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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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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
MORGAN STANLEYin group MORGAN STANLEY12,191,943$224M0.02%+560,04213F-HR/ATimelineGroup
LPL Financial LLC2,900,847$53.2M0.02%+289,53513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,835,670$52M<0.01%+220,79413F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,796,829$33M0.36%+338,08913F-HRTimeline
UBS Group AGin group UBS Group AG1,448,554$26.6M0.01%+62,02413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,313,573$24.1M0.05%+17,73913F-HRTimelineGroup
PFG Investments, LLC1,136,107$20.8M1.3%+84,14713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,087,673$19.9M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers1,057,469$19.4M0.04%+133,10413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,049,109$19.2M0.04%+40,22013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,002,013$18.4M<0.01%-193,73313F-HRTimelineGroup
TD Waterhouse Canada Inc.995,288$18.2M0.15%+30,46213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC972,593$17.8M0.03%+93,75313F-HRTimeline
Cambridge Investment Research Advisors,…865,377$15.9M0.05%+46,19013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN842,475$15.5M<0.01%+673,81713F-HRTimelineGroup
SOL Capital Management CO807,189$14.8M1.65%-64,04913F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC687,796$12.6M5.5%-6,64213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC655,681$12M0.4%-448,60313F-HRTimeline
Private Advisor Group, LLC627,331$11.5M0.06%+40,37913F-HRTimeline
Cornerstone Advisory, LLC578,611$11.3M1.28%+36,24713F-HRTimeline
Wagner Wealth Management, LLC576,134$10.6M2.73%-28,88013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC562,590$10.3M0.09%+72,20613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.481,920$8.84M<0.01%-52,42313F-HRTimeline
Summit Financial, LLC400,623$7.43M0.26%new13F-HRTimeline
Mission Hills Financial Advisory, LLC345,607$6.34M4.92%+48,58913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …338,334$6.21M0.17%+29,24513F-HRTimelineGroup
Janney Montgomery Scott LLC330,362$6.06M0.02%+5,04213F-HRTimeline
HighTower Advisors, LLC278,678$5.11M0.01%-9,70113F-HRTimeline
Cyndeo Wealth Partners, LLC254,658$4.67M0.32%+182,87913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC241,659$4.43M<0.01%+30,06613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…224,919$4.13M0.01%+213,62313F-HRTimelineGroup
MEANS INVESTMENT CO., INC.215,856$3.96M0.41%+15,19313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.215,413$3.95M0.01%-15,31213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC213,176$3.91M0.09%+16,21013F-HRTimelineGroup
AE Wealth Management LLC212,959$3.91M0.03%-45,22813F-HRTimeline
Beta Wealth Group, Inc.207,334$3.8M1.68%+1,69413F-HRTimeline
Orion Porfolio Solutions, LLC203,572$3.73M0.04%-3,04113F-HRTimeline
Orion Portfolio Solutions, LLC203,572$3.73M0.04%-3,04113F-HRTimeline
Sovran Advisors, LLC192,760$3.62M0.52%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.192,899$3.54M0.02%-63,02013F-HRTimeline
Noble Wealth Management PBC188,005$3.45M2.39%13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY186,935$3.43M3.77%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS185,964$3.41M0.01%+2,27713F-HRTimeline
IFP Advisors, Inc183,010$3.36M0.11%-138,65013F-HRTimeline
Bensler, LLC169,681$3.11M0.37%+39,50313F-HRTimeline
