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 136 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
37,700
shares
|
$525,915
0.01% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,997
shares
|
$502,158
0.0% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
35,507
shares
|
$495,322
0.04% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
35,292
shares
|
$492,323
0.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
34,435
shares
|
$480,368
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
32,870
shares
|
$458,536
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
31,350
shares
|
$437,332
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
28,812
shares
|
$401,927
0.02% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
28,764
shares
|
$401,257
0.01% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,602
shares
|
$371,097
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
26,221
shares
|
$365,782
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
24,928
shares
|
$347,745
0.01% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
24,400
shares
|
$340,380
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
24,253
shares
|
$338,329
0.04% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
24,057
shares
|
$335,595
0.02% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,764
shares
|
$331,507
0.0% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,884
shares
|
$319,231
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
21,517
shares
|
$300,162
0.23% of portfolio
|
Q2 2025
Added 85.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
20,000
shares
|
$279,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,275
shares
|
$268,886
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
18,267
shares
|
$254,824
0.0% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
17,299
shares
|
$241,321
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
16,781
shares
|
$234,094
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
16,269
shares
|
$226,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,055
shares
|
$223,967
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|