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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,006
shares
|
$27,823
0.0% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,931
shares
|
$26,782
0.0% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,724
shares
|
$23,911
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,600
shares
|
$22,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$20,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,440
shares
|
$19,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,349
shares
|
$18,710
0.0% of portfolio
|
Q4 2024
Added 2186.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$16,644
0.01% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
964
shares
|
$13,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
534
shares
|
$7,406
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$5,548
0.0% of portfolio
|
Q4 2023
Reduced 52.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
205
shares
|
$2,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
200
shares
|
$2,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
193
shares
|
$2,676
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
81
shares
|
$1,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$1,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
73
shares
|
$1,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
13
shares
|
$180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|