Free Trial
→ The #1 Coin for November 2024 (From Crypto 101 Media) (Ad) Free PDO Stock Alerts

Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.12 -0.01 (-0.08%)
(As of 12/20/2024 04:33 PM ET)
Compare

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)
$30.89M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$11.01M
Get PDO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pimco Dynamic Income Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.29,989$428K0.0%+23.5%0.000%
11/25/2024 Wilmington Savings Fund Society FSB39,237$554K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC56,480$797K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC65,617$892K0.0%-4.6%0.000%
11/18/2024 Sunbelt Securities Inc.37,926$536K0.1%+45.7%0.000%
11/15/2024 MML Investors Services LLC11,280$159K0.0%-7.5%0.000%
11/15/2024 National Bank of Canada FI13,800$195K0.0%-30.5%0.000%
11/15/2024 Stifel Financial Corp110,109$1.56M0.0%+1.5%0.000%
11/15/2024 HighTower Advisors LLC268,182$3.79M0.0%+24.7%0.000%
11/15/2024 Hilltop Holdings Inc.10,800$152K0.0%N/A0.000%
11/14/2024 Walleye Capital LLC19,868$281K0.0%-46.3%0.000%
11/13/2024 D.A. Davidson & CO.38,520$544K0.0%-11.4%0.000%
11/1/2024 Leavell 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%
10/24/2024 J.W. Cole Advisors Inc.90,459$1.28M0.1%+76.7%0.000%
10/24/2024 PFG Investments LLC31,365$443K0.0%-2.3%0.000%
10/24/2024 Consolidated Portfolio Review Corp185,591$2.62M0.6%+1.7%0.000%
10/23/2024 Element Wealth LLC251,026$3.54M1.9%-2.7%0.000%
10/23/2024 Tectonic Advisors LLC30,556$431K0.0%+2.9%0.000%
10/22/2024 International Assets Investment Management LLC17,099$241K0.0%N/A0.000%
10/22/2024 SOL Capital Management CO1,245,645$17.59M2.0%+6.5%0.000%
10/22/2024 Private Advisor Group LLC99,060$1.40M0.0%+16.6%0.000%
10/18/2024JTC Employer Solutions Trustee Ltd18,500$261K0.0%N/A0.000%
10/1/2024 Park National Corp OH12,324$174K0.0%N/A0.000%
9/5/2024 Sanctuary Advisors LLC68,779$893K0.0%N/A0.000%
8/21/2024 Truist Financial Corp15,933$212K0.0%-21.2%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.24,286$325K0.0%+121.3%0.000%
8/16/2024 Sunbelt Securities Inc.26,026$346K0.0%-41.4%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.15,589$207K0.0%+20.0%0.000%
8/8/2024 J.W. Cole Advisors Inc.51,206$681K0.0%+25.7%0.000%
8/7/2024 Wedbush Securities Inc.75,474$1.00M0.0%+4.5%0.000%
8/7/2024 PFG Investments LLC32,104$427K0.0%-85.2%0.000%
8/6/2024 First Foundation Advisors36,162$481K0.0%-32.3%0.000%
8/5/2024 Private Advisor Group LLC84,949$1.13M0.0%+54.3%0.000%
8/3/2024 Nottingham Advisors Inc.21,269$283K0.0%N/A0.000%
8/2/2024 Belpointe Asset Management LLC121,971$1.62M0.1%+4.4%0.000%
8/1/2024 Consolidated Portfolio Review Corp182,446$2.43M0.6%-3.6%0.000%
7/31/2024 Biechele Royce Advisors15,400$205K0.1%N/A0.000%
7/31/2024Commonwealth Equity Services LLC603,826$8.03M0.0%+7.9%0.000%
7/31/2024 Americana Partners LLC85,114$1.13M0.1%-14.0%0.000%
⭕ [URGENT] Buy Alert just triggered (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
7/30/2024 WESPAC Advisors LLC10,683$142K0.1%-24.7%0.000%
7/26/2024BCR Wealth Strategies LLC24,230$322K0.2%N/A0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.105,492$1.40M0.0%-7.3%0.000%
7/23/2024 SOL 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%
7/11/2024 U.S. Capital Wealth Advisors LLC116,955$1.55M0.1%-10.0%0.000%
7/9/2024 Kingswood Wealth Advisors LLC17,719$235K0.0%-53.2%0.000%
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%
4/23/2024Raymond 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%
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%
The #1 Coin for November 2024 (Ad)

Grayscale Investments just announced a new fund offering access to a HOT new DeFi coin… And thanks to this newly established trust, I believe this coin could skyrocket up to 150x+ in the next 30 days alone! I've compiled everything you need to know about this once-in-a-lifetime DeFi project into a brand-new comprehensive guide…

You can get access to the report by clicking here now…
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%
(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, 101 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 83 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 5,034,461 shares in the last 24 months. This purchase volume represents approximately $64.61M in transactions.

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

Of the 47 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 3,243,321 shares in the last 24 months. This volume of shares sold represents approximately $41.68M in transactions.


Related Companies

This page (NYSE:PDO) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
MUST SEE: The most important video in the world right now?
If you have a significant amount of money in the stock market right now — or if you're sitting on the sideline...
InvestorPlace | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored