Vault-13

PIMCO DYNAMIC INCOME FD PDI

SHS · Closed-End Fund · CUSIP 72201Y101

375 institutional holders +3 vs Q1 2026
72,682,03472.7m shares reported held*
$1.2bnreported value*
37 new 171 added 101 reduced 32 sold out net bought ≈ $129.6m (+7.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.71.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 221Q4 22: 239Q1 23: 239Q2 23: 244Q3 23: 256Q4 23: 261Q1 24: 268Q2 24: 273Q3 24: 294Q4 24: 318Q1 25: 321Q2 25: 332Q3 25: 339Q4 25: 356Q1 26: 372Q2 26: 375375Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022221
Q4 2022239
Q1 2023239
Q2 2023244
Q3 2023256
Q4 2023261
Q1 2024268
Q2 2024273
Q3 2024294
Q4 2024318
Q1 2025321
Q2 2025332
Q3 2025339
Q4 2025356
Q1 2026372
Q2 2026375

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 180 bought or addedQ3 24: 93 cut or sold outQ4 24: 159 bought or addedQ4 24: 110 cut or sold outQ4 24Q1 25: 188 bought or addedQ1 25: 100 cut or sold outQ2 25: 192 bought or addedQ2 25: 103 cut or sold outQ2 25Q3 25: 191 bought or addedQ3 25: 111 cut or sold outQ4 25: 163 bought or addedQ4 25: 157 cut or sold outQ4 25Q1 26: 225 bought or addedQ1 26: 115 cut or sold outQ2 26: 208 bought or addedQ2 26: 133 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202418093
Q4 2024159110
Q1 2025188100
Q2 2025192103
Q3 2025191111
Q4 2025163157
Q1 2026225115
Q2 2026208133

Biggest buyers

J.W. COLE ADVISORS, INC. Added +1,498,024+1.5m
Cambridge Investment Research Advisors, Inc. Added +1,490,854+1.5m
MORGAN STANLEY Added +1,076,423+1.1m
Cetera Investment Advisers Added +470,920+470.9k
ENVESTNET ASSET MANAGEMENT INC Added +390,166+390.2k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +320,522+320.5k
Cyndeo Wealth Partners, LLC Added +307,630+307.6k
Logan Stone Capital, LLC Added +274,700+274.7k
ICON ADVISERS INC/CO New +268,890+268.9k
Arax Advisory Partners Added +262,416+262.4k

