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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Beverly Hills Private Wealth LLC 335 *Closed 2023-12-31 0 $0 -18,904
   Good Life Advisors LLC 437 *Closed 2023-12-31 0 $0 -10,020
   Lee Financial CORP 868 *Closed 2023-12-31 0 $0 -100
   Ameritas Advisory Services LLC 708 *Closed 2023-12-31 0 $0 -13,159
   UMB BANK N A/MO 2073 *Closed 2024-03-31 0 $0 -500
   Parallel Advisors LLC 3242 *Closed 2023-12-31 0 $0 -8
   PINNACLE FINANCIAL PARTNERS INC *Closed 2023-12-31 0 $0 -1,145
   Farther Finance Advisors LLC 3277 *Closed 2023-12-31 0 $0 -80
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 907 *Closed 2023-12-31 0 $0 0
   AXXCESS WEALTH MANAGEMENT LLC 900 *Closed 2023-12-31 0 $0 -22,185
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1619 *Closed 2023-12-31 0 $0 -2,024
   Coppell Advisory Solutions Corp. 1152 *Closed 2023-03-31 0 $0 -204
   AdvisorNet Financial Inc 2347 *Closed 2024-03-31 0 $0 -1,028
   Advisor Resource Council 402 *Closed 2024-03-31 0 $0 -11,320
   CFO4Life Group LLC *Closed 2023-12-31 0 $0 -10,524
   Teamwork Financial Advisors LLC 198 *Closed 2024-03-31 0 $0 -15,103
   CULLEN FROST BANKERS INC 1209 *Closed 2023-12-31 0 $0 -6,699
   BNP PARIBAS ARBITRAGE SA 3269 *Closed 2023-12-31 0 $0 -9,445
   HB Wealth Management LLC 831 *Closed 2023-12-31 0 $0 -25,000
   Csenge Advisory Group 686 *Closed 2023-12-31 0 $0 -10,532
   DORSEY & WHITNEY TRUST CO LLC 638 *Closed 2023-12-31 0 $0 -28,273
   Coppell Advisory Solutions LLC 1886 *Closed 2023-12-31 0 $0 -204

  22 Records found
  1    
  Page 1 of 1
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