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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
MORGAN STANLEYin group MORGAN STANLEY13,092,086$259M0.02%+900,14313F-HRTimelineGroup
LPL Financial LLC3,502,382$69.3M0.03%+601,53513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,903,205$57.5M0.01%+67,53513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,579,894$31.3M0.04%+607,30113F-HRTimeline
Atria Wealth Solutions, Inc.1,517,204$30.1M0.36%-279,62513F-HRTimeline
UBS Group AGin group UBS Group AG1,435,963$28.4M0.01%-12,59113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,428,371$28.3M0.88%+1,324,10913F-HRTimeline
PFG Investments, LLC1,314,200$26M1.67%+178,09313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,232,253$24.4M0.05%-81,32013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,230,593$24.4M0.01%+228,58013F-HR/ATimelineGroup
Cetera Investment Advisers1,191,474$23.6M0.05%+134,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,186,807$23.5M0.01%+99,13413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,183,013$23.4M0.05%+133,90413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,158,424$22.9M0.79%+502,74313F-HRTimeline
TD Waterhouse Canada Inc.1,099,575$21.6M0.18%+104,28713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,047,900$20.7M0.01%+205,42513F-HRTimelineGroup
Cambridge Investment Research Advisors,…845,466$16.7M0.06%-19,91113F-HRTimeline
SOL Capital Management CO775,081$15.3M1.69%-32,10813F-HRTimeline
Private Advisor Group, LLC706,931$14M0.08%+79,60013F-HRTimeline
Cornerstone Advisory, LLC675,956$12.7M1.48%+97,34513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC571,324$11.3M0.11%+8,73413F-HRTimelineGroup
IEQ CAPITAL, LLC528,359$10.5M0.08%+517,50013F-HRTimeline
Mission Hills Financial Advisory, LLC451,426$8.94M6.2%+105,81913F-HRTimeline
ALLIANCEBERNSTEIN L.P.441,920$8.75M<0.01%-40,00013F-HRTimeline
Summit Financial, LLC405,842$8.04M0.23%+5,21913F-HRTimeline
Cyndeo Wealth Partners, LLC372,081$7.37M0.48%+117,42313F-HRTimeline
Wagner Wealth Management, LLC366,739$7.26M1.81%-209,39513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …362,845$7.18M0.19%+24,51113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC334,228$6.62M<0.01%+92,56913F-HRTimelineGroup
Janney Montgomery Scott LLC328,058$6.5M0.02%-2,30413F-HRTimeline
World Investment Advisors300,016$5.94M0.15%new13F-HRTimeline
HighTower Advisors, LLC288,375$5.71M0.01%+9,69713F-HRTimeline
Beta Wealth Group, Inc.288,082$5.7M2.05%+80,74813F-HRTimeline
LifeWealth Investments, LLC266,972$5.29M2.54%+100,76413F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.239,846$4.75M0.03%+46,94713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…217,237$4.3M<0.01%+153,20913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management213,376$4.22M0.06%+203,21913F-HRTimelineGroup
Orion Porfolio Solutions, LLC213,368$4.22M0.04%+9,79613F-HRTimeline
Orion Portfolio Solutions, LLC213,368$4.22M0.04%+9,79613F-HR/ATimeline
Bensler, LLC205,109$4.06M0.51%+35,42813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC213,176$3.91M0.09%013F-HRTimelineGroup
AlphaStar Capital Management, LLC192,797$3.82M0.38%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY191,927$3.8M3.87%+4,99213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.191,909$3.8M0.01%-23,50413F-HRTimelineGroup
PFG Advisors184,948$3.66M0.2%+55,94713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/171,642$3.4M<0.01%+9,13813F-HRTimelineGroup
Capital Investment Advisory Services, L…168,958$3.35M0.3%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…166,130$3.28M0.5%+6,81413F-HRTimeline
GILL CAPITAL PARTNERS, LLC164,651$3.26M1.13%+6,10813F-HRTimeline
QUARRY HILL ADVISORS, LLC164,571$3.26M2.12%+5,52213F-HRTimeline
RFG Advisory, LLC151,255$2.99M0.08%+19,70613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…148,433$2.94M0.01%-13,32813F-HRTimeline
U.S. Capital Wealth Advisors, LLC147,014$2.91M0.09%+4,00313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding146,980$2.91M+25,654Timeline
MEANS INVESTMENT CO., INC.143,219$2.84M0.3%-72,63713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC142,581$2.83M0.02%+98,87913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC142,302$2.82M0.03%new13F-HRTimeline
Morse Asset Management, Inc141,106$2.79M0.71%+11,19413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,836$2.69M0.01%-6,54013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…132,098$2.62M0.43%+12,07113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP132,091$2.62M<0.01%+4,21313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.130,505$2.58M0.08%+8,44613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS125,870$2.49M0.01%-60,09413F-HRTimeline
