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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

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(As of 05/17/2024 ET)
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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)
49
Total
Institutional Inflows
(last 12 months)
$27.91M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$17.05M
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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
5/16/2024 B. Riley Wealth Advisors Inc.10,973$132K0.0%N/A0.000%
5/10/2024 First Foundation Advisors53,424$704K0.0%-24.5%0.000%
5/8/2024 Williams Jones Wealth Management LLC.21,890$288K0.0%-3.6%0.000%
5/7/2024 Tectonic Advisors LLC28,858$380K0.0%+3.0%0.000%
5/6/2024 HBC Financial Services PLLC4,000$52K0.0%N/A0.000%
5/4/2024 Csenge Advisory Group20,720$273K0.0%N/A0.000%
5/3/2024 Whittier Trust Co.12,000$158K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC15,077$199K0.0%-11.9%0.000%
4/30/2024 Private Advisor Group LLC55,052$725K0.0%+16.6%0.000%
4/30/2024 Consolidated Portfolio Review Corp189,279$2.49M0.7%-0.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.40,737$537K0.0%+2.3%0.000%
4/30/2024 Perigon Wealth Management LLC10,595$140K0.0%-65.1%0.000%
4/29/2024Commonwealth Equity Services LLC559,784$7.37M0.0%-16.6%0.000%
4/26/2024 Riverbridge Partners LLC52,469$691K0.0%+4.9%0.000%
4/25/2024 Lindbrook 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%
3/27/2024 Nomura Holdings Inc.11,250$138K0.0%N/A0.000%
3/22/2024 PNC Financial Services Group Inc.15,516$190K0.0%-33.4%0.000%
2/15/2024 Palogic Value Management L.P.69,352$849K0.4%-5.3%0.000%
2/13/2024 Belpointe Asset Management LLC42,752$523K0.0%+40.9%0.000%
2/13/2024 Cornerstone Advisory LLC447,509$5.48M0.9%+66.4%0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC104,199$1.28M0.6%+28.3%0.000%
2/12/2024 Scotia Capital Inc.116,450$1.43M0.0%-35.9%0.000%
2/12/2024 Gridiron Partners LLC51,085$625K0.4%N/A0.000%
2/9/2024 Journey Strategic Wealth LLC16,000$196K0.0%-55.9%0.000%
2/9/2024 D.A. Davidson & CO.45,790$560K0.0%+91.1%0.000%
2/9/2024 Wells Fargo & Company MN1,759,635$21.54M0.0%+6.2%0.000%
2/9/2024 UBS Group AG1,907,751$23.35M0.0%+13.9%0.000%
2/7/2024 Shaker Financial Services LLC316,056$3.88M1.6%+174.5%0.000%
2/6/2024 Private Advisor Group LLC47,228$578K0.0%-20.2%0.000%
2/6/2024 National Bank of Canada FI19,850$246K0.0%-9.9%0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC135,845$1.66M0.1%-7.1%0.000%
2/2/2024 Truist Financial Corp29,405$360K0.0%+17.7%0.000%
2/2/2024 Bank of New Hampshire2,945$36K0.0%-33.7%0.000%
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2/2/2024 Atria Wealth Solutions Inc.61,025$750K0.0%-3.1%0.000%
2/1/2024 Element 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%
1/30/2024 CTC Alternative Strategies Ltd.12,056$148K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp190,876$2.34M0.5%+1.0%0.000%
1/29/2024 Perigon 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%
1/25/2024 Americana 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%
1/23/2024 DAVENPORT & Co LLC10,690$131K0.0%N/A0.000%
1/18/2024 Parisi Gray Wealth Management31,921$391K0.2%+6.7%0.000%
1/17/2024 Tectonic 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%
12/1/2023 B. Riley Wealth Advisors Inc.10,973$132K0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC12,067$143K0.0%-12.2%0.000%
8/15/2023 Rivernorth Capital Management LLC1,963,372$25.64M1.3%-26.0%0.000%
8/15/2023 Journey Strategic Wealth LLC25,317$331K0.0%+9.5%0.000%
8/14/2023 Azimuth Capital Investment Management LLC25,000$326K0.0%N/A0.000%
8/14/2023 First Foundation Advisors27,055$353K0.0%-56.4%0.000%
8/11/2023 Guggenheim Capital LLC343,366$4.48M0.0%+19.2%0.000%
8/11/2023 D.A. Davidson & CO.22,541$294K0.0%+95.3%0.000%
8/11/2023 Penserra Capital Management LLC895,855$11.70M0.2%+6.6%0.000%
8/10/2023 Osaic 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%
8/10/2023 Private Advisor Group LLC57,750$755K0.0%+40.0%0.000%
8/9/2023 Kingswood Wealth Advisors LLC21,411$280K0.1%N/A0.000%
8/8/2023 Biechele Royce Advisors16,460$215K0.1%N/A0.000%
8/7/2023 Element Wealth LLC259,414$3.39M2.4%+5.8%0.000%
8/7/2023 Brown Brothers Harriman & Co.25,000$326K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC84,046$1.11M0.5%-0.9%0.000%
8/4/2023 U.S. Capital Wealth Advisors LLC146,245$1.91M0.1%+17.7%0.000%
8/3/2023 Atria Wealth Solutions Inc.67,205$886K0.0%-7.2%0.000%
8/3/2023 PFG Investments LLC59,739$780K0.1%+6.1%0.000%
8/3/2023 Samalin Investment Counsel LLC28,174$368K0.2%+43.5%0.000%
8/3/2023 Scotia 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%
8/2/2023 Perigon Wealth Management LLC28,479$372K0.0%+5.2%0.000%
8/1/2023 Truist Financial Corp90,483$1.18M0.0%+754.1%0.000%
7/31/2023 LPL Financial LLC102,551$1.34M0.0%+34.9%0.000%
7/31/2023 Americana Partners LLC53,043$693K0.1%+108.3%0.000%
7/28/2023 WESPAC Advisors LLC58,149$759K0.6%+21.1%0.000%
7/27/2023 J.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%
7/26/2023 Janney Montgomery Scott LLC47,042$614K0.0%-18.7%0.000%
7/26/2023 Riverbridge Partners LLC54,557$713K0.0%-7.1%0.000%
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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%
7/20/2023 Cornerstone Advisory LLC82,849$1.08M0.2%N/A0.000%
7/14/2023 Parisi Gray Wealth Management30,149$374K0.2%+197.1%0.000%
7/14/2023 Tectonic 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%
5/16/2023 Family Management Corp106,529$1.32M0.3%-26.4%0.000%
5/12/2023 Journey Strategic Wealth LLC23,120$287K0.0%+22.3%0.000%
5/12/2023 Palogic Value Management L.P.81,018$1.01M0.5%+6.2%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 90 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: SOL Capital Management CO ($814.42K), Penserra Capital Management LLC ($466.63K), Shaker Financial Services LLC ($319.77K), Scotia Capital Inc. ($297.66K), PFG Investments LLC ($276.85K), Cornerstone Advisory LLC ($261.43K), and Commonwealth Equity Services LLC ($233.88K).

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

Institutional investors have bought a total of 5,945,789 shares in the last 24 months. This purchase volume represents approximately $76.98M in transactions.

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

Of the 44 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), Shaker Financial Services LLC ($125.70K), and Northwestern Mutual Wealth Management Co. ($124.28K).

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

Institutional investors have sold a total of 5,859,945 shares in the last 24 months. This volume of shares sold represents approximately $77.71M in transactions.


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This page (NYSE:PDO) was last updated on 5/18/2024 by MarketBeat.com Staff

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