Concord Wealth Partners - PIMCO DYNAMIC INCOME FD ownership

PIMCO DYNAMIC INCOME FD's ticker is PDI and the CUSIP is 72201Y101. A total of 241 filers reported holding PIMCO DYNAMIC INCOME FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of PIMCO DYNAMIC INCOME FD
ValueSharesWeighting
Q3 2023$136,035
-4.4%
7,872
+3.8%
0.03%
-6.5%
Q2 2023$142,223
+8.1%
7,585
+3.8%
0.03%
-16.2%
Q1 2023$131,625
+1.0%
7,304
+3.5%
0.04%
-5.1%
Q4 2022$130,363
-2.0%
7,054
+10.8%
0.04%
+5.4%
Q2 2022$133,000
-11.9%
6,366
+3.0%
0.04%
-5.1%
Q1 2022$151,000
-3.8%
6,179
+1.9%
0.04%
+2.6%
Q4 2021$157,0006,0660.04%
Other shareholders
PIMCO DYNAMIC INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 444,781$7,685,8232.82%
Arcus Capital Partners, LLC 370,114$6,395,5741.96%
SOL Capital Management CO 663,598$11,4671.78%
Cornerstone Advisory, LLC 570,482$9,857,9271.72%
MAS Advisors LLC 63,128$1,090,8521.56%
GILL CAPITAL PARTNERS, LLC 202,740$3,503,3391.55%
MorganRosel Wealth Management, LLC 186,577$3,224,0501.35%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,252,299$21,639,7271.12%
Anfield Capital Management, LLC 122,606$2,118,6321.01%
Beta Wealth Group, Inc. 78,798$1,361,6300.80%
View complete list of PIMCO DYNAMIC INCOME FD shareholders