Thomas J. Herzfeld Advisors, Inc. - PIMCO INCOME OPPORTUNITY FD ownership

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of PIMCO INCOME OPPORTUNITY FD
ValueSharesWeighting
Q1 2016$637,000
-8.6%
30,704
-6.7%
0.33%
+17.9%
Q4 2015$697,00032,9240.28%
Other shareholders
PIMCO INCOME OPPORTUNITY FD shareholders Q3 2023
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 179,706$4,726,0003.71%
Anfield Capital Management, LLC 46,714$1,229,0000.49%
MRA Advisory Group 11,366$299,0000.28%
FOUNDERS FINANCIAL SECURITIES LLC 22,200$584,0000.14%
Insight Advisors, LLC/ PA 12,500$338,0000.11%
Sigma Planning Corp 122,577$3,224,0000.10%
MBM Wealth Consultants, LLC 6,849$180,0000.09%
Pensionmark Financial Group, LLC 13,192$346,0000.08%
Financial Sense Advisors, Inc. 8,210$216,0000.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 33,369$878,0000.06%
View complete list of PIMCO INCOME OPPORTUNITY FD shareholders