HB Wealth Management, LLC - PIMCO DYNAMIC INCOME FD ownership

PIMCO DYNAMIC INCOME FD's ticker is PDI and the CUSIP is 72201Y101. A total of 237 filers reported holding PIMCO DYNAMIC INCOME FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of PIMCO DYNAMIC INCOME FD
ValueSharesWeighting
Q3 2023$432,000
+130.4%
25,000
+150.0%
0.01%
+133.3%
Q2 2023$187,500
-40.3%
10,000
-22.4%
0.00%
-50.0%
Q1 2022$314,00012,8920.01%
Other shareholders
PIMCO DYNAMIC INCOME FD shareholders Q2 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