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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.31 -0.09 (-0.67%)
Closing price 03:59 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)
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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PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.2,940$41K0.0%+104.2%0.000%
5/20/2025 Belpointe Asset Management LLC120,434$1.67M0.1%-2.9%0.000%
5/19/2025 Jane Street Group LLC26,391$366K0.0%N/A0.000%
5/19/2025 Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/16/2025 NewEdge Advisors LLC21,105$293K0.0%-35.1%0.000%
5/15/2025 Royal Bank of Canada1,198,791$16.64M0.0%+21.8%0.000%
5/15/2025 Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/15/2025 Landscape Capital Management L.L.C.17,674$245K0.0%N/A0.000%
5/14/2025 Guggenheim Capital LLC745,810$10.35M0.1%+8.4%0.000%
5/14/2025 CreativeOne Wealth LLC49,750$691K0.0%+57.9%0.000%
5/14/2025 Ieq Capital LLC250,000$3.47M0.0%N/A0.000%
5/14/2025 Samalin Investment Counsel LLC71,524$993K0.4%+3.3%0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.89,425$1.24M0.4%N/A0.000%
5/14/2025 Comerica Bank8,083$112K0.0%-21.7%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.9,913$138K0.0%+34.0%0.000%
5/13/2025 Elequin Capital LP11,572$161K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.470,779$6.53M0.0%+40.5%0.000%
5/13/2025 Leigh Baldwin & CO. LLC12,507$174K0.1%N/A0.000%
5/13/2025 HighTower Advisors LLC434,623$6.03M0.0%+22.3%0.000%
5/12/2025 Invesco Ltd.887,119$12.31M0.0%+0.7%0.000%
5/9/2025 Atria Wealth Solutions Inc.39,575$554K0.0%-7.6%0.000%
5/9/2025 PNC Financial Services Group Inc.6,500$90K0.0%-58.4%0.000%
5/8/2025 XTX Topco Ltd41,084$570K0.0%N/A0.000%
5/7/2025 LPL Financial LLC240,850$3.34M0.0%+12.9%0.000%
5/7/2025 Cornerstone Advisory LLC407,002$5.49M0.6%-1.2%0.000%
5/6/2025 Cetera Investment Advisers123,230$1.71M0.0%+29.5%0.000%
5/6/2025 Wedbush Securities Inc.92,299$1.28M0.0%+11.6%0.000%
5/6/2025 Triumph Capital Management37,087$515K0.2%+26.5%0.000%
5/6/2025 Choreo LLC30,746$427K0.0%N/A0.000%
5/5/2025 Lindbrook Capital LLC15,290$212K0.0%+91.1%0.000%
5/5/2025 J.W. Cole Advisors Inc.325,214$4.51M0.1%+182.3%0.000%
5/5/2025 IFP Advisors Inc5,112$71K0.0%-58.1%0.000%
5/5/2025 Private Advisor Group LLC170,924$2.37M0.0%+45.4%0.000%
5/2/2025 Tectonic Advisors LLC32,291$448K0.0%+2.8%0.000%
4/30/2025 Leavell Investment Management Inc.263,864$3.70M0.2%+28.8%0.000%
4/30/2025 Stratos Wealth Partners LTD.29,420$408K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.54,427$755K0.0%+24.6%0.000%
4/29/2025 Concurrent Investment Advisors LLC72,050$1M0.0%N/A0.000%
4/29/2025 Element Wealth LLC248,898$3.46M1.9%-2.3%0.000%
4/28/2025 D.A. Davidson & CO.27,560$383K0.0%-22.1%0.000%
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4/23/2025 SOL Capital Management CO1,560,528$21.66M2.4%+5.9%0.000%
4/23/2025 Spire Wealth Management6,433$89K0.0%+45.1%0.000%
4/23/2025 Consolidated Portfolio Review Corp216,231$3.00M0.5%+14.7%0.000%
4/22/2025 Tanglewood Legacy Advisors LLC3,655$51K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.147,415$2.05M0.0%+11.9%0.000%
4/22/2025 PFG Investments LLC29,860$414K0.0%-7.5%0.000%
4/18/2025 Tennessee Valley Asset Management Partners15,778$219K0.0%N/A0.000%
4/17/2025 Sowell Financial Services LLC10,500$146K0.0%N/A0.000%
4/16/2025 Goldstone Financial Group LLC64,969$902K0.1%-23.4%0.000%
4/15/2025 Noble Wealth Management PBC5,309$74K0.1%+39.7%0.000%
4/14/2025 Capital Investment Advisors LLC221,137$3.07M0.1%-5.4%0.000%
4/14/2025 SOA Wealth Advisors LLC.84,723$1.18M0.1%N/A0.000%
4/9/2025 RFG Advisory LLC14,018$195K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC12,851$175K0.0%-19.0%0.000%
3/12/2025 Northstar 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%
2/18/2025 Sunbelt Securities Inc.35,507$480K0.0%-6.4%0.000%
