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 145 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
8,283
shares
|
$114,139
0.08% of portfolio
|
Q4 2025
Added 27.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,889
shares
|
$108,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
7,800
shares
|
$107,484
0.0% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,500
shares
|
$103,350
0.06% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
7,152
shares
|
$98,554
0.0% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
7,147
shares
|
$98,485
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,127
shares
|
$98,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,000
shares
|
$96,460
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,330
shares
|
$87,227
0.0% of portfolio
|
Q3 2021
Reduced 39.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,733
shares
|
$79,000
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,610
shares
|
$77,305
0.0% of portfolio
|
Q3 2023
Added 461.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,100
shares
|
$70,278
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,780
shares
|
$52,088
0.0% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,725
shares
|
$51,330
0.01% of portfolio
|
Q4 2024
Added 105.8%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
3,655
shares
|
$50,365
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,435
shares
|
$47,334
0.0% of portfolio
|
Q3 2025
Added 22.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,233
shares
|
$44,550
0.0% of portfolio
|
Q3 2025
Added 216.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$42,580
0.0% of portfolio
|
Q3 2025
Added 24.1%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,987
shares
|
$41,160
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,700
shares
|
$37,206
0.0% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,300
shares
|
$31,694
0.0% of portfolio
|
Q3 2025
Reduced 46.52%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,932
shares
|
$26,622
0.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,881
shares
|
$25,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,875
shares
|
$25,837
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,600
shares
|
$22,048
0.01% of portfolio
|
Q3 2024
New holding
|
|