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
59.6KNew |
$926K - $1.08M
|
59.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53.2K+ 7.44% |
$827K - $967K
|
769K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51.8KNew |
$804K - $940K
|
51.8K
$984K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47.6KNew |
$739K - $864K
|
47.6K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41K+ 9.65% |
$636K - $744K
|
465K
$8.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
39.4K+ 17.7% |
$612K - $715K
|
262K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.6K+ 11.4% |
$599K - $700K
|
377K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.9KNew |
$589K - $688K
|
37.9K
$720K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37.1K+ 24.35% |
$575K - $673K
|
189K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
30.5KNew |
$473K - $554K
|
30.5K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28.1K+ 191.25% |
$437K - $511K
|
42.8K
$814K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
26.5KNew |
$412K - $481K
|
26.5K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
26.4KNew |
$410K - $479K
|
26.4K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
26.2KNew |
$407K - $476K
|
26.2K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25.5K+ 27.8% |
$397K - $464K
|
117K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 31.73% |
$382K - $447K
|
102K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.9KNew |
$356K - $416K
|
22.9K
$435K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
22.5K+ 146.83% |
$349K - $408K
|
37.8K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.3K+ 199.9% |
$346K - $405K
|
33.4K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.6KNew |
$335K - $392K
|
21.6K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
21.5K+ 1191.8% |
$334K - $390K
|
23.3K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.6K+ 7.03% |
$273K - $319K
|
267K
$5.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 621.08% |
$262K - $306K
|
19.6K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.5KNew |
$256K - $300K
|
16.5K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 79.08% |
$243K - $284K
|
35.4K
$673K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$235K - $274K
|
15.1K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 6.78% |
$230K - $268K
|
233K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.7K+ 2.76% |
$228K - $267K
|
548K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
14.3K+ 34.54% |
$222K - $260K
|
55.8K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.8KNew |
$214K - $250K
|
13.8K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.5K+ 7.56% |
$209K - $245K
|
192K
$3.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13K+ 34.62% |
$202K - $236K
|
50.6K
$961K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 4.35% |
$195K - $229K
|
302K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.2K+ 54.47% |
$190K - $222K
|
34.7K
$659K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$187K - $219K
|
12.1K
$229K
|