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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

329 managers (332 13F filers) reported a position in PDI shares at 2025-06-30, 56,546,210 shares in all. 33 filers opened a position and 22 filers sold out during the quarter.

Managers
329
13F filers
332
New
33
Added
159
Reduced
81
Sold out
22
Shares held by filers
56,546,210

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Beverly Hills Private Wealth, LLC18,099$343K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC17,859$342K0.01%+1,04013F-HRTimeline
MWA Asset Management17,600$334K0.2%+30013F-HRTimeline
TWO SIGMA SECURITIES, LLC17,538$333K0.04%-2,08813F-HRTimeline
Whipplewood Advisors, LLC17,451$331K0.18%+17,43213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…17,301$328K0.12%+1,95713F-HRTimelineGroup
GHE, LLC17,200$326K0.15%+45013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,195$326K<0.01%+13213F-HRTimelineGroup
Mallini Complete Financial Planning LLC16,838$319K0.4%+2,28513F-HRTimeline
Gateway Wealth Partners, LLC16,633$316K0.06%+5,85513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,340$310K0.01%-2,17013F-HRTimeline
United Advisor Group, LLC16,325$310K0.05%+86913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,189$307K0.01%-2,75213F-HRTimelineGroup
Mezzasalma Advisors, LLC16,171$307K0.09%+54713F-HRTimeline
Quantum Private Wealth, LLC16,171$307K0.1%+1613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,916$302K0.19%-90313F-HRTimeline
Tradewinds, LLC.15,839$300K0.23%new13F-HRTimeline
Merkkuri Wealth Advisors LLC15,839$300K0.23%-13,28013F-HRTimeline
IFP Advisors, Inc15,795$300K0.01%-30,34913F-HRTimeline
OneDigital Investment Advisors LLC15,195$288K<0.01%-213F-HRTimeline
Investmark Advisory Group LLC14,977$284K0.13%-5,39113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,944$283K0.01%+1,03813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,260$271K<0.01%-1,65513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…14,108$268K0.03%-19613F-HRTimeline
Disciplined Investments, LLC14,000$266K0.11%013F-HRTimeline
Kingsview Wealth Management, LLC13,978$265K<0.01%-2,69713F-HRTimeline
BCS Wealth Management13,904$264K0.06%013F-HRTimeline
Financial Alternatives, Inc13,874$263K0.17%013F-HRTimeline
Snowden Capital Advisors LLC13,471$259K0.01%+6513F-HRTimeline
Almanack Investment Partners, LLC.13,355$253K0.04%013F-HRTimeline
COUNTRY TRUST BANK13,277$252K0.01%+1,00013F-HRTimeline
NATURAL INVESTMENTS, LLC13,073$247K0.06%+25413F-HRTimeline
Syverson Strege & Co12,891$245K0.06%+38613F-HRTimeline
Beacon Pointe Advisors, LLC12,832$243K<0.01%+3813F-HRTimeline
Evanson Asset Management, LLC12,767$242K0.02%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC12,750$242K0.16%+1,53713F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management12,658$240K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,350$237K<0.01%+43713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,326$234K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.12,205$232K0.03%+5013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,065$229K<0.01%-64313F-HR/ATimelineGroup
SUMMITRY LLC12,000$228K0.01%013F-HRTimeline
Capital Investment Advisors, LLC11,879$225K<0.01%013F-HR/ATimeline
Oxinas Partners, LLC11,846$225K0.12%new13F-HRTimeline
Visionary Wealth Advisors11,840$225K0.01%+24913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,806$224K0.01%-8,57613F-HRTimelineGroup
L.M. KOHN & COMPANY11,785$224K0.06%013F-HRTimeline
IEQ CAPITAL, LLC11,759$223K<0.01%-516,60013F-HRTimeline
Lantern Wealth Advisors, LLC11,688$222K0.13%13F-HRTimeline
Strategic Financial Concepts, LLC11,650$221K0.03%new13F-HRTimeline
Herold Advisors, Inc.11,523$219K0.05%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,515$218K0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC11,446$217K0.02%013F-HRTimeline
Arkadios Wealth Advisors11,427$217K0.01%+55513F-HRTimeline
NWF Advisory Services Inc.11,369$216K0.03%-1,96213F-HRTimeline
LANARK FINANCIAL, INC.11,358$215K0.02%+14913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC10,946$208K0.17%+80013F-HRTimeline
TPG Advisors LLC10,840$206K0.15%-63413F-HRTimeline
IHT Wealth Management, LLC10,764$204K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.10,665$202K0.07%-12,01113F-HRTimeline
