PIMCO DYNAMIC INCOME OPRNTS shareholder history

Current and past PIMCO DYNAMIC INCOME OPRNTS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SOL Capital Management CO 11110.08%1.76%3.41%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.01%Q1 2021Q3 202311
UBS Group AG 11110.00%0.01%0.02%Q1 2021Q3 202311
Element Wealth, LLC 11112.06%2.40%2.78%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
FIRST TRUST ADVISORS LP 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202311
FIRST FOUNDATION ADVISORS 11110.02%0.07%0.11%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.01%Q1 2021Q3 202311
Crumly & Associates Inc. 11110.06%0.49%1.02%Q1 2021Q3 202311
MORGAN STANLEY 11110.01%0.01%0.02%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
COHEN & STEERS, INC. 11110.02%0.03%0.04%Q1 2021Q3 202311
Stockman Wealth Management, Inc. 11110.05%0.30%0.45%Q1 2021Q3 202311
Family Management Corp 11110.04%0.72%1.14%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.04%0.07%0.11%Q1 2021Q3 202311
Invesco Ltd. 10100.00%0.00%0.01%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 640.00%0.00%0.01%Q1 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.01%0.02%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Carnegie Capital Asset Management, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
LPL Financial LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Onyx Bridge Wealth Group LLC 990.04%0.08%0.11%Q3 2021Q3 20239
RIVERNORTH CAPITAL MANAGEMENT, LLC 810.33%1.56%2.66%Q1 2021Q3 20239
Penserra Capital Management LLC 990.16%0.21%0.24%Q3 2021Q3 20239
TOTH FINANCIAL ADVISORY CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Tradition Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Artemis Wealth Advisors, LLC 990.00%4.42%6.62%Q1 2021Q1 20239
Rockefeller Capital Management L.P. 720.00%0.00%0.01%Q2 2021Q3 20239
Private Advisor Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
LEAVELL INVESTMENT MANAGEMENT, INC. 880.10%0.15%0.21%Q4 2021Q3 20238
GUGGENHEIM CAPITAL LLC 880.00%0.02%0.04%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q1 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.03%0.04%0.04%Q4 2021Q3 20238
All Season Financial Advisors, Inc. 620.26%0.47%0.75%Q2 2021Q3 20238
FNY Investment Advisers, LLC 310.01%0.02%0.04%Q3 2021Q3 20237
NICOLA WEALTH MANAGEMENT LTD. 770.07%0.08%0.09%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
PNC FINANCIAL SERVICES GROUP, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Janney Montgomery Scott LLC 770.00%0.00%0.00%Q1 2022Q3 20237
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FMR LLC 310.00%0.00%0.00%Q2 2021Q3 20237
Shaker Financial Services, LLC 770.28%0.57%1.13%Q1 2022Q3 20237
NewEdge Advisors, LLC 430.00%0.01%0.02%Q1 2021Q3 20237
RIVERBRIDGE PARTNERS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
AllSquare Wealth Management LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Wagner Wealth Management, LLC 420.01%0.03%0.07%Q1 2021Q3 20226
Capital Investment Advisors, LLC 660.01%0.04%0.07%Q3 2022Q4 20236
Almanack Investment Partners, LLC. 660.02%0.02%0.03%Q1 2021Q2 20226
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q1 2022Q3 20236
ACT Advisors, LLC. 660.16%0.21%0.24%Q2 2022Q3 20236
Carmel Capital Partners, LLC 660.32%0.42%0.49%Q4 2021Q1 20236
DIVIDEND ASSETS CAPITAL, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q2 2021Q3 20235
Samalin Investment Counsel, LLC 550.11%0.17%0.27%Q3 2022Q3 20235
Focused Wealth Management, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Allie Family Office LLC 550.11%0.14%0.17%Q2 2022Q2 20235
Single Point Partners, LLC 550.04%0.10%0.30%Q3 2022Q3 20235
TECTONIC ADVISORS LLC 550.03%0.05%0.07%Q3 2022Q3 20235
U.S. Capital Wealth Advisors, LLC 550.06%0.08%0.09%Q3 2022Q3 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Greytown Advisors Inc. 410.10%0.17%0.45%Q1 2021Q4 20225
American Portfolios Advisors 550.00%0.00%0.00%Q3 2021Q3 20225
JOURNEY STRATEGIC WEALTH LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Cetera Advisor Networks LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2021Q3 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CFO4Life Group, LLC 440.03%0.05%0.09%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mayfair Advisory Group, LLC 440.16%0.18%0.21%Q3 2022Q2 20234
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Advisors Asset Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 440.02%0.02%0.03%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.36%0.45%0.51%Q4 2022Q3 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
