PDI / PIMCO Dynamic Income Fund - Institutionellt ägande - Säljare

PIMCO Dynamic Income Fund
US ˙ NYSE

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-01-07 13F Winebrenner Capital Management Llc 0 −100,00 0
2026-05-14 13F Venture Visionary Partners LLC 23 359 −1,66 400 −5,00
2026-01-29 13F Comerica Bank 51 947 −46,75 920 −52,41
2026-05-15 13F Millennium Management Llc 0 −100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 43 849 −9,88 750 −12,89
2026-04-23 13F J.w. Cole Advisors, Inc. 12 768 −99,21 218 −99,24
2026-05-12 13F BOK Financial Private Wealth, Inc. 0 −100,00 0
2026-05-04 13F Sigma Planning Corp 25 047 −0,72 429 −4,25
2026-04-15 13F Signature Estate & Investment Advisors Llc 45 489 −4,43 778 −7,60
2026-05-13 13F SRS Capital Advisors, Inc. 4 478 −84,02 77 −84,68
2026-04-13 13F Gill Capital Partners, Llc 127 061 −3,68 2 174 −6,93
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-22 13F Coston, McIsaac & Partners 1 168 −32,80 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 140 935 −3,01 2 411 −6,30
2026-05-04 13F Mml Investors Services, Llc 82 252 −5,60 1 407 −8,81
2026-02-17 13F Snowden Capital Advisors LLC 12 162 −10,19 218 −19,56
2026-02-17 13F National Asset Management, Inc. 0 −100,00 0
2026-02-17 13F/A Cantor Fitzgerald, L. P. 0 −100,00 0 −100,00
2026-02-09 13F Global Assets Advisory, LLC 0 −100,00 0
2026-01-23 13F Rsm Us Wealth Management Llc 0 −100,00 0
2026-02-17 13F Integrity Wealth Advisors, Inc. 0 −100,00 0
2026-01-05 13F Chesapeake Asset Management Llc 0 −100,00 0 −100,00
2026-05-14 13F Virtu Financial LLC 52 202 −13,18 1 −100,00
2026-04-16 13F Future Financial Wealth Managment LLC 28 041 −1,77 483 −6,21
2026-02-12 13F CIBC Private Wealth Group, LLC 13 970 −30,23 247 −37,63
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-05-05 13F HighTower Advisors, LLC 274 539 −3,29 4 697 −6,56
2026-05-05 13F Williams Jones Wealth Management, LLC. 87 385 −11,64 1 495 −14,62
2026-04-29 13F Flatrock Wealth Partners LLC 16 185 −0,69 280 −4,11
2026-04-20 13F Ronald Blue Trust, Inc. 1 268 −30,79 22 −34,37
2026-05-11 13F Wells Fargo & Company/mn 1 593 259 −28,05 27 261 −30,49
2026-05-11 13F Savvy Advisors, Inc. 19 020 −0,68 325 −4,13
2026-05-12 13F M Holdings Securities, Inc. 0 −100,00 0
2026-05-15 13F Guggenheim Capital Llc 693 615 −0,57 11 868 −3,94
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 14 742 −26,37 252 −36,36
2026-05-14 13F Baird Financial Group, Inc. 70 644 −63,12 1 209 −64,39
2026-05-08 13F NCP Inc. 0 −100,00 0
2026-05-14 13F CIBC World Markets Inc. 74 283 −1,74 1 271 −5,08
2026-05-01 13F Eq Wealth Advisors, Llc 0 −100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 117 385 −9,35 2 008 −12,43
2026-04-17 13F BCS Wealth Management 13 904 −50,00 238 −51,83
2026-05-15 13F Safe Harbor Fiduciary, LLC 32 774 −40,17 561 −42,27
2026-01-08 13F Gridiron Partners, LLC 0 −100,00 0
2026-05-14 13F Greenline Wealth Management LLC 0 −100,00 0
2026-05-14 13F Hrt Financial Lp 0 −100,00 0
2026-02-13 13F Pin Oak Investment Advisors Inc 0 −100,00 0
2026-02-05 13F AlphaCore Capital LLC 0 −100,00 0
