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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
MORGAN STANLEYin group MORGAN STANLEY13,332,975$264M0.02%+771,16813F-HR/ATimelineGroup
LPL Financial LLC4,923,137$97.5M0.03%+744,60813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,063,618$60.7M<0.01%-4,97613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,758,095$34.8M0.01%+38,87513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,568,964$31.1M0.59%+89,50513F-HRTimeline
Cetera Investment Advisers1,522,573$30.1M0.04%+286,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,415,462$28M<0.01%+133,55013F-HRTimelineGroup
PFG Investments, LLC1,415,105$28M1.45%+32,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,341,141$26.6M0.01%+160,05513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,293,374$25.5M0.04%+18213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,279,858$25.3M0.03%-175,24713F-HRTimeline
TD Waterhouse Canada Inc.1,269,611$25.3M0.16%+94,19313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,102,034$21.8M0.04%-184,67813F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,091,765$21.6M0.06%+109,67413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,052,664$20.8M<0.01%+64,57613F-HRTimelineGroup
Private Advisor Group, LLC843,662$16.7M0.08%+51,93413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC832,440$16.5M0.4%+28,93513F-HRTimeline
SOL Capital Management CO751,746$14.9M1.33%-7,57513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC718,456$14.2M0.11%+85,19313F-HRTimelineGroup
Mission Hills Financial Advisory, LLC636,612$12.6M6.7%+102,17713F-HRTimeline
Cornerstone Advisory, LLC629,626$12.5M1.22%-50,58313F-HRTimeline
Summit Financial, LLC429,681$8.51M0.13%-5,75613F-HRTimeline
Cyndeo Wealth Partners, LLC425,682$8.43M0.47%-5,16013F-HRTimeline
ALLIANCEBERNSTEIN L.P.416,156$8.24M<0.01%-20,85513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …415,808$8.23M0.17%+16,65313F-HRTimelineGroup
Janney Montgomery Scott LLC410,879$8.13M0.02%+67,17213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV400,726$7.93M0.01%+48,32113F-HRTimeline
NewEdge Advisors, LLC384,084$7.6M0.03%+211,51113F-HRTimeline
Wagner Wealth Management, LLC383,548$7.59M1.76%-12,61513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC360,070$7.13M<0.01%+17,45513F-HRTimelineGroup
Beta Wealth Group, Inc.326,614$6.47M2.55%-20,30013F-HRTimeline
LifeWealth Investments, LLC324,214$6.42M2.11%+2,52213F-HR/ATimeline
HighTower Advisors, LLC322,774$6.39M0.01%+3,83213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding280,571$5.56M+117,538Timeline
Bensler, LLC271,295$5.37M0.56%+38,95513F-HRTimeline
Orion Porfolio Solutions, LLC252,198$4.99M0.04%+27,13313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC244,052$4.83M0.08%+34,67713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.199,088$3.94M0.01%+35413F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY193,716$3.88M2.9%+68013F-HRTimeline
Morse Asset Management, Inc193,022$3.82M0.76%+6,87913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/188,520$3.73M<0.01%+5,04913F-HRTimelineGroup
Noble Wealth Management PBC186,747$3.7M1.97%13F-HRTimeline
Capital Investment Advisory Services, L…183,441$3.63M0.29%+2,09513F-HRTimeline
RFG Advisory, LLC177,901$3.52M0.07%+1,32213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management177,360$3.51M0.04%-45,54713F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC176,883$3.5M1.8%+6,22613F-HRTimeline
