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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$11.54 -0.14 (-1.16%)
As of 12:28 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)
78
Total
Institutional Inflows
(last 12 months)
$58.57M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$13.52M
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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
11/13/2026Smith Moore & CO.11,402$135K0.0%N/A0.000%
11/11/2026 Private Advisor Group LLC288,655$3.42M0.0%+2.4%0.000%
11/10/2026 HighTower Advisors LLC931,065$11.04M0.0%+61.8%0.000%
11/7/2026 Cornerstone Advisory LLC273,470$3.24M0.3%-2.0%0.000%
11/6/2026 Allworth Financial LP8,030$95K0.0%N/A0.000%
11/6/2026 Fifth Third Bancorp32,587$386K0.0%-6.3%0.000%
11/3/2026 StoneX Group Inc.13,676$164K0.0%-29.3%0.000%
11/3/2026 Keyes Stange & Wooten Wealth Management LLC10,551$125K0.1%N/A0.000%
11/3/2026 International Assets Investment Management LLC120,735$1.43M0.0%-56.8%0.000%
11/2/2026 Kestra Advisory Services LLC139,585$1.66M0.0%+47.0%0.000%
11/2/2026 Commonwealth Equity Services LLC610,717$7.24M0.0%-6.0%0.000%
10/30/2026 Integrity Advisory Solutions LLC28,389$337K0.0%+32.5%0.000%
10/29/2026 Traynor Capital Management Inc.16,677$198K0.0%-8.4%0.000%
10/28/2026 International Assets Investment Management LLC95,789$1.14M0.0%-65.7%0.000%
10/28/2026 D.A. Davidson & CO.21,374$254K0.0%-7.0%0.000%
10/28/2026 Essential Investment Partners LLC16,275$193K0.1%-12.0%0.000%
10/24/2026 Samalin Investment Counsel LLC27,063$321K0.1%-45.3%0.000%
10/23/2026 Capital Investment Advisors LLC186,516$2.21M0.0%-2.1%0.000%
10/23/2026 Wedbush Securities Inc.115,188$1.37M0.0%+4.4%0.000%
10/16/2026 TD Waterhouse Canada Inc.3,900$46K0.0%-54.1%0.000%
10/14/2026 Triumph Capital Management101,431$1.20M0.2%+4.8%0.000%
10/14/2026 Shaker Financial Services LLC198,795$2.37M0.8%+133.4%0.000%
10/14/2026 B. Riley Wealth Advisors Inc.11,507$136K0.0%N/A0.000%
10/8/2026 Meadowbrook Wealth Management LLC37,020$439K0.5%-14.4%0.000%
10/8/2026 CoreCap Advisors LLC3,800$45K0.0%+46.2%0.000%
10/8/2026 Gridiron Partners LLC78,459$931K0.5%+423.1%0.000%
10/7/2026 Venture Visionary Partners LLC245,399$2.91M0.1%+30.9%0.000%
10/1/2026 Noble Wealth Management PBC14,991$178K0.1%+36.5%0.000%
9/9/2026Integrated Wealth Concepts LLC2,460$33K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC97,171$1.29M0.0%-44.7%0.000%
8/23/2026Ameritas Advisory Services LLC4,278$57K0.0%N/A0.000%
8/22/2026 NWF Advisory Services Inc.20,683$273K0.0%+28.3%0.000%
8/22/2026 Concurrent Investment Advisors LLC99,525$1.32M0.0%+1.8%0.000%
8/21/2026 Triumph Capital Management96,752$1.28M0.2%+7.9%0.000%
8/20/2026 Wedbush Securities Inc.110,368$1.46M0.0%+11.1%0.000%
7/16/2026 Shaker Financial Services LLC85,176$1.14M0.4%-33.7%0.000%
7/16/2026 Independent Financial Group LLC125,668$1.66M0.0%+2.9%0.000%
7/15/2026 Essential Investment Partners LLC18,500$245K0.2%-7.5%0.000%
7/15/2026 Wealth Enhancement Advisory Services LLC179,552$2.39M0.0%+434.6%0.000%
7/14/2026 Clearview Wealth Management LLC10,813$143K0.1%-33.9%0.000%
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7/13/2026 McAlister Sweet & Associates Inc.10,031$133K0.1%N/A0.000%
7/10/2026 Buska Wealth Management LLC13,733$182K0.1%-35.1%0.000%
7/9/2026 Crumly & Associates Inc.27,000$357K0.1%+8.0%0.000%
7/6/2026 Meadowbrook Wealth Management LLC43,270$574K0.6%N/A0.000%
7/1/2026 Noble Wealth Management PBC10,979$145K0.1%+10.6%0.000%
6/3/2026NewEdge Advisors LLC175,873$2.27M0.0%-4.1%0.000%
5/19/2026NewEdge Advisors LLC175,873$2.27M0.0%-4.1%0.000%
5/19/2026Bank of America Corp DE840,793$10.87M0.0%+5.1%0.000%
5/18/2026Sunbelt Securities Inc.3,000$39K0.0%-91.3%0.000%
5/18/2026Rivernorth Capital Management LLC95,649$1.24M0.1%N/A0.000%
5/18/2026Royal Bank of Canada2,347,194$30.35M0.0%+7.0%0.000%
5/15/2026Gateway Wealth Partners LLC11,222$145K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers195,582$2.53M0.0%+15.4%0.000%
5/13/2026First Trust Advisors LP45,224$585K0.0%-14.7%0.000%
5/7/2026 Lowe Brockenbrough & Co. Inc.12,050$156K0.0%-42.6%0.000%
