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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,780
shares
|
$53,146
0.0% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,725
shares
|
$52,373
0.01% of portfolio
|
Q4 2024
Added 105.8%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
3,655
shares
|
$51,389
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,429
shares
|
$48,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,804
shares
|
$39,424
0.0% of portfolio
|
Q2 2025
Added 107.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,490
shares
|
$35,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,255
shares
|
$31,705
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,200
shares
|
$30,932
0.0% of portfolio
|
Q2 2025
Reduced 66.15%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,034
shares
|
$28,598
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,032
shares
|
$28,569
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,823
shares
|
$25,631
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,600
shares
|
$22,496
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,440
shares
|
$20,246
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$16,872
0.01% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,020
shares
|
$14,341
0.0% of portfolio
|
Q2 2025
Added 7746.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$14,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
564
shares
|
$7,929
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
484
shares
|
$6,805
0.01% of portfolio
|
Q2 2025
Added 868.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
400
shares
|
$5,624
0.0% of portfolio
|
Q4 2023
Reduced 52.49%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
193
shares
|
$2,713
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
142
shares
|
$1,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
81
shares
|
$1,138
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
75
shares
|
$1,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
73
shares
|
$1,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|