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 119 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,942,944
shares
|
$68.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,484,459
shares
|
$48.3 Million
0.01% of portfolio
|
Q4 2024
Added 85.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,465,764
shares
|
$34.2 Million
0.01% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
1,473,806
shares
|
$20.4 Million
2.23% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,363,662
shares
|
$18.9 Million
0.04% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
984,522
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
880,818
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
688,670
shares
|
$9.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
688,098
shares
|
$9.54 Million
0.08% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
666,298
shares
|
$9.24 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
487,454
shares
|
$6.76 Million
0.18% of portfolio
|
Q3 2024
Added 85.65%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
411,782
shares
|
$5.71 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
355,486
shares
|
$4.93 Million
0.01% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
335,017
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
254,657
shares
|
$3.53 Million
1.86% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
233,646
shares
|
$3.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,330
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
213,340
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
204,883
shares
|
$2.84 Million
0.14% of portfolio
|
Q4 2024
Added 39.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
188,449
shares
|
$2.61 Million
0.41% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
134,500
shares
|
$1.87 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
131,709
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
127,532
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 62.31%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
124,039
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
117,546
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 18.66%
|