Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

$12.98
+0.14 (+1.09%)
(As of 04/26/2024 ET)

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)
52
Total
Institutional Inflows
(last 12 months)
$34.82M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.29M
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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
4/26/2024Riverbridge Partners LLC52,469$691K0.0%+4.9%0.000%
4/25/2024Lindbrook Capital LLC4,000$53K0.0%+300.0%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.113,858$1.50M0.0%+16.1%0.000%
4/24/2024 Leavell Investment Management Inc.94,707$1.26M0.1%+7.1%0.000%
4/24/2024 SOL Capital Management CO1,003,865$13.22M1.7%+15.7%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.235,545$3.10M0.0%+2.4%0.000%
4/22/2024 PFG Investments LLC217,109$2.86M0.2%N/A0.000%
4/15/2024 Sunbelt Securities Inc.44,442$585K0.1%+14.0%0.000%
4/15/2024 Kingswood Wealth Advisors LLC37,858$499K0.1%N/A0.000%
3/27/2024Nomura Holdings Inc.11,250$138K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.15,516$190K0.0%-33.4%0.000%
2/15/2024Palogic Value Management L.P.69,352$849K0.4%-5.3%0.000%
2/13/2024Belpointe Asset Management LLC42,752$523K0.0%+40.9%0.000%
2/13/2024Cornerstone Advisory LLC447,509$5.48M0.9%+66.4%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC104,199$1.28M0.6%+28.3%0.000%
2/12/2024Scotia Capital Inc.116,450$1.43M0.0%-35.9%0.000%
2/12/2024Gridiron Partners LLC51,085$625K0.4%N/A0.000%
2/9/2024Journey Strategic Wealth LLC16,000$196K0.0%-55.9%0.000%
2/9/2024D.A. Davidson & CO.45,790$560K0.0%+91.1%0.000%
2/9/2024Wells Fargo & Company MN1,759,635$21.54M0.0%+6.2%0.000%
2/9/2024UBS Group AG1,907,751$23.35M0.0%+13.9%0.000%
2/7/2024Shaker Financial Services LLC316,056$3.88M1.6%+174.5%0.000%
2/6/2024Private Advisor Group LLC47,228$578K0.0%-20.2%0.000%
2/6/2024National Bank of Canada FI19,850$246K0.0%-9.9%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC135,845$1.66M0.1%-7.1%0.000%
2/2/2024Truist Financial Corp29,405$360K0.0%+17.7%0.000%
2/2/2024 Bank of New Hampshire2,945$36K0.0%-33.7%0.000%
2/2/2024Atria Wealth Solutions Inc.61,025$750K0.0%-3.1%0.000%
2/1/2024Element Wealth LLC262,647$3.22M2.0%-1.0%0.000%
2/1/2024 Stockman Wealth Management Inc.11,990$147K0.0%-36.6%0.000%
1/30/2024CTC Alternative Strategies Ltd.12,056$148K0.3%N/A0.000%
1/29/2024Consolidated Portfolio Review Corp190,876$2.34M0.5%+1.0%0.000%
1/29/2024Perigon Wealth Management LLC30,381$372K0.0%-4.7%0.000%
1/26/2024 WESPAC Advisors LLC14,419$176K0.1%-5.4%0.000%
1/25/2024 SOL Capital Management CO867,690$10.62M1.4%-18.1%0.000%
1/25/2024 International Assets Investment Management LLC30,600$375K0.0%+1,124.0%0.000%
1/25/2024Americana Partners LLC98,534$1.20M0.1%+0.9%0.000%
1/24/2024 International Assets Investment Management LLC30,600$375K0.0%+1,124.0%0.000%
1/23/2024 Leavell Investment Management Inc.88,457$1.10M0.1%-28.6%0.000%
1/23/2024DAVENPORT & Co LLC10,690$131K0.0%N/A0.000%
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1/18/2024 Parisi Gray Wealth Management31,921$391K0.2%+6.7%0.000%
1/17/2024Tectonic Advisors LLC28,017$343K0.0%+3.2%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.229,974$2.82M0.0%+42.1%0.000%
1/11/2024 Single Point Partners LLC10,405$127K0.0%-36.6%0.000%
1/5/2024 Capital Investment Advisors LLC231,244$2.83M0.1%+13.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.10,973$132K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC12,067$143K0.0%-12.2%0.000%
8/15/2023Rivernorth Capital Management LLC1,963,372$25.64M1.3%-26.0%0.000%
8/15/2023Journey Strategic Wealth LLC25,317$331K0.0%+9.5%0.000%
8/14/2023Azimuth Capital Investment Management LLC25,000$326K0.0%N/A0.000%
8/14/2023First Foundation Advisors27,055$353K0.0%-56.4%0.000%
8/11/2023Guggenheim Capital LLC343,366$4.48M0.0%+19.2%0.000%
8/11/2023D.A. Davidson & CO.22,541$294K0.0%+95.3%0.000%
8/11/2023Penserra Capital Management LLC895,855$11.70M0.2%+6.6%0.000%
8/10/2023Osaic Holdings Inc.208,306$2.72M0.0%+34.9%0.000%
8/10/2023Commonwealth Equity Services LLC486,280$6.35M0.0%+1.1%0.000%
8/10/2023Private Advisor Group LLC57,750$755K0.0%+40.0%0.000%
8/9/2023 Kingswood Wealth Advisors LLC21,411$280K0.1%N/A0.000%
8/8/2023Biechele Royce Advisors16,460$215K0.1%N/A0.000%
8/7/2023Element Wealth LLC259,414$3.39M2.4%+5.8%0.000%
