Cerity Partners LLC - PIMCO DYNAMIC INCOME FD ownership

PIMCO DYNAMIC INCOME FD's ticker is PDI and the CUSIP is 72201Y101. A total of 253 filers reported holding PIMCO DYNAMIC INCOME FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of PIMCO DYNAMIC INCOME FD
ValueSharesWeighting
Q2 2024$723,376
-4.4%
38,457
-1.9%
0.00%0.0%
Q1 2024$756,315
-47.4%
39,216
-51.0%
0.00%
-60.0%
Q4 2023$1,436,903
+8.0%
80,050
+3.9%
0.01%
-16.7%
Q3 2023$1,330,993
+452.3%
77,025
+678.4%
0.01%
+50.0%
Q1 2022$241,000
-5.9%
9,8950.0%0.00%0.0%
Q4 2021$256,0009,8950.00%
Other shareholders
PIMCO DYNAMIC INCOME FD shareholders Q4 2023
NameSharesValueWeighting ↓
Riverstone Advisors, LLC 105,999$3,408,0002.66%
Secrest Blakey & Associates, LLC 72,039$2,329,0002.03%
MEANS INVESTMENT CO., INC. 131,007$4,173,0001.71%
Parisi Gray Wealth Management 75,851$2,439,0001.66%
Nan Shan Life Insurance Co., Ltd. 1,253,650$40,305,0001.03%
Planning Solutions Group LLC 59,951$1,927,0000.99%
Wealthstar Advisors, LLC 41,837$1,345,0000.79%
Icon Wealth Partners, LLC 60,102$1,932,0000.68%
Wealth & Pension Services Group, Inc. 21,950$706,0000.51%
OTA Financial Group L.P. 13,158$423,0000.33%
View complete list of PIMCO DYNAMIC INCOME FD shareholders