Purchases and Sales Made in Q4 2021 in Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI) during Q4 2021. 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 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.3K+ 94.71% |
$1.39M - $1.53M
|
116K
$2.29M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
55.3KNew |
$1.37M - $1.5M
|
55.3K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
54KNew |
$1.34M - $1.47M
|
54K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.6K+ 72.03% |
$1.33M - $1.46M
|
128K
$2.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53.4KNew |
$1.32M - $1.45M
|
53.4K
$1.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
49KNew |
$1.21M - $1.33M
|
49K
$971K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
46.7KNew |
$1.16M - $1.27M
|
46.7K
$925K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
46.6K+ 40.53% |
$1.15M - $1.27M
|
162K
$3.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.5KNew |
$1.13M - $1.24M
|
45.5K
$900K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
45K+ 120.46% |
$1.11M - $1.23M
|
82.4K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
44.8KNew |
$1.11M - $1.22M
|
44.8K
$886K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.9K+ 293.95% |
$988K - $1.09M
|
53.5K
$1.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
39.5K+ 239.11% |
$977K - $1.07M
|
56K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39KNew |
$965K - $1.06M
|
39K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.6K+ 28.32% |
$955K - $1.05M
|
175K
$3.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
37.4KNew |
$925K - $1.02M
|
37.4K
$740K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.2KNew |
$920K - $1.01M
|
37.2K
$736K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
35.9KNew |
$889K - $978K
|
35.9K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.1K+ 116.55% |
$868K - $955K
|
65.2K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
34.2KNew |
$846K - $930K
|
34.2K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
32.5K+ 151.63% |
$803K - $883K
|
53.9K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
32.4KNew |
$803K - $883K
|
32.4K
$642K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.8KNew |
$763K - $839K
|
30.8K
$611K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.7KNew |
$736K - $809K
|
29.7K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.7KNew |
$736K - $809K
|
29.7K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29.3K+ 226.8% |
$724K - $796K
|
42.2K
$835K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
27K+ 258.58% |
$669K - $736K
|
37.5K
$742K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.8KNew |
$664K - $730K
|
26.8K
$531K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$650K - $714K
|
26.2K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$649K - $713K
|
26.2K
$519K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
25.8K+ 126.22% |
$640K - $703K
|
46.3K
$917K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25.7KNew |
$636K - $699K
|
25.7K
$509K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
25.3KNew |
$626K - $688K
|
25.3K
$501K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.2KNew |
$623K - $685K
|
25.2K
$499K
|
|
|
Jan 25, 2022
Q4 2021
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
25KNew |
$620K - $681K
|
25K
$496K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
24.8KNew |
$614K - $675K
|
24.8K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.2KNew |
$599K - $659K
|
24.2K
$479K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.1KNew |
$597K - $657K
|
24.1K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24KNew |
$594K - $654K
|
24K
$476K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
23.5KNew |
$582K - $640K
|
23.5K
$466K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
23.5K+ 62.6% |
$581K - $639K
|
61K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
23.5K+ 188.59% |
$581K - $639K
|
35.9K
$711K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.1KNew |
$571K - $628K
|
23.1K
$457K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
22.1KNew |
$546K - $600K
|
22.1K
$437K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
21.9K+ 261.8% |
$542K - $595K
|
30.2K
$599K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.8KNew |
$540K - $594K
|
21.8K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4KNew |
$529K - $581K
|
21.4K
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
21.1KNew |
$522K - $574K
|
21.1K
$417K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
21KNew |
$519K - $571K
|
21K
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.8K+ 442.44% |
$514K - $565K
|
25.4K
$504K
|