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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

370 managers (373 13F filers) reported a position in PDI shares at 2026-03-31, 65,470,314 shares in all. 47 filers opened a position and 32 filers sold out during the quarter.

Managers
370
13F filers
373
New
47
Added
180
Reduced
81
Sold out
32
Shares held by filers
65,470,314

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY12,903,512$221M0.01%+202,83413F-HRTimelineGroup
LPL Financial LLC5,288,936$90.5M0.02%+414,91313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,038,182$52M<0.01%+102,61813F-HRTimelineGroup
Cetera Investment Advisers1,708,064$29.2M0.03%+110,65513F-HRTimeline
UBS Group AGin group UBS Group AG1,645,921$28.2M<0.01%+53,97313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,593,259$27.3M0.01%-621,04213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,579,652$27M0.04%+143,82713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,537,452$26.3M<0.01%+146,24613F-HRTimelineGroup
PFG Investments, LLC1,525,235$26.1M1.22%+73,35813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,454,883$24.9M0.01%+86,46113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,426,864$24.4M0.04%+248,44313F-HRTimelineGroup
TD Waterhouse Canada Inc.1,302,825$22.7M0.07%+86,55913F-HRTimeline
Estate Planners Group, LLC1,308,910$22.4M10.76%+15,79413F-HRTimeline
Cambridge Investment Research Advisors,…1,179,092$20.2M0.05%+78,36313F-HRTimeline
Private Advisor Group, LLC876,123$15M0.07%+42,33513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC790,071$13.5M0.02%+767,61713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC731,544$12.5M0.28%+1,83013F-HR/ATimeline
Mission Hills Financial Advisory, LLC724,194$12.4M6.34%+41,71813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC693,615$11.9M0.09%-3,99813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC619,822$10.6M0.56%+147,90013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC596,293$10.2M0.01%-708,89213F-HRTimeline
Noble Wealth Management PBC577,858$9.89M5.07%+44,53113F-HRTimeline
Cornerstone Advisory, LLC568,664$9.73M0.92%-47,53213F-HRTimeline
Bensler, LLC525,873$9M0.93%+23,77013F-HRTimeline
Janney Montgomery Scott LLC483,924$8.28M0.02%+71,05513F-HRTimeline
Summit Financial, LLC458,802$7.95M0.1%+27,18713F-HRTimeline
Avior Wealth Management, LLC450,684$7.71M0.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC449,355$7.69M<0.01%+66,91913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …437,892$7.49M0.15%+25,89113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.403,456$7.15M<0.01%-2,20013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…398,817$6.82M<0.01%+306,10113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding381,167$6.6M+16,900Timeline
NewEdge Advisors, LLC385,169$6.59M0.02%+49,23813F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC380,472$6.51M0.45%+132,76613F-HRTimeline
Arkadios Wealth Advisors380,364$6.51M0.11%+363,66413F-HRTimeline
Destiny Wealth Partners, LLC370,610$6.34M0.69%new13F-HRTimeline
Wagner Wealth Management, LLC370,346$6.34M1.28%+3,61413F-HRTimeline
LifeWealth Investments, LLC369,241$6.32M1.89%+34,08513F-HRTimeline
Farther Finance Advisors, LLC362,621$6.31M0.06%+275,10013F-HRTimeline
Sentinel Advisory Group, LLC342,272$5.86M2.85%13F-HRTimeline
AE Wealth Management LLC338,360$5.79M0.03%+171,58613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC329,889$5.64M4.53%+41,81013F-HRTimeline
Orion Porfolio Solutions, LLC316,097$5.41M0.05%+28,30913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd288,106$4.93M0.09%+7,10013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC278,438$4.76M0.07%+23,98713F-HRTimelineGroup
