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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

355 managers (357 13F filers) reported a position in PDI shares at 2025-12-31, 68,264,232 shares in all. 40 filers opened a position and 40 filers sold out during the quarter.

Managers
355
13F filers
357
New
40
Added
125
Reduced
117
Sold out
40
Shares held by filers
68,264,232

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SEAVIEW INVESTMENT MANAGERS LLC21,550$382K0.14%new13F-HRTimeline
CWM, LLCin group CWM, LLC20,974$371K<0.01%-74,65813F-HRTimelineGroup
Chicago Partners Investment Group LLC20,411$371K0.01%+4,24013F-HRTimeline
Accredited Investors Inc.20,719$367K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC20,616$365K0.06%-5,51513F-HRTimeline
LAVELLE CAPITAL LP20,465$362K0.23%13F-HRTimeline
Belpointe Asset Management LLC20,247$359K0.01%-9,04513F-HRTimeline
Disciplined Investments, LLC20,244$359K0.14%+6,15313F-HRTimeline
Sage Capital Advisors,llc20,191$358K0.08%-4,16313F-HRTimeline
WealthTrust Axiom LLC19,683$349K0.09%013F-HRTimeline
CFO4Life Group, LLC19,632$348K0.05%013F-HRTimeline
Mallini Complete Financial Planning LLC19,327$342K0.28%+1,33013F-HRTimeline
Avidian Wealth Enterprises, LLC19,247$341K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,231$341K<0.01%+7,17513F-HR/ATimelineGroup
Savvy Advisors, Inc.19,150$339K0.01%new13F-HRTimeline
VestGen Advisors, LLC18,827$333K0.01%+22713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,535$328K0.05%013F-HRTimeline
Mathes Company, Inc.18,474$327K0.12%013F-HRTimeline
Traynor Capital Management, Inc.18,340$325K0.02%-2013F-HRTimeline
MWA Asset Management18,175$322K0.18%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,125$321K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,102$321K<0.01%+77213F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD18,091$320K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,958$318K0.01%-101,00113F-HRTimeline
OneDigital Investment Advisors LLC17,791$315K<0.01%+2,59613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,716$314K<0.01%-1,07213F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC17,473$309K0.21%+3,00013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP17,313$307K0.01%new13F-HRTimeline
GHE, LLC17,200$305K0.1%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT17,111$303K0.01%+8,20513F-HRTimeline
Patriot Financial Group Insurance Agenc…17,061$302K0.04%+4313F-HRTimeline
TopTier Wealth Management, LLC17,021$301K0.2%13F-HRTimeline
Arkadios Wealth Advisors16,700$296K0.01%+4,35013F-HRTimeline
D.A. DAVIDSON & CO.16,666$295K<0.01%-1,99813F-HRTimeline
Beverly Hills Private Wealth, LLC16,649$295K0.05%-1,45013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,630$295K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.16,625$294K0.07%+3,46213F-HRTimeline
Flatrock Wealth Partners LLC16,298$292K0.14%13F-HR/ATimeline
Gateway Wealth Partners, LLC16,260$288K0.03%-84513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,991$283K<0.01%-2,53513F-HRTimelineGroup
United Advisor Group, LLC15,954$283K0.04%+15013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,916$282K0.16%013F-HRTimeline
AtlasMark Financial, Inc15,886$281K0.18%new13F-HRTimeline
Merkkuri Wealth Advisors LLC15,839$281K0.19%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,616$277K<0.01%+2,25113F-HRTimelineGroup
Whipplewood Advisors, LLC15,291$271K0.17%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,299$253K0.01%+75013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,286$253K0.01%+65613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,970$247K<0.01%-6,05313F-HRTimelineGroup
Investmark Advisory Group LLC13,959$247K0.11%-1,10113F-HRTimeline
Syverson Strege & Co13,437$238K0.06%+15113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,435$238K<0.01%+6,66613F-HRTimelineGroup
Almanack Investment Partners, LLC.13,355$237K0.04%013F-HRTimeline
Creekside Partners13,187$234K0.1%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,181$233K<0.01%+2,22213F-HRTimelineGroup
Mezzasalma Advisors, LLC12,789$229K0.06%-49,94513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,924$229K<0.01%-164,43613F-HRTimelineGroup
GWN SECURITIES INC.12,634$224K0.05%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,261$220K0.01%+42013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,410$220K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC12,162$218K0.01%-1,38013F-HRTimeline
Vestmark Advisory Solutions, Inc.12,261$217K<0.01%new13F-HRTimeline
Lifestyle Asset Management, Inc.12,108$214K0.07%+25213F-HRTimeline
SUMMITRY LLC12,000$213K0.01%013F-HRTimeline
EP Wealth Advisors, LLC11,841$210K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.11,836$210K0.01%-3,25313F-HRTimeline
WELLINGTON-ALTUS USA INC.11,800$209K0.15%13F-HRTimeline
Fortis Group Advisors, LLC11,419$208K0.03%new13F-HRTimeline
Oxinas Partners, LLC11,499$204K0.1%-15813F-HRTimeline
TPG Advisors LLC11,385$202K0.13%+54513F-HRTimeline
Advisory Services Network, LLC11,377$201K<0.01%-1,76313F-HRTimeline
Capital Investment Advisors, LLC11,371$201K<0.01%-40913F-HRTimeline
