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 |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
34,674
shares
|
$461,164
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
32,291
shares
|
$429,470
0.03% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,746
shares
|
$408,921
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
30,386
shares
|
$404,133
0.0% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
30,350
shares
|
$403,655
0.0% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
29,970
shares
|
$398,601
0.27% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
29,860
shares
|
$397,138
0.03% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
29,579
shares
|
$393,400
0.02% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
29,420
shares
|
$391,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,560
shares
|
$366,548
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,602
shares
|
$353,806
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
26,391
shares
|
$351,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,884
shares
|
$304,357
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
21,105
shares
|
$280,696
0.0% of portfolio
|
Q1 2025
Reduced 35.07%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
19,275
shares
|
$256,357
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
19,070
shares
|
$253,631
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
18,500
shares
|
$246,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
17,674
shares
|
$235,064
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
17,440
shares
|
$231,952
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
17,300
shares
|
$230,090
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
17,299
shares
|
$230,076
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
16,861
shares
|
$224,251
0.0% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
16,269
shares
|
$216,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
16,240
shares
|
$215,992
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
16,000
shares
|
$212,800
0.11% of portfolio
|
Q3 2023
Added 100.0%
|