8/7/2023Brown Brothers Harriman & Co.25,000$326K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC84,046$1.11M0.5%-0.9%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC146,245$1.91M0.1%+17.7%0.000%
8/3/2023Atria Wealth Solutions Inc.67,205$886K0.0%-7.2%0.000%
8/3/2023 PFG Investments LLC59,739$780K0.1%+6.1%0.000%
8/3/2023Samalin Investment Counsel LLC28,174$368K0.2%+43.5%0.000%
8/3/2023Scotia Capital Inc.274,938$3.59M0.0%-7.6%0.000%
8/2/2023 Stockman Wealth Management Inc.26,614$348K0.1%-56.2%0.000%
8/2/2023Perigon Wealth Management LLC28,479$372K0.0%+5.2%0.000%
8/1/2023Truist Financial Corp90,483$1.18M0.0%+754.1%0.000%
7/31/2023LPL Financial LLC102,551$1.34M0.0%+34.9%0.000%
7/31/2023Americana Partners LLC53,043$693K0.1%+108.3%0.000%
7/28/2023 WESPAC Advisors LLC58,149$759K0.6%+21.1%0.000%
7/27/2023J.W. Cole Advisors Inc.45,437$593K0.0%+3.0%0.000%
7/27/2023 ACT Advisors LLC.27,458$359K0.2%+3.0%0.000%
7/26/2023Janney Montgomery Scott LLC47,042$614K0.0%-18.7%0.000%
7/26/2023Riverbridge Partners LLC54,557$713K0.0%-7.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.125,358$1.64M0.0%+29.4%0.000%
7/25/2023 Raymond James & Associates26,179$342K0.0%+38.4%0.000%
7/20/2023Cornerstone Advisory LLC82,849$1.08M0.2%N/A0.000%
7/14/2023 Parisi Gray Wealth Management30,149$374K0.2%+197.1%0.000%
7/14/2023Tectonic Advisors LLC26,603$347K0.0%+33.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.61,843$808K0.0%+4.3%0.000%
7/11/2023 Capital Investment Advisors LLC144,332$1.89M0.1%+50.5%0.000%
5/16/2023Family Management Corp106,529$1.32M0.3%-26.4%0.000%
5/12/2023Journey Strategic Wealth LLC23,120$287K0.0%+22.3%0.000%
5/12/2023Palogic Value Management L.P.81,018$1.01M0.5%+6.2%0.000%
5/11/2023Consolidated Portfolio Review Corp188,834$2.34M0.6%N/A0.000%
5/11/2023U.S. Capital Wealth Advisors LLC124,250$1.54M0.1%+1.2%0.000%
5/11/2023 PFG Investments LLC56,280$698K0.1%N/A0.000%
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5/11/2023Commonwealth Equity Services LLC481,169$5.97M0.0%+19.2%0.000%
5/11/2023Scotia Capital Inc.297,660$3.69M0.0%+2.8%0.000%
5/11/2023Guggenheim Capital LLC288,170$3.57M0.0%+40.3%0.000%
5/10/2023Private Advisor Group LLC41,237$511K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.72,047$893K0.0%+20.6%0.000%
5/9/2023Samalin Investment Counsel LLC19,638$244K0.1%+42.3%0.000%
5/8/2023Shaker Financial Services LLC84,828$1.05M0.5%+14.2%0.000%
5/8/2023Americana Partners LLC25,465$316K0.0%N/A0.000%
5/5/2023Truist Financial Corp10,594$131K0.0%N/A0.000%
5/4/2023 Stockman Wealth Management Inc.60,768$754K0.2%-38.7%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, 103 institutional investors and hedge funds held shares of Pimco Dynamic Income Opportunities Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($25.64M), UBS Group AG ($23.35M), Wells Fargo & Company MN ($21.54M), Cohen & Steers Inc. ($19.38M), Royal Bank of Canada ($18.70M), SOL Capital Management CO ($13.22M), and Penserra Capital Management LLC ($11.70M).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 95 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: Rivernorth Capital Management LLC ($1.68M), SOL Capital Management CO ($814.42K), Penserra Capital Management LLC ($466.63K), Cohen & Steers Inc. ($452.03K), Shaker Financial Services LLC ($410.66K), Northwestern Mutual Wealth Management Co. ($319.12K), and Scotia Capital Inc. ($297.66K).

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

Institutional investors have bought a total of 8,696,696 shares in the last 24 months. This purchase volume represents approximately $123.94M in transactions.

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

Of the 42 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: UBS Group AG ($2.49M), Artemis Wealth Advisors LLC ($921.42K), Rivernorth Capital Management LLC ($688.75K), SOL Capital Management CO ($517.73K), Family Management Corp ($149.07K), Crumly & Associates Inc. ($126.48K), and Shaker Financial Services LLC ($125.70K).

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

Institutional investors have sold a total of 5,766,845 shares in the last 24 months. This volume of shares sold represents approximately $76.71M in transactions.


This page (NYSE:PDO) was last updated on 4/27/2024 by MarketBeat.com Staff

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