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 |
|---|---|---|---|---|---|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
134,500
shares
|
$1.79 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
127,532
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Added 62.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
123,230
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
120,434
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
113,913
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
92,299
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
91,949
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
89,425
shares
|
$1.19 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
87,226
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
84,723
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
79,317
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
72,050
shares
|
$958,265
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
71,524
shares
|
$951,269
0.42% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
64,969
shares
|
$864,087
0.14% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
54,427
shares
|
$723,879
0.0% of portfolio
|
Q1 2025
Added 24.58%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
53,736
shares
|
$714,688
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
49,750
shares
|
$661,675
0.02% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
43,284
shares
|
$575,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
41,573
shares
|
$552,920
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
41,084
shares
|
$546,417
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
40,127
shares
|
$533,689
0.05% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
39,575
shares
|
$526,347
0.01% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
39,000
shares
|
$518,700
0.14% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
37,087
shares
|
$493,257
0.19% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
34,745
shares
|
$462,108
0.16% of portfolio
|
Q1 2025
Reduced 0.35%
|