Skip to content
Disclosery

PDI PIMCO DYNAMIC INCOME FD

Follow

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
MORGAN STANLEYin group MORGAN STANLEY12,561,807$238M0.02%-530,27913F-HRTimelineGroup
LPL Financial LLC4,178,529$79.3M0.03%+676,14713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,068,594$58.2M<0.01%+165,38913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,719,220$32.6M0.01%+283,25713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,479,459$28.1M0.6%+51,08813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,455,105$27.6M0.04%-124,78913F-HRTimeline
PFG Investments, LLC1,382,522$26.2M1.54%+68,32213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,293,192$24.5M0.04%+110,17913F-HR/ATimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,286,712$24.4M0.04%+54,45913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,281,912$24.3M<0.01%+51,31913F-HR/ATimelineGroup
Cetera Investment Advisers1,236,188$23.5M0.04%+44,71413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,181,086$22.4M0.01%-5,72113F-HRTimelineGroup
TD Waterhouse Canada Inc.1,175,418$22.4M0.16%+75,84313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN988,088$18.7M<0.01%-59,81213F-HRTimelineGroup
Cambridge Investment Research Advisors,…982,091$18.6M0.06%+136,62513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC803,505$15.2M0.42%-354,91913F-HRTimeline
Private Advisor Group, LLC791,728$15M0.08%+84,79713F-HRTimeline
SOL Capital Management CO759,321$14.4M1.4%-15,76013F-HRTimeline
Cornerstone Advisory, LLC680,209$12.9M1.39%+4,25313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC633,263$12M0.1%+61,93913F-HRTimelineGroup
Mission Hills Financial Advisory, LLC534,435$10.1M6.29%+83,00913F-HRTimeline
Summit Financial, LLC435,437$8.36M0.19%+29,59513F-HRTimeline
ALLIANCEBERNSTEIN L.P.437,011$8.29M<0.01%-4,90913F-HRTimeline
Cyndeo Wealth Partners, LLC430,842$8.17M0.48%+58,76113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …399,155$7.57M0.17%+36,31013F-HRTimelineGroup
Wagner Wealth Management, LLC396,163$7.52M1.71%+29,42413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV352,405$6.69M0.02%+295,21113F-HRTimeline
Beta Wealth Group, Inc.346,914$6.58M2.41%+58,83213F-HRTimeline
Janney Montgomery Scott LLC343,707$6.52M0.02%+15,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC342,615$6.5M<0.01%+8,38713F-HRTimelineGroup
LifeWealth Investments, LLC321,692$6.1M2.22%+54,72013F-HR/ATimeline
HighTower Advisors, LLC318,942$6.05M0.01%+30,56713F-HRTimeline
AlphaStar Capital Management, LLC240,239$4.56M0.32%+47,44213F-HRTimeline
Bensler, LLC232,340$4.41M0.49%+27,23113F-HRTimeline
Orion Porfolio Solutions, LLC225,065$4.27M0.04%+11,69713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management222,907$4.23M0.06%+9,53113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC209,375$3.97M0.07%-3,80113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.198,734$3.77M0.01%+6,82513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY193,036$3.7M3.25%+1,10913F-HRTimeline
Morse Asset Management, Inc186,143$3.53M0.77%+45,03713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/183,471$3.48M<0.01%+11,82913F-HRTimelineGroup
Capital Investment Advisory Services, L…181,346$3.44M0.28%+12,38813F-HRTimeline
RFG Advisory, LLC176,579$3.35M0.08%+25,32413F-HRTimeline
NewEdge Advisors, LLC172,573$3.27M0.02%+77,58613F-HRTimeline
QUARRY HILL ADVISORS, LLC170,657$3.24M1.88%+6,08613F-HRTimeline