2/18/2025 Cornerstone Advisory LLC411,782$5.69M0.7%-3.5%0.000%
2/17/2025 Williams Jones Wealth Management LLC.19,275$262K0.0%-19.4%0.000%
2/17/2025 Vivaldi Capital Management LP17,300$237K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC5,950$81K0.0%-17.4%0.000%
2/17/2025 Cetera Investment Advisers95,186$1.29M0.0%+14.3%0.000%
2/17/2025 Bramshill Investments LLC53,666$729K0.1%-5.7%0.000%
2/17/2025 Bank of America Corp DE688,670$9.36M0.0%-9.1%0.000%
2/14/2025 Triumph Capital Management29,329$399K0.1%-28.9%0.000%
2/14/2025 Comerica Bank10,326$140K0.0%+8.4%0.000%
2/14/2025 Stifel Financial Corp115,640$1.57M0.0%+5.0%0.000%
2/14/2025 Shaker Financial Services LLC26,775$364K0.1%N/A0.000%
2/14/2025 First Trust Advisors LP94,751$1.29M0.0%+5.3%0.000%
2/13/2025 NewEdge Advisors LLC32,505$442K0.0%+46.1%0.000%
2/13/2025 Guggenheim Capital LLC688,098$9.35M0.1%+17.7%0.000%
2/13/2025 Walleye Capital LLC34,342$467K0.0%+72.9%0.000%
2/13/2025 Belpointe Asset Management LLC124,039$1.71M0.1%-0.6%0.000%
2/13/2025 CreativeOne Wealth LLC31,500$428K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.1,363,662$18.53M0.0%+0.7%0.000%
2/13/2025 Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/13/2025 Invesco Ltd.880,818$11.97M0.0%+1.3%0.000%
2/13/2025 Aristides Capital LLC31,910$434K0.1%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.43,688$594K0.0%-2.4%0.000%
2/13/2025 Anchor Capital Management Group Inc134,500$1.83M0.7%N/A0.000%
2/13/2025 Wedbush Securities Inc.82,699$1.12M0.0%+2.4%0.000%
2/13/2025 Wells Fargo & Company MN2,465,764$33.51M0.0%+9.9%0.000%
2/12/2025 National Bank of Canada FI16,450$224K0.0%+19.2%0.000%
2/12/2025 Maridea Wealth Management LLC34,867$474K0.2%N/A0.000%
2/11/2025 LPL Financial LLC213,340$2.90M0.0%+2.3%0.000%
2/11/2025 Samalin Investment Counsel LLC69,222$941K0.4%+5.9%0.000%
2/11/2025 Palogic Value Management L.P.83,778$1.14M0.0%-5.6%0.000%
2/10/2025 Commonwealth Equity Services LLC666,298$9.06M0.0%+1.4%0.000%
2/10/2025 Avantax Advisory Services Inc.12,632$172K0.0%+19.2%0.000%
2/7/2025 HighTower Advisors LLC355,486$4.83M0.0%+32.6%0.000%
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2/7/2025 Independent Advisor Alliance13,882$189K0.0%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.15,640$213K0.0%+1,464.0%0.000%
2/6/2025 Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC3,800$52K0.0%N/A0.000%
2/3/2025 Element Wealth LLC254,657$3.46M1.8%+1.4%0.000%
2/3/2025 Private Advisor Group LLC117,546$1.60M0.0%+18.7%0.000%
1/31/2025 Mcdonald Partners LLC39,000$530K0.1%+30.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.42,825$585K0.0%-8.5%0.000%
1/31/2025 D.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 PDO's institutional investors.

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

9.43% of Pimco Dynamic Income Opportunities Fund 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 stock?

Of the 105 institutional investors that purchased Pimco Dynamic Income Opportunities Fund 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 6,749,703 shares in the last 24 months. This purchase volume represents approximately $90.40M in transactions.

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

Of the 51 institutional investors that sold Pimco Dynamic Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($688.75K), SOL Capital Management CO ($191.29K), PFG Investments LLC ($188.16K), Commonwealth Equity Services LLC ($111.73K), Scotia Capital Inc. ($87.92K), U.S. Capital Wealth Advisors LLC ($78.71K), and First Foundation Advisors ($69.63K).

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

Institutional investors have sold a total of 2,015,391 shares in the last 24 months. This volume of shares sold represents approximately $26.37M in transactions.



This page (NYSE:PDO) was last updated on 6/13/2025 by MarketBeat.com Staff
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