Institutional Ownership Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,839,338
shares
|
$64.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,244,505
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,877,864
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,353,662
shares
|
$18 Million
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
1,245,645
shares
|
$16.6 Million
1.95% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
903,639
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
869,501
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
757,615
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
657,189
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
584,852
shares
|
$7.77 Million
0.06% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
487,454
shares
|
$6.48 Million
0.17% of portfolio
|
Q3 2024
Added 85.65%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
426,652
shares
|
$5.67 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
268,182
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
251,895
shares
|
$3.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
251,026
shares
|
$3.34 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,330
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
208,481
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
185,591
shares
|
$2.47 Million
0.58% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
152,460
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
147,135
shares
|
$1.96 Million
0.11% of portfolio
|
Q3 2024
Added 29.4%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
124,849
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
116,955
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
110,109
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
99,060
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
90,459
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 76.66%
|