Catawba River Capital174,050$3.45M1.56%+24,35213F-HRTimeline
U.S. Capital Wealth Advisors, LLC164,034$3.25M0.09%+16,02713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.159,460$3.16M0.02%+24,62713F-HRTimelineGroup
MorganRosel Wealth Management, LLC153,888$3.05M0.79%+35,63913F-HRTimeline
Tennessee Valley Asset Management Partn…153,112$3.03M0.41%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP151,493$3M<0.01%-4,25313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…150,033$2.97M0.35%-1,39913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,375$2.9M0.01%+1,92113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding145,691$2.88M-1,446Timeline
ALLIUM FINANCIAL ADVISORS, LLC144,963$2.87M2.38%+33,65213F-HRTimeline
GILL CAPITAL PARTNERS, LLC143,955$2.85M0.87%-21,23813F-HRTimeline
Smith Asset Management Co., LLC138,217$2.74M2.33%+11,00213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,930$2.69M<0.01%+1,03913F-HRTimeline
Flagship Private Wealth, LLC132,616$2.63M1.06%+15,16313F-HRTimeline
MEANS INVESTMENT CO., INC.129,592$2.57M0.22%-14,00913F-HRTimeline
AlphaStar Capital Management, LLC129,165$2.56M0.22%-111,07413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127,703$2.53M<0.01%+50,13913F-HRTimelineGroup
Anchor Capital Management Group Inc124,300$2.46M1.25%013F-HRTimeline
Mariner, LLCin group Mariner, LLC121,560$2.41M<0.01%+76,57713F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.119,153$2.36M0.87%+15,56613F-HRTimeline
Ausdal Financial Partners, Inc.118,959$2.36M0.11%-4,88913F-HRTimeline
Wealthstar Advisors, LLC113,066$2.24M0.88%+5813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…110,719$2.19M0.06%-8,92813F-HRTimelineGroup
IFG Advisory, LLC108,624$2.15M0.1%-10,44513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC104,039$2.08M0.05%-13,51813F-HRTimeline
Williams Jones Wealth Management, LLC.105,128$2.08M0.02%+18,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,164$2M<0.01%+17,51213F-HRTimelineGroup
COMERICA BANK97,549$1.93M0.01%-15513F-HRTimeline
Farther Finance Advisors, LLC97,232$1.93M0.03%+30,71513F-HRTimeline
Focus Financial Network, Inc.96,080$1.92M0.07%+10,49413F-HRTimeline
CWM, LLCin group CWM, LLC95,632$1.89M0.01%+51613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …92,369$1.83M0.02%+11,73013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS91,792$1.82M<0.01%-2,93113F-HRTimeline
MML INVESTORS SERVICES, LLC91,065$1.8M<0.01%+4,48913F-HRTimeline
BENNETT SELBY INVESTMENTS LP90,659$1.8M0.59%new13F-HRTimeline
Marks Group Wealth Management, Inc89,984$1.78M0.17%013F-HRTimeline
NCP Inc.89,157$1.77M1.31%+4,94313F-HRTimeline
Elm3 Financial Group, LLC87,021$1.72M1.41%+2,69613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,388$1.65M<0.01%-54,68513F-HRTimelineGroup
Merit Financial Group, LLC77,307$1.53M0.01%-6213F-HR/ATimeline
PFG Advisors77,298$1.53M0.06%-81,88413F-HRTimeline
CIBC WORLD MARKET INC.76,052$1.51M<0.01%-2,08113F-HRTimeline
Parisi Gray Wealth Management73,543$1.46M0.38%+4,54313F-HRTimeline
MRA Advisory Group72,363$1.43M0.62%+2,00513F-HRTimeline
Cresset Asset Management, LLC69,886$1.4M0.01%013F-HR/ATimeline
Americana Partners, LLC70,375$1.39M0.04%013F-HRTimeline
PRIVATE TRUST CO NA70,320$1.39M0.12%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC69,742$1.38M0.11%new13F-HR/ATimeline
Western Wealth Management, LLC69,345$1.37M0.07%-3,54313F-HRTimeline
&PARTNERS68,237$1.35M0.01%+29,80713F-HRTimeline