HighTower Advisors, LLC274,539$4.7M<0.01%-9,35413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…249,215$4.26M<0.01%+167,91213F-HRTimelineGroup
Capital Investment Advisory Services, L…248,816$4.26M0.31%+43,51613F-HRTimeline
U.S. Capital Wealth Advisors, LLC232,987$3.99M0.1%+9,85113F-HRTimeline
Beta Wealth Group, Inc.227,453$3.89M1.61%-1,90913F-HRTimeline
Wealth Care LLC225,870$3.86M3.43%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/224,563$3.84M<0.01%+40,96313F-HRTimelineGroup
Morse Asset Management, Inc200,912$3.44M0.71%+6,34013F-HRTimeline
QUARRY HILL ADVISORS, LLC193,252$3.36M1.38%+9,69813F-HRTimeline
RFG Advisory, LLC191,774$3.28M0.06%-69813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.182,465$3.23M0.02%+24,26713F-HRTimelineGroup
Catawba River Capital185,297$3.23M1.55%+10,18613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY177,815$3.08M1.99%-9,85513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…174,820$2.99M<0.01%-76,82413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…169,103$2.89M0.07%+15,94813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…167,086$2.86M0.01%-1,91313F-HRTimelineGroup
Smith Asset Management Co., LLC162,492$2.78M2.39%+13,91313F-HRTimeline
World Investment Advisors156,237$2.67M0.04%+81,88013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.154,860$2.65M0.9%+2,00813F-HRTimeline
Flagship Private Wealth, LLC151,916$2.6M1.06%+10,97813F-HRTimeline
Tennessee Valley Asset Management Partn…145,093$2.48M0.33%+13,42113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP142,893$2.44M<0.01%-5,58013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,396$2.42M<0.01%-469,57813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…140,935$2.41M0.29%-4,37613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.129,940$2.22M0.83%+6,32513F-HRTimeline
Elm3 Financial Group, LLC128,837$2.2M1.86%+7,89013F-HRTimeline
GILL CAPITAL PARTNERS, LLC127,061$2.17M0.63%-4,85313F-HRTimeline
Anchor Capital Management Group Inc124,300$2.13M1.48%013F-HRTimeline
Kovack Advisors, Inc.122,310$2.11M0.11%+51,50513F-HRTimeline
MEANS INVESTMENT CO., INC.119,239$2.04M0.18%-12,21313F-HRTimeline
AlphaStar Capital Management, LLC117,385$2.01M0.15%-12,10413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding115,347$1.97M-5,488Timeline
Navis Wealth Advisors, LLC112,196$1.92M0.98%new13F-HRTimeline
Wealthstar Advisors, LLC108,997$1.86M1.11%-2,53713F-HRTimeline
HUB Investment Partners, LLC107,635$1.84M0.05%+16,90613F-HRTimeline
Focus Financial Network, Inc.102,855$1.78M0.06%+3,10913F-HRTimeline
Independent Advisor Alliance104,120$1.78M0.02%new13F-HRTimeline
MorganRosel Wealth Management, LLC103,159$1.77M0.7%+42,27613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC95,609$1.66M0.04%-2,77513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…95,568$1.64M<0.01%+27,42113F-HRTimelineGroup
MRA Advisory Group94,816$1.62M0.66%+2,94813F-HRTimeline
Mariner, LLCin group Mariner, LLC92,254$1.58M<0.01%+7,09413F-HRTimelineGroup
Williams Jones Wealth Management, LLC.87,385$1.5M0.02%-11,51413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV87,056$1.49M<0.01%-247,04713F-HRTimeline
Marks Group Wealth Management, Inc85,175$1.46M0.14%-4,80913F-HRTimeline
Sanctuary Advisors, LLC83,801$1.43M0.01%+15,07013F-HRTimeline
MML INVESTORS SERVICES, LLC82,252$1.41M<0.01%-4,88113F-HRTimeline
MAI Capital Management81,196$1.39M0.01%+5,86513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,898$1.36M<0.01%-32,60013F-HRTimeline
