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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
MORGAN STANLEYin group MORGAN STANLEY12,700,678$225M0.01%-632,29713F-HR/ATimelineGroup
LPL Financial LLC4,874,023$86.3M0.02%-49,11413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,935,564$52M<0.01%-128,05413F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,821,448$50M2.36%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,214,301$39.2M0.01%+1,161,63713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,626,283$28.6M0.69%+57,31913F-HRTimeline
Cetera Investment Advisers1,597,409$28.3M0.03%+74,83613F-HRTimeline
UBS Group AGin group UBS Group AG1,591,948$28.2M0.01%-166,14713F-HRTimelineGroup
PFG Investments, LLC1,451,877$25.7M1.21%+36,77213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,435,825$25.4M0.04%+142,45113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,391,206$24.6M<0.01%-24,25613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,368,422$24.2M0.01%+27,28113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,305,185$23.1M0.03%+25,32713F-HRTimeline
Estate Planners Group, LLC1,293,116$22.9M9.93%13F-HRTimeline
Logan Stone Capital, LLC1,220,602$21.6M5.33%new13F-HRTimeline
TD Waterhouse Canada Inc.1,216,266$21.5M0.13%-53,34513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,178,421$20.9M0.04%+76,38713F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,100,729$19.5M0.05%+8,96413F-HRTimeline
Private Advisor Group, LLC833,788$14.8M0.07%-9,87413F-HRTimeline
SOL Capital Management CO753,715$13.3M1.2%+1,96913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC729,714$12.9M0.29%-102,72613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC697,613$12.4M0.09%-20,84313F-HRTimelineGroup
Mission Hills Financial Advisory, LLC682,476$12.1M6.38%+45,86413F-HRTimeline
Cornerstone Advisory, LLC616,196$10.9M1.04%-13,43013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC610,974$10.8M0.01%+509,81013F-HRTimelineGroup
Noble Wealth Management PBC533,327$9.45M4.75%+346,58013F-HRTimeline
Bensler, LLC502,103$8.89M0.89%+230,80813F-HRTimeline
Cyndeo Wealth Partners, LLC471,922$8.36M0.45%+46,24013F-HRTimeline
Summit Financial, LLC431,615$7.74M0.11%+1,93413F-HRTimeline
Janney Montgomery Scott LLC412,869$7.31M0.02%+1,99013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …412,001$7.3M0.14%-3,80713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.405,656$7.18M<0.01%-10,50013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd398,209$7.05M0.08%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC382,436$6.77M<0.01%+22,36613F-HRTimelineGroup
Wagner Wealth Management, LLC366,732$6.49M1.38%-16,81613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding364,267$6.45M+83,696Timeline
NewEdge Advisors, LLC335,931$5.95M0.02%-48,15313F-HRTimeline
LifeWealth Investments, LLC335,156$5.94M1.88%+10,94213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV334,103$5.92M0.01%-66,62313F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC288,079$5.1M4.04%+143,11613F-HRTimeline
Orion Porfolio Solutions, LLC287,788$5.1M0.04%+35,59013F-HRTimeline
HighTower Advisors, LLC283,893$5.03M0.01%-38,88113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd281,006$4.98M0.13%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC254,451$4.51M0.07%+10,39913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…251,644$4.46M0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC247,706$4.39M0.29%+177,96413F-HR/ATimeline
Beta Wealth Group, Inc.229,362$4.06M1.63%-97,25213F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC218,531$3.98M0.45%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC223,136$3.95M0.1%+59,10213F-HRTimeline
Capital Investment Advisory Services, L…205,300$3.64M0.26%+21,85913F-HRTimeline
Morse Asset Management, Inc194,572$3.45M0.69%+1,55013F-HRTimeline
RFG Advisory, LLC192,472$3.41M0.06%+14,57113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.191,532$3.39M0.01%-7,55613F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY187,670$3.37M2.3%-6,04613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/183,600$3.25M<0.01%-4,92013F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC183,554$3.25M1.51%+6,67113F-HRTimeline
Catawba River Capital175,111$3.1M1.38%+1,06113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…168,999$2.99M0.01%+85,61113F-HRTimelineGroup
AE Wealth Management LLC166,774$2.95M0.02%+147,02113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.158,198$2.8M0.02%-1,26213F-HRTimelineGroup
HRT FINANCIAL LP156,283$2.77M0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…153,155$2.71M0.07%+42,43613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.152,852$2.71M0.92%new13F-HRTimeline
Smith Asset Management Co., LLC148,579$2.63M2.17%+10,36213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,473$2.63M<0.01%-3,02013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…145,311$2.57M0.31%-4,72213F-HRTimeline
Flagship Private Wealth, LLC140,938$2.5M0.98%+8,32213F-HRTimeline
Anchor Capital Management Group Inc124,300$2.46M1.25%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC131,914$2.34M0.71%-12,04113F-HRTimeline