B. Riley Wealth Advisors, Inc.166,195$3.15M0.15%+35,69013F-HRTimeline
GILL CAPITAL PARTNERS, LLC165,193$3.13M1.01%+54213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding163,033$3.09M+16,053Timeline
PFG Advisors159,182$3.02M0.14%-25,76613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP155,746$2.95M<0.01%+23,65513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…151,432$2.87M0.4%-14,69813F-HRTimeline
Catawba River Capital149,698$2.84M1.44%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC148,007$2.81M0.08%+99313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding147,137$2.79M+56,083Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…144,454$2.74M0.01%+8,61813F-HR/ATimelineGroup
MEANS INVESTMENT CO., INC.143,601$2.72M0.26%+38213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,073$2.62M0.01%+59,68513F-HR/ATimelineGroup
DRIVE WEALTH MANAGEMENT, LLC136,010$2.61M0.57%+13,14913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,891$2.56M<0.01%-14,54213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.134,833$2.56M0.02%+25,63613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.129,718$2.46M0.01%-110,12813F-HRTimeline
Smith Asset Management Co., LLC127,215$2.41M2.08%+22,79213F-HRTimeline
Anchor Capital Management Group Inc124,300$2.36M1.1%013F-HRTimeline
Ausdal Financial Partners, Inc.123,848$2.35M0.16%+97613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…119,647$2.27M0.06%+83,12013F-HRTimelineGroup
IFG Advisory, LLC119,069$2.26M0.11%+103,97313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC117,557$2.26M0.07%-2,23313F-HRTimeline
MorganRosel Wealth Management, LLC118,249$2.24M0.61%-4,76013F-HRTimeline
Flagship Private Wealth, LLC117,453$2.23M0.95%+10,73113F-HR/ATimeline
Wealthstar Advisors, LLC113,008$2.14M0.81%-6213F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC111,311$2.11M1.84%+87,89013F-HR/ATimeline
ALEXANDER LABRUNERIE & CO., INC.103,587$1.97M0.81%-1,16813F-HRTimeline
Duncan Williams Asset Management, LLC99,901$1.9M0.6%+1,74613F-HR/ATimeline
COMERICA BANK97,704$1.85M0.01%+14613F-HRTimeline
World Investment Advisors97,249$1.84M0.04%-202,76713F-HRTimeline
Venture Visionary Partners LLC97,195$1.84M0.07%+2,58413F-HRTimeline
CWM, LLCin group CWM, LLC95,116$1.8M0.01%+84,93413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS94,723$1.8M<0.01%-31,14713F-HRTimeline
Marks Group Wealth Management, Inc89,984$1.71M0.16%013F-HRTimeline
Williams Jones Wealth Management, LLC.86,628$1.64M0.02%-99613F-HRTimeline
MML INVESTORS SERVICES, LLC86,576$1.64M<0.01%+1,83113F-HRTimeline
Focus Financial Network, Inc.85,586$1.64M0.06%+9,01613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC85,863$1.63M0.02%-51513F-HRTimeline
Elm3 Financial Group, LLC84,325$1.6M1.33%+7,94413F-HRTimeline
NCP Inc.84,214$1.6M1.51%+7,44413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,652$1.59M<0.01%+62,40113F-HRTimelineGroup
Sovran Advisors, LLC81,806$1.57M0.16%+25,94213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …80,639$1.53M0.02%+19,07113F-HRTimelineGroup
Atria Wealth Solutions, Inc.78,400$1.5M0.03%-1,438,80413F-HRTimeline
CIBC WORLD MARKET INC.78,133$1.48M<0.01%-1,25013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…77,564$1.47M<0.01%+42,50013F-HRTimelineGroup
Merit Financial Group, LLC77,369$1.47M0.02%+5,01913F-HRTimeline
WEDBUSH SECURITIES INC76,551$1.45M0.05%+4,72613F-HRTimeline
Western Wealth Management, LLC72,888$1.38M0.08%-1,37013F-HRTimeline
Cresset Asset Management, LLC69,886$1.34M0.01%-17813F-HR/ATimeline