Anchor Capital Management Group Inc124,300$2.46M1.13%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC122,861$2.46M0.58%+22,48013F-HRTimeline
MorganRosel Wealth Management, LLC123,009$2.44M0.74%+27,16613F-HRTimeline
Ausdal Financial Partners, Inc.122,872$2.43M0.18%+24,64113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC119,790$2.4M0.08%-2,02013F-HRTimeline
Noble Wealth Management PBC115,130$2.28M1.56%-72,87513F-HRTimeline
Wealthstar Advisors, LLC113,070$2.24M1.02%-22313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,197$2.16M0.02%+29,31413F-HRTimelineGroup
Flagship Private Wealth, LLC106,722$2.11M1.01%+16,75713F-HRTimeline
Consolidated Portfolio Review Corp105,951$2.1M0.34%+45,35713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.104,755$2.07M0.9%+11,52313F-HRTimeline
Smith Asset Management Co., LLC104,423$2.07M1.95%+14,54513F-HRTimeline
Duncan Williams Asset Management, LLC98,155$1.94M0.7%+3,75913F-HRTimeline
COMERICA BANK97,558$1.93M0.01%+22,21013F-HRTimeline
NewEdge Advisors, LLC94,987$1.88M0.01%+31213F-HRTimeline
Venture Visionary Partners LLC94,611$1.87M0.08%+2,53713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding91,054$1.8M-8,039Timeline
Marks Group Wealth Management, Inc89,984$1.78M0.17%013F-HRTimeline
Williams Jones Wealth Management, LLC.87,624$1.73M0.02%-18413F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC86,378$1.71M0.02%-45813F-HRTimeline
MML INVESTORS SERVICES, LLC84,745$1.68M0.01%+1,10213F-HRTimeline
CIBC WORLD MARKET INC.79,383$1.57M<0.01%-63613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…78,388$1.55M<0.01%-60,59513F-HR/ATimelineGroup
Focus Financial Network, Inc.76,570$1.53M0.06%+3,66213F-HRTimeline
NCP Inc.76,770$1.52M2.05%+11,52913F-HRTimeline
Elm3 Financial Group, LLC76,381$1.51M1.33%-3,64413F-HRTimeline
Western Wealth Management, LLC74,258$1.47M0.1%+2,04213F-HRTimeline
Merit Financial Group, LLC72,350$1.43M0.02%-7813F-HRTimeline
PRIVATE TRUST CO NA71,854$1.42M0.15%+2,45113F-HRTimeline
WEDBUSH SECURITIES INC71,825$1.42M0.05%-3,95213F-HRTimeline
Cresset Asset Management, LLC70,064$1.4M0.01%-6,70213F-HRTimeline
Parisi Gray Wealth Management69,000$1.37M0.45%013F-HRTimeline
MRA Advisory Group65,205$1.29M0.69%+7,97713F-HRTimeline
SCOTIA CAPITAL INC.64,160$1.27M0.01%-1,49313F-HRTimeline
MAI Capital Management63,487$1.26M0.01%+3,13713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,568$1.22M0.02%+12,82013F-HRTimelineGroup
Owen LaRue, LLC61,500$1.22M0.61%new13F-HRTimeline
Americana Partners, LLC60,475$1.2M0.05%+6,20013F-HRTimeline
Summit X, LLC60,224$1.19M0.25%+17,90413F-HRTimeline
Sanctuary Advisors, LLC59,084$1.17M0.01%+2,62213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,194$1.13M<0.01%+19,76913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC55,140$1.09M<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC54,411$1.08M0.05%-8,13913F-HRTimeline
Steward Partners Investment Advisory, L…54,150$1.07M0.01%+1,47013F-HRTimeline
Outlook Wealth Advisors, LLC53,914$1.07M0.3%+17,93513F-HRTimeline
HF Advisory Group, LLC53,567$1.06M0.46%+50113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52,993$1.05M<0.01%+49,31113F-HRTimelineGroup
AE Wealth Management LLC52,941$1.05M0.01%-160,01813F-HRTimeline
Tradition Wealth Management, LLC52,668$1.04M0.09%+1,03913F-HRTimeline
CHOREO, LLC50,001$1M0.02%new13F-HRTimeline
Sovran Advisors, LLC55,864$998K0.13%-136,89613F-HRTimeline
Verity Asset Management, Inc.50,217$994K0.4%new13F-HRTimeline
Triumph Capital Management49,323$977K0.33%+4,97213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC48,493$960K0.01%new13F-HR/ATimelineGroup
M Holdings Securities, Inc.48,411$959K0.16%-35013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC46,834$927K0.09%013F-HRTimeline
Samalin Investment Counsel, LLC46,337$917K0.37%+3,20113F-HRTimeline
IFP Advisors, Inc46,144$914K0.03%-136,86613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS45,965$910K0.04%-1,08113F-HRTimelineGroup
Garden State Investment Advisory Servic…45,840$908K0.29%013F-HRTimeline
Goldstone Financial Group, LLC45,725$905K0.14%-14,02213F-HRTimeline
LaSalle St. Investment Advisors, LLC44,351$878K0.21%+33,18713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,167$874K<0.01%+1,43313F-HRTimelineGroup
MAS Advisors LLC43,910$869K1.34%-6,94313F-HRTimeline
HUB Investment Partners, LLC43,585$863K0.03%-5,19713F-HRTimeline
E&G Advisors, LLC38,619$765K0.22%-57313F-HRTimeline
Thomasville National Bank37,526$743K0.05%013F-HRTimeline