2026-05-14 13F Evergreen Capital Management Llc 95 609 −2,82 1 657 −6,12
2026-04-27 13F Certior Financial Group, Llc 17 197 −1,58 294 −4,85
2026-02-05 13F Owen LaRue, LLC 0 −100,00 0
2026-04-24 13F Root Financial Partners, LLC 800 −27,93 14 −31,58
2026-05-13 13F Triumph Capital Management 13 479 −75,86 233 −76,42
2026-05-13 13F Federation des caisses Desjardins du Quebec 2 786 −59,59 48 −61,48
2026-05-04 13F Inlight Wealth Management, LLC 0 −100,00 0
2026-05-12 13F Stifel Financial Corp 142 893 −3,76 2 445 −7,04
2026-02-13 13F Change Path, LLC 0 −100,00 0
2026-04-10 13F Lifestyle Asset Management, Inc. 10 006 −17,36 171 −20,09
2026-05-06 13F Arcus Capital Partners, LLC 0 −100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 0 −100,00 0
2026-04-10 13F Novem Group 25 487 −10,75 436 −13,66
2026-02-06 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-02-11 13F Jpmorgan Chase & Co 0 −100,00 0
2026-02-06 13F Quantum Private Wealth, LLC 0 −100,00 0
2026-05-15 13F Rivernorth Capital Management, Llc 0 −100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 167 086 −1,13 3 0,00
2026-04-28 13F Stratos Wealth Partners, LTD. 70 635 −9,20 1 209 −12,27
2026-04-28 13F Belpointe Asset Management LLC 0 −100,00 0
2026-01-13 13F Signal Advisors Wealth, LLC 0 −100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 0 −100,00 0
2026-05-12 13F Jane Street Group, Llc 141 396 −76,86 2 419 −77,64
2026-05-11 13F Aptus Capital Advisors, LLC 0 −100,00 0
2026-04-27 13F Wealthstar Advisors, Llc 108 997 −2,27 1 865 −5,62
2026-04-24 13F Means Investment Co., Inc. 119 239 −9,29 2 040 −12,37
2026-05-15 13F Quarry LP 0 −100,00 0
2026-05-12 13F Creative Planning 23 767 −30,37 407 −32,78
2026-05-15 13F Brown Advisory Inc 57 558 −19,58 985 −22,34
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 77 898 −29,50 1 358 −32,42
2026-05-08 13F SHP Wealth Management 644 −82,21 11 −82,81
2026-04-21 13F Bennett Selby Investments Lp 20 250 −30,90 346 −33,20
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-02-06 13F Evoke Wealth, Llc 0 −100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 200 −11,11 0
2026-05-15 13F Mercer Global Advisors Inc /adv 87 056 −73,94 1 490 −74,83
2026-04-24 13F Goldstone Financial Group, LLC 48 152 −2,05 824 −5,40
2026-04-28 13F Golden State Wealth Management, LLC 3 698 −40,96 63 −42,73
2026-05-05 13F D.a. Davidson & Co. 16 432 −1,40 281 −4,75
2026-05-08 13F Steward Partners Investment Advisory, Llc 31 533 −5,78 540 −8,95
2026-02-10 13F KERR FINANCIAL PLANNING Corp 0 −100,00 0
2026-05-18 13F Centaurus Financial, Inc. 7 589 −0,89 0
2026-05-15 13F Citadel Advisors Llc 0 −100,00 0
2026-05-11 13F WealthTrust Axiom LLC 18 283 −7,11 313 −10,34
2026-05-15 13F Alliancebernstein L.p. 403 456 −0,54 7 145 −0,54
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-03-03 13F NWF Advisory Services Inc. 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 3 677 −97,07 63 −97,21
2026-01-27 13F PFG Advisors 0 −100,00 0
2026-01-23 13F Natural Investments, Llc 0 −100,00 0
2026-02-13 13F Parkside Financial Bank & Trust 0 −100,00 0