MAI Capital Management67,939$1.35M0.01%+1,32213F-HRTimeline
Sovran Advisors, LLC72,905$1.33M0.12%-8,90113F-HRTimeline
WEDBUSH SECURITIES INC65,705$1.3M0.04%-10,84613F-HRTimeline
SCOTIA CAPITAL INC.65,419$1.3M0.01%-60813F-HRTimeline
Triumph Capital Management65,140$1.29M0.35%+2,34113F-HR/ATimeline
Duncan Williams Asset Management, LLC64,527$1.28M0.36%-35,37413F-HRTimeline
Soltis Investment Advisors LLC63,118$1.25M0.09%new13F-HRTimeline
Mezzasalma Advisors, LLC62,734$1.24M0.32%+46,56313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,587$1.24M<0.01%+23,16613F-HRTimelineGroup
Sanctuary Advisors, LLC61,711$1.22M0.01%+1,16013F-HR/ATimeline
MAS Advisors LLC60,456$1.2M1.89%+12,15513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,240$1.17M<0.01%+3,67613F-HRTimelineGroup
HF Advisory Group, LLC55,876$1.11M0.41%+1,27113F-HRTimeline
Outlook Wealth Advisors, LLC55,587$1.1M0.27%+1,33213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC55,140$1.09M<0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC53,957$1.07M0.08%+1,45913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC53,395$1.06M0.01%-32,46813F-HRTimeline
CoreCap Advisors, LLC52,792$1.05M0.04%+2,92913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC51,278$1.02M0.08%-85613F-HRTimeline
HUB Investment Partners, LLC50,907$1.01M0.04%+5,02513F-HRTimeline
CHOREO, LLC50,001$1M0.01%013F-HRTimeline
Samalin Investment Counsel, LLC50,469$999K0.34%+2,05213F-HRTimeline
AMERIFLEX GROUP, INC.50,230$995K0.37%+21,61713F-HRTimeline
Integrated Wealth Concepts LLC48,168$954K0.01%+27,36413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC47,747$945K0.01%013F-HR/ATimelineGroup
Goldstone Financial Group, LLC47,562$942K0.11%+1,21713F-HRTimeline
IEQ CAPITAL, LLC47,156$934K<0.01%+35,39713F-HRTimeline
Garden State Investment Advisory Servic…45,841$908K0.23%+113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,331$887K<0.01%+2,14913F-HRTimelineGroup
Prospera Financial Services Inc44,778$887K0.02%+6,73613F-HRTimeline
Buska Wealth Management, LLC44,658$884K0.27%+19,86313F-HRTimeline
LaSalle St. Investment Advisors, LLC44,565$882K0.16%+10813F-HRTimeline
Lewis Asset Management, LLC42,699$845K0.35%+5,99913F-HRTimeline
Meadowbrook Wealth Management, LLC41,865$829K0.86%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …45,073$826K0.05%+12,13813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.40,099$800K0.03%+21,64913F-HRTimelineGroup
Consolidated Portfolio Review Corp38,901$770K0.1%+1,53713F-HRTimeline
E&G Advisors, LLC37,801$748K0.17%013F-HRTimeline
Key Client Fiduciary Advisors, LLC37,347$739K0.25%+81013F-HRTimeline
Verity Asset Management, Inc.37,009$733K0.24%+1,27413F-HRTimeline
First Heartland Consultants, Inc.36,928$731K0.06%+1,19613F-HRTimeline
Fiduciary Alliance LLC36,713$727K0.05%new13F-HRTimeline
Beacon Financial Advisory LLC35,975$712K0.17%-2,30213F-HRTimeline
IHT Wealth Management, LLC35,069$694K0.02%+24,30513F-HRTimeline
NewEdge Wealth, LLC37,561$686K0.01%-9713F-HRTimeline
Resurgent Financial Advisors LLC34,380$681K0.33%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,792$669K0.01%+4,81613F-HRTimelineGroup
Sigma Planning Corp33,711$668K0.02%+3,18713F-HRTimeline
Future Financial Wealth Managment LLC32,721$648K0.41%+25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…32,639$646K<0.01%+5,44013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS32,564$645K0.02%-13,40113F-HRTimelineGroup
