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 103 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
90,022
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
89,926
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
88,778
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
85,114
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
83,309
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 91.25%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
80,782
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
78,573
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76,986
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
75,699
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
65,344
shares
|
$882,797
0.42% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
56,929
shares
|
$769,110
0.09% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
56,480
shares
|
$763,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
46,825
shares
|
$632,605
0.01% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
44,777
shares
|
$604,937
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
38,520
shares
|
$520,405
0.0% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
37,926
shares
|
$512,380
0.06% of portfolio
|
Q3 2024
Added 45.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
31,365
shares
|
$423,741
0.03% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
30,850
shares
|
$416,783
0.0% of portfolio
|
Q3 2024
Added 184.33%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
30,556
shares
|
$412,811
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
30,000
shares
|
$405,300
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
29,970
shares
|
$404,894
0.26% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
29,579
shares
|
$399,612
0.02% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,602
shares
|
$359,393
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
25,683
shares
|
$346,977
0.01% of portfolio
|
Q3 2024
Reduced 49.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$337,750
0.0% of portfolio
|
Q1 2024
New holding
|