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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.62 +0.01 (+0.04%)
As of 02:56 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)
86
Total
Institutional Inflows
(last 12 months)
$69.33M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$7.14M
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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
8/13/2025Walleye Capital LLC13,150$177K0.0%N/A0.000%
8/13/2025First Trust Advisors LP76,500$1.03M0.0%-16.8%0.000%
8/13/2025Guggenheim Capital LLC773,376$10.43M0.1%+3.7%0.000%
8/13/2025Invesco Ltd.932,102$12.57M0.0%+5.1%0.000%
8/13/2025Scotia Capital Inc.10,950$148K0.0%-11.7%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.5,600$75K0.0%-43.5%0.000%
8/12/2025 J.W. Cole Advisors Inc.341,423$4.60M0.1%+5.0%0.000%
8/12/2025 Tableaux LLC5,191$70K0.0%N/A0.000%
8/12/2025 AlphaCore Capital LLC35,426$482K0.0%N/A0.000%
8/8/2025 Cercano Management LLC1,666,651$22.47M0.6%+21.6%0.000%
8/8/2025 Cetera Investment Advisers151,118$2.04M0.0%+22.6%0.000%
8/8/2025 PNC Financial Services Group Inc.2,200$30K0.0%-66.2%0.000%
8/7/2025 Samalin Investment Counsel LLC73,108$985K0.4%+2.2%0.000%
8/6/2025 AE Wealth Management LLC13,347$180K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.97,168$1.31M0.0%+5.3%0.000%
8/5/2025 Palogic Value Management L.P.86,026$1.16M0.5%-1.4%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,292$206K0.0%N/A0.000%
8/4/2025 MeadowBrook Investment Advisors LLC2,255$30K0.0%N/A0.000%
8/4/2025 Spire Wealth Management5,533$75K0.0%-14.0%0.000%
8/1/2025 Envestnet Asset Management Inc.58,065$783K0.0%+6.7%0.000%
7/31/2025 Leavell Investment Management Inc.298,853$4.07M0.2%+13.3%0.000%
7/31/2025 Carnegie Investment Counsel15,000$202K0.0%N/A0.000%
7/30/2025 Cornerstone Advisory LLC355,904$4.80M0.5%-12.6%0.000%
7/30/2025 D.A. Davidson & CO.25,065$338K0.0%-9.1%0.000%
7/29/2025 International Assets Investment Management LLC149,773$2.02M0.1%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.31,944$431K0.0%+8.6%0.000%
7/28/2025 Wilmington Savings Fund Society FSB42,810$577K0.0%+3.0%0.000%
7/28/2025 RFG Advisory LLC45,778$617K0.0%+226.6%0.000%
7/28/2025 Naviter Wealth LLC25,500$347K0.0%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.37,700$513K0.0%-4.7%0.000%
7/25/2025 Concurrent Investment Advisors LLC80,892$1.09M0.0%+12.3%0.000%
7/23/2025 Tectonic Advisors LLC33,206$448K0.0%+2.8%0.000%
7/22/2025 Belpointe Asset Management LLC106,389$1.43M0.1%-11.7%0.000%
7/21/2025 Ameritas Advisory Services LLC3,429$46K0.0%N/A0.000%
7/18/2025 PFG Investments LLC27,818$375K0.0%-6.8%0.000%
7/18/2025 Consolidated Portfolio Review Corp224,617$3.03M0.4%+3.9%0.000%
7/17/2025 Capital Investment Advisors LLC216,395$2.92M0.1%-2.1%0.000%
7/16/2025 Perigon Wealth Management LLC16,071$217K0.0%-7.8%0.000%
7/16/2025 Maridea Wealth Management LLC35,574$480K0.1%+2.4%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC11,649$157K0.0%N/A0.000%
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7/9/2025 Triumph Capital Management58,490$788K0.2%+57.7%0.000%
5/21/2025Geneos Wealth Management Inc.2,940$41K0.0%+104.2%0.000%
5/20/2025 Belpointe Asset Management LLC120,434$1.67M0.1%-2.9%0.000%
5/19/2025Jane Street Group LLC26,391$366K0.0%N/A0.000%
5/19/2025 Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/16/2025NewEdge Advisors LLC21,105$293K0.0%-35.1%0.000%
5/15/2025Royal Bank of Canada1,198,791$16.64M0.0%+21.8%0.000%
5/15/2025 Palogic Value Management L.P.87,226$1.21M0.5%+4.1%0.000%
5/15/2025 Landscape Capital Management L.L.C.17,674$245K0.0%N/A0.000%
5/14/2025Guggenheim Capital LLC745,810$10.35M0.1%+8.4%0.000%
5/14/2025 CreativeOne Wealth LLC49,750$691K0.0%+57.9%0.000%
5/14/2025Ieq Capital LLC250,000$3.47M0.0%N/A0.000%
5/14/2025 Samalin Investment Counsel LLC71,524$993K0.4%+3.3%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.89,425$1.24M0.4%N/A0.000%
5/14/2025Comerica Bank8,083$112K0.0%-21.7%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.9,913$138K0.0%+34.0%0.000%
5/13/2025 Elequin Capital LP11,572$161K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.470,779$6.53M0.0%+40.5%0.000%
5/13/2025 Leigh Baldwin & CO. LLC12,507$174K0.1%N/A0.000%
5/13/2025 HighTower Advisors LLC434,623$6.03M0.0%+22.3%0.000%
5/12/2025Invesco Ltd.887,119$12.31M0.0%+0.7%0.000%
5/9/2025 Atria Wealth Solutions Inc.39,575$554K0.0%-7.6%0.000%