LifeWealth Investments, LLC166,208$3.05M2.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/162,504$2.98M<0.01%+33,61813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…161,761$2.97M0.01%-4,66213F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…159,316$2.92M0.43%-21,64513F-HRTimeline
QUARRY HILL ADVISORS, LLC159,049$2.92M1.96%+5,22213F-HRTimeline
GILL CAPITAL PARTNERS, LLC158,543$2.91M1.04%-16,66813F-HRTimeline
U.S. Capital Wealth Advisors, LLC143,011$2.62M0.08%-5,19913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,376$2.61M0.01%+19,10713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,983$2.55M<0.01%-21,83713F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd136,137$2.5M0.04%new13F-HRTimelineGroup
RFG Advisory, LLC131,549$2.41M0.07%+14,83713F-HRTimeline
Morse Asset Management, Inc129,912$2.38M0.55%+39,76513F-HRTimeline
PFG Advisors129,001$2.37M0.14%+91,24813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,878$2.35M<0.01%+25,65513F-HRTimelineGroup
Anchor Capital Management Group Inc124,300$2.28M0.83%13F-HRTimeline
B. Riley Wealth Advisors, Inc.122,059$2.26M0.07%-16,06413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC121,810$2.26M0.07%-5,41413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding121,326$2.23M+15,399Timeline
Tennessee Valley Asset Management Partn…120,027$2.2M0.37%+7,00413F-HRTimeline
Wealthstar Advisors, LLC113,293$2.08M0.9%13F-HRTimeline
J.W. COLE ADVISORS, INC.104,262$1.91M0.08%+14,53013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC100,381$1.86M0.46%+15,89613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding99,093$1.82M-1,203Timeline
Ausdal Financial Partners, Inc.98,231$1.8M0.16%+98713F-HRTimeline
MorganRosel Wealth Management, LLC95,843$1.76M0.58%+7,07713F-HRTimeline
NewEdge Advisors, LLC94,675$1.74M0.01%-6,48613F-HRTimeline
Duncan Williams Asset Management, LLC94,396$1.73M0.68%+6,44013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.93,232$1.71M0.76%+4,60313F-HRTimeline
Venture Visionary Partners LLC92,074$1.69M0.07%+1213F-HR/ATimeline
Marks Group Wealth Management, Inc89,984$1.65M0.16%013F-HRTimeline
Flagship Private Wealth, LLC89,965$1.65M0.79%+8,41913F-HRTimeline
Smith Asset Management Co., LLC89,878$1.65M1.61%13F-HRTimeline
Williams Jones Wealth Management, LLC.87,808$1.61M0.02%-30,65213F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC86,836$1.59M0.02%-35213F-HRTimeline
MML INVESTORS SERVICES, LLC83,643$1.53M0.01%+13,18613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP80,738$1.48M0.06%new13F-HRTimeline
CIBC WORLD MARKET INC.80,019$1.47M<0.01%-5,60213F-HRTimeline
Elm3 Financial Group, LLC80,025$1.47M1.25%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,883$1.47M0.01%+44,08213F-HRTimelineGroup
Cresset Asset Management, LLC76,766$1.41M0.01%-50,43213F-HRTimeline
WEDBUSH SECURITIES INC75,777$1.39M0.05%-12,37713F-HRTimeline
COMERICA BANK75,348$1.38M0.01%+4,11513F-HR/ATimeline
Focus Financial Network, Inc.72,908$1.34M0.05%+5,77913F-HRTimeline
HRT FINANCIAL LP72,705$1.33M0.01%new13F-HRTimeline
Merit Financial Group, LLC72,428$1.33M0.02%+6,30513F-HRTimeline
Western Wealth Management, LLC72,216$1.32M0.09%-16,48413F-HR/ATimeline
NOVEM GROUP70,944$1.3M0.19%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,652$1.3M<0.01%+38,92313F-HRTimelineGroup
PRIVATE TRUST CO NA69,403$1.27M0.13%+2,18813F-HRTimeline
Parisi Gray Wealth Management69,000$1.27M0.4%013F-HRTimeline
SCOTIA CAPITAL INC.65,653$1.2M0.01%-3,03713F-HRTimeline
