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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

319 managers (321 13F filers) reported a position in PDI shares at 2025-03-31, 56,848,194 shares in all. 37 filers opened a position and 29 filers sold out during the quarter.

Managers
319
13F filers
321
New
37
Added
153
Reduced
69
Sold out
29
Shares held by filers
56,848,194

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Kingsview Wealth Management, LLC16,675$330K0.01%+3,33313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,620$329K<0.01%+5,62013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.16,516$327K0.09%-14,26613F-HRTimeline
WCG Wealth Advisors LLC16,428$325K0.02%new13F-HR/ATimeline
Quantum Private Wealth, LLC16,155$320K0.12%+1513F-HRTimeline
Chicago Partners Investment Group LLC16,819$317K0.01%-35713F-HRTimeline
Mezzasalma Advisors, LLC15,624$309K0.11%+52413F-HRTimeline
United Advisor Group, LLC15,456$306K0.06%-12113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…15,344$304K0.14%-6513F-HRTimelineGroup
OneDigital Investment Advisors LLC15,197$301K<0.01%013F-HRTimeline
IFG Advisory, LLC15,096$299K0.02%new13F-HRTimeline
Verition Fund Management LLC15,000$297K<0.01%013F-HRTimeline
Mallini Complete Financial Planning LLC14,553$288K0.28%+2,46213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,915$284K<0.01%+84213F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…14,304$283K0.04%-3,41813F-HRTimeline
Belpointe Asset Management LLC14,176$281K0.01%+3,97113F-HRTimeline
Disciplined Investments, LLC14,000$277K0.13%-1,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,906$275K0.01%+25813F-HRTimelineGroup
BCS Wealth Management13,904$275K0.07%013F-HRTimeline
Financial Alternatives, Inc13,874$275K0.2%013F-HRTimeline
DAVENPORT & Co LLC13,748$272K<0.01%-31,79913F-HRTimeline
TCP Asset Management, LLC13,595$269K0.06%new13F-HRTimeline
Snowden Capital Advisors LLC13,406$268K0.01%+79813F-HRTimeline
Almanack Investment Partners, LLC.13,355$264K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,354$264K0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.13,331$264K0.04%-4,94413F-HRTimeline
Jackson Hole Capital Partners, LLC13,032$258K0.05%+2,60013F-HRTimeline
Beacon Pointe Advisors, LLC12,794$253K<0.01%+3713F-HRTimeline
NATURAL INVESTMENTS, LLC12,819$253K0.07%-21313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,708$252K<0.01%+1,67013F-HRTimelineGroup
Syverson Strege & Co12,505$248K0.08%+36913F-HRTimeline
COUNTRY TRUST BANK12,277$243K0.01%013F-HR/ATimeline
Institute for Wealth Management, LLC.12,155$241K0.03%new13F-HRTimeline
SUMMITRY LLC12,000$238K0.01%013F-HRTimeline
Advisory Services Network, LLC11,913$236K<0.01%-2,01513F-HRTimeline
Capital Investment Advisors, LLC11,879$235K<0.01%013F-HRTimeline
L.M. KOHN & COMPANY11,785$233K0.06%-12013F-HRTimeline
Visionary Wealth Advisors11,591$230K0.01%+5613F-HRTimeline
TPG Advisors LLC11,474$227K0.18%013F-HRTimeline
SeaCrest Wealth Management, LLC11,446$227K0.03%-68013F-HRTimeline
McGowan Group Asset Management, Inc.11,367$225K0.03%new13F-HRTimeline
Lewis Asset Management, LLC11,323$224K0.19%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC11,213$222K0.18%+1,03413F-HRTimeline
LANARK FINANCIAL, INC.11,209$221K0.02%+11,19813F-HRTimeline
Jaffetilchin Investment Partners, LLC10,897$216K0.02%-24913F-HRTimeline
Arkadios Wealth Advisors10,872$215K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,777$215K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC10,778$213K0.05%+46113F-HRTimeline
Sonora Investment Management Group, LLC10,507$208K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC10,356$205K0.03%new13F-HRTimeline
Icon Wealth Advisors, LLC10,323$204K0.02%013F-HRTimeline
Crossmark Global Holdings, Inc.10,300$204K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC10,182$202K<0.01%+13913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC10,146$201K0.18%013F-HRTimeline
FLC Capital Advisors10,131$201K0.05%013F-HRTimeline
Consilium Wealth Advisory, LLC10,000$198K0.1%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,890$196K0.03%+43113F-HRTimelineGroup
AllSquare Wealth Management LLC9,640$191K0.11%013F-HRTimeline
GPS Wealth Strategies Group, LLC9,267$183K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,916$177K0.01%-36513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,469$168K0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…8,404$166K<0.01%+7,91413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,150$161K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,071$160K<0.01%+2,56813F-HRTimeline
Sound Income Strategies, LLC7,900$156K0.01%+19813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,862$156K<0.01%+3,61213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,667$152K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,504$149K<0.01%+2,22413F-HRTimelineGroup
Larson Financial Group LLC7,082$140K0.01%+1,25013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,066$140K<0.01%-2,24713F-HRTimeline
Golden State Wealth Management, LLC5,723$113K0.02%+19013F-HR/ATimeline
FNY Investment Advisers, LLC5,600$110K0.07%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,000$99K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$99K0.01%+1,00013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,116$81.5K0.04%+1,32913F-HRTimeline
Sunbelt Securities, Inc.3,942$78.1K0.01%+1,46413F-HRTimeline
PSI Advisors, LLC3,375$66.8K0.02%+17513F-HRTimeline
Bogart Wealth, LLC3,354$66.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.3,308$65.5K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$60.1K0.02%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,000$59.4K<0.01%013F-HRTimeline
Lindbrook Capital, LLC3,000$59.4K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,419$47.9K<0.01%+41913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,158$42.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$42K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC2,077$41.1K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC2,044$40.3K<0.01%013F-HRTimeline
Coston, McIsaac & Partners2,032$40K0.01%-4913F-HRTimeline
Western Pacific Wealth Management, LP2,000$39.6K0.04%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$36.4K0.01%-4,37113F-HRTimeline
WEBSTER BANK, N. A.1,459$28.9K<0.01%013F-HRTimeline
SWAN Capital LLC1,300$25.7K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$25.6K0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.1,094$21.7K<0.01%-52713F-HRTimeline
North Star Investment Management Corp.900$17.8K<0.01%new13F-HRTimeline
LRI Investments, LLC888$17.6K<0.01%013F-HRTimeline
Compass Financial Services Inc835$16.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…780$15.4K<0.01%013F-HRTimeline
EASTERN BANK750$14.9K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC736$14.6K0.02%new13F-HRTimeline
Allworth Financial LP607$11.1K<0.01%+2113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.487$9.64K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC500$9.43K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC450$8.91K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.430$8.51K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC352$6.97K<0.01%013F-HRTimeline
Fortitude Family Office, LLC327$6.47K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC300$5.94K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC300$5.94K<0.01%013F-HRTimeline
Avion Wealth250$4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…175$3.46K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC184$3.37K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC153$3.03K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC58$1.15K<0.01%+213F-HRTimeline
Key Financial Inc33$653<0.01%013F-HRTimeline
CITY HOLDING CO25$494<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$79<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,26013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC19$250K-11,83713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.

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