Institutional Ownership Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,698,668
shares
|
$64.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,357,297
shares
|
$46.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,451,069
shares
|
$33.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,679,803
shares
|
$23.1 Million
2.13% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,666,651
shares
|
$23 Million
1.03% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,431,012
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,248,001
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
964,934
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
814,939
shares
|
$11.2 Million
0.09% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
751,087
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
650,339
shares
|
$8.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
624,578
shares
|
$8.61 Million
0.0% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
580,447
shares
|
$8 Million
0.01% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
383,806
shares
|
$5.29 Million
0.11% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
381,500
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
Added 557.02%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
342,492
shares
|
$4.72 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
319,358
shares
|
$4.4 Million
0.2% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
318,125
shares
|
$4.38 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
275,740
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
238,702
shares
|
$3.29 Million
0.42% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
237,181
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
226,886
shares
|
$3.13 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,330
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
220,000
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
211,908
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.07%
|
|