Skip to content
Disclosery

PDI PIMCO DYNAMIC INCOME FD

Follow

SHS (fund), issuer CIK 1510599

315 managers (317 13F filers) reported a position in PDI shares at 2024-12-31, 51,212,279 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
315
13F filers
317
New
29
Added
129
Reduced
85
Sold out
25
Shares held by filers
51,212,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
FLATTUM DAVID Cdirector2026-10-06+17,448.13 P$14.3Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Advisory Services Network, LLC13,928$255K<0.01%+95913F-HRTimeline
BCS Wealth Management13,904$255K0.06%013F-HRTimeline
Financial Alternatives, Inc13,874$254K0.18%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,648$250K0.01%-3,06913F-HRTimelineGroup
Kingsview Wealth Management, LLC13,342$245K<0.01%+1,56613F-HRTimeline
Integrated Wealth Concepts LLC13,266$243K<0.01%+2,61913F-HRTimeline
Mariner, LLCin group Mariner, LLC13,257$243K<0.01%-5,41413F-HRTimelineGroup
NATURAL INVESTMENTS, LLC13,032$239K0.07%13F-HRTimeline
Geneos Wealth Management Inc.12,831$235K0.01%+2,60013F-HRTimeline
Beacon Pointe Advisors, LLC12,757$234K<0.01%-1,58113F-HRTimeline
Snowden Capital Advisors LLC12,608$234K0.01%-32813F-HRTimeline
WealthTrust Axiom LLC12,636$232K0.07%013F-HRTimeline
DOVER ADVISORS, LLC12,300$226K0.13%+1,00013F-HRTimeline
TWO SIGMA SECURITIES, LLC12,278$225K0.04%new13F-HRTimeline
COUNTRY TRUST BANK12,277$225K0.01%013F-HRTimeline
Syverson Strege & Co12,136$223K0.07%+35013F-HRTimeline
SeaCrest Wealth Management, LLC12,126$222K0.02%+5713F-HRTimeline
Mallini Complete Financial Planning LLC12,091$222K0.21%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,020$220K<0.01%-2,36513F-HRTimelineGroup
SUMMITRY LLC12,000$220K0.01%-10013F-HRTimeline
L.M. KOHN & COMPANY11,905$218K0.06%+27013F-HRTimeline
Capital Investment Advisors, LLC11,879$218K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC11,856$217K0.12%13F-HRTimeline
Elequin Capital, LP11,609$213K0.02%new13F-HRTimeline
Visionary Wealth Advisors11,535$212K0.01%+5313F-HRTimeline
Bedel Financial Consulting, Inc.10,812$211K0.03%new13F-HRTimeline
TPG Advisors LLC11,474$210K0.16%+53513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,014$204K0.01%-1,56313F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC11,146$204K0.01%+9,60313F-HRTimeline
LaSalle St. Investment Advisors, LLC11,164$204K0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,038$202K<0.01%-2,40113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,000$202K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,897$200K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC10,859$199K<0.01%+37513F-HRTimeline
Belpointe Asset Management LLC10,205$196K0.01%-10213F-HRTimeline
GHE, LLC10,500$193K0.08%new13F-HR/ATimeline
Jackson Hole Capital Partners, LLC10,432$191K0.04%new13F-HRTimeline
Icon Wealth Advisors, LLC10,323$189K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC10,317$189K0.05%-74513F-HRTimeline
Kingstone Capital Partners Texas, LLC10,179$187K0.15%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,157$186K<0.01%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC10,146$186K0.14%13F-HRTimeline
FLC Capital Advisors10,131$186K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC10,043$184K<0.01%-9,74213F-HRTimelineGroup
Consilium Wealth Advisory, LLC10,000$183K0.09%013F-HRTimeline
Coppell Advisory Solutions LLC9,852$181K0.03%-2,55213F-HRTimeline
AllSquare Wealth Management LLC9,640$177K0.1%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,459$173K0.03%+32713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,313$171K<0.01%-813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,281$170K0.01%-7,24113F-HRTimeline
GPS Wealth Strategies Group, LLC9,267$170K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,467$155K0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,150$149K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC7,702$141K0.01%+35913F-HRTimeline
