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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$186M -$7.8M -453,484 -4%
LPL Financial
2
LPL Financial
California
$33.4M +$7.05M +409,648 +28%
Bank of America
3
Bank of America
North Carolina
$32.9M -$1.41M -81,821 -4%
Cohen & Steers
4
Cohen & Steers
New York
$25.4M -$516K -30,000 -2%
UBS Group
5
UBS Group
Switzerland
$25.2M -$1.71M -99,497 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.2M -$1.44M -84,010 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.5M -$3.26M -189,469 -14%
AWS
8
Atria Wealth Solutions
New York
$19.8M +$2.06M +119,953 +12%
RCM
9
Rivernorth Capital Management
Florida
$18M -$4.32M -251,383 -20%
SCM
10
SOL Capital Management
Maryland
$15.8M +$3.72M +216,125 +33%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$15.5M -$6.56M -381,495 -32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14M -$654K -37,995 -5%
PCM
13
Penserra Capital Management
California
$13.8M +$916K +53,228 +7%
CA
14
Cornerstone Advisory
Maryland
$11.4M +$1.07M +62,081 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10.8M -$642K -37,347 -6%
AllianceBernstein
16
AllianceBernstein
Tennessee
$9.84M +$253K +14,709 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.13M -$520K -30,240 -6%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$9.1M +$1.07M +62,241 +14%
AWM
19
AE Wealth Management
Kansas
$8.44M +$1.53M +88,874 +25%
PAG
20
Private Advisor Group
New Jersey
$8.36M +$704K +40,956 +10%
RJA
21
Raymond James & Associates
Florida
$6.76M +$663K +38,565 +11%
CL
22
Choreo LLC
Illinois
$5.59M +$5.29M +307,765 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.42M +$217K +12,588 +4%
PS
24
Principal Securities
Iowa
$4.99M +$4.78M +278,087 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.8M +$302K +17,576 +7%
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