Tennessee Valley Asset Management Partn…131,672$2.33M0.3%-21,44013F-HRTimeline
MEANS INVESTMENT CO., INC.131,452$2.33M0.2%+1,86013F-HRTimeline
AlphaStar Capital Management, LLC129,489$2.29M0.17%+32413F-HRTimeline
IFG Advisory, LLC125,516$2.22M0.1%+16,89213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.123,615$2.19M0.79%+4,46213F-HRTimeline
Elm3 Financial Group, LLC120,947$2.14M1.78%+33,92613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding120,835$2.14M-24,856Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,498$2.01M<0.01%-24,43213F-HRTimeline
Wealthstar Advisors, LLC111,534$1.98M1.08%-1,53213F-HRTimeline
Focus Financial Network, Inc.99,746$1.79M0.06%+3,66613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC98,384$1.76M0.04%-5,65513F-HRTimeline
Williams Jones Wealth Management, LLC.98,899$1.75M0.02%-6,22913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92,716$1.64M<0.01%+30,12913F-HR/ATimelineGroup
MRA Advisory Group91,868$1.63M0.68%+19,50513F-HRTimeline
HUB Investment Partners, LLC90,729$1.61M0.04%+39,82213F-HRTimeline
Marks Group Wealth Management, Inc89,984$1.59M0.15%013F-HRTimeline
Quarry LP88,604$1.57M0.26%new13F-HRTimeline
Farther Finance Advisors, LLC87,521$1.55M0.02%-9,71113F-HRTimeline
MML INVESTORS SERVICES, LLC87,133$1.54M<0.01%-3,93213F-HRTimeline
Mariner, LLCin group Mariner, LLC85,160$1.51M<0.01%-36,40013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…81,303$1.44M<0.01%-46,40013F-HRTimelineGroup
Merit Financial Group, LLC76,665$1.36M0.01%-64213F-HRTimeline
CIBC WORLD MARKET INC.75,599$1.34M<0.01%-45313F-HRTimeline
MAI Capital Management75,331$1.33M0.01%+7,39213F-HRTimeline
World Investment Advisors74,357$1.32M0.02%+50,79913F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…73,550$1.3M0.09%new13F-HRTimelineGroup
Parisi Gray Wealth Management72,457$1.28M0.29%-1,08613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,948$1.27M0.02%-20,42113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC71,574$1.27M<0.01%+16,43413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS71,331$1.26M<0.01%-20,46113F-HRTimeline
NCP Inc.70,936$1.26M1.01%-18,22113F-HRTimeline
Kovack Advisors, Inc.70,805$1.25M0.06%+47,36613F-HR/ATimeline
Americana Partners, LLC70,675$1.25M0.03%+30013F-HRTimeline
&PARTNERS70,574$1.25M0.01%+2,33713F-HRTimeline
PRIVATE TRUST CO NA70,320$1.25M0.11%013F-HRTimeline
Sanctuary Advisors, LLC68,731$1.22M0.01%+7,02013F-HRTimeline
SCOTIA CAPITAL INC.68,327$1.21M<0.01%+2,90813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,147$1.21M<0.01%-78,22813F-HR/ATimelineGroup
Cresset Asset Management, LLC66,402$1.19M0.01%-3,48413F-HRTimeline
Western Wealth Management, LLC64,214$1.14M0.05%-5,13113F-HRTimeline
WEDBUSH SECURITIES INC63,312$1.12M0.03%-2,39313F-HRTimeline
MorganRosel Wealth Management, LLC60,883$1.08M0.27%-93,00513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC60,127$1.06M0.04%new13F-HRTimelineGroup
Tradition Wealth Management, LLC59,569$1.05M0.08%+5,61213F-HRTimeline
Benchmark Financial, LLC59,542$1.05M1.05%13F-HRTimeline
HF Advisory Group, LLC59,430$1.05M0.37%+3,55413F-HR/ATimeline
Duncan Williams Asset Management, LLC56,124$1.04M0.26%-8,40313F-HRTimeline
Essential Investment Partners LLC55,993$992K0.93%13F-HRTimeline
Triumph Capital Management55,839$989K0.21%-9,30113F-HRTimeline
Safe Harbor Fiduciary, LLC54,777$970K0.86%13F-HRTimeline
Outlook Wealth Advisors, LLC54,526$966K0.22%-1,06113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC52,842$936K0.07%+1,56413F-HRTimeline
COMERICA BANK51,947$920K<0.01%-45,60213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …50,170$907K0.04%+5,09713F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC50,752$899K0.01%-2,64313F-HRTimeline
Prospera Financial Services Inc50,270$890K0.01%+5,49213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,423$883K<0.01%+9213F-HRTimelineGroup
Rayburn West Financial Services LLC49,823$882K0.55%13F-HRTimeline
Goldstone Financial Group, LLC49,159$871K0.1%+1,59713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,983$867K<0.01%-10,25713F-HRTimelineGroup
IEQ CAPITAL, LLC48,934$867K<0.01%+1,77813F-HRTimeline
Samalin Investment Counsel, LLC48,658$862K0.31%-1,81113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.48,111$859K0.04%+8,01213F-HRTimelineGroup
Mach-1 Financial Group, LLC47,896$848K0.17%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC47,747$846K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,600$843K0.02%+13,80813F-HRTimelineGroup
Soltis Investment Advisors LLC47,452$840K0.06%-15,66613F-HR/ATimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC47,431$840K0.16%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,021$833K<0.01%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…45,840$812K0.19%-113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC45,826$812K0.02%+35,50013F-HRTimeline
Sovran Advisors, LLC44,744$811K0.07%-28,16113F-HRTimeline
Fiduciary Alliance LLC45,429$805K0.05%+8,71613F-HRTimeline
Lewis Asset Management, LLC45,308$802K0.33%+2,60913F-HRTimeline
CoreCap Advisors, LLC44,508$788K0.03%-8,28413F-HRTimeline
Boreal Capital Management LLC0$769K0.58%013F-HRTimelineAmount filed as zero, left out of ratios.
