We are live on ! Find out more
PDX icon

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FP
76
Financial Perspectives
Minnesota
$80.8K – – –
Vestor Capital
77
Vestor Capital
Illinois
$62K +$29.5K +1,201 +92%
NWMP
78
Noble Wealth Management PBC
Colorado
$50.5K +$49.8K +2,025 New
NewEdge Advisors
79
NewEdge Advisors
Louisiana
$43.3K +$664 +27 +2%
Parallel Advisors
80
Parallel Advisors
California
$43K – – –
CNBT
81
Cornerstone National Bank & Trust
Illinois
$37.4K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$15.6K – – –
Atlantic Union Bankshares
83
Atlantic Union Bankshares
Virginia
$15K +$14.7K +600 New
IFP Advisors
84
IFP Advisors
Florida
$13.1K – – –
FIA
85
FNY Investment Advisers
New York
$12K – – –
Blue Bell Private Wealth Management
86
Blue Bell Private Wealth Management
Pennsylvania
$11.4K -$51.6K -2,100 -82%
JP Morgan Chase
87
JP Morgan Chase
New York
$7.48K +$7.37K +300 New
Strategic Wealth Partners
88
Strategic Wealth Partners
Ohio
$4.99K +$4.92K +200 New
Country Trust Bank
89
Country Trust Bank
Illinois
– -$1.15M -46,722 Closed
Family Management
90
Family Management
New York
– -$833K -33,792 Closed
Landscape Capital Management
91
Landscape Capital Management
New Jersey
– -$399K -16,198 Closed
PM
92
Phraction Management
Connecticut
– -$369K -14,971 Closed
Hilltop Holdings
93
Hilltop Holdings
Texas
– -$273K -11,075 Closed
Capital Investment Advisory Services
94
Capital Investment Advisory Services
North Carolina
– -$210K -8,500 Closed
BlackRock
95
BlackRock
New York
– -$174K -7,073 Closed
Salomon & Ludwin
96
Salomon & Ludwin
Virginia
– -$18.8K -759 Closed
TSMHT
97
Thurston Springer Miller Herd & Titak
Indiana
– -$12.3K -500 Closed
CF
98
Concorde Financial
Texas
– -$7.4K -300 Closed