We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$5.94K – – –
GCM
327
Gables Capital Management
Florida
$5.45K +$5.33K +275 New
JSAM
328
J. Safra Asset Management
New York
$5.15K +$5.04K +260 New
AW
329
Avion Wealth
Texas
$5K +$175 +9 +3%
FMP
330
Financial Management Professionals
Texas
$4K -$5.06K -261 -57%
Russell Investments Group
331
Russell Investments Group
United Kingdom
$3.96K +$3.88K +200 New
DWM
332
Darwin Wealth Management
Florida
$3.64K – – –
Jones Financial Companies
333
Jones Financial Companies
Missouri
$3.28K -$30.5K -1,572 -90%
HWP
334
Highline Wealth Partners
California
$1.98K +$1.94K +100 New
PA
335
Parallel Advisors
California
$1.86K -$553K -28,537 -100%
HIW
336
Holos Integrated Wealth
Pennsylvania
$1.25K +$19 +1 +2%
KFI
337
Key Financial Inc
Pennsylvania
$655 – – –
JP Morgan Chase
338
JP Morgan Chase
New York
$158 -$12.4K -640 -99%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$79 – – –
BNP Paribas Financial Markets
340
BNP Paribas Financial Markets
France
$20 – – –
MHS
341
M Holdings Securities
Oregon
– -$844K -44,517 Closed
FPAS
342
Focus Partners Advisor Solutions
Missouri
– -$603K -31,769 Closed
SXL
343
Summit X LLC
Missouri
– -$455K -23,980 Closed
M1FG
344
Mach-1 Financial Group
Arkansas
– -$439K -23,159 Closed
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
– -$429K -22,604 Closed
GS
346
GWN Securities
Florida
– -$369K -19,468 Closed
TL
347
Tradewinds LLC
North Carolina
– -$300K -15,839 Closed
EAM
348
Evanson Asset Management
California
– -$242K -12,767 Closed
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
– -$240K -12,658 Closed
LMKC
350
L.M. Kohn & Company
Ohio
– -$224K -11,785 Closed