Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

$12.42 +0.04 (+0.29%)

As of 11:17 AM Eastern

Current Institutional Ownership Percentage: 9.43%
Number of Institutional Buyers (last 12 months): 87
Total Institutional Inflows (last 12 months): $63.35M

Number of Institutional Sellers (last 12 months): 41
Total Institutional Outflows (last 12 months): $10.51M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/23/2026	Ameritas Advisory Services LLC	4,278	$57K	0.0%	N/A	0.000%
8/22/2026	NWF Advisory Services Inc.	20,683	$273K	0.0%	+28.3%	0.000%
8/22/2026	Concurrent Investment Advisors LLC	99,525	$1.32M	0.0%	+1.8%	0.000%
8/21/2026	Triumph Capital Management	96,752	$1.28M	0.2%	+7.9%	0.000%
8/20/2026	Wedbush Securities Inc.	110,368	$1.46M	0.0%	+11.1%	0.000%
7/16/2026	Shaker Financial Services LLC	85,176	$1.14M	0.4%	-33.7%	0.000%
7/16/2026	Independent Financial Group LLC	125,668	$1.66M	0.0%	+2.9%	0.000%
7/15/2026	Essential Investment Partners LLC	18,500	$245K	0.2%	-7.5%	0.000%
7/15/2026	Wealth Enhancement Advisory Services LLC	179,552	$2.39M	0.0%	+434.6%	0.000%
7/14/2026	Clearview Wealth Management LLC	10,813	$143K	0.1%	-33.9%	0.000%
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7/13/2026	McAlister Sweet & Associates Inc.	10,031	$133K	0.1%	N/A	0.000%
7/10/2026	Buska Wealth Management LLC	13,733	$182K	0.1%	-35.1%	0.000%
7/9/2026	Crumly & Associates Inc.	27,000	$357K	0.1%	+8.0%	0.000%
7/6/2026	Meadowbrook Wealth Management LLC	43,270	$574K	0.6%	N/A	0.000%
7/1/2026	Noble Wealth Management PBC	10,979	$145K	0.1%	+10.6%	0.000%
6/3/2026	NewEdge Advisors LLC	175,873	$2.27M	0.0%	-4.1%	0.000%
5/19/2026	NewEdge Advisors LLC	175,873	$2.27M	0.0%	-4.1%	0.000%
5/19/2026	Bank of America Corp DE	840,793	$10.87M	0.0%	+5.1%	0.000%
5/18/2026	Sunbelt Securities Inc.	3,000	$39K	0.0%	-91.3%	0.000%
5/18/2026	Rivernorth Capital Management LLC	95,649	$1.24M	0.1%	N/A	0.000%
5/18/2026	Royal Bank of Canada	2,347,194	$30.35M	0.0%	+7.0%	0.000%
5/15/2026	Gateway Wealth Partners LLC	11,222	$145K	0.0%	N/A	0.000%
5/13/2026	Cetera Investment Advisers	195,582	$2.53M	0.0%	+15.4%	0.000%
5/13/2026	First Trust Advisors LP	45,224	$585K	0.0%	-14.7%	0.000%
5/7/2026	Lowe Brockenbrough & Co. Inc.	12,050	$156K	0.0%	-42.6%	0.000%
5/6/2026	Independent Financial Group LLC	122,157	$1.58M	0.0%	N/A	0.000%
5/5/2026	D.A. Davidson & CO.	22,773	$294K	0.0%	+5.3%	0.000%
5/5/2026	Sanctuary Advisors LLC	11,000	$142K	0.0%	N/A	0.000%
5/5/2026	Cornerstone Advisory LLC	306,042	$3.96M	0.4%	-5.1%	0.000%
5/2/2026	International Assets Investment Management LLC	327,028	$4.32M	0.1%	+19.9%	0.000%
5/1/2026	Fifth Third Bancorp	23,796	$308K	0.0%	N/A	0.000%
5/1/2026	Sovran Advisors LLC	13,785	$184K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	43,158	$558K	0.0%	-3.7%	0.000%
4/27/2026	Integrity Wealth Partners LLC	233,197	$3.02M	2.7%	N/A	0.000%
4/27/2026	Private Advisor Group LLC	286,227	$3.70M	0.0%	+0.6%	0.000%
4/21/2026	Maridea Wealth Management LLC	37,428	$484K	0.1%	+5.8%	0.000%
4/20/2026	RFG Advisory LLC	52,073	$673K	0.0%	-2.3%	0.000%
4/18/2026	CENTRAL TRUST Co	31,500	$407K	0.0%	N/A	0.000%
3/17/2026	Rockefeller Capital Management L.P.	34,021	$471K	0.0%	+331.2%	0.000%
3/13/2026	Fund Advisors of America Inc FL	29,356	$406K	0.4%	N/A	0.000%
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3/13/2026	World Investment Advisors	17,406	$241K	0.0%	N/A	0.000%
3/3/2026	NWF Advisory Services Inc.	16,008	$222K	0.0%	-34.0%	0.000%
2/20/2026	Sunbelt Securities Inc.	34,584	$479K	0.0%	-19.6%	0.000%
2/19/2026	Invesco Ltd.	929,247	$12.86M	0.0%	-3.7%	0.000%
2/18/2026	Mercer Global Advisors Inc. ADV	20,740	$287K	0.0%	N/A	0.000%
2/18/2026	NewEdge Advisors LLC	183,484	$2.54M	0.0%	+36.8%	0.000%
