We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$233M +$18.3M +1,076,423 +8%
LPL Financial
2
LPL Financial
California
$92.6M +$4.36M +256,224 +5%
Bank of America
3
Bank of America
North Carolina
$50.3M -$465K -27,381 -0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$36.4M +$8M +470,920 +28%
Osaic Holdings
5
Osaic Holdings
Arizona
$30.6M +$4.25M +250,209 +16%
UBS Group
6
UBS Group
Switzerland
$29.2M +$1.77M +104,389 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$26.5M +$2.21M +130,218 +9%
Wells Fargo
8
Wells Fargo
California
$25.6M -$992K -58,375 -4%
Cohen & Steers
9
Cohen & Steers
New York
$25.3M +$1.48M +87,186 +6%
JWCA
10
J.W. Cole Advisors
Florida
$25.2M +$25.5M +1,498,024 +11,733%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.3M -$1.39M -81,742 -5%
PI
12
PFG Investments
New York
$24M -$1.48M -87,157 -6%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$23.2M +$1.4M +82,214 +6%
EPG
14
Estate Planners Group
Pennsylvania
$22.8M +$933K +54,909 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$22.3M +$2.65M +155,881 +13%
Cerity Partners
16
Cerity Partners
New York
$16.5M +$3.32M +195,179 +25%
CWP
17
Cyndeo Wealth Partners
Florida
$15.5M +$5.23M +307,630 +50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14M +$6.63M +390,166 +87%
MHFA
19
Mission Hills Financial Advisory
California
$12.5M +$460K +27,041 +4%
IFG
20
Independent Financial Group
California
$12M -$240K -14,126 -2%
PAG
21
Private Advisor Group
New Jersey
$11.9M -$2.77M -162,754 -19%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$4.29M +252,231 +63%
GC
23
Guggenheim Capital
Illinois
$10.2M -$1.45M -85,469 -12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.1M +$144K +8,461 +1%
B
25
Bensler
Washington
$9.47M +$698K +41,067 +8%