5/6/2026 Independent Financial Group LLC122,157$1.58M0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.22,773$294K0.0%+5.3%0.000%
5/5/2026Sanctuary Advisors LLC11,000$142K0.0%N/A0.000%
5/5/2026 Cornerstone Advisory LLC306,042$3.96M0.4%-5.1%0.000%
5/2/2026 International Assets Investment Management LLC327,028$4.32M0.1%+19.9%0.000%
5/1/2026 Fifth Third Bancorp23,796$308K0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC13,785$184K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC43,158$558K0.0%-3.7%0.000%
4/27/2026 Integrity Wealth Partners LLC233,197$3.02M2.7%N/A0.000%
4/27/2026 Private Advisor Group LLC286,227$3.70M0.0%+0.6%0.000%
4/21/2026Maridea Wealth Management LLC37,428$484K0.1%+5.8%0.000%
4/20/2026 RFG Advisory LLC52,073$673K0.0%-2.3%0.000%
4/18/2026 CENTRAL TRUST Co31,500$407K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.34,021$471K0.0%+331.2%0.000%
3/13/2026Fund Advisors of America Inc FL29,356$406K0.4%N/A0.000%
3/13/2026World Investment Advisors17,406$241K0.0%N/A0.000%
3/3/2026 NWF Advisory Services Inc.16,008$222K0.0%-34.0%0.000%
2/20/2026Sunbelt Securities Inc.34,584$479K0.0%-19.6%0.000%
2/19/2026Invesco Ltd.929,247$12.86M0.0%-3.7%0.000%
2/18/2026Mercer Global Advisors Inc. ADV20,740$287K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC183,484$2.54M0.0%+36.8%0.000%
2/18/2026 VestGen Advisors LLC19,236$266K0.0%+20.2%0.000%
2/17/2026Guggenheim Capital LLC804,732$11.14M0.1%-1.3%0.000%
2/17/2026Cetera Investment Advisers169,446$2.35M0.0%-2.8%0.000%
2/17/2026Osaic Holdings Inc.223,932$3.10M0.0%+29.3%0.000%
2/17/2026 Private Advisor Group LLC284,440$3.94M0.0%+19.9%0.000%
2/17/2026&PARTNERS189,584$2.62M0.0%-13.8%0.000%
2/17/2026Royal Bank of Canada2,194,483$30.37M0.0%+53.4%0.000%
2/17/2026 Beacon Financial Advisory LLC10,593$147K0.0%N/A0.000%
2/16/2026Element Wealth LLC224,418$3.11M1.3%-1.1%0.000%
2/13/2026 Kestra Advisory Services LLC44,820$620K0.0%+23.0%0.000%
2/13/2026CreativeOne Wealth LLC35,500$491K0.0%-18.9%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.345,432$4.78M1.6%+8.6%0.000%
2/13/2026Stifel Financial Corp44,362$614K0.0%+1.8%0.000%
2/13/2026Morgan Stanley5,397,465$74.70M0.0%+14.9%0.000%
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2/13/2026First Trust Advisors LP53,027$734K0.0%-29.1%0.000%
2/13/2026Wells Fargo & Company MN2,401,365$33.24M0.0%-2.0%0.000%
2/13/2026Cohen & Steers Inc.1,230,570$17.03M0.0%-1.4%0.000%
2/12/2026Jane Street Group LLC101,330$1.40M0.0%+53.9%0.000%
2/12/2026 StoneX Group Inc.15,301$214K0.0%-22.3%0.000%
2/12/2026 Wedbush Securities Inc.98,845$1.37M0.0%-4.9%0.000%
2/11/2026 LPL Financial LLC306,502$4.24M0.0%+11.2%0.000%
2/11/2026 Lowe Brockenbrough & Co. Inc.21,000$291K0.0%-13.9%0.000%
2/11/2026 J.W. Cole Advisors Inc.356,203$4.93M0.1%-7.2%0.000%
2/10/2026 Private Wealth Asset Management LLC19,932$276K0.0%N/A0.000%


PDO Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 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 137 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), HighTower Advisors LLC ($629.82K), SOL Capital Management CO ($341.07K), Envestnet Asset Management Inc. ($337.81K), and International Assets Investment Management LLC ($327.03K).

Institutional investors have bought a total of 4,390,466 shares in the last 24 months. This purchase volume represents approximately $58.57M in transactions.

Of the 39 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: International Assets Investment Management LLC ($341.97K), Gridiron Partners LLC ($97.75K), NewEdge Advisors LLC ($93.92K), Wells Fargo & Company MN ($49.70K), Shaker Financial Services LLC ($43.35K), Cornerstone Advisory LLC ($41.89K), and Sunbelt Securities Inc. ($40.02K).

Institutional investors have sold a total of 1,050,973 shares in the last 24 months. This volume of shares sold represents approximately $13.52M 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 11/13/2026. New 13F filings are added each quarter as they're published.
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