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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

337 managers (339 13F filers) reported a position in PDI shares at 2025-09-30, 63,028,481 shares in all. 34 filers opened a position and 25 filers sold out during the quarter.

Managers
337
13F filers
339
New
34
Added
160
Reduced
84
Sold out
25
Shares held by filers
63,028,481

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
OPTIMUM INVESTMENT ADVISORS18,600$368K0.15%013F-HRTimeline
VestGen Advisors, LLC18,600$368K0.01%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,535$367K0.06%+2413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,526$367K<0.01%new13F-HRTimelineGroup
Mathes Company, Inc.18,474$366K0.13%013F-HRTimeline
Traynor Capital Management, Inc.18,360$364K0.02%new13F-HRTimeline
MWA Asset Management18,175$360K0.2%+57513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,125$359K<0.01%013F-HRTimelineGroup
Beverly Hills Private Wealth, LLC18,099$358K0.06%013F-HRTimeline
Mallini Complete Financial Planning LLC17,997$356K0.29%+1,15913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,330$343K<0.01%+13513F-HRTimelineGroup
GHE, LLC17,200$341K0.14%013F-HRTimeline
Gateway Wealth Partners, LLC17,105$339K0.05%+47213F-HRTimeline
Patriot Financial Group Insurance Agenc…17,018$337K0.04%+2,91013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,187$321K0.02%-150,00813F-HRTimeline
Quantum Private Wealth, LLC16,187$320K0.09%+1613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,916$315K0.18%013F-HRTimeline
Merkkuri Wealth Advisors LLC15,839$314K0.23%013F-HRTimeline
DAVENPORT & Co LLC15,825$313K<0.01%-2,53613F-HRTimeline
United Advisor Group, LLC15,804$313K0.04%-52113F-HRTimeline
Whipplewood Advisors, LLC15,291$303K0.2%-2,16013F-HRTimeline
Strategic Financial Concepts, LLC15,250$302K0.04%+3,60013F-HRTimeline
OneDigital Investment Advisors LLC15,195$301K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.15,089$299K0.01%+4,44313F-HRTimeline
Investmark Advisory Group LLC15,060$298K0.13%+8313F-HRTimeline
TWO SIGMA SECURITIES, LLC15,022$297K0.04%-2,51613F-HRTimeline
Chicago Partners Investment Group LLC16,171$293K0.01%-1,68813F-HRTimeline
Kingstone Capital Partners Texas, LLC14,497$287K0.17%+1,74713F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC14,473$287K0.19%new13F-HRTimeline
Disciplined Investments, LLC14,091$279K0.11%+9113F-HRTimeline
BCS Wealth Management13,904$275K0.06%013F-HRTimeline
Financial Alternatives, Inc13,874$275K0.17%013F-HRTimeline
Snowden Capital Advisors LLC13,542$271K0.01%+7113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,630$270K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,549$268K0.01%-2,64013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,365$265K<0.01%new13F-HRTimelineGroup
Almanack Investment Partners, LLC.13,355$264K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC13,301$263K<0.01%-67713F-HRTimeline
Syverson Strege & Co13,286$263K0.06%+39513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC13,246$262K0.19%+2,30013F-HRTimeline
Herold Advisors, Inc.13,163$261K0.06%+1,64013F-HRTimeline
Advisory Services Network, LLC13,140$260K<0.01%+79013F-HRTimeline
Yukon Wealth Management, Inc.12,996$257K0.08%+2,33113F-HRTimeline
Global Assets Advisory, LLC12,728$252K0.07%+2,45113F-HRTimeline
Arkadios Wealth Advisors12,350$245K0.01%+92313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,272$243K0.01%-4,06813F-HRTimeline
Institute for Wealth Management, LLC.12,257$243K0.03%+5213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,056$239K<0.01%-913F-HRTimelineGroup
SUMMITRY LLC12,000$238K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,841$237K0.02%new13F-HRTimeline
Visionary Wealth Advisors11,871$235K0.01%+3113F-HRTimeline
Lifestyle Asset Management, Inc.11,856$235K0.08%new13F-HRTimeline
Capital Investment Advisors, LLC11,780$233K<0.01%-9913F-HRTimeline
NWF Advisory Services Inc.11,701$232K0.03%+33213F-HRTimeline
Oxinas Partners, LLC11,657$231K0.12%-18913F-HRTimeline
LANARK FINANCIAL, INC.11,510$228K0.02%+15213F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.11,400$221K0.08%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,047$219K0.01%-75913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,959$217K<0.01%-43,25413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.10,800$216K0.01%new13F-HRTimeline
TPG Advisors LLC10,840$215K0.14%013F-HRTimeline
CWC Advisors, LLC.10,838$215K0.11%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,785$214K0.01%-4,15913F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding10,759$213K-9,745Timeline