Resurgent Financial Advisors LLC43,071$763K0.38%+8,69113F-HRTimeline
Verity Asset Management, Inc.41,769$740K0.32%+4,76013F-HRTimeline
First Heartland Consultants, Inc.39,663$702K0.05%+2,73513F-HRTimeline
Key Client Fiduciary Advisors, LLC39,575$701K0.24%+2,22813F-HRTimeline
First Growth Capital LLC36,773$697K0.62%13F-HRTimeline
Buska Wealth Management, LLC39,058$692K0.26%-5,60013F-HRTimeline
Meadowbrook Wealth Management, LLC38,955$690K0.79%-2,91013F-HRTimeline
Beacon Financial Advisory LLC37,985$673K0.16%+2,01013F-HRTimeline
NewEdge Wealth, LLC36,868$653K0.01%-69313F-HRTimeline
Arlington Capital Management, Inc.36,385$644K0.4%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
E&G Advisors, LLC36,338$644K0.14%-1,46313F-HRTimeline
Kaizen Financial Strategies36,060$639K0.28%+1,24913F-HRTimeline
LaSalle St. Investment Advisors, LLC35,891$635K0.1%-8,67413F-HRTimeline
IHT Wealth Management, LLC35,759$633K0.02%+69013F-HRTimeline
Creative Planningin group Creative Planning34,135$605K<0.01%+2,62213F-HRTimelineGroup
Steward Partners Investment Advisory, L…33,469$593K<0.01%+83013F-HRTimeline
Ramiah Investment Group32,417$574K0.5%+6,15113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,834$564K<0.01%+11,23913F-HR/ATimelineGroup
Compound Planning, Inc.31,703$561K0.02%+4,31813F-HRTimeline
CURA WEALTH ADVISORS, LLC30,819$546K0.21%+23513F-HRTimeline
WORLD EQUITY GROUP, INC.30,307$537K0.15%+4,76613F-HRTimeline
Certified Advisory Corp30,055$532K0.05%-1,47513F-HRTimeline
Valeo Financial Advisors, LLC29,885$529K0.01%+81013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,660$525K0.04%+32613F-HRTimeline
BENNETT SELBY INVESTMENTS LP29,305$519K0.17%-61,35413F-HRTimeline
Future Financial Wealth Managment LLC28,546$516K0.35%-4,17513F-HRTimeline
Thomasville National Bank28,600$507K0.03%013F-HRTimeline
NOVEM GROUP28,558$506K0.06%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,201$499K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners28,024$496K0.01%-71913F-HRTimeline
BCS Wealth Management27,808$492K0.05%+13,90413F-HRTimeline
M Holdings Securities, Inc.27,164$481K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC26,956$477K0.02%-1213F-HRTimeline
Aptus Capital Advisors, LLC26,797$475K<0.01%-10013F-HRTimeline
HBW ADVISORY SERVICES LLC26,752$474K0.05%-2,50513F-HRTimeline
WCG Wealth Advisors LLC26,062$462K0.01%-17413F-HRTimeline
Sigma Planning Corp25,229$447K0.01%-8,48213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,969$442K<0.01%-24013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…24,781$439K0.15%+5,96713F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC24,690$437K0.06%-2,12113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,883$423K0.02%-8,68113F-HRTimelineGroup
Venture Visionary Partners LLC23,753$421K0.01%+26313F-HRTimeline
Capital CS Group, LLC23,583$418K0.66%+2,77713F-HRTimeline
Maridea Wealth Management LLC23,575$418K0.06%+9213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,521$417K0.01%-3,41413F-HRTimelineGroup
AMERIFLEX GROUP, INC.23,473$416K0.22%-26,75713F-HRTimeline
Koshinski Asset Management, Inc.23,135$410K0.03%+1,51513F-HRTimeline
IFP Advisors, Inc22,735$403K0.01%+3,93213F-HRTimeline
Aviance Capital Partners, LLC22,660$401K0.05%-28613F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$400K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC22,472$398K0.03%-85913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,454$398K<0.01%-9,45613F-HRTimelineGroup
Arcus Capital Partners, LLC22,395$397K0.14%-113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,008$390K0.03%-6,73913F-HRTimeline
Global Retirement Partners, LLC21,647$383K0.01%+1,46813F-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