2/18/2026	VestGen Advisors LLC	19,236	$266K	0.0%	+20.2%	0.000%
2/17/2026	Guggenheim Capital LLC	804,732	$11.14M	0.1%	-1.3%	0.000%
2/17/2026	Cetera Investment Advisers	169,446	$2.35M	0.0%	-2.8%	0.000%
2/17/2026	Osaic Holdings Inc.	223,932	$3.10M	0.0%	+29.3%	0.000%
2/17/2026	Private Advisor Group LLC	284,440	$3.94M	0.0%	+19.9%	0.000%
2/17/2026	&PARTNERS	189,584	$2.62M	0.0%	-13.8%	0.000%
2/17/2026	Royal Bank of Canada	2,194,483	$30.37M	0.0%	+53.4%	0.000%
2/17/2026	Beacon Financial Advisory LLC	10,593	$147K	0.0%	N/A	0.000%
2/16/2026	Element Wealth LLC	224,418	$3.11M	1.3%	-1.1%	0.000%
2/13/2026	Kestra Advisory Services LLC	44,820	$620K	0.0%	+23.0%	0.000%
2/13/2026	CreativeOne Wealth LLC	35,500	$491K	0.0%	-18.9%	0.000%
2/13/2026	Thomas J. Herzfeld Advisors Inc.	345,432	$4.78M	1.6%	+8.6%	0.000%
2/13/2026	Stifel Financial Corp	44,362	$614K	0.0%	+1.8%	0.000%
2/13/2026	Morgan Stanley	5,397,465	$74.70M	0.0%	+14.9%	0.000%
2/13/2026	First Trust Advisors LP	53,027	$734K	0.0%	-29.1%	0.000%
2/13/2026	Wells Fargo & Company MN	2,401,365	$33.24M	0.0%	-2.0%	0.000%
2/13/2026	Cohen & Steers Inc.	1,230,570	$17.03M	0.0%	-1.4%	0.000%
2/12/2026	Jane Street Group LLC	101,330	$1.40M	0.0%	+53.9%	0.000%
2/12/2026	StoneX Group Inc.	15,301	$214K	0.0%	-22.3%	0.000%
2/12/2026	Wedbush Securities Inc.	98,845	$1.37M	0.0%	-4.9%	0.000%
2/11/2026	LPL Financial LLC	306,502	$4.24M	0.0%	+11.2%	0.000%
2/11/2026	Lowe Brockenbrough & Co. Inc.	21,000	$291K	0.0%	-13.9%	0.000%
2/11/2026	J.W. Cole Advisors Inc.	356,203	$4.93M	0.1%	-7.2%	0.000%
2/10/2026	Private Wealth Asset Management LLC	19,932	$276K	0.0%	N/A	0.000%
2/10/2026	Northwestern Mutual Wealth Management Co.	46,657	$646K	0.0%	+39.7%	0.000%
2/9/2026	Clearstead Advisors LLC	11,768	$163K	0.0%	N/A	0.000%
2/9/2026	HBK Sorce Advisory LLC	21,000	$296K	0.0%	+5.0%	0.000%
2/6/2026	HighTower Advisors LLC	586,052	$8.11M	0.0%	+1.0%	0.000%
2/5/2026	AlphaCore Capital LLC	48,624	$679K	0.0%	+41.2%	0.000%
2/4/2026	World Investment Advisors	17,406	$241K	0.0%	N/A	0.000%
2/3/2026	International Assets Investment Management LLC	272,738	$3.78M	0.2%	+69.6%	0.000%
2/3/2026	RFG Advisory LLC	53,273	$737K	0.0%	+16.4%	0.000%
2/2/2026	Mcdonald Partners LLC	46,000	$637K	0.2%	+17.9%	0.000%
1/30/2026	Activest Wealth Management	4,945	$68K	0.0%	+32,866.7%	0.000%
1/30/2026	SOL Capital Management CO	1,698,816	$23.51M	2.1%	+1.1%	0.000%
1/30/2026	Samalin Investment Counsel LLC	73,233	$1.01M	0.4%	-3.9%	0.000%
1/29/2026	Comerica Bank	72,112	$998K	0.0%	+422.6%	0.000%
1/29/2026	D.A. Davidson & CO.	21,633	$299K	0.0%	-9.0%	0.000%
1/29/2026	Camelot Portfolios LLC	8,000	$111K	0.1%	N/A	0.000%
1/29/2026	UBS Group AG	3,521,827	$48.74M	0.0%	+4.9%	0.000%
1/29/2026	Concurrent Investment Advisors LLC	92,725	$1.28M	0.0%	+4.6%	0.000%
1/28/2026	Cornerstone Advisory LLC	322,492	$4.46M	0.4%	-5.8%	0.000%
1/28/2026	Kingswood Wealth Advisors LLC	12,130	$168K	0.0%	+14.1%	0.000%
1/27/2026	Belpointe Asset Management LLC	117,742	$1.63M	0.1%	-7.3%	0.000%
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1/26/2026	CWM LLC	13,178	$182K	0.0%	+19.9%	0.000%
1/26/2026	PFG Investments LLC	30,363	$420K	0.0%	+5.4%	0.000%
1/23/2026	Tectonic Advisors LLC	22,557	$312K	0.0%	-6.2%	0.000%
1/23/2026	Burney Co.	10,600	$147K	0.0%	N/A	0.000%
1/23/2026	Choreo LLC	32,839	$460K	0.0%	-21.8%	0.000%
1/22/2026	Brookwood Investment Group LLC	24,540	$340K	0.0%	-6.4%	0.000%
1/22/2026	Buska Wealth Management LLC	21,838	$302K	0.1%	+30.1%	0.000%
1/20/2026	Stratos Wealth Partners LTD.	31,234	$432K	0.0%	+8.6%	0.000%
1/15/2026	Jaffetilchin Investment Partners LLC	21,206	$293K	0.0%	N/A	0.000%
1/14/2026	Spire Wealth Management	3,733	$52K	0.0%	-34.9%	0.000%

