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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$14.00 +0.04 (+0.25%)
Closing price 03:59 PM Eastern
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$14.04 +0.04 (+0.28%)
As of 07:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pimco Dynamic Income Opportunities Fund (NYSE:PDO)

Current
Institutional Ownership
Percentage
9.43%
Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$73.92M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$7.00M
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PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.23,435$316K0.0%-16.1%0.000%
9/4/2025 Osaic Holdings Inc.166,776$2.25M0.0%+13.9%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.15,365$207K0.0%N/A0.000%
8/15/2025 Balyasny Asset Management L.P.174,862$2.36M0.0%N/A0.000%
8/15/2025 Bank of America Corp DE689,558$9.30M0.0%+7.0%0.000%
8/14/2025 Jane Street Group LLC58,285$786K0.0%+120.9%0.000%
8/14/2025 Raymond James Financial Inc.502,546$6.77M0.0%+6.7%0.000%
8/14/2025 Vivaldi Capital Management LP10,100$136K0.0%-41.6%0.000%
8/14/2025 NewEdge Advisors LLC126,385$1.70M0.0%+498.8%0.000%
8/13/2025 Walleye Capital LLC13,150$177K0.0%N/A0.000%
8/13/2025 First Trust Advisors LP76,500$1.03M0.0%-16.8%0.000%
8/13/2025 Guggenheim Capital LLC773,376$10.43M0.1%+3.7%0.000%
8/13/2025 Invesco Ltd.932,102$12.57M0.0%+5.1%0.000%
8/13/2025 Scotia Capital Inc.10,950$148K0.0%-11.7%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.5,600$75K0.0%-43.5%0.000%
8/12/2025 J.W. Cole Advisors Inc.341,423$4.60M0.1%+5.0%0.000%
8/12/2025 Tableaux LLC5,191$70K0.0%N/A0.000%
8/12/2025 AlphaCore Capital LLC35,426$482K0.0%N/A0.000%
8/8/2025 Cercano Management LLC1,666,651$22.47M0.6%+21.6%0.000%
8/8/2025 Cetera Investment Advisers151,118$2.04M0.0%+22.6%0.000%
8/8/2025 PNC Financial Services Group Inc.2,200$30K0.0%-66.2%0.000%
8/7/2025 Samalin Investment Counsel LLC73,108$985K0.4%+2.2%0.000%
8/6/2025 AE Wealth Management LLC13,347$180K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.97,168$1.31M0.0%+5.3%0.000%
8/5/2025 Palogic Value Management L.P.86,026$1.16M0.5%-1.4%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,292$206K0.0%N/A0.000%
8/4/2025 MeadowBrook Investment Advisors LLC2,255$30K0.0%N/A0.000%
8/4/2025 Spire Wealth Management5,533$75K0.0%-14.0%0.000%
8/1/2025 Envestnet Asset Management Inc.58,065$783K0.0%+6.7%0.000%
7/31/2025 Leavell Investment Management Inc.298,853$4.07M0.2%+13.3%0.000%
7/31/2025 Carnegie Investment Counsel15,000$202K0.0%N/A0.000%
7/30/2025 Cornerstone Advisory LLC355,904$4.80M0.5%-12.6%0.000%
7/30/2025 D.A. Davidson & CO.25,065$338K0.0%-9.1%0.000%
7/29/2025 International Assets Investment Management LLC149,773$2.02M0.1%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.31,944$431K0.0%+8.6%0.000%
7/28/2025 Wilmington Savings Fund Society FSB42,810$577K0.0%+3.0%0.000%
7/28/2025 RFG Advisory LLC45,778$617K0.0%+226.6%0.000%
7/28/2025 Naviter Wealth LLC25,500$347K0.0%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.37,700$513K0.0%-4.7%0.000%
7/25/2025 Concurrent Investment Advisors LLC80,892$1.09M0.0%+12.3%0.000%
7/23/2025 Tectonic Advisors LLC33,206$448K0.0%+2.8%0.000%
7/22/2025 Belpointe Asset Management LLC106,389$1.43M0.1%-11.7%0.000%
7/21/2025 Ameritas Advisory Services LLC3,429$46K0.0%N/A0.000%
7/18/2025 PFG Investments LLC27,818$375K0.0%-6.8%0.000%
7/18/2025 Consolidated Portfolio Review Corp224,617$3.03M0.4%+3.9%0.000%
7/17/2025 Capital Investment Advisors LLC216,395$2.92M0.1%-2.1%0.000%
7/16/2025 Perigon Wealth Management LLC16,071$217K0.0%-7.8%0.000%
7/16/2025 Maridea Wealth Management LLC35,574$480K0.1%+2.4%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC11,649$157K0.0%N/A0.000%
7/9/2025 Triumph Capital Management58,490$788K0.2%+57.7%0.000%
5/21/2025Geneos Wealth Management Inc.2,940$41K0.0%+104.2%0.000%
5/20/2025Belpointe Asset Management LLC120,434$1.67M0.1%-2.9%0.000%
5/19/2025Jane Street Group LLC26,391$366K0.0%N/A0.000%
5/19/2025Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/16/2025NewEdge Advisors LLC21,105$293K0.0%-35.1%0.000%
5/15/2025Royal Bank of Canada1,198,791$16.64M0.0%+21.8%0.000%
5/15/2025Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/15/2025Landscape Capital Management L.L.C.17,674$245K0.0%N/A0.000%
5/14/2025Guggenheim Capital LLC745,810$10.35M0.1%+8.4%0.000%
5/14/2025CreativeOne Wealth LLC49,750$691K0.0%+57.9%0.000%
5/14/2025Ieq Capital LLC250,000$3.47M0.0%N/A0.000%
5/14/2025Samalin Investment Counsel LLC71,524$993K0.4%+3.3%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.89,425$1.24M0.4%N/A0.000%
5/14/2025Comerica Bank8,083$112K0.0%-21.7%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.9,913$138K0.0%+34.0%0.000%
5/13/2025Elequin Capital LP11,572$161K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.470,779$6.53M0.0%+40.5%0.000%
5/13/2025Leigh Baldwin & CO. LLC12,507$174K0.1%N/A0.000%
5/13/2025HighTower Advisors LLC434,623$6.03M0.0%+22.3%0.000%
5/12/2025Invesco Ltd.887,119$12.31M0.0%+0.7%0.000%
5/9/2025Atria Wealth Solutions Inc.39,575$554K0.0%-7.6%0.000%
5/9/2025PNC Financial Services Group Inc.6,500$90K0.0%-58.4%0.000%
5/8/2025XTX Topco Ltd41,084$570K0.0%N/A0.000%
5/7/2025LPL Financial LLC240,850$3.34M0.0%+12.9%0.000%
5/7/2025Cornerstone Advisory LLC407,002$5.49M0.6%-1.2%0.000%
5/6/2025Cetera Investment Advisers123,230$1.71M0.0%+29.5%0.000%
5/6/2025Wedbush Securities Inc.92,299$1.28M0.0%+11.6%0.000%
5/6/2025Triumph Capital Management37,087$515K0.2%+26.5%0.000%
5/6/2025Choreo LLC30,746$427K0.0%N/A0.000%
5/5/2025Lindbrook Capital LLC15,290$212K0.0%+91.1%0.000%
5/5/2025J.W. Cole Advisors Inc.325,214$4.51M0.1%+182.3%0.000%
5/5/2025IFP Advisors Inc5,112$71K0.0%-58.1%0.000%
5/5/2025Private Advisor Group LLC170,924$2.37M0.0%+45.4%0.000%
5/2/2025Tectonic Advisors LLC32,291$448K0.0%+2.8%0.000%
4/30/2025Leavell Investment Management Inc.263,864$3.70M0.2%+28.8%0.000%
4/30/2025Stratos Wealth Partners LTD.29,420$408K0.0%N/A0.000%
4/29/2025Envestnet Asset Management Inc.54,427$755K0.0%+24.6%0.000%
4/29/2025Concurrent Investment Advisors LLC72,050$1M0.0%N/A0.000%
4/29/2025Element Wealth LLC248,898$3.46M1.9%-2.3%0.000%
4/28/2025D.A. Davidson & CO.27,560$383K0.0%-22.1%0.000%
4/23/2025SOL Capital Management CO1,560,528$21.66M2.4%+5.9%0.000%
4/23/2025Spire Wealth Management6,433$89K0.0%+45.1%0.000%
4/23/2025Consolidated Portfolio Review Corp216,231$3.00M0.5%+14.7%0.000%
4/22/2025Tanglewood Legacy Advisors LLC3,655$51K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.147,415$2.05M0.0%+11.9%0.000%
4/22/2025PFG Investments LLC29,860$414K0.0%-7.5%0.000%
4/18/2025Tennessee Valley Asset Management Partners15,778$219K0.0%N/A0.000%
4/17/2025Sowell Financial Services LLC10,500$146K0.0%N/A0.000%
4/16/2025Goldstone Financial Group LLC64,969$902K0.1%-23.4%0.000%
4/15/2025Noble Wealth Management PBC5,309$74K0.1%+39.7%0.000%
(Data available from 1/1/2016 forward)

