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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
151,118
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
149,773
shares
|
$2.11 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
134,500
shares
|
$1.89 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
127,532
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Added 62.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
126,385
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 498.84%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
106,389
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
97,168
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
86,026
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
80,892
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
79,317
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
76,500
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
73,108
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
64,462
shares
|
$906,335
0.11% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
58,490
shares
|
$822,369
0.26% of portfolio
|
Q2 2025
Added 57.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,285
shares
|
$819,487
0.0% of portfolio
|
Q2 2025
Added 120.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
58,065
shares
|
$816,393
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
53,375
shares
|
$750,452
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
53,347
shares
|
$750,058
0.09% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
49,750
shares
|
$699,485
0.02% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
45,778
shares
|
$643,638
0.02% of portfolio
|
Q2 2025
Added 226.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
44,581
shares
|
$626,808
0.0% of portfolio
|
Q2 2025
Reduced 60.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
42,810
shares
|
$601,908
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
39,000
shares
|
$548,340
0.13% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
37,700
shares
|
$530,062
0.01% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,997
shares
|
$506,117
0.0% of portfolio
|
Q2 2025
Added 18.47%
|