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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,440
shares
|
$19,843
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$16,536
0.01% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$13,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
580
shares
|
$7,992
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
500
shares
|
$6,890
0.0% of portfolio
|
Q3 2025
Reduced 77.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
500
shares
|
$6,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
484
shares
|
$6,669
0.0% of portfolio
|
Q2 2025
Added 868.0%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$5,512
0.0% of portfolio
|
Q4 2023
Reduced 52.49%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
250
shares
|
$3,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$2,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
193
shares
|
$2,659
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
142
shares
|
$1,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
80
shares
|
$1,102
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
75
shares
|
$1,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70
shares
|
$964
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25
shares
|
$344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
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
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.33% of portfolio
|
Q2 2025
New holding
|
|