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 $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$145,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,597
shares
|
$143,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
10,000
shares
|
$135,100
0.03% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,526
shares
|
$128,696
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$108,080
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
7,500
shares
|
$101,325
0.06% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,200
shares
|
$97,272
0.0% of portfolio
|
Q1 2024
Reduced 31.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,330
shares
|
$85,518
0.0% of portfolio
|
Q3 2021
Reduced 39.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,610
shares
|
$75,791
0.0% of portfolio
|
Q3 2023
Added 461.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$60,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,780
shares
|
$51,067
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$31,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,138
shares
|
$28,884
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,810
shares
|
$24,453
0.01% of portfolio
|
Q2 2024
Reduced 38.54%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
1,677
shares
|
$22,656
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,631
shares
|
$22,034
0.0% of portfolio
|
Q1 2024
Added 1.94%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
1,600
shares
|
$21,616
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$16,212
0.01% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$13,510
0.0% of portfolio
|
Q3 2024
Reduced 93.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
519
shares
|
$7,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
411
shares
|
$5,552
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$5,404
0.0% of portfolio
|
Q4 2023
Reduced 52.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
250
shares
|
$3,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
193
shares
|
$2,607
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
81
shares
|
$1,094
0.0% of portfolio
|
Q3 2023
New holding
|