Western Wealth Management, LLC78,341$1.34M0.05%+14,12713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS78,118$1.34M<0.01%+6,78713F-HRTimeline
Parisi Gray Wealth Management74,971$1.28M0.31%+2,51413F-HRTimeline
CIBC WORLD MARKET INC.74,283$1.27M<0.01%-1,31613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …72,052$1.26M0.02%+21,88213F-HRTimelineGroup
&PARTNERS73,186$1.25M0.01%+2,61213F-HRTimeline
WEDBUSH SECURITIES INC73,177$1.25M0.04%+9,86513F-HRTimeline
IEQ CAPITAL, LLC72,883$1.25M0.01%+23,94913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,224$1.24M0.02%+27613F-HRTimelineGroup
Americana Partners, LLC71,975$1.23M0.03%+1,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.70,644$1.21M<0.01%-120,88813F-HRTimelineGroup
PRIVATE TRUST CO NA70,320$1.2M0.11%013F-HRTimeline
SCOTIA CAPITAL INC.69,912$1.2M<0.01%+1,58513F-HRTimeline
Cresset Asset Management, LLC68,039$1.18M0.01%+1,63713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding63,714$1.09M+51,304Timeline
Tradition Wealth Management, LLC62,588$1.07M0.08%+3,01913F-HRTimeline
IHT Wealth Management, LLC61,961$1.06M0.02%+26,20213F-HRTimeline
HF Advisory Group, LLC61,420$1.05M0.36%+1,99013F-HRTimeline
Significant Wealth Partners LLC60,462$1.03M1.27%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…60,233$1.03M<0.01%new13F-HRTimelineGroup
Benchmark Financial, LLC59,542$1.02M0.91%013F-HRTimeline
Merit Financial Group, LLC58,411$999K0.01%-18,25413F-HRTimeline
Duncan Williams Asset Management, LLC58,140$995K0.28%+2,01613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC57,558$985K<0.01%-14,01613F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…56,959$975K0.82%new13F-HRTimeline
Rayburn West Financial Services LLC54,823$938K0.55%+5,00013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC53,300$912K0.02%+7,47413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC53,142$909K0.07%+30013F-HRTimeline
Prospera Financial Services Inc53,016$907K0.01%+2,74613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC52,814$904K<0.01%+5,06713F-HRTimelineGroup
Outlook Wealth Advisors, LLC52,716$902K0.22%-1,81013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC52,202$893K0.04%-7,92513F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC51,479$881K0.01%+72713F-HRTimeline
CoreCap Advisors, LLC51,336$878K0.03%+6,82813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC49,010$847K<0.01%+4,58713F-HRTimelineGroup
Lewis Asset Management, LLC48,793$835K0.34%+3,48513F-HRTimeline
Mach-1 Financial Group, LLC48,594$831K0.29%+69813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,574$831K<0.01%-40913F-HRTimelineGroup
Goldstone Financial Group, LLC48,152$824K0.09%-1,00713F-HRTimeline
Fiduciary Alliance LLC46,984$810K0.05%+1,55513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC47,043$805K0.29%+25,49313F-HRTimeline
Sovran Advisors, LLC45,337$791K0.06%+59313F-HRTimeline
Garden State Investment Advisory Servic…45,840$784K0.19%013F-HRTimeline
Verity Asset Management, Inc.45,649$781K0.33%+3,88013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…45,489$778K0.02%-2,11113F-HRTimelineGroup
Accredited Investors Inc.44,580$763K0.04%+23,86113F-HRTimeline
Resurgent Financial Advisors LLC44,409$760K0.28%+1,33813F-HRTimeline
First Heartland Consultants, Inc.44,144$755K0.06%+4,48113F-HRTimeline
Samalin Investment Counsel, LLC43,849$750K0.27%-4,80913F-HRTimeline
Ausdal Financial Partners, Inc.42,969$735K0.03%+25,01113F-HRTimeline
Gateway Wealth Partners, LLC42,470$727K0.03%+26,21013F-HRTimeline
Key Client Fiduciary Advisors, LLC40,657$696K0.24%+1,08213F-HRTimeline