PDO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDO shares?

During the previous two years, 125 institutional investors and hedge funds held shares of Pimco Dynamic Income Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($33.51M), UBS Group AG ($23.35M), Cercano Management LLC ($22.47M), SOL Capital Management CO ($21.66M), Cohen & Steers Inc. ($18.53M), Royal Bank of Canada ($16.64M), and Invesco Ltd. ($12.57M).Learn more on Pimco Dynamic Income Opportunities Fund's institutional investors.

What percentage of Pimco Dynamic Income Opportunities Fund's stock is owned by institutional investors?

9.43% of Pimco Dynamic Income Opportunities Fund's stock is owned by institutional investors. Learn more on PDO's institutional investor holdings.

Which institutional investors have been buying Pimco Dynamic Income Opportunities Fund's stock?

Of the 109 institutional investors that purchased Pimco Dynamic Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($837.56K), SOL Capital Management CO ($692.84K), Wells Fargo & Company MN ($323.91K), J.W. Cole Advisors Inc. ($301.60K), Cercano Management LLC ($295.86K), Ieq Capital LLC ($250K), and UBS Group AG ($232.89K).

How much institutional buying is happening at Pimco Dynamic Income Opportunities Fund?

Institutional investors have bought a total of 5,396,866 shares in the last 24 months. This purchase volume represents approximately $73.92M in transactions.

Which of Pimco Dynamic Income Opportunities Fund's major shareholders have been selling company stock?

Of the 36 institutional investors that sold Pimco Dynamic Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisory LLC ($70.75K), Bank of America Corp DE ($68.95K), U.S. Capital Wealth Advisors LLC ($55.25K), Sanctuary Advisors LLC ($45.90K), Capital Investment Advisors LLC ($35.50K), Goldstone Financial Group LLC ($19.86K), and Belpointe Asset Management LLC ($18.46K).

How much institutional selling is happening at Pimco Dynamic Income Opportunities Fund?

Institutional investors have sold a total of 512,821 shares in the last 24 months. This volume of shares sold represents approximately $7.00M in transactions.


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This page (NYSE:PDO) was last updated on 9/15/2025 by MarketBeat.com Staff
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