HERITAGE WEALTH MANAGEMENT, LLC - PIMCO DYNAMIC INCOME FD ownership

PIMCO DYNAMIC INCOME FD's ticker is PDI and the CUSIP is 72201Y101. A total of 132 filers reported holding PIMCO DYNAMIC INCOME FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of PIMCO DYNAMIC INCOME FD
ValueSharesWeighting
Q4 2022$24,578
+89.1%
1,330
+100.0%
0.00%0.0%
Q3 2022$13,000
-99.9%
6650.0%0.00%
-20.0%
Q2 2022$13,879,000
+86643.8%
6650.0%0.01%
+25.0%
Q1 2022$16,000
-11.1%
6650.0%0.00%
-33.3%
Q3 2021$18,000
-18.2%
665
-12.6%
0.01%
-25.0%
Q2 2021$22,0007610.01%
Other shareholders
PIMCO DYNAMIC INCOME FD shareholders Q2 2021
NameSharesValueWeighting ↓
Riverstone Advisors, LLC 104,174$3,341,0002.81%
Secrest Blakey & Associates, LLC 71,058$2,305,0002.24%
MEANS INVESTMENT CO., INC. 123,884$3,973,0001.74%
Parisi Gray Wealth Management 73,744$2,368,0001.51%
Nan Shan Life Insurance Co., Ltd. 1,783,814$57,207,0001.13%
Planning Solutions Group LLC 53,956$1,731,0000.93%
Wealthstar Advisors, LLC 40,970$1,315,0000.81%
Icon Wealth Partners, LLC 60,049$1,926,0000.72%
Wealth & Pension Services Group, Inc. 22,975$737,0000.57%
BENJAMIN EDWARDS INC 3,365$108,0000.52%
View complete list of PIMCO DYNAMIC INCOME FD shareholders