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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

PCI was delisted on the 10th of December, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.47M +$197K +10,996 +9%
PAG
27
Private Advisor Group
New Jersey
$2.27M -$125K -6,986 -5%
RJA
28
Raymond James & Associates
Florida
$2.21M +$554K +30,987 +35%
FM
29
Family Management
New York
$2.11M -$434K -24,253 -17%
GSWM
30
Golden State Wealth Management
California
$2.02M +$334K +18,679 +22%
LDFR
31
Lehman & Derafelo Financial Resources
Pennsylvania
$1.8M
AWM
32
AE Wealth Management
Kansas
$1.8M +$376K +20,989 +27%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.67M +$1.24M +69,155 +326%
SWM
34
Stockman Wealth Management
Montana
$1.62M +$102K +5,695 +7%
SPIA
35
Steward Partners Investment Advisory
New York
$1.6M -$202K -11,309 -11%
MC
36
Mathes Company
New York
$1.55M +$250K +14,000 +20%
BAM
37
Belpointe Asset Management
Nevada
$1.5M -$719K -40,164 -33%
ACP
38
Aviance Capital Partners
Florida
$1.47M +$54 +3 +0%
SXL
39
Summit X LLC
Missouri
$1.47M -$1.57M -87,677 -52%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.39M +$34.1K +1,905 +3%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.37M +$364K +20,327 +37%
MCP
42
Mirador Capital Partners
California
$1.33M +$32.3K +1,804 +3%
SS
43
Simplicity Solutions
Minnesota
$1.33M +$390K +21,794 +43%
EGA
44
E&G Advisors
Texas
$1.28M
HighTower Advisors
45
HighTower Advisors
Illinois
$1.23M -$62.5K -3,494 -5%
SAM
46
Secure Asset Management
Michigan
$1.23M +$1.2M +66,800 New
WS
47
Wedbush Securities
California
$1.2M -$65.4K -3,653 -5%
RA
48
Riverstone Advisors
Texas
$1.2M -$24.2K -1,353 -2%
HKAM
49
Horizon Kinetics Asset Management
New York
$1.11M +$312K +17,425 +41%
SFS
50
Shaker Financial Services
Virginia
$1.1M +$420K +23,485 +65%