Kaizen Financial Strategies34,811$638K0.29%+33413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,910$632K<0.01%-7,70013F-HRTimelineGroup
Signal Advisors Wealth, LLC31,540$624K0.06%new13F-HRTimeline
Certified Advisory Corp31,530$624K0.06%+74713F-HRTimeline
Creative Planningin group Creative Planning31,513$624K<0.01%+1,63413F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC30,584$606K0.23%-4,82213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,334$581K0.04%+1,68613F-HRTimeline
Belpointe Asset Management LLC29,292$580K0.02%+10,36613F-HRTimeline
HBW ADVISORY SERVICES LLC29,257$579K0.07%+4,79013F-HRTimeline
Valeo Financial Advisors, LLC29,075$576K0.01%+20513F-HRTimeline
Arax Advisory Partners28,743$569K0.01%+27,68013F-HRTimeline
Thomasville National Bank28,600$566K0.04%013F-HRTimeline
NOVEM GROUP28,558$565K0.07%+3,01813F-HRTimeline
Owen LaRue, LLC27,839$551K0.22%+26713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,747$548K0.04%+4713F-HRTimeline
Compound Planning, Inc.27,385$542K0.02%-29413F-HRTimeline
NFSG Corp27,075$536K0.08%-10,54313F-HRTimeline
Cornerstone Wealth Management, LLC26,968$534K0.03%+1,13913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,935$533K0.01%+1,96513F-HRTimelineGroup
Aptus Capital Advisors, LLC26,897$533K<0.01%-1,09713F-HRTimeline
Summit Financial Wealth Advisors, LLC26,811$532K0.08%+1,39413F-HRTimeline
Beacon Pointe Advisors, LLC26,504$525K<0.01%+13,67213F-HRTimeline
Ramiah Investment Group26,266$520K0.46%-1,25813F-HRTimeline
WCG Wealth Advisors LLC26,236$519K0.03%-16013F-HRTimeline
Jackson Hole Capital Partners, LLC26,131$517K0.09%+3,49913F-HRTimeline
WORLD EQUITY GROUP, INC.25,541$506K0.11%+1,50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,209$499K<0.01%-16,17313F-HRTimelineGroup
AlphaCore Capital LLC24,918$499K0.02%+31613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC24,354$488K0.1%-111,65613F-HRTimeline
Sage Capital Advisors,llc24,354$482K0.11%+54613F-HRTimeline
World Investment Advisors23,558$466K0.01%-73,69113F-HRTimeline
Venture Visionary Partners LLC23,490$465K0.02%-73,70513F-HRTimeline
Kovack Advisors, Inc.23,439$464K0.04%-19,63313F-HRTimeline
Clear Creek Financial Management, LLC23,331$462K0.04%+1,10013F-HRTimeline
SeaCrest Wealth Management, LLC23,146$461K0.05%+11,70013F-HRTimeline
Aviance Capital Partners, LLC22,946$454K0.05%+1613F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$447K0.01%013F-HRTimeline
Arcus Capital Partners, LLC22,396$443K0.19%013F-HRTimeline
Koshinski Asset Management, Inc.21,620$428K0.03%-1,24713F-HRTimeline
Maridea Wealth Management LLC23,483$424K0.07%-11313F-HRTimeline
Capital CS Group, LLC20,806$412K0.68%+63013F-HRTimeline
Accredited Investors Inc.20,719$410K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,595$408K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC20,179$400K0.01%+1,62313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,023$396K<0.01%+5,76313F-HRTimelineGroup
AE Wealth Management LLC19,753$391K<0.01%+45713F-HRTimeline
WealthTrust Axiom LLC19,683$390K0.1%013F-HRTimeline
CFO4Life Group, LLC19,632$389K0.06%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…18,814$373K0.13%+1,51313F-HRTimelineGroup
IFP Advisors, Inc18,803$372K0.01%+3,00813F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,788$372K0.01%-1,94513F-HRTimelineGroup
Baker Avenue Asset Management, LP18,666$370K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.18,664$370K<0.01%-4,26813F-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