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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
$236M +$3.2M +166,764 +1%
Bank of America
2
Bank of America
North Carolina
$53M -$3.22M -168,229 -6%
LPL Financial
3
LPL Financial
California
$52.9M +$1.56M +81,520 +3%
AWS
4
Atria Wealth Solutions
New York
$29.6M -$78.9K -4,118 -0.3%
UBS Group
5
UBS Group
Switzerland
$28.1M +$1.84M +96,141 +7%
Cohen & Steers
6
Cohen & Steers
New York
$26.3M +$113K +5,914 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.2M +$3.64M +189,696 +19%
IFG
8
Independent Financial Group
California
$22.4M +$7.76M +405,079 +58%
PI
9
PFG Investments
New York
$21.3M +$1.88M +98,356 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$20.5M +$1.7M +88,850 +10%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$19.6M +$2.09M +108,931 +13%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$18.7M +$6.97M +363,891 +65%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17.8M +$2.06M +107,606 +14%
SCM
14
SOL Capital Management
Maryland
$17.7M -$449K -23,410 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.6M +$2.56M +133,784 +20%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15M +$1.9M +98,917 +15%
CCM
17
Consolidated Capital Management
California
$14.1M +$13.3M +694,438 New
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$12.3M -$178K -9,299 -2%
PAG
19
Private Advisor Group
New Jersey
$11.9M +$577K +30,124 +5%
CA
20
Cornerstone Advisory
Maryland
$11M -$802K -41,874 -7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$10.8M -$1.92K -100 -0%
GC
22
Guggenheim Capital
Illinois
$9.94M +$995K +51,912 +12%
CL
23
Choreo LLC
Illinois
$6.99M +$218K +11,396 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.59M +$76.8K +4,010 +1%
IA
25
IFP Advisors
Florida
$6.52M +$455K +23,747 +8%
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