HighTower Trust Company, N.A. 440.02%0.02%0.02%Q2 2022Q1 20234
Parisi Gray Wealth Management 440.08%0.15%0.17%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.05%0.07%0.10%Q1 2023Q4 20234
Hennion & Walsh Asset Management, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.01%0.03%Q4 2022Q3 20234
Round Rock Advisors, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Belpointe Asset Management LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Virtu Financial LLC 210.01%0.02%0.02%Q1 2022Q4 20223
PFG Investments, LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
WESPAC Advisors, LLC 330.14%0.43%0.61%Q1 2023Q3 20233
Kestra Advisory Services, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q2 2021Q4 20213
HB Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MARINER INVESTMENT GROUP LLC 330.23%0.43%0.76%Q4 2021Q2 20223
Consolidated Portfolio Review Corp 330.54%0.59%0.63%Q1 2023Q3 20233
Americana Partners, LLC 330.05%0.09%0.12%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.01%0.02%Q1 2021Q3 20213
HRT FINANCIAL LP 210.00%0.00%0.01%Q4 2022Q3 20233
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.06%0.07%0.08%Q1 2023Q3 20233
Geneos Wealth Management Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
LIBERTY WEALTH MANAGEMENT LLC 330.06%0.08%0.12%Q1 2021Q3 20213
Logan Stone Capital, LLC 221.71%2.63%3.56%Q1 2022Q2 20222
UNITED MARITIME CAPITAL LLC 220.30%0.37%0.44%Q1 2021Q2 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.06%0.09%Q2 2023Q3 20232
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waverly Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CITIGROUP INC 110.00%0.00%0.00%Q3 2021Q2 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Golden State Wealth Management, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Versant Capital Management, Inc 220.03%0.04%0.04%Q2 2021Q3 20212
Icon Wealth Partners, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CreativeOne Wealth, LLC 220.04%0.05%0.05%Q3 2022Q4 20222
Cornerstone Advisory, LLC 220.19%0.37%0.56%Q2 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.02%Q3 2022Q4 20222
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.31%0.32%0.33%Q1 2022Q2 20222
ASSETMARK, INC 110.00%0.00%0.00%Q3 2021Q1 20222
D'Orazio & Associates, Inc. 220.00%0.00%0.01%Q2 2021Q3 20212
Walleye Capital LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Weiss Asset Management LP 110.03%0.08%0.14%Q4 2021Q4 20222
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2021Q2 20212
SIGNATUREFD, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Centric Wealth Management 220.12%0.13%0.14%Q1 2022Q2 20222
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Elequin Capital, LP 110.01%0.01%0.01%Q3 2023Q3 20231
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Sigma Planning Corp 110.01%0.01%0.01%Q2 2022Q2 20221
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2023Q2 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
CFO4Life, L.P. 110.09%0.09%0.09%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2023Q2 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BBR PARTNERS, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
BlackRock Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HOWLAND CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Azimuth Capital Investment Management LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MANGROVE PARTNERS IM, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
Matisse Capital 110.54%0.54%0.54%Q2 2022Q2 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2021Q3 20211
NWAM LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Stratos Wealth Partners, LTD. 110.02%0.02%0.02%Q4 2021Q4 20211
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Almitas Capital LLC 110.41%0.41%0.41%Q2 2022Q2 20221
Ahrens Investment Partners LLC 110.09%0.09%0.09%Q2 2022Q2 20221
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Wealth LLC 110.05%0.05%0.05%Q4 2022Q4 20221
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q3 2022Q3 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Quantedge Capital Pte Ltd 110.11%0.11%0.11%Q2 2022Q2 20221
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Biechele Royce Advisors 110.08%0.08%0.08%Q2 2023Q2 20231
External links

This page lists all the filers that currently own PIMCO DYNAMIC INCOME OPRNTS or have owned PIMCO DYNAMIC INCOME OPRNTS in the past.