5/9/2025 PNC Financial Services Group Inc.6,500$90K0.0%-58.4%0.000%
5/8/2025 XTX Topco Ltd41,084$570K0.0%N/A0.000%
5/7/2025 LPL Financial LLC240,850$3.34M0.0%+12.9%0.000%
5/7/2025 Cornerstone Advisory LLC407,002$5.49M0.6%-1.2%0.000%
5/6/2025 Cetera Investment Advisers123,230$1.71M0.0%+29.5%0.000%
5/6/2025 Wedbush Securities Inc.92,299$1.28M0.0%+11.6%0.000%
5/6/2025 Triumph Capital Management37,087$515K0.2%+26.5%0.000%
5/6/2025Choreo LLC30,746$427K0.0%N/A0.000%
5/5/2025Lindbrook Capital LLC15,290$212K0.0%+91.1%0.000%
5/5/2025 J.W. Cole Advisors Inc.325,214$4.51M0.1%+182.3%0.000%
5/5/2025 IFP Advisors Inc5,112$71K0.0%-58.1%0.000%
5/5/2025 Private Advisor Group LLC170,924$2.37M0.0%+45.4%0.000%
5/2/2025 Tectonic Advisors LLC32,291$448K0.0%+2.8%0.000%
4/30/2025 Leavell Investment Management Inc.263,864$3.70M0.2%+28.8%0.000%
4/30/2025 Stratos Wealth Partners LTD.29,420$408K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.54,427$755K0.0%+24.6%0.000%
4/29/2025 Concurrent Investment Advisors LLC72,050$1M0.0%N/A0.000%
4/29/2025 Element Wealth LLC248,898$3.46M1.9%-2.3%0.000%
4/28/2025 D.A. Davidson & CO.27,560$383K0.0%-22.1%0.000%
4/23/2025 SOL Capital Management CO1,560,528$21.66M2.4%+5.9%0.000%
4/23/2025 Spire Wealth Management6,433$89K0.0%+45.1%0.000%
4/23/2025 Consolidated Portfolio Review Corp216,231$3.00M0.5%+14.7%0.000%
4/22/2025 Tanglewood Legacy Advisors LLC3,655$51K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.147,415$2.05M0.0%+11.9%0.000%
4/22/2025 PFG Investments LLC29,860$414K0.0%-7.5%0.000%
4/18/2025Tennessee Valley Asset Management Partners15,778$219K0.0%N/A0.000%
4/17/2025 Sowell Financial Services LLC10,500$146K0.0%N/A0.000%
4/16/2025 Goldstone Financial Group LLC64,969$902K0.1%-23.4%0.000%
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4/15/2025Noble Wealth Management PBC5,309$74K0.1%+39.7%0.000%
4/14/2025 Capital Investment Advisors LLC221,137$3.07M0.1%-5.4%0.000%
4/14/2025 SOA Wealth Advisors LLC.84,723$1.18M0.1%N/A0.000%
4/9/2025 RFG Advisory LLC14,018$195K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC12,851$175K0.0%-19.0%0.000%
3/12/2025 Northstar Financial Companies Inc.12,851$175K0.2%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.11,718$161K0.0%-60.9%0.000%
2/18/2025Sunbelt Securities Inc.35,507$480K0.0%-6.4%0.000%
2/18/2025 Cornerstone Advisory LLC411,782$5.69M0.7%-3.5%0.000%
2/17/2025Williams Jones Wealth Management LLC.19,275$262K0.0%-19.4%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, 124 institutional investors and hedge funds held shares of Pimco Dynamic Income Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($33.51M), Rivernorth Capital Management LLC ($25.64M), UBS Group AG ($23.35M), Cercano Management LLC ($22.47M), SOL Capital Management CO ($21.66M), Cohen & Steers Inc. ($18.53M), and Royal Bank of Canada ($16.64M).Learn more on Pimco Dynamic Income Opportunities Fund's institutional investors.

What percentage of Pimco Dynamic Income Opportunities Fund's stock is owned by 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.

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

Of the 108 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: Raymond James Financial Inc. ($805.80K), SOL Capital Management CO ($692.84K), Wells Fargo & Company MN ($323.91K), J.W. Cole Advisors Inc. ($301.60K), Cercano Management LLC ($295.86K), Ieq Capital LLC ($250K), and UBS Group AG ($232.89K).

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

Institutional investors have bought a total of 5,161,977 shares in the last 24 months. This purchase volume represents approximately $70.74M in transactions.

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

Of the 36 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: Cornerstone Advisory LLC ($70.75K), Bank of America Corp DE ($68.95K), U.S. Capital Wealth Advisors LLC ($55.25K), Sanctuary Advisors LLC ($45.90K), Capital Investment Advisors LLC ($35.50K), Sunbelt Securities Inc. ($20.84K), and Goldstone Financial Group LLC ($19.86K).

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

Institutional investors have sold a total of 531,024 shares in the last 24 months. This volume of shares sold represents approximately $7.24M in transactions.


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This page (NYSE:PDO) was last updated on 8/14/2025 by MarketBeat.com Staff
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