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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.34 +0.04 (+0.30%)
As of 11:23 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)
68
Total
Institutional Inflows
(last 12 months)
$44.32M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$10.58M
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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
4/23/2025SOL Capital Management CO1,560,528$21.66M2.4%+5.9%0.000%
4/23/2025Spire Wealth Management6,433$89K0.0%+45.1%0.000%
4/23/2025Consolidated 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%
4/18/2025 Tennessee 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%
4/15/2025 Noble 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%
3/12/2025Northstar 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%
2/18/2025Cornerstone 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%
2/17/2025Vivaldi Capital Management LP17,300$237K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC5,950$81K0.0%-17.4%0.000%
2/17/2025Cetera Investment Advisers95,186$1.29M0.0%+14.3%0.000%
2/17/2025Bramshill Investments LLC53,666$729K0.1%-5.7%0.000%
2/17/2025Bank of America Corp DE688,670$9.36M0.0%-9.1%0.000%
2/14/2025Triumph Capital Management29,329$399K0.1%-28.9%0.000%
2/14/2025Comerica Bank10,326$140K0.0%+8.4%0.000%
2/14/2025Stifel Financial Corp115,640$1.57M0.0%+5.0%0.000%
2/14/2025Shaker Financial Services LLC26,775$364K0.1%N/A0.000%
2/14/2025First Trust Advisors LP94,751$1.29M0.0%+5.3%0.000%
2/13/2025NewEdge Advisors LLC32,505$442K0.0%+46.1%0.000%
2/13/2025Guggenheim Capital LLC688,098$9.35M0.1%+17.7%0.000%
2/13/2025Walleye Capital LLC34,342$467K0.0%+72.9%0.000%
2/13/2025Belpointe Asset Management LLC124,039$1.71M0.1%-0.6%0.000%
2/13/2025CreativeOne Wealth LLC31,500$428K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.1,363,662$18.53M0.0%+0.7%0.000%
2/13/2025Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/13/2025Invesco Ltd.880,818$11.97M0.0%+1.3%0.000%
2/13/2025Aristides Capital LLC31,910$434K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.43,688$594K0.0%-2.4%0.000%
2/13/2025Anchor Capital Management Group Inc134,500$1.83M0.7%N/A0.000%
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2/13/2025Wedbush Securities Inc.82,699$1.12M0.0%+2.4%0.000%
2/13/2025Wells Fargo & Company MN2,465,764$33.51M0.0%+9.9%0.000%
2/12/2025National Bank of Canada FI16,450$224K0.0%+19.2%0.000%
2/12/2025Maridea Wealth Management LLC34,867$474K0.2%N/A0.000%
2/11/2025LPL Financial LLC213,340$2.90M0.0%+2.3%0.000%
2/11/2025Samalin Investment Counsel LLC69,222$941K0.4%+5.9%0.000%
2/11/2025Palogic Value Management L.P.83,778$1.14M0.0%-5.6%0.000%
2/10/2025Commonwealth Equity Services LLC666,298$9.06M0.0%+1.4%0.000%
2/10/2025Avantax Advisory Services Inc.12,632$172K0.0%+19.2%0.000%
2/7/2025HighTower Advisors LLC355,486$4.83M0.0%+32.6%0.000%
2/7/2025Independent Advisor Alliance13,882$189K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.15,640$213K0.0%+1,464.0%0.000%
2/6/2025Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC3,800$52K0.0%N/A0.000%
2/3/2025Element Wealth LLC254,657$3.46M1.8%+1.4%0.000%
2/3/2025Private Advisor Group LLC117,546$1.60M0.0%+18.7%0.000%
1/31/2025Mcdonald Partners LLC39,000$530K0.1%+30.0%0.000%
1/31/2025Atria Wealth Solutions Inc.42,825$585K0.0%-8.5%0.000%
1/31/2025D.A. Davidson & CO.35,368$481K0.0%-8.2%0.000%
1/31/2025Sanctuary Advisors LLC22,884$316K0.0%-65.1%0.000%
1/31/2025Americana Partners LLC79,317$1.08M0.0%-6.8%0.000%
1/31/2025J.W. Cole Advisors Inc.115,213$1.57M0.1%+27.4%0.000%
1/29/2025Leavell Investment Management Inc.204,883$2.81M0.1%+39.2%0.000%
1/28/2025Wilmington Savings Fund Society FSB40,386$549K0.0%+2.9%0.000%
1/27/2025Consolidated Portfolio Review Corp188,449$2.56M0.4%+1.5%0.000%
1/27/2025Tectonic Advisors LLC31,412$427K0.0%+2.8%0.000%
1/24/2025U.S. Capital Wealth Advisors LLC61,705$839K0.0%-47.2%0.000%
1/24/2025Spire Wealth Management4,433$60K0.0%N/A0.000%
1/23/2025SOL Capital Management CO1,473,806$20.03M2.2%+18.3%0.000%
1/22/2025Perigon Wealth Management LLC17,329$233K0.0%+49.9%0.000%
1/22/2025 Kingswood Wealth Advisors LLC13,530$184K0.0%N/A0.000%
1/22/2025 PFG Investments LLC32,273$439K0.0%+2.9%0.000%
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%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
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%
10/24/2024 PFG 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%
10/22/2024International 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%
(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, 111 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), SOL Capital Management CO ($21.66M), Cohen & Steers Inc. ($18.53M), Invesco Ltd. ($11.97M), 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 94 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 ($692.84K), Raymond James Financial Inc. ($670.03K), Wells Fargo & Company MN ($323.91K), PFG Investments LLC ($277.76K), Cornerstone Advisory LLC ($261.43K), Guggenheim Capital LLC ($241.26K), and Shaker Financial Services LLC ($238.22K).

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

Institutional investors have bought a total of 5,930,116 shares in the last 24 months. This purchase volume represents approximately $78.01M in transactions.

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

Of the 51 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: Rivernorth Capital Management LLC ($688.75K), SOL Capital Management CO ($191.29K), PFG Investments LLC ($188.16K), Commonwealth Equity Services LLC ($111.73K), Scotia Capital Inc. ($87.92K), Stockman Wealth Management Inc. ($79.48K), and U.S. Capital Wealth Advisors LLC ($78.71K).

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

Institutional investors have sold a total of 2,072,138 shares in the last 24 months. This volume of shares sold represents approximately $26.99M in transactions.


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This page (NYSE:PDO) was last updated on 4/24/2025 by MarketBeat.com Staff
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