We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.5M -$35.4K -1,848 -1%
WJWM
52
Williams Jones Wealth Management
New York
$2.4M -$108K -5,657 -5%
TI
53
TrueMark Investments
Illinois
$2.38M +$686K +35,812 +44%
RA
54
RFG Advisory
Alabama
$2.37M +$730K +38,107 +48%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$2.29M +$18.1K +945 +0.8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.24M +$271K +14,153 +12%
Stifel Financial
57
Stifel Financial
Missouri
$2.07M -$98.3K -5,132 -5%
NA
58
NewEdge Advisors
Louisiana
$2.05M -$149K -7,768 -7%
AFP
59
Ausdal Financial Partners
Iowa
$1.97M +$395K +20,599 +27%
KAS
60
Kestra Advisory Services
Texas
$1.87M +$54.2K +2,826 +3%
VVP
61
Venture Visionary Partners
Ohio
$1.87M +$46.4K +2,421 +3%
MAM
62
Morse Asset Management
Connecticut
$1.83M +$1.73M +90,147 New
MGWM
63
Marks Group Wealth Management
Minnesota
$1.82M +$9.03K +471 +0.5%
JWCA
64
J.W. Cole Advisors
Florida
$1.82M +$538K +28,049 +45%
MA
65
MAS Advisors
Florida
$1.82M +$4.64K +242 +0.3%
MWM
66
MorganRosel Wealth Management
Colorado
$1.8M +$118K +6,141 +7%
WWM
67
Western Wealth Management
Colorado
$1.8M +$241K +12,550 +16%
ALC
68
Alexander Labrunerie & Co
Missouri
$1.8M +$459K +23,975 +37%
WS
69
Wedbush Securities
California
$1.79M +$364 +19 +0%
DWAM
70
Duncan Williams Asset Management
Tennessee
$1.78M +$1.69M +87,956 New
HKAM
71
Horizon Kinetics Asset Management
New York
$1.77M +$593K +30,940 +55%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$1.74M +$38.3K +2,000 +2%
DWM
73
Drive Wealth Management
Utah
$1.73M +$1.62M +84,485 New
FPW
74
Flagship Private Wealth
Massachusetts
$1.65M +$526K +27,461 +51%
CWP
75
Cyndeo Wealth Partners
Florida
$1.45M -$291K -15,206 -17%