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 $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
24,286
shares
|
$330,046
0.01% of portfolio
|
Q2 2024
Added 121.33%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,900
shares
|
$324,801
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,242
shares
|
$302,268
0.0% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,389
shares
|
$290,676
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
21,269
shares
|
$289,045
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
19,868
shares
|
$270,006
0.0% of portfolio
|
Q3 2024
Reduced 46.3%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
19,070
shares
|
$259,161
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
18,500
shares
|
$251,415
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
17,299
shares
|
$235,093
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
17,099
shares
|
$232,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,196
shares
|
$220,103
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
16,000
shares
|
$217,440
0.1% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,861
shares
|
$215,550
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
15,400
shares
|
$209,286
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
15,000
shares
|
$203,850
0.01% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
14,468
shares
|
$196,620
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,118
shares
|
$191,863
0.0% of portfolio
|
Q2 2024
Added 87.79%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
13,800
shares
|
$187,542
0.0% of portfolio
|
Q3 2024
Reduced 30.48%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
13,241
shares
|
$179,945
0.03% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
13,030
shares
|
$177,077
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
12,500
shares
|
$169,875
0.06% of portfolio
|
Q4 2022
Reduced 82.38%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
12,324
shares
|
$167,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,559
shares
|
$157,086
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,280
shares
|
$153,295
0.0% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,103
shares
|
$150,889
0.01% of portfolio
|
Q2 2024
Added 43.04%
|