NCP Inc.65,241$1.2M0.61%+10,97313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,028$1.17M<0.01%+10,07013F-HRTimelineGroup
CoreCap Advisors, LLC62,550$1.15M0.05%+5,05213F-HRTimeline
Consolidated Portfolio Review Corp60,594$1.11M0.18%+20,36713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…60,504$1.11M0.12%new13F-HRTimelineGroup
MAI Capital Management60,350$1.11M0.01%new13F-HRTimeline
Goldstone Financial Group, LLC59,747$1.1M0.17%+6,58513F-HRTimeline
Sanctuary Advisors, LLC56,462$1.09M0.01%-4,30313F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC58,993$1.08M0.01%new13F-HRTimelineGroup
Arcus Capital Partners, LLC55,416$1.07M0.34%+16,47613F-HRTimeline
MRA Advisory Group57,228$1.05M0.56%+2,40213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC56,764$1.04M0.02%+3,81113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC55,140$1.01M<0.01%-48013F-HRTimelineGroup
Americana Partners, LLC54,275$995K0.04%+1,40013F-HRTimeline
HF Advisory Group, LLC53,066$973K0.45%+31913F-HRTimeline
Steward Partners Investment Advisory, L…52,680$966K0.01%+17,96413F-HRTimeline
Tradition Wealth Management, LLC51,629$947K0.08%-24813F-HRTimeline
Rye Brook Capital LLC51,332$941K1.13%new13F-HRTimeline
MAS Advisors LLC50,853$933K1.56%-38,77113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC50,126$919K0.29%-67,39013F-HRTimelineGroup
HUB Investment Partners, LLC48,782$895K0.04%+5,61913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,748$894K0.01%+12,24513F-HRTimelineGroup
M Holdings Securities, Inc.48,761$894K0.14%+1,31313F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS47,046$863K0.03%-10013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC46,834$859K0.08%+37,17813F-HRTimeline
Garden State Investment Advisory Servic…45,840$841K0.26%-24513F-HRTimeline
DAVENPORT & Co LLC45,547$835K<0.01%-21,20813F-HRTimeline
Independent Advisor Alliance45,532$835K0.01%new13F-HRTimeline
Triumph Capital Management44,351$813K0.28%+20,94913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,702$811K0.01%+76213F-HRTimelineGroup
Samalin Investment Counsel, LLC43,136$791K0.34%+2,15213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,734$784K<0.01%-9,39213F-HRTimelineGroup
Summit X, LLC42,320$776K0.17%-2,25313F-HRTimeline
E&G Advisors, LLC39,192$719K0.2%+1,99113F-HRTimeline
Thomasville National Bank37,526$688K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,425$686K<0.01%+16,85713F-HRTimeline
NewEdge Wealth, LLC36,728$674K0.01%+8413F-HRTimeline
Ramiah Investment Group36,583$671K0.61%+1,53013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,527$670K+12,482Timeline
Outlook Wealth Advisors, LLC35,979$660K0.19%-1,57213F-HRTimeline
Walkner Condon Financial Advisors LLC35,891$658K0.13%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35,064$643K<0.01%-1,22513F-HRTimelineGroup
Beacon Financial Advisory LLC34,128$626K0.2%+1,59913F-HRTimeline
Kaizen Financial Strategies32,267$592K0.34%-19,07113F-HRTimeline
Key Client Fiduciary Advisors, LLC31,752$582K0.26%+4,08813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding31,521$578K-15,239Timeline
Valeo Financial Advisors, LLC31,499$578K0.02%+6,53113F-HRTimeline
WORLD EQUITY GROUP, INC.30,782$565K0.12%+19,01613F-HRTimeline
Baker Avenue Asset Management, LP30,600$561K0.02%013F-HRTimeline
CURA WEALTH ADVISORS, LLC29,895$548K0.24%13F-HRTimeline
GWN SECURITIES INC.28,630$545K0.15%13F-HRTimeline
TOWNSQUARE CAPITAL LLC29,577$542K0.01%+18413F-HRTimeline
Sigma Planning Corp29,381$539K0.02%-22,47113F-HRTimeline
