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 127 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,659,566
shares
|
$61.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,394,592
shares
|
$45.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,668,435
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
1,560,528
shares
|
$20.7 Million
2.39% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
1,370,793
shares
|
$18.2 Million
0.58% of portfolio
|
Q1 2025
Added 181.21%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,293,662
shares
|
$17.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,198,791
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
887,119
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
745,810
shares
|
$9.91 Million
0.1% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
672,177
shares
|
$8.93 Million
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
644,191
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
470,779
shares
|
$6.26 Million
0.0% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
434,623
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
407,002
shares
|
$5.41 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
325,214
shares
|
$4.32 Million
0.14% of portfolio
|
Q1 2025
Added 182.27%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,864
shares
|
$3.51 Million
0.18% of portfolio
|
Q1 2025
Added 28.79%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
250,000
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
248,898
shares
|
$3.31 Million
1.9% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
240,850
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
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%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
221,137
shares
|
$2.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
216,231
shares
|
$2.87 Million
0.48% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
170,924
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Added 45.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
147,415
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
146,450
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 188.84%
|