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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
$224M +$10.9M +560,042 +5%
LPL Financial
2
LPL Financial
California
$53.2M +$5.62M +289,535 +11%
Bank of America
3
Bank of America
North Carolina
$52M +$4.29M +220,794 +8%
AWS
4
Atria Wealth Solutions
New York
$33M +$6.57M +338,089 +23%
UBS Group
5
UBS Group
Switzerland
$26.6M +$1.2M +62,024 +4%
Cohen & Steers
6
Cohen & Steers
New York
$24.1M +$345K +17,739 +1%
PI
7
PFG Investments
New York
$20.8M +$1.63M +84,147 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$19.9M +$21.1M +1,087,673 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.4M +$2.59M +133,104 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$19.2M +$781K +40,220 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18.4M -$3.76M -193,733 -16%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$18.2M +$592K +30,462 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17.8M +$1.82M +93,753 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$15.9M +$897K +46,190 +6%
Wells Fargo
15
Wells Fargo
California
$15.5M +$13.1M +673,817 +400%
SCM
16
SOL Capital Management
Maryland
$14.8M -$1.24M -64,049 -7%
CCM
17
Consolidated Capital Management
California
$12.6M -$129K -6,642 -1%
IFG
18
Independent Financial Group
California
$12M -$8.71M -448,603 -41%
PAG
19
Private Advisor Group
New Jersey
$11.5M +$784K +40,379 +7%
CA
20
Cornerstone Advisory
Maryland
$11.3M +$704K +36,247 +7%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$10.6M -$561K -28,880 -5%
GC
22
Guggenheim Capital
Illinois
$10.3M +$1.4M +72,206 +15%
AllianceBernstein
23
AllianceBernstein
Tennessee
$8.84M -$1.02M -52,423 -10%
SF
24
Summit Financial
New Jersey
$7.43M +$7.78M +400,623 New
MHFA
25
Mission Hills Financial Advisory
California
$6.34M +$944K +48,589 +16%
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