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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
35,574
shares
|
$500,170
0.12% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
35,507
shares
|
$499,228
0.04% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
35,426
shares
|
$498,089
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
33,206
shares
|
$466,876
0.03% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,944
shares
|
$449,132
0.01% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
29,970
shares
|
$421,378
0.25% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
29,850
shares
|
$419,691
0.0% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
27,818
shares
|
$391,121
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,602
shares
|
$374,024
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
25,500
shares
|
$358,530
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
25,065
shares
|
$352,413
0.0% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
24,928
shares
|
$350,487
0.01% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
23,435
shares
|
$329,496
0.04% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,884
shares
|
$321,749
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
21,517
shares
|
$302,529
0.23% of portfolio
|
Q2 2025
Added 85.94%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,275
shares
|
$271,006
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
17,299
shares
|
$243,223
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
16,269
shares
|
$228,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,071
shares
|
$225,958
0.01% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
16,000
shares
|
$224,960
0.1% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,753
shares
|
$221,487
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
15,400
shares
|
$216,524
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
15,365
shares
|
$216,031
0.01% of portfolio
|
Q2 2025
Added 31.12%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
15,292
shares
|
$215,005
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,290
shares
|
$214,977
0.02% of portfolio
|
Q1 2025
Added 91.13%
|