Beacon Financial Advisory LLC37,524$743K0.23%+3,39613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,527$723K0.02%013F-HRTimelineGroup
NewEdge Wealth, LLC36,425$721K0.01%-30313F-HRTimeline
Valeo Financial Advisors, LLC35,513$703K0.02%+4,01413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35,064$694K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc34,653$686K0.02%+7,62813F-HRTimeline
Sigma Planning Corp33,550$664K0.02%+4,16913F-HRTimeline
Key Client Fiduciary Advisors, LLC32,392$641K0.3%+64013F-HRTimeline
Kaizen Financial Strategies32,347$640K0.37%+8013F-HRTimeline
Kovack Advisors, Inc.31,879$631K0.07%+8,50913F-HRTimeline
Future Financial Wealth Managment LLC31,307$620K0.45%+5,60013F-HRTimeline
TOWNSQUARE CAPITAL LLC31,075$615K0.01%+1,49813F-HRTimeline
Baker Avenue Asset Management, LP30,600$606K0.02%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC30,304$600K0.33%+1,67213F-HRTimeline
Creative Planningin group Creative Planning30,276$599K<0.01%+3,46613F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC29,950$593K0.24%+5513F-HRTimeline
Certified Advisory Corp29,826$591K0.07%+59313F-HRTimeline
First Heartland Consultants, Inc.29,328$581K0.06%+4,33513F-HRTimeline
Merkkuri Wealth Advisors LLC29,119$577K0.49%013F-HRTimeline
Parallel Advisors, LLC29,047$575K0.01%+51013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,696$568K<0.01%-28313F-HRTimelineGroup
AMERIFLEX GROUP, INC.28,613$567K0.23%+1,40013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …30,557$563K0.04%+10,75213F-HRTimelineGroup
Aptus Capital Advisors, LLC27,957$554K0.01%+3613F-HRTimeline
Compound Planning, Inc.27,937$553K0.03%+10713F-HRTimeline
Integrated Wealth Concepts LLC27,432$543K0.01%+14,16613F-HRTimeline
AlphaCore Capital LLC27,099$542K0.05%new13F-HRTimeline
Cornerstone Wealth Management, LLC27,374$542K0.04%+5,73113F-HRTimeline
Ramiah Investment Group27,092$536K0.51%-9,49113F-HRTimeline
Arcus Capital Partners, LLC26,859$532K0.21%-28,55713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,807$511K0.01%-30,95713F-HRTimelineGroup
EP Wealth Advisors, LLC25,777$510K<0.01%+7,12513F-HRTimeline
NOVEM GROUP25,516$505K0.07%-45,42813F-HRTimeline
Geneos Wealth Management Inc.24,852$492K0.01%+12,02113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,557$486K0.04%+4,25313F-HRTimeline
D.A. DAVIDSON & CO.24,162$478K<0.01%+3,26113F-HRTimeline
HBW ADVISORY SERVICES LLC23,747$470K0.07%-40813F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC23,421$464K0.42%13F-HRTimeline
Buska Wealth Management, LLC23,305$461K0.14%+6,50113F-HRTimeline
Sage Capital Advisors,llc23,298$461K0.12%-1,64913F-HRTimeline
Koshinski Asset Management, Inc.23,022$456K0.04%+51513F-HRTimeline
Aviance Capital Partners, LLC22,755$451K0.06%+16813F-HRTimeline
Yukon Wealth Management, Inc.22,676$449K0.19%13F-HRTimeline
Maridea Wealth Management LLC22,596$447K0.15%+2,58413F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$447K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,251$421K<0.01%-49,40113F-HR/ATimelineGroup
Mathes Company, Inc.20,566$407K0.17%013F-HRTimeline
PLANNING DIRECTIONS INC20,369$403K0.17%new13F-HRTimeline
Investmark Advisory Group LLC20,368$403K0.2%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC19,626$389K0.06%+7,34813F-HRTimeline
Capital CS Group, LLC19,388$384K0.65%+65413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,018$377K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,989$376K<0.01%+5,73213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management18,941$375K0.01%+2,85913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,382$375K0.02%+20013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.18,723$373K0.02%+7,70913F-HR/ATimelineGroup
Clear Creek Financial Management, LLC18,726$371K0.04%+50013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS18,600$368K0.17%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,511$367K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,510$366K0.01%new13F-HRTimeline
DOVER ADVISORS, LLC18,190$364K0.16%+5,89013F-HRTimeline
CFO4Life Group, LLC18,332$363K0.06%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,125$359K<0.01%new13F-HRTimelineGroup
Beverly Hills Private Wealth, LLC18,099$358K0.07%+10913F-HRTimeline
WealthTrust Axiom LLC18,000$356K0.11%+5,36413F-HRTimeline
MWA Asset Management17,300$343K0.24%-25013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,063$338K<0.01%-21013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,977$336K<0.01%+13,97713F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.16,819$333K0.22%013F-HRTimeline
GHE, LLC16,750$332K0.15%+6,25013F-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