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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
15,000
shares
|
$210,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
13,500
shares
|
$189,810
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,347
shares
|
$187,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
13,167
shares
|
$185,128
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
13,150
shares
|
$184,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
13,030
shares
|
$183,201
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
12,500
shares
|
$175,750
0.05% of portfolio
|
Q4 2022
Reduced 82.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,649
shares
|
$163,784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,974
shares
|
$154,294
0.01% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
10,950
shares
|
$153,957
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,100
shares
|
$142,006
0.02% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
10,000
shares
|
$140,600
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
9,618
shares
|
$135,229
0.0% of portfolio
|
Q1 2025
Reduced 31.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
8,488
shares
|
$119,341
0.0% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,083
shares
|
$113,646
0.0% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,500
shares
|
$105,450
0.06% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,330
shares
|
$88,999
0.0% of portfolio
|
Q3 2021
Reduced 39.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,610
shares
|
$78,876
0.0% of portfolio
|
Q3 2023
Added 461.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,600
shares
|
$78,736
0.0% of portfolio
|
Q2 2025
Reduced 43.51%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,533
shares
|
$77,793
0.0% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$77,330
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
5,309
shares
|
$74,644
0.06% of portfolio
|
Q1 2025
Added 39.71%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
5,191
shares
|
$72,985
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,100
shares
|
$71,706
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,301
shares
|
$60,472
0.0% of portfolio
|
Q1 2025
Added 87.0%
|