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 126 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,687,672
shares
|
$65.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,506,474
shares
|
$49.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,597,042
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
1,672,629
shares
|
$23.5 Million
2.19% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,666,651
shares
|
$23.4 Million
0.71% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,359,860
shares
|
$19.1 Million
0.0% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,305,639
shares
|
$18.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
932,102
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
773,376
shares
|
$10.9 Million
0.08% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
689,558
shares
|
$9.69 Million
0.0% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
676,091
shares
|
$9.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
531,490
shares
|
$7.47 Million
0.01% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
502,546
shares
|
$7.06 Million
0.0% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
355,904
shares
|
$5 Million
0.57% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
341,423
shares
|
$4.8 Million
0.1% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
298,853
shares
|
$4.2 Million
0.18% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
227,567
shares
|
$3.2 Million
1.47% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
224,617
shares
|
$3.16 Million
0.42% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,330
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
216,395
shares
|
$3.04 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
214,737
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
200,068
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
174,862
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
166,776
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 48.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
151,654
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 2.88%
|