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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.10 -0.02 (-0.11%)
As of 11:19 AM 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)
90
Total
Institutional Inflows
(last 12 months)
$70.33M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$10.89M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/15/2026 Gateway 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%
4/27/2026Integrity 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%
4/21/2026 Maridea 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%
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2/18/2026NewEdge Advisors LLC183,484$2.54M0.0%+36.8%0.000%
2/18/2026VestGen 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%
2/13/2026Thomas 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%
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%
2/12/2026StoneX 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%
2/10/2026Private Wealth Asset Management LLC19,932$276K0.0%N/A0.000%
2/10/2026Northwestern Mutual Wealth Management Co.46,657$646K0.0%+39.7%0.000%
2/9/2026 Clearstead Advisors LLC11,768$163K0.0%N/A0.000%
2/9/2026 HBK Sorce Advisory LLC21,000$296K0.0%+5.0%0.000%
2/6/2026 HighTower Advisors LLC586,052$8.11M0.0%+1.0%0.000%
2/5/2026 AlphaCore Capital LLC48,624$679K0.0%+41.2%0.000%
2/4/2026World Investment Advisors17,406$241K0.0%N/A0.000%
2/3/2026 International Assets Investment Management LLC272,738$3.78M0.2%+69.6%0.000%
2/3/2026 RFG Advisory LLC53,273$737K0.0%+16.4%0.000%
2/2/2026 Mcdonald Partners LLC46,000$637K0.2%+17.9%0.000%
1/30/2026 Activest Wealth Management4,945$68K0.0%+32,866.7%0.000%
1/30/2026 SOL Capital Management CO1,698,816$23.51M2.1%+1.1%0.000%
1/30/2026 Samalin Investment Counsel LLC73,233$1.01M0.4%-3.9%0.000%
1/29/2026Comerica Bank72,112$998K0.0%+422.6%0.000%
1/29/2026 D.A. Davidson & CO.21,633$299K0.0%-9.0%0.000%
1/29/2026 Camelot Portfolios LLC8,000$111K0.1%N/A0.000%
1/29/2026UBS Group AG3,521,827$48.74M0.0%+4.9%0.000%
1/29/2026 Concurrent Investment Advisors LLC92,725$1.28M0.0%+4.6%0.000%
1/28/2026 Cornerstone Advisory LLC322,492$4.46M0.4%-5.8%0.000%
1/28/2026 Kingswood Wealth Advisors LLC12,130$168K0.0%+14.1%0.000%
1/27/2026 Belpointe Asset Management LLC117,742$1.63M0.1%-7.3%0.000%
1/26/2026CWM LLC13,178$182K0.0%+19.9%0.000%
1/26/2026 PFG Investments LLC30,363$420K0.0%+5.4%0.000%
1/23/2026 Tectonic Advisors LLC22,557$312K0.0%-6.2%0.000%
1/23/2026 Burney Co.10,600$147K0.0%N/A0.000%
1/23/2026 Choreo LLC32,839$460K0.0%-21.8%0.000%
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1/22/2026 Brookwood Investment Group LLC24,540$340K0.0%-6.4%0.000%
1/22/2026 Buska Wealth Management LLC21,838$302K0.1%+30.1%0.000%
1/20/2026Stratos Wealth Partners LTD.31,234$432K0.0%+8.6%0.000%
1/15/2026Jaffetilchin Investment Partners LLC21,206$293K0.0%N/A0.000%
1/14/2026 Spire Wealth Management3,733$52K0.0%-34.9%0.000%
1/14/2026 Crumly & Associates Inc.15,000$208K0.0%+20.0%0.000%
1/13/2026 Capital Investment Advisors LLC204,148$2.83M0.0%-3.7%0.000%
1/8/2026 Gridiron Partners LLC29,970$415K0.2%-76.5%0.000%
1/5/2026 Noble Wealth Management PBC8,283$115K0.1%+27.2%0.000%
12/2/2025Allworth Financial LP3,233$46K0.0%+217.0%0.000%


PDO Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 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 5,136,453 shares in the last 24 months. This purchase volume represents approximately $70.33M in transactions.

Of the 44 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), First Trust Advisors LP ($46.73K), Shaker Financial Services LLC ($43.35K), and Sunbelt Securities Inc. ($40.02K).

Institutional investors have sold a total of 791,598 shares in the last 24 months. This volume of shares sold represents approximately $10.89M in transactions.


Related Companies

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 7/16/2026. New 13F filings are added each quarter as they're published.
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