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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.71 +0.16 (+1.19%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
48
Total
Institutional Inflows
(last 12 months)
$30.06M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$11.20M
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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
1/17/2025 Riverbridge Partners LLC26,580$361K0.0%+3.5%0.000%
1/15/2025 Goldstone Financial Group LLC84,829$1.15M0.2%+12.1%0.000%
1/13/2025 Courier Capital LLC16,269$221K0.0%N/A0.000%
1/13/2025 Capital Investment Advisors LLC233,646$3.18M0.1%-7.2%0.000%
1/8/2025 Park National Corp OH10,974$149K0.0%-11.0%0.000%
1/7/2025 Bank of New Hampshire3,725$51K0.0%+105.8%0.000%
12/13/2024B. Riley Wealth Advisors Inc.29,989$428K0.0%+23.5%0.000%
11/25/2024Wilmington Savings Fund Society FSB39,237$554K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC56,480$797K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC65,617$892K0.0%-4.6%0.000%
11/18/2024Sunbelt Securities Inc.37,926$536K0.1%+45.7%0.000%
11/15/2024MML Investors Services LLC11,280$159K0.0%-7.5%0.000%
11/15/2024National Bank of Canada FI13,800$195K0.0%-30.5%0.000%
11/15/2024Stifel Financial Corp110,109$1.56M0.0%+1.5%0.000%
11/15/2024HighTower Advisors LLC268,182$3.79M0.0%+24.7%0.000%
11/15/2024Hilltop Holdings Inc.10,800$152K0.0%N/A0.000%
11/14/2024Walleye Capital LLC19,868$281K0.0%-46.3%0.000%
11/13/2024D.A. Davidson & CO.38,520$544K0.0%-11.4%0.000%
11/1/2024Leavell Investment Management Inc.147,135$2.10M0.1%+29.4%0.000%
10/28/2024 Goldstone Financial Group LLC75,699$1.07M0.2%N/A0.000%
10/24/2024J.W. Cole Advisors Inc.90,459$1.28M0.1%+76.7%0.000%
10/24/2024PFG Investments LLC31,365$443K0.0%-2.3%0.000%
10/24/2024Consolidated Portfolio Review Corp185,591$2.62M0.6%+1.7%0.000%
10/23/2024Element Wealth LLC251,026$3.54M1.9%-2.7%0.000%
10/23/2024Tectonic Advisors LLC30,556$431K0.0%+2.9%0.000%
10/22/2024 International Assets Investment Management LLC17,099$241K0.0%N/A0.000%
10/22/2024SOL Capital Management CO1,245,645$17.59M2.0%+6.5%0.000%
10/22/2024Private Advisor Group LLC99,060$1.40M0.0%+16.6%0.000%
10/18/2024 JTC Employer Solutions Trustee Ltd18,500$261K0.0%N/A0.000%
10/1/2024 Park National Corp OH12,324$174K0.0%N/A0.000%
9/5/2024Sanctuary Advisors LLC68,779$893K0.0%N/A0.000%
8/21/2024Truist Financial Corp15,933$212K0.0%-21.2%0.000%
8/19/2024B. Riley Wealth Advisors Inc.24,286$325K0.0%+121.3%0.000%
8/16/2024Sunbelt Securities Inc.26,026$346K0.0%-41.4%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.15,589$207K0.0%+20.0%0.000%
8/8/2024J.W. Cole Advisors Inc.51,206$681K0.0%+25.7%0.000%
8/7/2024Wedbush Securities Inc.75,474$1.00M0.0%+4.5%0.000%
8/7/2024PFG Investments LLC32,104$427K0.0%-85.2%0.000%
8/6/2024First Foundation Advisors36,162$481K0.0%-32.3%0.000%
8/5/2024Private Advisor Group LLC84,949$1.13M0.0%+54.3%0.000%
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8/3/2024Nottingham Advisors Inc.21,269$283K0.0%N/A0.000%
8/2/2024Belpointe Asset Management LLC121,971$1.62M0.1%+4.4%0.000%
8/1/2024Consolidated Portfolio Review Corp182,446$2.43M0.6%-3.6%0.000%
7/31/2024Biechele Royce Advisors15,400$205K0.1%N/A0.000%
7/31/2024Commonwealth Equity Services LLC603,826$8.03M0.0%+7.9%0.000%
7/31/2024Americana Partners LLC85,114$1.13M0.1%-14.0%0.000%
7/30/2024WESPAC Advisors LLC10,683$142K0.1%-24.7%0.000%
7/26/2024BCR Wealth Strategies LLC24,230$322K0.2%N/A0.000%
7/26/2024Cambridge Investment Research Advisors Inc.105,492$1.40M0.0%-7.3%0.000%
7/23/2024SOL Capital Management CO1,169,225$15.54M1.9%+16.5%0.000%
7/23/2024 Gridiron Partners LLC29,970$398K0.3%-3.7%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC16,490$219K0.0%-7.1%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC116,955$1.55M0.1%-10.0%0.000%
7/9/2024Kingswood Wealth Advisors LLC17,719$235K0.0%-53.2%0.000%
5/16/2024B. Riley Wealth Advisors Inc.10,973$132K0.0%N/A0.000%
5/10/2024First Foundation Advisors53,424$704K0.0%-24.5%0.000%
5/8/2024Williams Jones Wealth Management LLC.21,890$288K0.0%-3.6%0.000%
5/7/2024Tectonic Advisors LLC28,858$380K0.0%+3.0%0.000%
5/6/2024 HBC Financial Services PLLC4,000$52K0.0%N/A0.000%