Arlington Capital Management, Inc.40,098$686K0.39%+3,71313F-HRTimeline
Beacon Financial Advisory LLC40,029$685K0.15%+2,04413F-HRTimeline
VectorGlobal IAG, Inc.38,733$663K0.17%13F-HRTimeline
Integrated Wealth Concepts LLC38,629$661K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.38,241$654K0.17%+7,93413F-HRTimeline
First Growth Capital LLC37,336$650K0.59%+56313F-HRTimeline
NewEdge Wealth, LLC37,580$643K0.01%+71213F-HRTimeline
Kaizen Financial Strategies37,053$641K0.27%+99313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC37,030$634K0.05%+7,37013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,240$628K0.03%-11,87113F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC35,891$614K0.09%013F-HRTimeline
E&G Advisors, LLC35,638$610K0.14%-70013F-HRTimeline
Buska Wealth Management, LLC35,447$606K0.24%-3,61113F-HRTimeline
Soltis Investment Advisors LLC35,414$606K0.04%-12,03813F-HRTimeline
IFP Advisors, Inc34,770$595K0.01%+12,03513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,804$578K0.01%+20,88013F-HRTimelineGroup
AMERIFLEX GROUP, INC.33,712$577K0.29%+10,23913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,588$575K<0.01%+16,95813F-HRTimelineGroup
Compound Planning, Inc.32,907$563K0.02%+1,20413F-HRTimeline
Safe Harbor Fiduciary, LLC32,774$561K0.53%-22,00313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,722$560K<0.01%+88813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…32,552$557K0.03%+15,49113F-HRTimeline
Steward Partners Investment Advisory, L…31,533$540K<0.01%-1,93613F-HRTimeline
CURA WEALTH ADVISORS, LLC31,284$535K0.24%+46513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,839$531K<0.01%+12,60813F-HRTimelineGroup
Ramiah Investment Group31,020$531K0.46%-1,39713F-HRTimeline
Certified Advisory Corp30,705$525K0.05%+65013F-HRTimeline
Essential Investment Partners LLC30,017$514K0.48%-25,97613F-HRTimeline
CWM, LLCin group CWM, LLC29,927$512K<0.01%+8,95313F-HRTimelineGroup
Valeo Financial Advisors, LLC29,889$511K0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,591$506K<0.01%+4,62213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,337$502K0.01%+18,01513F-HRTimeline
Summit Financial Wealth Advisors, LLC28,493$488K0.07%+3,80313F-HRTimeline
Cornerstone Wealth Management, LLC28,373$485K0.02%+1,41713F-HRTimeline
Future Financial Wealth Managment LLC28,041$483K0.31%-50513F-HRTimeline
Chicago Partners Investment Group LLC27,237$475K0.01%+6,82613F-HRTimeline
WCG Wealth Advisors LLC27,038$463K0.01%+97613F-HRTimeline
Creekside Partners26,351$451K0.19%+13,16413F-HRTimeline
Capital CS Group, LLC26,267$449K0.93%+2,68413F-HRTimeline
HBW ADVISORY SERVICES LLC25,802$441K0.05%-95013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,292$440K0.03%+3,28413F-HRTimeline
Jackson Hole Capital Partners, LLC25,631$439K0.07%+5,01513F-HRTimeline
NOVEM GROUP25,487$436K0.05%-3,07113F-HRTimeline
Maridea Wealth Management LLC25,410$435K0.06%+1,83513F-HRTimeline
Sigma Planning Corp25,047$429K0.01%-18213F-HRTimeline
TWO SIGMA SECURITIES, LLC24,860$425K0.05%new13F-HRTimeline
Oxinas Partners, LLC24,073$412K0.19%+12,57413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,883$409K0.02%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,877$409K0.01%+35613F-HRTimelineGroup
Creative Planningin group Creative Planning23,767$407K<0.01%-10,36813F-HRTimelineGroup
Venture Visionary Partners LLC23,359$400K0.01%-39413F-HRTimeline
Clear Creek Financial Management, LLC23,007$394K0.03%+53513F-HRTimeline
Aviance Capital Partners, LLC22,865$391K0.05%+20513F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$386K0.01%013F-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