Free Trial
Invest Smarter with A.I. PowerGet 30 Days Free

Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$14.16 -0.06 (-0.39%)
As of 10:09 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$74.21M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$7.00M
Get PDO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pimco Dynamic Income Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Meadowbrook Wealth Management LLC32,870$464K0.5%N/A0.000%
9/9/2025NWF Advisory Services Inc.23,435$316K0.0%-16.1%0.000%
9/4/2025Osaic Holdings Inc.166,776$2.25M0.0%+13.9%0.000%
8/19/2025B. Riley Wealth Advisors Inc.15,365$207K0.0%N/A0.000%
8/15/2025Balyasny Asset Management L.P.174,862$2.36M0.0%N/A0.000%
8/15/2025Bank of America Corp DE689,558$9.30M0.0%+7.0%0.000%
8/14/2025Jane Street Group LLC58,285$786K0.0%+120.9%0.000%
8/14/2025Raymond James Financial Inc.502,546$6.77M0.0%+6.7%0.000%
8/14/2025Vivaldi Capital Management LP10,100$136K0.0%-41.6%0.000%
8/14/2025NewEdge Advisors LLC126,385$1.70M0.0%+498.8%0.000%
8/13/2025Walleye Capital LLC13,150$177K0.0%N/A0.000%
8/13/2025First Trust Advisors LP76,500$1.03M0.0%-16.8%0.000%
8/13/2025Guggenheim Capital LLC773,376$10.43M0.1%+3.7%0.000%
8/13/2025Invesco Ltd.932,102$12.57M0.0%+5.1%0.000%
8/13/2025Scotia Capital Inc.10,950$148K0.0%-11.7%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.5,600$75K0.0%-43.5%0.000%
8/12/2025J.W. Cole Advisors Inc.341,423$4.60M0.1%+5.0%0.000%
8/12/2025Tableaux LLC5,191$70K0.0%N/A0.000%
8/12/2025AlphaCore Capital LLC35,426$482K0.0%N/A0.000%
8/8/2025Cercano Management LLC1,666,651$22.47M0.6%+21.6%0.000%
8/8/2025Cetera Investment Advisers151,118$2.04M0.0%+22.6%0.000%
8/8/2025PNC Financial Services Group Inc.2,200$30K0.0%-66.2%0.000%
8/7/2025Samalin Investment Counsel LLC73,108$985K0.4%+2.2%0.000%
8/6/2025AE Wealth Management LLC13,347$180K0.0%N/A0.000%
8/6/2025Wedbush Securities Inc.97,168$1.31M0.0%+5.3%0.000%
8/5/2025Palogic Value Management L.P.86,026$1.16M0.5%-1.4%0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,292$206K0.0%N/A0.000%
8/4/2025MeadowBrook Investment Advisors LLC2,255$30K0.0%N/A0.000%
8/4/2025Spire Wealth Management5,533$75K0.0%-14.0%0.000%
8/1/2025Envestnet Asset Management Inc.58,065$783K0.0%+6.7%0.000%
7/31/2025Leavell Investment Management Inc.298,853$4.07M0.2%+13.3%0.000%
7/31/2025Carnegie Investment Counsel15,000$202K0.0%N/A0.000%
7/30/2025Cornerstone Advisory LLC355,904$4.80M0.5%-12.6%0.000%
7/30/2025D.A. Davidson & CO.25,065$338K0.0%-9.1%0.000%
7/29/2025International Assets Investment Management LLC149,773$2.02M0.1%N/A0.000%
7/29/2025Stratos Wealth Partners LTD.31,944$431K0.0%+8.6%0.000%
7/28/2025Wilmington Savings Fund Society FSB42,810$577K0.0%+3.0%0.000%
7/28/2025RFG Advisory LLC45,778$617K0.0%+226.6%0.000%
7/28/2025Naviter Wealth LLC25,500$347K0.0%N/A0.000%
7/25/2025Atria Wealth Solutions Inc.37,700$513K0.0%-4.7%0.000%
7/25/2025Concurrent Investment Advisors LLC80,892$1.09M0.0%+12.3%0.000%
7/23/2025Tectonic Advisors LLC33,206$448K0.0%+2.8%0.000%
7/22/2025Belpointe Asset Management LLC106,389$1.43M0.1%-11.7%0.000%
7/21/2025Ameritas Advisory Services LLC3,429$46K0.0%N/A0.000%
7/18/2025PFG Investments LLC27,818$375K0.0%-6.8%0.000%
7/18/2025Consolidated Portfolio Review Corp224,617$3.03M0.4%+3.9%0.000%
7/17/2025Capital Investment Advisors LLC216,395$2.92M0.1%-2.1%0.000%
7/16/2025Perigon Wealth Management LLC16,071$217K0.0%-7.8%0.000%
7/16/2025Maridea Wealth Management LLC35,574$480K0.1%+2.4%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC11,649$157K0.0%N/A0.000%
7/9/2025Triumph 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%
(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, 126 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 110 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 5,417,412 shares in the last 24 months. This purchase volume represents approximately $74.21M 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.


Related Companies

This page (NYSE:PDO) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
"I'm risking my reputation on this"
The Fed rate cut truth they don't want you to know The Fed's 25 basis point cut isn't just monetary policy…...
Crypto 101 Media | Sponsoredtc pixel
Building The Infrastructure for the Coming Financial Reset
While China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...
Intellistake | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
Elon Warns “America Is Broke”. Trump’s Plan Inside.
For the everyday American who's worked hard to build their nest egg, Trump preserved a IRS loophole that allow...
American Hartford Gold | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel