PDI · Insider trading · 13F holders · Congress trades
PIMCO Dynamic Income Fund (PDI)
Who is buying and selling PDI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 46
- Insider buys, 90 days
- $487K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PDI at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 3 PDI insiders filed 4 open-market purchases worth $487K on SEC Form 4.
- 46 13F filers hold PDI among their 50 largest positions, worth $212.9M combined. The biggest bets by portfolio weight are Estate Planners Group, LLC (10.3%), Mission Hills Financial Advisory, LLC (5.5%) and Allium Financial Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in PDI.
- PDI last closed at $14.33 on Oct 29, 2026.
PDI insider trading
Between Aug 1, 2026 and Oct 29, 2026, 3 PDI insiders filed 4 open-market purchases worth $487K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Morris Sonya | Director | Buy | 5,700 | $14.32 | $82K | SEC |
| Oct 8, 2026 | Flattum David C | Director | Buy | 17,448.13 | $14.30 | $250K | SEC |
| Sep 28, 2026 | Rappaport Alan | Director | Buy | 5,500 | $13.76 | $76K | SEC |
| Sep 24, 2026 | Morris Sonya | Director | Buy | 5,700 | $14.02 | $80K | SEC |
Who owns PDI? Hedge funds and superinvestors
46 13F filers hold PDI among their 50 largest positions, worth $212.9M combined. The biggest bets by portfolio weight are Estate Planners Group, LLC (10.3%), Mission Hills Financial Advisory, LLC (5.5%) and Allium Financial Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| J.w. Cole Advisors, Inc.Wealth manager | 0.4% | $25.2M | 1,510,792 | — | Q2 2026 |
| PFG Investments, LLCWealth manager | 0.9% | $24.0M | 1,438,078 | -5.7% shares | Q2 2026 |
| Estate Planners Group, LLCWealth manager | 10.3% | $22.8M | 1,363,819 | +4.2% shares | Q2 2026 |
| Cyndeo Wealth Partners, LLCWealth manager | 0.6% | $13.3M | 949,054 | +2.3% shares | Q3 2026 |
| Mission Hills Financial Advisory, LLCWealth manager | 5.5% | $12.5M | 751,235 | +3.7% shares | Q2 2026 |
| Bensler, LLCWealth manager | 0.8% | $9.5M | 566,940 | +7.8% shares | Q2 2026 |
| Cornerstone Advisory, LLCWealth manager | 0.7% | $8.4M | 501,259 | -11.9% shares | Q2 2026 |
| Verus Capital Partners, LLCWealth manager | 0.4% | $7.7M | 459,841 | +20.9% shares | Q2 2026 |
| Noble Wealth Management PBCWealth manager | 3.4% | $7.4M | 524,175 | -2.5% shares | Q3 2026 |
| Thomas J. Herzfeld Advisors, Inc.Hedge fund | 2.0% | $6.5M | 388,727 | +151.0% shares | Q2 2026 |
| Allium Financial Advisors, LLCWealth manager | 4.1% | $6.2M | 371,490 | +12.6% shares | Q2 2026 |
| Wagner Wealth Management, LLCWealth manager | 1.0% | $5.6M | 401,708 | +7.2% shares | Q3 2026 |
| Logan Stone Capital, LLCHedge fund | 1.0% | $4.8M | 284,734 | — | Q2 2026 |
| Icon Advisers Inc/coMutual fund manager | 0.8% | $4.5M | 268,890 | — | Q2 2026 |
| Sentinel Advisory Group, LLCWealth manager | 1.8% | $4.5M | 317,815 | +3.7% shares | Q3 2026 |
| Wealth Care LLCWealth manager | 3.4% | $4.2M | 249,620 | +10.5% shares | Q2 2026 |
| Beta Wealth Group, Inc.Wealth manager | 1.4% | $3.7M | 224,187 | -1.4% shares | Q2 2026 |
| Quarry Hill Advisors, LLCWealth manager | 1.3% | $3.3M | 198,527 | +2.7% shares | Q2 2026 |
| Morse Asset Management, IncWealth manager | 0.5% | $3.2M | 190,532 | -5.2% shares | Q2 2026 |
| Catawba River CapitalWealth manager | 1.4% | $3.1M | 182,885 | -1.3% shares | Q2 2026 |
| Shaker Financial Services, LLCWealth manager | 0.9% | $2.7M | 189,156 | — | Q3 2026 |
| Retirement Planning Group, LLC / NyWealth manager | 1.5% | $2.7M | 158,117 | -11.1% shares | Q2 2026 |
| Flagship Private Wealth, LLCWealth manager | 0.9% | $2.6M | 158,534 | +4.4% shares | Q2 2026 |
| Smith Asset Management Co., LLCWealth manager | 1.8% | $2.2M | 159,036 | -1.1% shares | Q3 2026 |
| Gill Capital Partners, LLCWealth manager | 0.5% | $1.8M | 124,862 | -1.2% shares | Q3 2026 |
| MorganRosel Wealth Management, LLCWealth manager | 0.5% | $1.6M | 96,943 | -6.0% shares | Q2 2026 |
| Elm3 Financial Group, LLCWealth manager | 1.1% | $1.6M | 113,980 | -11.6% shares | Q3 2026 |
| Meadowbrook Wealth Management, LLCWealth manager | 1.6% | $1.5M | 107,760 | -2.5% shares | Q3 2026 |
| Wealthstar Advisors, LLCWealth manager | 0.8% | $1.5M | 107,034 | +0.0% shares | Q3 2026 |
| MRA Advisory GroupWealth manager | 0.5% | $1.4M | 100,739 | +2.7% shares | Q3 2026 |
The 30 largest of 46 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 26). Screen PDI in the grand portfolio →
PDI stock trades by members of Congress
No member of Congress has disclosed a trade in PDI.
Analysis mentioning PDI
Posts from the blog that cover PIMCO Dynamic Income Fund, newest first.
PDI questions and answers
Are insiders buying PDI stock?
Between Aug 1, 2026 and Oct 29, 2026, 3 PDI insiders filed 4 open-market purchases worth $487K on SEC Form 4.
Which hedge funds own PDI?
46 13F filers hold PDI among their 50 largest positions, worth $212.9M combined. The biggest bets by portfolio weight are Estate Planners Group, LLC (10.3%), Mission Hills Financial Advisory, LLC (5.5%) and Allium Financial Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
Has Congress traded PDI?
No member of Congress has disclosed a trade in PDI.
Who is the largest holder of PDI?
Among 13F filers, J.w. Cole Advisors, Inc. reports the largest PDI position, $25.2M (1,510,792 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Estate Planners Group, LLC's: 10.3% of its portfolio.
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