Americana Partners, LLC70,375$1.34M0.05%+9,90013F-HRTimeline
MRA Advisory Group70,358$1.33M0.63%+5,15313F-HRTimeline
PRIVATE TRUST CO NA70,320$1.33M0.13%-1,53413F-HRTimeline
Parisi Gray Wealth Management69,000$1.31M0.38%013F-HRTimeline
MAI Capital Management66,617$1.26M0.01%+3,13013F-HRTimeline
Farther Finance Advisors, LLC66,517$1.26M0.03%+58,44613F-HRTimeline
SCOTIA CAPITAL INC.66,027$1.25M0.01%+1,86713F-HRTimeline
Triumph Capital Management62,799$1.19M0.36%+13,47613F-HR/ATimeline
Sanctuary Advisors, LLC60,551$1.15M0.01%+1,46713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,564$1.05M<0.01%+11,39713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC55,140$1.05M<0.01%013F-HRTimelineGroup
HF Advisory Group, LLC54,605$1.04M0.41%+1,03813F-HRTimeline
Outlook Wealth Advisors, LLC54,255$1.03M0.26%+34113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\54,213$1.03M<0.01%+1,22013F-HRTimelineGroup
Tradition Wealth Management, LLC52,498$996K0.08%-17013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC52,134$989K0.09%+5,30013F-HRTimeline
CHOREO, LLC50,001$960K0.01%013F-HRTimeline
CoreCap Advisors, LLC49,863$946K0.04%-4,54813F-HRTimeline
Samalin Investment Counsel, LLC48,417$918K0.35%+2,08013F-HRTimeline
MAS Advisors LLC48,301$916K1.5%+4,39113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC47,747$906K0.01%-74613F-HR/ATimelineGroup
Goldstone Financial Group, LLC46,345$886K0.12%+62013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS45,965$872K0.03%013F-HRTimelineGroup
HUB Investment Partners, LLC45,882$870K0.03%+2,29713F-HRTimeline
Garden State Investment Advisory Servic…45,840$870K0.24%013F-HRTimeline
Mariner, LLCin group Mariner, LLC44,983$853K<0.01%+25,99413F-HRTimelineGroup
M Holdings Securities, Inc.44,517$844K0.14%-3,89413F-HRTimeline
LaSalle St. Investment Advisors, LLC44,457$843K0.23%+10613F-HRTimeline
Kovack Advisors, Inc.43,072$817K0.08%+11,19313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,182$809K<0.01%-100,39913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,382$784K<0.01%+12,68613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,610$751K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,421$748K<0.01%-177,81613F-HRTimelineGroup
&PARTNERS38,430$729K0.01%new13F-HRTimeline
NewEdge Wealth, LLC37,658$727K0.01%+1,23313F-HRTimeline
Beacon Financial Advisory LLC38,277$726K0.19%+75313F-HRTimeline
Prospera Financial Services Inc38,042$722K0.01%+3,38913F-HRTimeline
E&G Advisors, LLC37,801$717K0.19%-81813F-HRTimeline
NFSG Corp37,618$714K0.12%new13F-HRTimeline
Consolidated Portfolio Review Corp37,364$709K0.1%-68,58713F-HRTimeline
Lewis Asset Management, LLC36,700$696K0.33%+25,37713F-HRTimeline
Key Client Fiduciary Advisors, LLC36,537$693K0.28%+4,14513F-HRTimeline
Verity Asset Management, Inc.35,735$678K0.32%-14,48213F-HRTimeline
First Heartland Consultants, Inc.35,732$678K0.06%+6,40413F-HRTimeline
CURA WEALTH ADVISORS, LLC35,406$672K0.31%+5,45613F-HRTimeline
Kaizen Financial Strategies34,477$654K0.33%+2,13013F-HRTimeline
EP Wealth Advisors, LLC33,474$635K<0.01%+7,69713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …32,935$628K0.04%+2,37813F-HRTimelineGroup
Future Financial Wealth Managment LLC32,470$616K0.42%+1,16313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth31,769$603K0.01%new13F-HRTimelineGroup
Certified Advisory Corp30,783$584K0.06%+95713F-HRTimeline
Sigma Planning Corp30,524$579K0.02%-3,02613F-HRTimeline