Geneos Wealth Management Inc.10,646$202K<0.01%-14,20613F-HRTimeline
Sonora Investment Management Group, LLC10,531$200K0.01%+2413F-HRTimeline
Global Assets Advisory, LLC10,277$196K0.08%new13F-HRTimeline
Icon Wealth Advisors, LLC10,323$196K0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.10,300$195K<0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,152$193K0.08%new13F-HRTimeline
FLC Capital Advisors10,131$192K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,053$191K0.01%new13F-HRTimeline
Consilium Wealth Advisory, LLC10,000$190K0.08%013F-HRTimeline
GPS Wealth Strategies Group, LLC9,267$176K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,916$169K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,471$161K0.01%+213F-HRTimeline
AllSquare Wealth Management LLC8,413$160K0.09%-1,22713F-HRTimeline
Federation des caisses Desjardins du Qu…8,404$159K<0.01%013F-HRTimeline
Allworth Financial LP7,258$138K<0.01%+6,65113F-HRTimeline
Larson Financial Group LLC7,082$134K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,778$129K<0.01%-28813F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.6,483$123K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC5,897$112K0.01%+17413F-HRTimeline
FNY Investment Advisers, LLC5,600$106K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$94.8K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,537$86.5K0.03%+42113F-HRTimeline
Sound Income Strategies, LLC4,084$77.5K<0.01%-3,81613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,615$68.6K<0.01%+1,19613F-HRTimelineGroup
Olistico Wealth, LLC3,450$65.4K0.04%new13F-HRTimeline
WFA of San Diego, LLC3,376$64K0.05%13F-HRTimeline
Bogart Wealth, LLC3,354$63.6K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$57.6K0.02%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,000$56.9K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,730$51.8K<0.01%-4,77413F-HRTimelineGroup
Sunbelt Securities, Inc.2,478$45.4K<0.01%-1,46413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$40.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$40.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners2,067$39K0.01%+3513F-HRTimeline
Smartleaf Asset Management LLC2,044$38.6K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP2,000$37.9K0.04%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$34.9K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,700$33.7K0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,738$32.8K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.1,459$27.7K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$24.5K0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.1,135$21.5K<0.01%+4113F-HRTimeline
Arax Advisory Partners1,063$20.2K<0.01%new13F-HRTimeline
North Star Investment Management Corp.900$17.1K<0.01%013F-HRTimeline
LRI Investments, LLC888$16.8K<0.01%013F-HRTimeline
Compass Financial Services Inc835$15.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…780$14.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO648$12.3K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC510$9.67K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.487$9.24K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.461$8.85K<0.01%+3113F-HRTimeline
Inlight Wealth Management, LLC450$8.54K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC409$7.76K0.01%-32713F-HRTimeline
Salomon & Ludwin, LLC352$6.71K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC304$6K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC300$5.74K<0.01%new13F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$5.69K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC300$5.69K<0.01%013F-HRTimeline
Avion Wealth259$4K<0.01%+913F-HR/ATimeline
Darwin Wealth Management, LLC184$3.49K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…175$3.32K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC62$1.19K<0.01%+413F-HRTimeline
Key Financial Inc33$626<0.01%013F-HRTimeline
CITY HOLDING CO25$474<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$76<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$19<0.01%-7,66613F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC1$19<0.01%-2,07613F-HRTimeline
EASTERN BANK0$1<0.01%-75013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, 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