2026-05-15 13F Susquehanna International Group, Llp 174 820 −30,53 2 991 −32,88
2026-02-10 13F Yukon Wealth Management, Inc. 0 −100,00 0
2026-05-07 13F Vision Retirement, LLC 5 950 −3,67 102 −7,34
2026-02-11 13F J.Safra Asset Management Corp 0 −100,00 0 −100,00
2026-04-27 13F Soltis Investment Advisors LLC 35 414 −25,37 606 −27,98
2026-05-15 13F Logan Stone Capital, LLC 10 034 −99,18 172 −99,21
2026-02-11 13F FLC Capital Advisors 0 −100,00 0
2026-05-14 13F StoneX Group Inc. 36 240 −24,67 628 −26,92
2026-02-03 13F Crossmark Global Holdings, Inc. 0 −100,00 0
2026-04-27 13F Truist Financial Corp 48 574 −0,83 831 −4,15
2026-04-28 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2026-04-22 13F Absolute Investment Advisers Llc 0 −100,00 0
2026-01-29 13F Concurrent Investment Advisors, LLC 17 716 −5,71 314 −15,63
2026-04-17 13F RFG Advisory, LLC 191 774 −0,36 3 281 −3,73
2026-05-15 13F Readystate Asset Management Lp 0 −100,00 0
2026-04-21 13F Ramiah Investment Group 31 020 −4,31 531 −7,67
2026-02-13 13F Visionary Wealth Advisors 0 −100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 1 600 −76,34 27 −77,31
2026-05-15 13F United Capital Financial Advisers, Llc 14 873 −4,76 254 −7,97
2026-05-05 13F Marks Group Wealth Management, Inc 85 175 −5,34 1 457 −8,54
2026-05-07 13F Hollencrest Capital Management 16 656 −2,66 285 −6,27
2026-05-04 13F HBW Advisory Services LLC 25 802 −3,55 441 −6,77
2026-05-01 13F Harwood Advisory Group, LLC 0 −100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 22 545 −2,55 386 −5,87
2026-04-17 13F Outlook Wealth Advisors, LLC 52 716 −3,32 902 −6,63
2026-05-08 13F Russell Investments Group, Ltd. 0 −100,00 0
2026-05-07 13F Beta Wealth Group, Inc. 227 453 −0,83 3 892 −4,21
2026-05-13 13F Marex Group plc 0 −100,00 0
2026-04-15 13F Merit Financial Group, LLC 58 411 −23,81 999 −26,38
2026-05-13 13F BlackRock, Inc. 10 435 −22,33 179 −24,89
2026-05-12 13F Baker Avenue Asset Management, LP 0 −100,00 0
2026-04-14 13F Meadowbrook Wealth Management, LLC 0 −100,00 0
2026-05-04 13F Cornerstone Advisory, LLC 568 664 −7,71 9 730 −10,84
2026-05-11 13F CFO4Life Group, LLC 0 −100,00 0
2026-02-04 13F Drive Wealth Management, Llc 0 −100,00 0
2026-04-20 13F TrueMark Investments, LLC 0 −100,00 0
2026-04-17 13F Mezzasalma Advisors, LLC 11 458 −10,41 196 −14,41
2026-02-13 13F Icon Wealth Advisors, LLC 0 −100,00 0
2026-01-12 13F DAVENPORT & Co LLC 0 −100,00 0
2026-05-15 13F Advisory Services Network, LLC 2 440 −78,55 42 −79,60
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-21 13F Retirement Planning Group, Llc / Ny 177 815 −5,25 3 081 −8,49
2026-01-27 13F Institute for Wealth Management, LLC. 0 −100,00 0
2026-04-13 13F Buska Wealth Management, LLC 35 447 −9,25 606 −12,30
2026-05-12 13F Landscape Capital Management, L.l.c. 0 −100,00 0
2026-04-21 13F E&G Advisors, LP 35 638 −1,93 610 −5,29
2026-05-01 13F Beverly Hills Private Wealth, LLC 16 049 −3,60 275 −6,80
2026-04-16 13F Capital Investment Advisors, LLC 11 078 −2,58 190 −5,97
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