Creative Planningin group Creative Planning29,879$567K<0.01%-39713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,976$550K0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC28,870$548K0.01%-6,64313F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,700$544K0.04%+4,14313F-HRTimeline
Parallel Advisors, LLC28,631$543K0.01%-41613F-HRTimeline
Thomasville National Bank28,600$543K0.04%-8,92613F-HRTimeline
AMERIFLEX GROUP, INC.28,613$539K0.28%013F-HRTimeline
Aptus Capital Advisors, LLC27,994$531K0.01%+3713F-HRTimeline
Compound Planning, Inc.27,679$525K0.02%-25813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,648$524K0.05%+8,63013F-HRTimeline
Owen LaRue, LLC27,572$523K0.22%-33,92813F-HRTimeline
Ramiah Investment Group27,524$522K0.56%+43213F-HRTimeline
Steward Partners Investment Advisory, L…27,199$516K<0.01%-26,95113F-HRTimeline
WCG Wealth Advisors LLC26,396$501K0.03%+9,96813F-HRTimeline
Cornerstone Wealth Management, LLC25,829$490K0.03%-1,54513F-HRTimeline
NOVEM GROUP25,540$484K0.06%+2413F-HRTimeline
Summit Financial Wealth Advisors, LLC25,417$482K0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,970$474K0.01%-83713F-HRTimelineGroup
AlphaCore Capital LLC24,602$472K0.02%-2,49713F-HRTimeline
Buska Wealth Management, LLC24,795$470K0.13%+1,49013F-HRTimeline
HBW ADVISORY SERVICES LLC24,467$464K0.06%+72013F-HRTimeline
WORLD EQUITY GROUP, INC.24,041$456K0.12%+7,52513F-HRTimeline
Summit X, LLC23,980$455K0.08%-36,24413F-HRTimeline
Sage Capital Advisors,llc23,808$452K0.11%+51013F-HRTimeline
Maridea Wealth Management LLC23,596$448K0.12%+1,00013F-HRTimeline
Mach-1 Financial Group, LLC23,159$439K0.13%new13F-HRTimeline
D.A. DAVIDSON & CO.22,932$435K<0.01%-1,23013F-HRTimeline
Aviance Capital Partners, LLC22,930$435K0.06%+17513F-HRTimeline
Koshinski Asset Management, Inc.22,867$434K0.03%-15513F-HRTimeline
Jackson Hole Capital Partners, LLC22,632$429K0.08%+9,60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,604$429K<0.01%new13F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.22,572$428K0.01%013F-HRTimeline
Arcus Capital Partners, LLC22,396$425K0.18%-4,46313F-HRTimeline
Clear Creek Financial Management, LLC22,231$422K0.04%+3,50513F-HRTimeline
Integrated Wealth Concepts LLC20,804$395K<0.01%-6,62813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,733$393K0.01%+7,37913F-HRTimelineGroup
Accredited Investors Inc.20,719$393K0.02%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding20,504$389K+10,614Timeline
BlackRock, Inc.in group BlackRock, Inc.20,469$388K<0.01%+3,49213F-HRTimelineGroup
Capital CS Group, LLC20,176$383K0.63%+78813F-HRTimeline
WealthTrust Axiom LLC19,683$373K0.11%+1,68313F-HRTimeline
CFO4Life Group, LLC19,632$372K0.06%+1,30013F-HRTimeline
GWN SECURITIES INC.19,468$369K0.07%new13F-HRTimeline
AE Wealth Management LLC19,296$366K<0.01%-33,64513F-HRTimeline
Belpointe Asset Management LLC18,926$359K0.01%+4,75013F-HRTimeline
Baker Avenue Asset Management, LP18,666$354K0.01%-11,93413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,450$353K0.02%-27313F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS18,600$353K0.15%013F-HRTimeline
Global Retirement Partners, LLC18,556$352K0.01%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,511$351K0.06%013F-HRTimeline
Mathes Company, Inc.18,474$350K0.13%-2,09213F-HRTimeline
DAVENPORT & Co LLC18,361$348K<0.01%+4,61313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,125$344K<0.01%013F-HRTimelineGroup

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