Biggest sellers

Arkadios Wealth Advisors Reduced -362,111-362.1k
Farther Finance Advisors, LLC Reduced -221,292-221.3k
Private Advisor Group, LLC Reduced -162,754-162.8k
Destiny Wealth Partners, LLC Reduced -143,025-143.0k
JANE STREET GROUP, LLC Sold out -141,396-141.4k
ALLIANCEBERNSTEIN L.P. Reduced -120,876-120.9k
Independent Advisor Alliance Sold out -104,120-104.1k
ALEXANDER LABRUNERIE & CO., INC. Reduced -103,479-103.5k
PFG Investments, LLC Reduced -87,157-87.2k
GUGGENHEIM CAPITAL LLC Reduced -85,469-85.5k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20262$155.6k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-24 Rappaport Alan Director Bought 5,500 $13.76 $75.7k5.5k shares +144%
2026-09-22 Morris Sonya Director Bought 5,700 $14.02 $79.9k5.7k shares new
2026-07-15 STRACKE THIBAULT CHRISTIAN SEE REMARKS Bought 100,000 $16.40 $1.6m100.0k shares +126%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 13,979,93514.0m $233.5m $233.5m 0.01% Added +1.1m +1,076,423
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 5,545,1605.5m $92.6m $92.6m 0.02% Added +256.2k +256,224
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,010,8013.0m $50.3m $50.3m 0.00% Reduced -27.4k -27,381
4 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 2,669,9462.7m $44.6m $44.6m 0.05% Added +1.5m +1,490,854
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 2,178,9842.2m $36.4m $36.4m 0.03% Added +470.9k +470,920
6 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 1,829,8611.8m $30.6m $30.6m 0.04% Added +250.2k +250,209
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,750,3101.8m $29.2m $29.2m 0.00% Added +104.4k +104,389
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,585,1011.6m $26.5m $26.5m 0.01% Added +130.2k +130,218
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,534,8841.5m $25.6m $25.6m 0.00% Reduced -58.4k -58,375
10 COHEN & STEERS, INC. 0.04% of their portfolio NEW YORK, NY 1,514,0501.5m $25.3m $25.3m 0.04% Added +87.2k +87,186
11 J.W. COLE ADVISORS, INC. 0.43% of their portfolio TAMPA, FL 1,510,7921.5m $25.2m $25.2m 0.43% Added +1.5m +1,498,024
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,455,7101.5m $24.3m $24.3m 0.00% Reduced -81.7k -81,742
13 PFG Investments, LLC 0.93% of their portfolio WOODBURY, NY 1,438,0781.4m $24.0m $24.0m 0.93% Reduced -87.2k -87,157
14 TD Waterhouse Canada Inc. 0.06% of their portfolio TORONTO, A6 1,385,0391.4m $23.2m $23.2m 0.06% Added +82.2k +82,214
15 Estate Planners Group, LLC 10.30% of their portfolio YARDLEY, PA 1,363,8191.4m $22.8m $22.8m 10.30% Added +54.9k +54,909
16 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 985,250985.2k $16.5m $16.5m 0.02% Added +195.2k +195,179
17 Cyndeo Wealth Partners, LLC 0.73% of their portfolio ST. PETERSBURG, FL 927,452927.5k $15.5m $15.5m 0.73% Added +307.6k +307,630
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 839,521839.5k $14.0m $14.0m 0.00% Added +390.2k +390,166
19 Mission Hills Financial Advisory, LLC 5.51% of their portfolio SAN DIEGO, CA 751,235751.2k $12.5m $12.5m 5.51% Added +27.0k +27,041
20 INDEPENDENT FINANCIAL GROUP, LLC 0.22% of their portfolio SAN DIEGO, CA 717,418717.4k $12.0m $12.0m 0.22% Reduced -14.1k -14,126
21 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 713,369713.4k $11.9m $11.9m 0.05% Reduced -162.8k -162,754
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 651,048651.0k $10.9m $10.9m 0.01% Added +252.2k +252,231
23 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 608,146608.1k $10.2m $10.2m 0.07% Reduced -85.5k -85,469
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 604,754604.8k $10.1m $10.1m 0.01% Added +8.5k +8,461
25 Bensler, LLC 0.84% of their portfolio Bellevue, WA 566,940566.9k $9.5m $9.5m 0.84% Added +41.1k +41,067
26 Noble Wealth Management PBC 4.10% of their portfolio GREENWOOD VILLAGE, CO 537,557537.6k $9.0m $9.0m 4.10% Reduced -40.3k -40,301
27 Cornerstone Advisory, LLC 0.69% of their portfolio HUNT VALLEY, MD 501,259501.3k $8.4m $8.4m 0.69% Reduced -67.4k -67,405
28 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 477,384477.4k $8.0m $8.0m 0.02% Reduced -6.5k -6,540
29 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 465,415465.4k $7.9m $7.9m 0.09% Added +6.6k +6,613
