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 145 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
174,301
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
173,138
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
160,833
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
146,907
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
134,500
shares
|
$1.85 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
134,144
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
127,724
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2025
Added 326.17%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
127,532
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 62.31%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
127,065
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
103,891
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
90,184
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
88,675
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
81,005
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
79,317
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
76,228
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
74,773
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
66,489
shares
|
$916,218
0.11% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
65,828
shares
|
$907,109
0.0% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
52,111
shares
|
$718,089
0.06% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
45,778
shares
|
$630,820
0.02% of portfolio
|
Q2 2025
Added 226.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
43,750
shares
|
$602,875
0.02% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,596
shares
|
$600,752
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
43,023
shares
|
$592,856
0.05% of portfolio
|
Q3 2025
Added 21.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
42,008
shares
|
$578,870
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
39,000
shares
|
$537,420
0.17% of portfolio
|
Q4 2024
Added 30.0%
|
|