PDO Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 institutional investors and hedge funds held shares of Pimco Dynamic Income Opportunities Fund. The most heavily invested institutionals were Morgan Stanley ($74.70M), UBS Group AG ($48.74M), Wells Fargo & Company MN ($33.24M), Royal Bank of Canada ($30.35M), SOL Capital Management CO ($23.51M), Cercano Management LLC ($22.47M), and Cohen & Steers Inc. ($17.03M).Learn more on Pimco Dynamic Income Opportunities Fund's 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.

Of the 133 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: Royal Bank of Canada ($1.13M), Raymond James Financial Inc. ($959.60K), Morgan Stanley ($698.80K), SOL Capital Management CO ($417.49K), International Assets Investment Management LLC ($344.13K), Envestnet Asset Management Inc. ($337.81K), and J.W. Cole Advisors Inc. ($332.60K).

Institutional investors have bought a total of 4,618,150 shares in the last 24 months. This purchase volume represents approximately $63.35M in transactions.

Of the 41 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: UBS Group AG ($149.18K), Gridiron Partners LLC ($97.75K), Cornerstone Advisory LLC ($49.86K), Wells Fargo & Company MN ($49.70K), Shaker Financial Services LLC ($43.35K), Sunbelt Securities Inc. ($40.02K), and Invesco Ltd. ($35.69K).

Institutional investors have sold a total of 763,186 shares in the last 24 months. This volume of shares sold represents approximately $10.51M in transactions.

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Institutional ownership data for NYSE:PDO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.

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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

PDO Institutional Ownership - Frequently Asked Questions

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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Pimco Dynamic Income Opportunities Fund (NYSE:PDO)

PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

PDO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDO shares?

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

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

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

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

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

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