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 229 filers reported holding PIMCO DYNAMIC INCOME FD in Q2 2022. 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 2022
NameSharesValueWeighting ↓
PENN MUTUAL LIFE INSURANCE CO 85,000$2,612,0001.78%
Nan Shan Life Insurance Co., Ltd. 2,073,278$63,981,0001.32%
NEXT Financial Group, Inc 83,426$2,589,0000.72%
StoneX Group Inc. 11,430$353,0000.44%
Horizon Kinetics 318,171$9,819,0000.29%
ProVise Management Group, LLC 55,415$1,710,0000.25%
HOLDERNESS INVESTMENTS CO 12,400$383,0000.20%
WEALTHSOURCE PARTNERS, LLC 17,561$542,0000.18%
Summit X, LLC 7,696$237,0000.16%
Financial Sense Advisors, Inc. 8,809$272,0000.14%
View complete list of PIMCO DYNAMIC INCOME FD shareholders