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Get Institutions for : 
Pimco Dynamic Income Fund (PDI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 243    5
Total shares held : 
 39,466,658  
% of shares held : 
 85.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -557,152  
% of shares held change : 
   -1.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 853,969
 2.16%
 
Increased Positions :
90
 2,017,761
 5.11%
 
Unchanged Positions :
40
 879,893
 2.23%
 
Decreased Positions :
90
-2,994,288
-7.59%
 
Closed Positions :
28
-434,594
-1.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 646 - 2023-12-31 1,860,907 $33,403,000 409,648
   Atria Wealth Solutions Inc. 84 - 2023-12-31 1,102,366 $19,820,000 119,953
   SOL CAPITAL MANAGEMENT CO 6 - 2024-03-31 911,108 $17,575,000 31,385
   PFG Investments LLC 8 - 2024-03-31 903,964 $17,437,000 903,964
   Penserra Capital Management LLC 54 - 2023-12-31 768,994 $13,803,000 53,228
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 701 - 2024-03-31 642,970 $12,403,000 40,547
   Wagner Wealth Management LLC 8 - 2024-03-31 611,658 $11,799,000 104,636
   Cornerstone Advisory LLP 15 - 2023-12-31 632,563 $11,355,000 62,081
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 459 - 2024-03-31 513,096 $9,898,000 4,686
   ALLIANCEBERNSTEIN L.P. 1155 - 2023-12-31 548,253 $9,841,000 14,709
   AE Wealth Management LLC 441 - 2023-12-31 447,562 $8,441,000 88,874
   Private Advisor Group LLC 289 - 2023-12-31 465,494 $8,356,000 40,956
   RAYMOND JAMES & ASSOCIATES 1279 - 2024-03-31 420,838 $8,118,000 44,031
   JANNEY MONTGOMERY SCOTT LLC 697 - 2023-12-31 302,185 $5,424,000 12,588
   BDO Wealth Advisors LLC 32 - 2023-06-30 285,192 $5,347,000 10,077
   THRIVENT FINANCIAL FOR LUTHERANS 807 - 2023-12-31 267,428 $4,800,000 17,576
   GUGGENHEIM CAPITAL LLC 545 - 2023-12-31 261,836 $4,700,000 39,381
   Orion Portfolio Solutions LLC 329 - 2023-12-31 232,948 $4,344,000 14,783
   HIGHTOWER ADVISORS, LLC 1034 - 2023-12-31 237,026 $4,252,000 123,126
   Beta Wealth Group Inc. 15 - 2023-12-31 221,351 $3,973,000 142,553
   IFP Advisors Inc 110 - 2023-12-31 216,703 $3,890,000 64,186
   MEANS INVESTMENT CO. INC. 37 - 2024-03-31 201,520 $3,887,000 3,159
   CLS INVESTMENT FIRM LLC 261 - 2022-12-31 208,657 $3,856,000 2,268
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 731 - 2024-03-31 199,564 $3,850,000 47,896
   MULTIFINANCIAL SECURITIES CORP 361 - 2023-12-31 191,800 $3,443,000 13,485
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 31 - 2023-12-31 189,213 $3,396,000 37,056
   FINANCIAL NETWORK 842 - 2023-12-31 145,515 $2,612,000 10,066
   Cetera Investment Advisers 746 - 2023-12-31 125,993 $2,262,000 11,572
   Tennessee Valley Asset Management Partners 29 - 2024-03-31 110,498 $2,132,000 1,524
   Wealthstar Advisors LLC 15 - 2024-03-31 110,102 $2,124,000 22,987
   Goss Wealth Management LLC 637 - 2023-12-31 111,772 $2,075,000 6,901
   Rockefeller Capital Management L.P. 895 - 2023-12-31 113,988 $2,046,000 9,508
   BANK OF MONTREAL /CAN/ 1352 - 2023-12-31 108,613 $1,950,000 9,338
   STIFEL FINANCIAL CORP 1730 - 2023-12-31 102,215 $1,835,000 24,623
   WEDBUSH MORGAN SECURITIES INC 183 - 2023-12-31 99,101 $1,779,000 331
   Venture Visionary Partners LLC 198 - 2023-12-31 86,089 $1,545,000 2,117
   Kestra Advisory Services LLC 945 - 2023-12-31 81,996 $1,472,000 11,163
   HPM Partners LLC - 2023-12-31 80,050 $1,437,000 3,025
   SCOTIA CAPITAL INC. 427 - 2023-12-31 69,086 $1,240,000 2,052
   MAS Advisors LLC 20 - 2023-12-31 66,690 $1,197,000 3,562
   Apollon Wealth Management LLC 425 - 2023-12-31 59,992 $1,077,000 3,949
   Marks Group Wealth Management Inc 163 - 2023-12-31 59,642 $1,071,000 59,642
   Arcus Capital Partners LLC 41 - 2024-03-31 55,416 $1,069,000 860
   RFG Advisory Group LLC 344 - 2024-03-31 54,578 $1,053,000 437