30 Avior Wealth Management, LLC 0.20% of their portfolio OMAHA, NE 462,193462.2k $7.7m $7.7m 0.20% Added +11.5k +11,509
31 VERUS CAPITAL PARTNERS, LLC 0.42% of their portfolio SCOTTSDALE, AZ 459,841459.8k $7.7m $7.7m 0.42% Added +79.4k +79,369
32 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 446,181446.2k $7.5m $7.5m 0.06% Added +130.1k +130,084
33 Wealthcare Advisory Partners LLC 0.14% of their portfolio WEST CHESTER, PA 436,792436.8k $7.3m $7.3m 0.14% Reduced -1.1k -1,100
34 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 431,148431.1k $7.2m $7.2m 0.02% Added +46.0k +45,979
35 Thomas J. Herzfeld Advisors, Inc. 1.99% of their portfolio MIAMI BEACH, FL 388,727388.7k $6.5m $6.5m 1.99% Added +233.9k +233,867
36 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 381,774381.8k $6.4m $6.4m 0.02% Added +19.5k +19,544
37 Wagner Wealth Management, LLC 1.16% of their portfolio GREENVILLE, SC 374,835374.8k $6.3m $6.3m 1.16% Added +4.5k +4,489
38 ALLIUM FINANCIAL ADVISORS, LLC 4.06% of their portfolio LAKE OSWEGO, OR 371,490371.5k $6.2m $6.2m 4.06% Added +41.6k +41,601
39 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 367,398367.4k $6.1m $6.1m 0.01% Added +92.9k +92,859
40 LifeWealth Investments, LLC 1.62% of their portfolio WINTER GARDEN, FL 362,648362.6k $6.1m $6.1m 1.62% Reduced -6.6k -6,593
41 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 345,004345.0k $5.8m $5.8m 0.03% Added +6.6k +6,644
42 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.25% of their portfolio WEST PALM BEACH, FL 320,522320.5k $5.4m $5.4m 0.25% New
43 RFG Advisory, LLC 0.08% of their portfolio BIRMINGHAM, AL 308,982309.0k $5.2m $5.2m 0.08% Added +117.2k +117,208
44 Sentinel Advisory Group, LLC 2.09% of their portfolio MIDDLETON, WI 306,398306.4k $5.1m $5.1m 2.09% Reduced -35.9k -35,874
45 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 303,855303.9k $5.1m $5.1m 0.06% Added +25.4k +25,417
46 Logan Stone Capital, LLC 1.00% of their portfolio CHICAGO, IL 284,734284.7k $4.8m $4.8m 1.00% Added +274.7k +274,700
47 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 282,580282.6k $4.8m $4.8m 0.00% Reduced -120.9k -120,876
48 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 279,565279.6k $4.7m $4.7m 0.00% Added +30.4k +30,350
49 ICON ADVISERS INC/CO 0.84% of their portfolio GREENWOOD VILLAGE, CO 268,890268.9k $4.5m $4.5m 0.84% New
50 Arax Advisory Partners 0.03% of their portfolio NEW YORK, NY 266,894266.9k $4.5m $4.5m 0.03% Added +262.4k +262,416
51 Wealth Care LLC 3.38% of their portfolio MERRITT ISLAND, FL 249,620249.6k $4.2m $4.2m 3.38% Added +23.8k +23,750
52 Capital Investment Advisory Services, LLC 0.25% of their portfolio RALEIGH, NC 246,800246.8k $4.1m $4.1m 0.25% Reduced -2.0k -2,016
53 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 243,163243.2k $4.1m $4.1m 0.00% Added +18.6k +18,600
54 Destiny Wealth Partners, LLC 0.51% of their portfolio TAVARES, FL 227,585227.6k $3.6m $3.6m 0.51% Reduced -143.0k -143,025
55 Beta Wealth Group, Inc. 1.40% of their portfolio SAN DIEGO, CA 224,187224.2k $3.7m $3.7m 1.40% Reduced -3.3k -3,266
56 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 223,099223.1k $3.7m $3.7m 0.05% Reduced -65.0k -65,007
57 CONDOR CAPITAL MANAGEMENT 0.27% of their portfolio MARTINSVILLE, NJ 211,898211.9k $3.5m $3.5m 0.27% New
58 QUARRY HILL ADVISORS, LLC 1.27% of their portfolio ST PAUL, MN 198,527198.5k $3.3m $3.3m 1.27% Added +5.3k +5,275
59 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 191,186191.2k $3.2m $3.2m 0.02% Added +8.7k +8,721
60 Morse Asset Management, Inc 0.53% of their portfolio DARIEN, CT 190,532190.5k $3.2m $3.2m 0.53% Reduced -10.4k -10,380
61 Catawba River Capital 1.37% of their portfolio LAKE WYLIE, SC 182,885182.9k $3.1m $3.1m 1.37% Reduced -2.4k -2,412
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 174,295174.3k $2.9m $2.9m 0.00% Added +96.4k +96,397
63 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 169,590169.6k $2.8m $2.8m 0.00% Added +2.5k +2,504
64 CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio RICHMOND, VA 169,286169.3k $2.8m $2.8m 0.06% Added +183 +183
