Concurrent Investment Advisors, LLC Pimco Dynamic Income Fund Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,788 shares of PDI stock, worth $339,123. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,788
Previous 20,733
9.38%
Holding current value
$339,123
Previous $393 Million
5.42%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding PDI
# of Institutions
367Shares Held
61.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$88.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$55.3 Million0.0% of portfolio
-
Ubs Group Ag1.76MShares$31.7 Million0.01% of portfolio
-
J.W. Cole Advisors, Inc.1.57MShares$28.3 Million0.62% of portfolio
About PIMCO Dynamic Income Fund
- Ticker PDI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and comme...