   NATIONAL BANK OF CANADA /FI/ 1015 - 2023-12-31 55,755 $1,009,000 14,313
   RAYMOND JAMES TRUST CO 471 - 2024-03-31 52,036 $1,004,000 1,461
   Summit X LLC 75 - 2023-12-31 53,197 $955,000 1,429
   HF Advisory Group LLC 70 - 2024-03-31 48,375 $933,000 423
   Flagship Private Wealth LLC 32 - 2023-12-31 49,378 $886,000 1,148
   SAVANT CAPITAL MANAGEMENT INC 448 - 2023-12-31 48,329 $868,000 1,659
   Stratos Wealth Advisors LLC 356 - 2024-03-31 44,362 $856,000 1,288
   CWM LLC 916 - 2024-03-31 44,230 $853,000 36,643
   PRIVATE TRUST CO NA 256 - 2024-03-31 41,845 $807,000 18,541
   Spire Wealth Management 425 - 2024-03-31 41,202 $795,000 4,461
   Tradition Wealth Management LLC 142 - 2023-12-31 42,820 $769,000 28,118
   GATEWAY ADVISORY, LLC 50 - 2023-12-31 38,998 $700,000 1,313
   Morris Retirement Advisors LLC 34 - 2023-12-31 38,030 $683,000 1,575
   Prime Capital Investment Advisors LLC - 2023-12-31 35,437 $636,000 15,649
   Steward Partners Investment Advisory LLC 900 - 2023-12-31 34,687 $623,000 130
   Samalin Investment Counsel LLC 98 - 2023-12-31 34,659 $622,000 12,222
   CREATIVE PLANNING 1570 - 2023-12-31 33,433 $600,000 22,285
   Arete Wealth Advisors LLC 360 - 2023-12-31 33,394 $599,000 827
   Certified Advisory Corp 164 - 2023-12-31 32,608 $585,000 651
   All Season Financial Advisors Inc. 58 - 2024-03-31 29,151 $562,000 1,976
   QUARRY HILL ADVISORS LLC 29 - 2024-03-31 28,296 $546,000 968
   TOWNSQUARE CAPITAL LLC 767 - 2023-12-31 29,287 $526,000 2,365
   J.W. COLE ADVISORS INC. 485 - 2023-12-31 27,784 $499,000 5,156
   Sage Capital Advisorsllc 91 - 2024-03-31 25,329 $489,000 710
   Bulltick Wealth Management LLC 83 - 2023-12-31 26,390 $479,000 3,420
   BANK OF NEW YORK MELLON CORP 3554 - 2024-03-31 21,561 $416,000 2,639
   Future Financial Wealth Managment LLC 69 - 2024-03-31 18,693 $361,000 5,391
   Global Retirement Partners LLC 613 - 2024-03-31 17,695 $341,000 313
   STEPHENS INC /AR/ 914 - 2023-12-31 17,579 $316,000 74
   Kovack Advisors Inc. 338 - 2024-03-31 16,173 $312,000 30
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 527 - 2024-03-31 15,667 $304,000 137
   MERCER GLOBAL ADVISORS INC /ADV 1605 - 2023-12-31 16,596 $298,000 2,110
   Patriot Financial Group Insurance Agency LLC 341 - 2023-12-31 16,011 $287,000 1,381
   Chicago Partners Investment Group LLC 590 - 2024-03-31 14,816 $279,000 4,707
   Capital CS Group LLC 57 - 2024-03-31 14,411 $278,000 1,867
   HARBOUR INVESTMENTS INC. 742 - 2023-12-31 14,995 $269,000 349
   Equitable Holdings Inc. 973 - 2023-12-31 14,450 $259,000 269
   Syverson Strege & Co 59 - 2023-12-31 14,121 $253,000 305
   L.M. KOHN & COMPANY 219 - 2024-03-31 13,060 $252,000 1,000
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 90 - 2023-12-31 13,927 $250,000 116
   Capital Investment Advisors LLC 539 - 2024-03-31 12,248 $236,000 189
   Kingsview Wealth Management LLC 854 - 2023-12-31 12,729 $228,000 102
   NBC SECURITIES INC. 730 - 2024-03-31 10,669 $215,000 1,128
   REGAL INVESTMENT ADVISORS, LLC 499 - 2023-12-31 11,730 $211,000 1,725
   Beacon Financial Advisory LLC - 2023-12-31 11,648 $209,000 11,648
   CI Private Wealth LLC 2075 - 2023-12-31 10,829 $195,000 370
   AllSquare Wealth Management LLC 112 - 2023-12-31 9,340 $168,000 500
   BENJAMIN EDWARDS INC 346 - 2023-12-31 8,910 $160,000 1,500
   Concord Wealth Partners 239 - 2023-12-31 8,189 $147,000 317
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 5,700 $102,000 780
   ICA Group Wealth Management LLC 465 - 2023-12-31 3,419 $61,000 3,419
   WFA of San Diego LLC 159 - 2023-09-30 3,298 $57,000 608
   US BANCORP 2612 - 2023-12-31 2,981 $54,000 2,071
   PSI Advisors LLC 287 - 2024-03-31 2,007 $39,000 399
   Coston McIsaac & Partners 240 - 2024-03-31 1,977 $38,000 34
   Sound Income Strategies LLC 483 - 2024-03-31 1,757 $34,000 452
  100 Records found
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