65 Smith Asset Management Co., LLC 2.11% of their portfolio Chiefland, FL 160,826160.8k $2.7m $2.7m 2.11% Reduced -1.7k -1,666
66 Flagship Private Wealth, LLC 0.94% of their portfolio Woburn, MA 158,534158.5k $2.6m $2.6m 0.94% Added +6.6k +6,618
67 RETIREMENT PLANNING GROUP, LLC / NY 1.46% of their portfolio MALTA, NY 158,117158.1k $2.7m $2.7m 1.46% Reduced -19.7k -19,698
68 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 156,723156.7k $2.6m $2.6m 0.01% Added +103.9k +103,909
69 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 155,515155.5k $2.7m $2.7m 0.04% Reduced -722 -722
70 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 147,976148.0k $2.5m $2.5m 0.00% Added +5.1k +5,083
71 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 141,329141.3k $2.4m $2.4m 0.02% Reduced -221.3k -221,292
72 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% of their portfolio CONCORD, MA 139,793139.8k $2.3m $2.3m 0.26% Reduced -1.1k -1,142
73 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 137,604137.6k $2.3m $2.3m 0.00% Added +42.0k +42,036
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 134,574134.6k $2.2m $2.2m 0.00% Reduced -40.2k -40,246
75 Tennessee Valley Asset Management Partners 0.25% of their portfolio KNOXVILLE, TN 134,000134.0k $2.2m $2.2m 0.25% Reduced -11.1k -11,093
76 Focus Financial Network, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 133,608133.6k $2.3m $2.3m 0.07% Added +30.8k +30,753
77 Elm3 Financial Group, LLC 1.47% of their portfolio ALPHARETTA, GA 128,874128.9k $2.2m $2.2m 1.47% Added +37 +37
78 GILL CAPITAL PARTNERS, LLC 0.56% of their portfolio DENVER, CO 126,426126.4k $2.1m $2.1m 0.56% Reduced -635 -635
79 Kovack Advisors, Inc. 0.10% of their portfolio FT. LAUDERDALE, FL 125,119125.1k $2.1m $2.1m 0.10% Added +2.8k +2,809
80 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 125,060125.1k $2.1m $2.1m 0.07% Added +121.4k +121,383
81 INSIGNEO ADVISORY SERVICES, LLC 0.08% of their portfolio MIAMI, FL 123,637123.6k $2.1m $2.1m 0.08% Added +86.6k +86,607
82 Meadowbrook Wealth Management, LLC 1.99% of their portfolio GARDEN CITY, NY 110,570110.6k $1.8m $1.8m 1.99% New
83 AlphaStar Capital Management, LLC 0.12% of their portfolio CORNELIUS, NC 109,664109.7k $1.8m $1.8m 0.12% Reduced -7.7k -7,721
84 MEANS INVESTMENT CO., INC. 0.14% of their portfolio BANGOR, ME 107,978108.0k $1.8m $1.8m 0.14% Reduced -11.3k -11,261
85 Wealthstar Advisors, LLC 0.89% of their portfolio Plano, TX 107,025107.0k $1.8m $1.8m 0.89% Reduced -2.0k -1,972
86 Mariner, LLC 0.00% of their portfolio Overland Park, KS 101,275101.3k $1.7m $1.7m 0.00% Added +9.0k +9,021
87 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 99,20099.2k $1.7m $1.7m 0.01% Added +26.0k +26,014
88 MRA Advisory Group 0.59% of their portfolio PARSIPPANY, NJ 98,07998.1k $1.6m $1.6m 0.59% Added +3.3k +3,263
89 MorganRosel Wealth Management, LLC 0.55% of their portfolio HIGHLANDS RANCH, CO 96,94396.9k $1.6m $1.6m 0.55% Reduced -6.2k -6,216
90 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 95,73895.7k $1.6m $1.6m 0.01% Added +14.5k +14,542
91 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 95,44695.4k $1.6m $1.6m 0.10% Added +32.9k +32,858
92 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 92,24692.2k $1.5m $1.5m 0.00% Added +10.0k +9,994
93 EVERGREEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio Bellevue, WA 92,12392.1k $1.6m $1.6m 0.03% Reduced -3.5k -3,486
94 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 87,07087.1k $1.5m $1.5m 0.01% Added +3.3k +3,269
95 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 85,40985.4k $1.4m $1.4m 0.01% Added +17.4k +17,370
96 Marks Group Wealth Management, Inc 0.12% of their portfolio MINNETONKA, MN 85,17585.2k $1.4m $1.4m 0.12% Unchanged
97 Anchor Capital Management Group Inc 0.97% of their portfolio ALISO VIEJO, CA 84,30084.3k $1.4m $1.4m 0.97% Reduced -40.0k -40,000
98 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 81,93681.9k $1.4m $1.4m 0.04% Added +3.6k +3,595
99 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 80,45380.5k $1.3m $1.3m 0.02% Reduced -27.2k -27,182
100 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 76,24576.2k $1.3m $1.3m 0.00% Added +27.2k +27,235