5/4/2024Csenge Advisory Group20,720$273K0.0%N/A0.000%
5/3/2024Whittier Trust Co.12,000$158K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC15,077$199K0.0%-11.9%0.000%
4/30/2024Private Advisor Group LLC55,052$725K0.0%+16.6%0.000%
4/30/2024Consolidated Portfolio Review Corp189,279$2.49M0.7%-0.8%0.000%
4/30/2024J.W. Cole Advisors Inc.40,737$537K0.0%+2.3%0.000%
4/30/2024Perigon 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%
4/25/2024Lindbrook Capital LLC4,000$53K0.0%+300.0%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.113,858$1.50M0.0%+16.1%0.000%
4/24/2024Leavell Investment Management Inc.94,707$1.26M0.1%+7.1%0.000%
4/24/2024SOL Capital Management CO1,003,865$13.22M1.7%+15.7%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.235,545$3.10M0.0%+2.4%0.000%
4/22/2024PFG Investments LLC217,109$2.86M0.2%N/A0.000%
4/15/2024Sunbelt Securities Inc.44,442$585K0.1%+14.0%0.000%
4/15/2024Kingswood Wealth Advisors LLC37,858$499K0.1%N/A0.000%
3/27/2024Nomura Holdings Inc.11,250$138K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.15,516$190K0.0%-33.4%0.000%
2/15/2024Palogic Value Management L.P.69,352$849K0.4%-5.3%0.000%
2/13/2024Belpointe Asset Management LLC42,752$523K0.0%+40.9%0.000%
2/13/2024Cornerstone Advisory LLC447,509$5.48M0.9%+66.4%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC104,199$1.28M0.6%+28.3%0.000%
2/12/2024Scotia Capital Inc.116,450$1.43M0.0%-35.9%0.000%
2/12/2024 Gridiron Partners LLC51,085$625K0.4%N/A0.000%
2/9/2024Journey Strategic Wealth LLC16,000$196K0.0%-55.9%0.000%
2/9/2024D.A. Davidson & CO.45,790$560K0.0%+91.1%0.000%
2/9/2024Wells Fargo & Company MN1,759,635$21.54M0.0%+6.2%0.000%
2/9/2024UBS Group AG1,907,751$23.35M0.0%+13.9%0.000%
2/7/2024Shaker Financial Services LLC316,056$3.88M1.6%+174.5%0.000%
2/6/2024Private Advisor Group LLC47,228$578K0.0%-20.2%0.000%
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2/6/2024National Bank of Canada FI19,850$246K0.0%-9.9%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC135,845$1.66M0.1%-7.1%0.000%
2/2/2024Truist Financial Corp29,405$360K0.0%+17.7%0.000%
2/2/2024 Bank of New Hampshire2,945$36K0.0%-33.7%0.000%
2/2/2024Atria Wealth Solutions Inc.61,025$750K0.0%-3.1%0.000%
2/1/2024Element Wealth LLC262,647$3.22M2.0%-1.0%0.000%
2/1/2024Stockman Wealth Management Inc.11,990$147K0.0%-36.6%0.000%
1/30/2024CTC Alternative Strategies Ltd.12,056$148K0.3%N/A0.000%
1/29/2024Consolidated Portfolio Review Corp190,876$2.34M0.5%+1.0%0.000%
1/29/2024Perigon Wealth Management LLC30,381$372K0.0%-4.7%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, 100 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), SOL Capital Management CO ($17.59M), Penserra Capital Management LLC ($11.70M), Commonwealth Equity Services LLC ($8.03M), and Artemis Wealth Advisors LLC ($7.79M).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 82 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 ($508.31K), Scotia Capital Inc. ($297.66K), PFG Investments LLC ($276.85K), Commonwealth Equity Services LLC ($267.28K), Cornerstone Advisory LLC ($261.43K), Shaker Financial Services LLC ($243.36K), and Penserra Capital Management LLC ($239.63K).

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

Institutional investors have bought a total of 4,891,401 shares in the last 24 months. This purchase volume represents approximately $62.81M in transactions.

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

Of the 49 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: Artemis Wealth Advisors LLC ($796.55K), Rivernorth Capital Management LLC ($688.75K), SOL Capital Management CO ($517.73K), PFG Investments LLC ($185.74K), UBS Group AG ($123.10K), Commonwealth Equity Services LLC ($111.73K), and Family Management Corp ($97.04K).

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

Institutional investors have sold a total of 3,249,740 shares in the last 24 months. This volume of shares sold represents approximately $41.77M in transactions.


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This page (NYSE:PDO) was last updated on 1/22/2025 by MarketBeat.com Staff
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