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Pimco Dynamic Income Opportunities Fund (PDO) Institutional Ownership

Pimco Dynamic Income Opportunities Fund logo
$13.88 -0.02 (-0.11%)
Closing price 02/21/2025 03:59 PM Eastern
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$13.88 0.00 (0.00%)
As of 02/21/2025 06:43 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)
64
Total
Institutional Inflows
(last 12 months)
$44.15M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$9.90M
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PDO Institutional Buying and Selling by Quarter

Pimco Dynamic Income Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.35,507$480K0.0%-6.4%0.000%
2/18/2025 Cornerstone Advisory LLC411,782$5.69M0.7%-3.5%0.000%
2/17/2025 Williams Jones Wealth Management LLC.19,275$262K0.0%-19.4%0.000%
2/17/2025 Vivaldi Capital Management LP17,300$237K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC5,950$81K0.0%-17.4%0.000%
2/17/2025 Cetera Investment Advisers95,186$1.29M0.0%+14.3%0.000%
2/17/2025 Bramshill Investments LLC53,666$729K0.1%-5.7%0.000%
2/17/2025 Bank of America Corp DE688,670$9.36M0.0%-9.1%0.000%
2/14/2025 Triumph Capital Management29,329$399K0.1%-28.9%0.000%
2/14/2025 Comerica Bank10,326$140K0.0%+8.4%0.000%
2/14/2025 Stifel Financial Corp115,640$1.57M0.0%+5.0%0.000%
2/14/2025 Shaker Financial Services LLC26,775$364K0.1%N/A0.000%
2/14/2025 First Trust Advisors LP94,751$1.29M0.0%+5.3%0.000%
2/13/2025 NewEdge Advisors LLC32,505$442K0.0%+46.1%0.000%
2/13/2025 Guggenheim Capital LLC688,098$9.35M0.1%+17.7%0.000%
2/13/2025 Walleye Capital LLC34,342$467K0.0%+72.9%0.000%
2/13/2025 Belpointe Asset Management LLC124,039$1.71M0.1%-0.6%0.000%
2/13/2025 CreativeOne Wealth LLC31,500$428K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.1,363,662$18.53M0.0%+0.7%0.000%
2/13/2025 Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/13/2025 Invesco Ltd.880,818$11.97M0.0%+1.3%0.000%
2/13/2025 Aristides Capital LLC31,910$434K0.1%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.43,688$594K0.0%-2.4%0.000%
2/13/2025 Anchor Capital Management Group Inc134,500$1.83M0.7%N/A0.000%
2/13/2025 Wedbush Securities Inc.82,699$1.12M0.0%+2.4%0.000%
2/13/2025 Wells Fargo & Company MN2,465,764$33.51M0.0%+9.9%0.000%
2/12/2025 National Bank of Canada FI16,450$224K0.0%+19.2%0.000%
2/12/2025 Maridea Wealth Management LLC34,867$474K0.2%N/A0.000%
2/11/2025 LPL Financial LLC213,340$2.90M0.0%+2.3%0.000%
2/11/2025 Samalin Investment Counsel LLC69,222$941K0.4%+5.9%0.000%
2/11/2025 Palogic Value Management L.P.83,778$1.14M0.4%-5.6%0.000%
2/10/2025 Commonwealth Equity Services LLC666,298$9.06M0.0%+1.4%0.000%
2/10/2025 Avantax Advisory Services Inc.12,632$172K0.0%+19.2%0.000%
2/7/2025 HighTower Advisors LLC355,486$4.83M0.0%+32.6%0.000%
2/7/2025 Independent Advisor Alliance13,882$189K0.0%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.15,640$213K0.0%+1,464.0%0.000%
2/6/2025 Raymond James Financial Inc.335,017$4.55M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC3,800$52K0.0%N/A0.000%
2/3/2025 Element Wealth LLC254,657$3.46M1.8%+1.4%0.000%
2/3/2025 Private Advisor Group LLC117,546$1.60M0.0%+18.7%0.000%
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1/31/2025 Mcdonald Partners LLC39,000$530K0.1%+30.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.42,825$585K0.0%-8.5%0.000%
1/31/2025 D.A. Davidson & CO.35,368$481K0.0%-8.2%0.000%
1/31/2025 Sanctuary Advisors LLC22,884$316K0.0%-65.1%0.000%
1/31/2025 Americana Partners LLC79,317$1.08M0.0%-6.8%0.000%
1/31/2025 J.W. Cole Advisors Inc.115,213$1.57M0.1%+27.4%0.000%
1/29/2025 Leavell Investment Management Inc.204,883$2.81M0.1%+39.2%0.000%
1/28/2025 Wilmington Savings Fund Society FSB40,386$549K0.0%+2.9%0.000%
1/27/2025 Consolidated Portfolio Review Corp188,449$2.56M0.4%+1.5%0.000%
1/27/2025 Tectonic Advisors LLC31,412$427K0.0%+2.8%0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC61,705$839K0.0%-47.2%0.000%
1/24/2025 Spire Wealth Management4,433$60K0.0%N/A0.000%
1/23/2025 SOL Capital Management CO1,473,806$20.03M2.2%+18.3%0.000%
1/22/2025 Perigon 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%
11/25/2024 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%
10/18/2024 JTC Employer Solutions Trustee Ltd18,500$261K0.0%N/A0.000%
10/1/2024 Park National Corp OH12,324$174K0.0%N/A0.000%
9/5/2024 Sanctuary Advisors LLC68,779$893K0.0%N/A0.000%
8/21/2024 Truist Financial Corp15,933$212K0.0%-21.2%0.000%
8/19/2024B. 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%
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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%
7/31/2024Biechele Royce Advisors15,400$205K0.1%N/A0.000%
(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, 114 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 ($20.03M), 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 ($736.47K), 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 5,968,323 shares in the last 24 months. This purchase volume represents approximately $78.08M in transactions.

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

Of the 54 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 ($185.74K), 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 2,112,319 shares in the last 24 months. This volume of shares sold represents approximately $27.43M in transactions.



This page (NYSE:PDO) was last updated on 2/22/2025 by MarketBeat.com Staff
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