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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,000
shares
|
$208,050
0.01% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,118
shares
|
$195,816
0.0% of portfolio
|
Q2 2024
Added 87.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,882
shares
|
$192,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,530
shares
|
$187,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
13,167
shares
|
$182,626
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
13,030
shares
|
$180,726
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,632
shares
|
$175,205
0.0% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
12,500
shares
|
$173,375
0.05% of portfolio
|
Q4 2022
Reduced 82.38%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,189
shares
|
$169,061
0.01% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
10,974
shares
|
$152,209
0.01% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,800
shares
|
$149,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,326
shares
|
$143,221
0.0% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$138,700
0.02% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
8,000
shares
|
$110,960
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,500
shares
|
$104,025
0.06% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,400
shares
|
$102,638
0.0% of portfolio
|
Q4 2024
Reduced 54.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,330
shares
|
$87,797
0.0% of portfolio
|
Q3 2021
Reduced 39.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,950
shares
|
$82,526
0.0% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,610
shares
|
$77,810
0.0% of portfolio
|
Q3 2023
Added 461.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$62,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,433
shares
|
$61,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
3,800
shares
|
$52,706
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,780
shares
|
$52,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,725
shares
|
$51,665
0.01% of portfolio
|
Q4 2024
Added 105.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,300
shares
|
$31,901
0.0% of portfolio
|
Q1 2024
New holding
|