HARBOUR INVESTMENTS, INC.11,322$201K<0.01%+4,61913F-HRTimeline
Kingsview Wealth Management, LLC11,244$199K<0.01%-2,05713F-HRTimeline
Baker Avenue Asset Management, LP11,131$197K<0.01%-7,53513F-HRTimeline
Allworth Financial LP11,098$197K<0.01%+3,03813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners10,936$194K0.03%+17713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC10,879$193K0.07%+37513F-HRTimeline
CWC Advisors, LLC.10,838$192K0.09%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC10,830$192K0.07%new13F-HRTimeline
SeaCrest Wealth Management, LLC10,396$188K0.02%-12,75013F-HRTimeline
Financial Alternatives, Inc10,437$185K0.11%-3,43713F-HRTimeline
Beacon Pointe Advisors, LLC10,368$184K<0.01%-16,13613F-HRTimeline
LANARK FINANCIAL, INC.10,172$180K0.01%-1,33813F-HRTimeline
Oxbow Advisors, LLC10,075$178K0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,047$178K0.01%-1,00013F-HRTimelineGroup
WESBANCO BANK INC10,029$178K<0.01%new13F-HRTimeline
Consilium Wealth Advisory, LLC10,000$177K0.07%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…8,177$145K0.11%13F-HRTimeline
CENTAURUS FINANCIAL, INC.7,657$136K0.01%-81613F-HRTimeline
Sound Income Strategies, LLC7,430$135K0.01%+2,15813F-HRTimeline
Larson Financial Group LLC7,097$126K<0.01%+1513F-HRTimeline
Federation des caisses Desjardins du Qu…6,895$122K<0.01%-60013F-HRTimeline
Sunbelt Securities, Inc.6,762$120K0.01%-54013F-HRTimeline
Golden State Wealth Management, LLC6,264$111K0.01%+19013F-HRTimeline
Vision Retirement, LLC6,177$109K0.03%13F-HRTimeline
Global Wealth Strategies & Associates5,629$99.7K0.02%-3,38113F-HRTimeline
FNY Investment Advisers, LLC5,600$99K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC5,438$96.3K0.03%+79713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$88.5K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.4,860$86.1K0.03%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,823$85.4K0.07%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,627$81.9K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC4,168$73.8K<0.01%new13F-HRTimeline
WFA of San Diego, LLC3,901$69.1K0.05%+75313F-HRTimeline
SHP Wealth Management3,619$64.1K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,615$64K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC3,354$59.4K<0.01%013F-HRTimeline
Sankala Group LLC3,074$55.3K0.04%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$53.7K0.02%013F-HRTimelineGroup
EASTERN BANK3,000$53.1K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,889$51.2K0.04%-2,79713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,730$48.3K<0.01%013F-HRTimelineGroup
LRI Investments, LLC2,196$38.9K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$38.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$37.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,044$36.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$35.4K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,000$35.4K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP2,000$35.4K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…1,875$33.2K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$32.6K<0.01%013F-HRTimeline
Blue Trust, Inc.1,832$32.5K<0.01%+43613F-HRTimeline
Coston, McIsaac & Partners1,738$30K0.01%+3913F-HRTimeline
WEBSTER BANK, N. A.1,459$25.8K<0.01%013F-HRTimeline
Aspect Partners, LLC1,328$23.5K0.01%-1,40613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$22.9K0.01%013F-HRTimelineGroup
Root Financial Partners, LLC1,110$19.7K<0.01%+48013F-HRTimeline
COUNTRY TRUST BANK1,000$17.7K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC961$17K0.01%13F-HRTimeline
North Star Investment Management Corp.900$15.9K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC894$15.8K<0.01%new13F-HRTimeline
Compass Financial Services Inc835$14.8K0.01%013F-HRTimeline
Walsh & Associates, LLC569$10.1K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.530$9.39K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC450$7.97K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC352$6.35K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$5.31K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.275$4.87K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC258$4.57K<0.01%13F-HRTimeline
Avion Wealth277$4K<0.01%+913F-HRTimeline
Roble, Belko & Company, Inc225$4K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC184$3.26K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$1.77K<0.01%013F-HRTimeline
Parallel Advisors, LLC94$1.67K<0.01%013F-HRTimeline
Greenline Wealth Management LLC83$1.47K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.80$1.42K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC65$1.16K<0.01%+213F-HRTimeline
BOK Financial Private Wealth, Inc.64$1.15K<0.01%new13F-HRTimeline
Key Financial Inc33$584<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$71<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$53<0.01%-19713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$18<0.01%013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC1$18<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%-16613F-HRTimelineGroupValue 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