NATURAL INVESTMENTS, LLC10,601$209K0.05%-2,47213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,504$208K0.08%+35213F-HRTimeline
Crossmark Global Holdings, Inc.10,487$208K<0.01%+18713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,326$204K0.01%-2,00013F-HRTimeline
EVOKE WEALTH, LLC10,233$204K<0.01%new13F-HRTimeline
FLC Capital Advisors10,131$201K0.04%013F-HRTimeline
Consilium Wealth Advisory, LLC10,000$198K0.08%013F-HRTimeline
Icon Wealth Advisors, LLC9,799$194K0.01%-52413F-HRTimeline
GPS Wealth Strategies Group, LLC9,267$183K0.02%013F-HRTimeline
Global Wealth Strategies & Associates9,010$178K0.05%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,906$176K0.01%-1013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,473$168K0.01%+213F-HRTimeline
AllSquare Wealth Management LLC8,413$167K0.09%013F-HRTimeline
Allworth Financial LP8,060$160K<0.01%+80213F-HRTimeline
Federation des caisses Desjardins du Qu…7,495$148K<0.01%-90913F-HRTimeline
Sunbelt Securities, Inc.7,302$145K0.01%+4,82413F-HRTimeline
Larson Financial Group LLC7,082$140K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,769$134K<0.01%-13,70013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,703$133K<0.01%-7513F-HRTimeline
KERR FINANCIAL PLANNING Corp7,237$129K0.18%13F-HR/ATimeline
Golden State Wealth Management, LLC6,074$120K0.01%+17713F-HRTimeline
Boreal Capital Management LLC0$118K0.09%new13F-HRTimelineAmount filed as zero, left out of ratios.
Nova Wealth Management, Inc.5,686$113K0.08%new13F-HRTimeline
FNY Investment Advisers, LLC5,600$110K0.04%013F-HRTimeline
Sound Income Strategies, LLC5,272$105K0.01%+1,18813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$99K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,641$91.9K0.03%+10413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,627$91.6K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,615$71.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC3,354$66.4K<0.01%013F-HRTimeline
WFA of San Diego, LLC3,148$62.3K0.04%-22813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$60.1K0.02%013F-HRTimelineGroup
EASTERN BANK3,000$59.4K<0.01%+3,00013F-HRTimeline
Parkside Financial Bank & Trust3,000$59.4K<0.01%new13F-HRTimeline
Aspect Partners, LLC2,734$54.1K0.02%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,730$54.1K<0.01%013F-HRTimelineGroup
LRI Investments, LLC2,196$43.5K<0.01%+1,30813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$42.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$42K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,044$40.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$39.6K<0.01%-1,00013F-HRTimeline
Western Pacific Wealth Management, LP2,000$39.6K0.04%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$36.4K<0.01%013F-HRTimeline
Coston, McIsaac & Partners1,699$33K0.01%-36813F-HRTimeline
WEBSTER BANK, N. A.1,459$28.9K<0.01%013F-HRTimeline
Blue Trust, Inc.1,396$27.6K<0.01%+26113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$25.6K0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK1,000$19.8K<0.01%-12,27713F-HRTimeline
North Star Investment Management Corp.900$17.8K<0.01%013F-HRTimeline
Compass Financial Services Inc835$16.5K0.01%013F-HRTimeline
Root Financial Partners, LLC630$12.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.550$11K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.530$10.5K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC450$8.91K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC352$6.99K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC304$6.09K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC300$6.01K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$5.94K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.275$5.45K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp260$5.15K<0.01%new13F-HRTimeline
Avion Wealth268$5K<0.01%+913F-HRTimeline
Financial Management Professionals, Inc.200$4K<0.01%-26113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$3.96K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC184$3.64K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP166$3.28K<0.01%-1,57213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$1.98K<0.01%new13F-HRTimeline
Parallel Advisors, LLC94$1.86K<0.01%-28,53713F-HRTimeline
Holos Integrated Wealth LLC63$1.25K<0.01%+113F-HRTimeline
Key Financial Inc33$655<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8$158<0.01%-64013F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB4$79<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$20<0.01%013F-HRTimelineGroup
Gridiron Partners, LLC3,379,138$185Knew13F-HRTimelineValue about 1/1,000 of 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