Certified Advisory Corp29,233$536K0.06%-1,17113F-HRTimeline
Merkkuri Wealth Advisors LLC29,119$534K0.42%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,979$531K<0.01%-3,83613F-HRTimelineGroup
AMERIFLEX GROUP, INC.27,213$526K0.24%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC28,632$525K0.32%13F-HRTimeline
Parallel Advisors, LLC28,537$523K0.01%+27,53713F-HRTimeline
Aptus Capital Advisors, LLC27,921$518K0.01%+49013F-HRTimeline
Compound Planning, Inc.27,830$510K0.03%-44713F-HRTimeline
Prospera Financial Services Inc27,025$496K0.01%+12,28913F-HRTimeline
Creative Planningin group Creative Planning26,810$492K<0.01%+12,95313F-HRTimelineGroup
Future Financial Wealth Managment LLC25,707$471K0.34%+8413F-HRTimeline
First Heartland Consultants, Inc.24,993$458K0.05%+13,32313F-HRTimeline
Sage Capital Advisors,llc24,947$458K0.12%-3,80013F-HRTimeline
HBW ADVISORY SERVICES LLC24,155$443K0.05%+3,67013F-HRTimeline
Kovack Advisors, Inc.23,370$429K0.04%+5,15013F-HRTimeline
Essential Planning, LLC.21,970$427K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC22,587$414K0.06%+8213F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$414K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Koshinski Asset Management, Inc.22,507$413K0.04%-3,96813F-HRTimeline
Cornerstone Wealth Management, LLC21,643$397K0.03%+1,68713F-HRTimeline
D.A. DAVIDSON & CO.20,901$383K<0.01%-6,11613F-HRTimeline
Mathes Company, Inc.20,566$377K0.14%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,304$376K0.03%-257,79713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,805$373K0.03%+3,50913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,182$370K0.01%+2,22613F-HRTimelineGroup
Maridea Wealth Management LLC20,012$367K0.12%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,018$349K0.04%-12213F-HRTimeline
Capital CS Group, LLC18,734$344K0.46%+71613F-HRTimeline
EP Wealth Advisors, LLC18,652$342K<0.01%-2,58213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS18,600$341K0.15%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,511$339K0.07%013F-HRTimeline
NWF Advisory Services Inc.18,275$339K0.05%+2,11813F-HRTimeline
CFO4Life Group, LLC18,332$336K0.06%+7,47213F-HRTimeline
Clear Creek Financial Management, LLC18,226$334K0.04%new13F-HRTimeline
Beverly Hills Private Wealth, LLC17,990$330K0.07%+7013F-HRTimeline
Patriot Financial Group Insurance Agenc…17,722$325K0.04%-1,95313F-HRTimeline
Chicago Partners Investment Group LLC17,176$323K0.01%-2,45013F-HRTimeline
MWA Asset Management17,550$322K0.21%+1,08513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,273$317K<0.01%+47513F-HRTimelineGroup
Global Retirement Partners, LLC17,067$313K0.01%-1,10513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,819$308K0.21%-30713F-HRTimeline
Buska Wealth Management, LLC16,804$308K0.1%+6,29013F-HRTimeline
Quantum Private Wealth, LLC16,140$296K0.09%+1413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,082$295K0.01%-6,50213F-HRTimelineGroup
United Advisor Group, LLC15,577$286K0.06%-35713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,073$283K<0.01%-8013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…15,409$283K0.12%-7,35313F-HRTimelineGroup
OneDigital Investment Advisors LLC15,197$279K<0.01%-56613F-HRTimeline
Mezzasalma Advisors, LLC15,100$277K0.09%new13F-HRTimeline
Verition Fund Management LLC15,000$275K<0.01%new13F-HRTimeline
Disciplined Investments, LLC15,000$275K0.14%+5,00013F-HRTimeline

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