NATIXISin group Natixis Investment Managers7,322$134K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC6,211$114K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,500$111K0.01%new13F-HRTimelineGroup
Larson Financial Group LLC5,832$107K0.01%+4,60413F-HRTimeline
FNY Investment Advisers, LLC5,600$102K0.05%013F-HRTimeline
Golden State Wealth Management, LLC5,533$101K0.02%13F-HRTimeline
Farther Finance Advisors, LLC5,503$101K<0.01%+1,43613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,280$96.8K<0.01%013F-HRTimelineGroup
HBC Financial Services, PLLC5,000$91K0.06%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,260$82.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,250$77.9K<0.01%-12,34713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,000$73.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,682$67.5K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC3,354$61.5K<0.01%-5,00013F-HRTimeline
Westside Investment Management, Inc.3,308$60.7K0.01%-3,91013F-HRTimeline
PSI Advisors, LLC3,200$58.7K0.02%+40013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$55.6K0.02%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,000$55K<0.01%013F-HRTimeline
Lindbrook Capital, LLC3,000$55K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,000$55K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,787$51.1K0.03%13F-HRTimeline
Sunbelt Securities, Inc.2,478$45.4K<0.01%+7813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$39.6K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$38.9K0.01%-2,30413F-HRTimeline
Coston, McIsaac & Partners2,081$38K0.01%+3513F-HRTimeline
Smartleaf Asset Management LLC2,044$37.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,000$36.7K<0.01%new13F-HRTimelineGroup
AlphaMark Advisors, LLC1,727$32K0.01%+8613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,700$31.2K0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,650$30.3K<0.01%013F-HRTimeline
Blue Trust, Inc.1,621$29.7K<0.01%+63813F-HR/ATimeline
WEBSTER BANK, N. A.1,459$26.8K<0.01%013F-HRTimeline
SWAN Capital LLC1,300$23.8K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$23.7K0.01%13F-HRTimelineGroup
Raleigh Capital Management Inc.1,150$21.1K0.01%+53013F-HRTimeline
LRI Investments, LLC888$16.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP887$16.3K<0.01%new13F-HRTimelineGroup
WR Wealth Planners, LLC837$15.3K<0.01%+2813F-HRTimeline
Compass Financial Services Inc835$15.3K0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC809$14.8K<0.01%-44413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…780$14.3K<0.01%+60013F-HRTimeline
EASTERN BANK750$13.8K<0.01%+75013F-HRTimeline
Allworth Financial LP586$11.2K<0.01%+58513F-HRTimeline
Federation des caisses Desjardins du Qu…490$8.99K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.487$8.93K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.430$7.89K<0.01%+3013F-HRTimeline
Salomon & Ludwin, LLC352$6.46K<0.01%013F-HRTimeline
Fortitude Family Office, LLC327$6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.303$5.56K<0.01%-6,39613F-HRTimelineGroup
Spectrum Wealth Counsel, LLC300$5.5K<0.01%013F-HRTimeline
Avion Wealth250$4K<0.01%013F-HRTimeline
REAP Financial Group, LLC198$3.63K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC184$3.37K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…175$3.21K<0.01%-31,78713F-HRTimelineGroup
Parvin Asset Management, LLC100$1.83K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC56$1.03K<0.01%13F-HRTimeline
Key Financial Inc33$605<0.01%013F-HRTimeline
CITY HOLDING CO25$458<0.01%013F-HRTimeline
SIGNATUREFD, LLC23$422<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.11$2020.02%-10,92113F-HRTimeline
FMR LLCin group FMR LLC4$73<0.01%013F-HRTimelineGroup

Events

  • FLATTUM DAVID C bought 17,448.13 PDI shares on 2026-10-06, Form 4 filed 2026-10-08. 0001201917-26-000004

    Accepted , ingested