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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.49 +0.04 (+0.30%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$13.48 -0.01 (-0.07%)
As of 07/3/2025 04:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
80
Total
Institutional Inflows
(last 12 months)
$62.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$9.32M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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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%
4/14/2025Capital Investment Advisors LLC221,137$3.07M0.1%-5.4%0.000%
4/14/2025SOA Wealth Advisors LLC.84,723$1.18M0.1%N/A0.000%
4/9/2025RFG Advisory LLC14,018$195K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC12,851$175K0.0%-19.0%0.000%
3/12/2025Northstar Financial Companies Inc.12,851$175K0.2%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.11,718$161K0.0%-60.9%0.000%
2/18/2025Sunbelt Securities Inc.35,507$480K0.0%-6.4%0.000%
2/18/2025Cornerstone Advisory LLC411,782$5.69M0.7%-3.5%0.000%
2/17/2025Williams Jones Wealth Management LLC.19,275$262K0.0%-19.4%0.000%
2/17/2025Vivaldi Capital Management LP17,300$237K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC5,950$81K0.0%-17.4%0.000%
2/17/2025Cetera Investment Advisers95,186$1.29M0.0%+14.3%0.000%
2/17/2025Bramshill Investments LLC53,666$729K0.1%-5.7%0.000%
2/17/2025Bank of America Corp DE688,670$9.36M0.0%-9.1%0.000%
2/14/2025Triumph Capital Management29,329$399K0.1%-28.9%0.000%
2/14/2025Comerica Bank10,326$140K0.0%+8.4%0.000%
2/14/2025Stifel Financial Corp115,640$1.57M0.0%+5.0%0.000%
2/14/2025Shaker Financial Services LLC26,775$364K0.1%N/A0.000%
2/14/2025First Trust Advisors LP94,751$1.29M0.0%+5.3%0.000%
2/13/2025NewEdge Advisors LLC32,505$442K0.0%+46.1%0.000%
2/13/2025Guggenheim Capital LLC688,098$9.35M0.1%+17.7%0.000%
2/13/2025Walleye Capital LLC34,342$467K0.0%+72.9%0.000%
2/13/2025Belpointe Asset Management LLC124,039$1.71M0.1%-0.6%0.000%
2/13/2025CreativeOne Wealth LLC31,500$428K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.1,363,662$18.53M0.0%+0.7%0.000%
2/13/2025Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/13/2025Invesco Ltd.880,818$11.97M0.0%+1.3%0.000%
2/13/2025Aristides Capital LLC31,910$434K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.43,688$594K0.0%-2.4%0.000%
2/13/2025Anchor Capital Management Group Inc134,500$1.83M0.7%N/A0.000%
2/13/2025Wedbush Securities Inc.82,699$1.12M0.0%+2.4%0.000%
2/13/2025Wells Fargo & Company MN2,465,764$33.51M0.0%+9.9%0.000%
2/12/2025National Bank of Canada FI16,450$224K0.0%+19.2%0.000%
2/12/2025Maridea Wealth Management LLC34,867$474K0.2%N/A0.000%
2/11/2025LPL Financial LLC213,340$2.90M0.0%+2.3%0.000%
2/11/2025Samalin Investment Counsel LLC69,222$941K0.4%+5.9%0.000%
2/11/2025Palogic Value Management L.P.83,778$1.14M0.0%-5.6%0.000%
2/10/2025Commonwealth Equity Services LLC666,298$9.06M0.0%+1.4%0.000%
2/10/2025Avantax Advisory Services Inc.12,632$172K0.0%+19.2%0.000%
2/7/2025HighTower Advisors LLC355,486$4.83M0.0%+32.6%0.000%
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2/7/2025Independent Advisor Alliance13,882$189K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.15,640$213K0.0%+1,464.0%0.000%
2/6/2025Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC3,800$52K0.0%N/A0.000%
2/3/2025Element Wealth LLC254,657$3.46M1.8%+1.4%0.000%
2/3/2025Private Advisor Group LLC117,546$1.60M0.0%+18.7%0.000%
1/31/2025Mcdonald Partners LLC39,000$530K0.1%+30.0%0.000%
1/31/2025Atria Wealth Solutions Inc.42,825$585K0.0%-8.5%0.000%
1/31/2025D.A. Davidson & CO.35,368$481K0.0%-8.2%0.000%
1/31/2025Sanctuary Advisors LLC22,884$316K0.0%-65.1%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, 120 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), Rivernorth Capital Management LLC ($25.64M), UBS Group AG ($23.35M), SOL Capital Management CO ($21.66M), Cohen & Steers Inc. ($18.53M), Royal Bank of Canada ($16.64M), and Invesco Ltd. ($12.31M).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 105 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. ($805.80K), SOL Capital Management CO ($692.84K), Wells Fargo & Company MN ($323.91K), J.W. Cole Advisors Inc. ($286.72K), Cornerstone Advisory LLC ($261.43K), 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 4,552,254 shares in the last 24 months. This purchase volume represents approximately $62.48M 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: PFG Investments LLC ($188.16K), Bank of America Corp DE ($68.95K), U.S. Capital Wealth Advisors LLC ($68.31K), Sanctuary Advisors LLC ($45.90K), Capital Investment Advisors LLC ($30.76K), Sunbelt Securities Inc. ($20.84K), and Kingswood Wealth Advisors LLC ($20.14K).

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

Institutional investors have sold a total of 688,986 shares in the last 24 months. This volume of shares sold represents approximately $9.32M in transactions.


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This page (NYSE:PDO) was last updated on 7/4/2025 by MarketBeat.com Staff
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