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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

$13.54 +0.03 (+0.22%)
(As of 11:45 AM 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)
46
Total
Institutional Inflows
(last 12 months)
$29.59M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$10.96M
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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
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%
9/5/2024Sanctuary Advisors LLC68,779$893K0.0%N/A0.000%
8/21/2024 Truist Financial Corp15,933$212K0.0%-21.2%0.000%
8/19/2024B. Riley Wealth Advisors Inc.24,286$325K0.0%+121.3%0.000%
8/16/2024 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%
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%
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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%
5/16/2024B. 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%
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%
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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%
1/16/2024Raymond James Financial Services Advisors Inc.229,974$2.82M0.0%+42.1%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, 99 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 81 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 4,933,041 shares in the last 24 months. This purchase volume represents approximately $63.18M in transactions.

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

Of the 46 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 3,240,159 shares in the last 24 months. This volume of shares sold represents approximately $41.63M in transactions.


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This page (NYSE:PDO) was last updated on 11/21/2024 by MarketBeat.com Staff
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