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 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12KNew |
$186K - $218K
|
12K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12KNew |
$186K - $217K
|
12K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
11.7KNew |
$182K - $213K
|
11.7K
$223K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.6KNew |
$181K - $212K
|
11.6K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6KNew |
$180K - $211K
|
11.6K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 10.11% |
$180K - $210K
|
126K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.3KNew |
$176K - $206K
|
11.3K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$174K - $203K
|
11.2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 15.76% |
$173K - $203K
|
82K
$1.56M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1KNew |
$157K - $184K
|
10.1K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.1K+ 10.19% |
$157K - $183K
|
109K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 7.43% |
$156K - $183K
|
146K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10KNew |
$156K - $182K
|
10K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.51K+ 9.1% |
$148K - $173K
|
114K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.34K+ 9.41% |
$145K - $170K
|
109K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
9K+ 15.0% |
$140K - $163K
|
69K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.64K+ 18.99% |
$134K - $157K
|
54.1K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.9K+ 6.58% |
$107K - $125K
|
112K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.68K+ 32.36% |
$104K - $121K
|
27.3K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.96K+ 294.42% |
$92.5K - $108K
|
7.98K
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.16K+ 22.79% |
$80.1K - $93.6K
|
27.8K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.21K+ 34.63% |
$65.3K - $76.4K
|
16.3K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.95K+ 7.05% |
$61.3K - $71.7K
|
60K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.56K+ 5.64% |
$55.3K - $64.7K
|
66.7K
$1.27M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.56K+ 5.64% |
$55.3K - $64.7K
|
66.7K
$1.27M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.42KNew |
$53.1K - $62.1K
|
3.42K
$65K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3.41K+ 1.75% |
$52.9K - $61.9K
|
198K
$3.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.03K+ 3.93% |
$47K - $54.9K
|
80.1K
$1.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.37K+ 8.78% |
$36.7K - $42.9K
|
29.3K
$556K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.25K+ 42.05% |
$34.9K - $40.8K
|
7.59K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.12K+ 2.52% |
$32.9K - $38.4K
|
86.1K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.11K+ 14.57% |
$32.8K - $38.3K
|
16.6K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.07K+ 227.58% |
$32.2K - $37.6K
|
2.98K
$56.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.05K+ 3.06% |
$31.9K - $37.3K
|
69.1K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 13.39% |
$31.9K - $37.3K
|
17.4K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.05KNew |
$31.8K - $37.1K
|
2.05K
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 17.24% |
$26.8K - $31.3K
|
11.7K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.66K+ 3.55% |
$25.8K - $30.1K
|
48.3K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 4.32% |
$24.5K - $28.6K
|
38K
$723K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5K+ 20.24% |
$23.3K - $27.2K
|
8.91K
$169K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.43K+ 2.76% |
$22.2K - $26K
|
53.2K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.4K+ 676.81% |
$21.8K - $25.4K
|
1.61K
$30.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.38K+ 9.44% |
$21.4K - $25.1K
|
16K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 3.19% |
$20.7K - $24.2K
|
43.1K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.31K+ 3.48% |
$20.4K - $23.8K
|
39K
$741K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.23K+ 2.63% |
$19.1K - $22.3K
|
48K
$911K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.15K+ 2.38% |
$17.8K - $20.8K
|
49.4K
$938K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$15.5K - $18.2K
|
1K
$19K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 50.0% |
$15.5K - $18.2K
|
3K
$57K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
827+ 2.54% |
$12.8K - $15K
|
33.4K
$634K
|