PIMCO Dynamic Income Opportunities Fund
PDO- Exchange
- NYSE
- SEC CIK
- 0001798618
No open-market purchases or sales by PIMCO Dynamic Income Opportunities Fund insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $383.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- +15 vs. Q1 2021
- Shares held
- 11.6M
- +2.53M (+28.0%) vs. Q1 2021
- Total value
- $266.9M
- +$85.6M (+47.2%) vs. Q1 2021
- New holders
- 17
- 14 more added
- Sold out
- 2
- 9 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $383.9M |
| Q1 2026 | 137 | $361.1M |
| Q4 2025 | 130 | $384.8M |
| Q3 2025 | 135 | $384.6M |
| Q2 2025 | 117 | $354.5M |
| Q1 2025 | 119 | $351.2M |
| Q4 2024 | 116 | $318.0M |
| Q3 2024 | 105 | $289.9M |
| Q2 2024 | 109 | $286.4M |
| Q1 2024 | 109 | $282.0M |
| Q4 2023 | 112 | $268.8M |
| Q3 2023 | 110 | $254.4M |
| Q2 2023 | 105 | $281.6M |
| Q1 2023 | 103 | $270.2M |
| Q4 2022 | 97 | $288.6M |
| Q3 2022 | 80 | $311.7M |
| Q2 2022 | 79 | $344.6M |
| Q1 2022 | 63 | $398.5M |
| Q4 2021 | 54 | $319.2M |
| Q3 2021 | 50 | $300.8M |
| Q2 2021 | 43 | $266.9M |
| Q1 2021 | 28 | $181.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,994,912 | $115.8M | 0.02% | +941,923+23.2% | Added |
| Artemis Wealth Advisors, LLC | 2,047,691 | $46.5M | 6.62% | +36,717+1.8% | Added |
| Invesco Ltd. | 904,943 | $21.0M | 0.01% | +904,943 | New |
| Bank of America Corp | 792,632 | $18.4M | 0.00% | +279,839+54.6% | Added |
| UBS Group AG | 696,034 | $16.1M | 0.01% | +328,738+89.5% | Added |
| Cohen & Steers, Inc. | 612,802 | $14.2M | 0.03% | +233,093+61.4% | Added |
| Commonwealth Equity Services, LLC | 228,121 | $5.29M | 0.01% | +85,291+59.7% | Added |
| Royal Bank of Canada | 188,083 | $4.36M | 0.00% | −49,023−20.7% | Reduced |
| Family Management Corp | 179,891 | $4.17M | 1.10% | −1,537−0.8% | Reduced |
| Element Wealth, LLC | 140,439 | $3.25M | 2.54% | +4,930+3.6% | Added |
| First Foundation Advisors | 122,918 | $2.85M | 0.11% | +3,098+2.6% | Added |
| Wedbush Securities Inc | 97,201 | $2.25M | 0.11% | −2,119−2.1% | Reduced |
| Crumly & Associates Inc. | 85,230 | $1.98M | 0.96% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 81,095 | $1.88M | 0.45% | +3,753+4.9% | Added |
| SOL Capital Management CO | 72,379 | $1.68M | 0.33% | +53,069+274.8% | Added |
| Advisor Group Holdings, Inc. | 49,524 | $1.15M | 0.00% | −70,852−58.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,006 | $672.0K | 0.00% | +29,006 | New |
| CIBC World Markets Inc. | 28,743 | $666.0K | 0.00% | −4,528−13.6% | Reduced |
| Truist Financial Corp | 26,718 | $619.0K | 0.00% | +5,518+26.0% | Added |
| Stifel Financial Corp | 20,391 | $473.0K | 0.00% | −3,149−13.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,000 | $464.0K | 0.02% | +20,000 | New |
| Jane Street Group, LLC | 19,557 | $453.0K | 0.00% | +19,557 | New |
| United Maritime Capital LLC | 17,000 | $394.0K | 0.30% | −9,500−35.8% | Reduced |
| First Trust Advisors LP | 16,308 | $378.0K | 0.00% | +719+4.6% | Added |
| All Season Financial Advisors, Inc. | 15,564 | $361.0K | 0.26% | +15,564 | New |
| LPL Financial LLC | 14,219 | $330.0K | 0.00% | +14,219 | New |
| GWM Advisors LLC | 12,500 | $290.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 12,000 | $280.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,872 | $182.0K | 0.07% | −4,628−37.0% | Reduced |
| Wells Fargo & Company | 7,000 | $162.0K | 0.00% | +5,000+250.0% | Added |
| Wagner Wealth Management, LLC | 4,320 | $100.0K | 0.07% | +2,550+144.1% | Added |
| Versant Capital Management, Inc | 4,000 | $93.0K | 0.03% | +4,000 | New |
| Geneos Wealth Management Inc. | 2,353 | $52.0K | 0.00% | +2,353 | New |
| Fifth Third Bancorp | 2,000 | $46.0K | 0.00% | +2,000 | New |
| Arkadios Wealth Advisors | 1,271 | $29.0K | 0.00% | −5,979−82.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,000 | $23.0K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 928 | $22.0K | 0.00% | +928 | New |
| Tower Research Capital LLC (TRC) | 872 | $20.0K | 0.00% | +872 | New |
| Charter Oak Capital Management, LLC | 827 | $19.0K | 0.00% | +827 | New |
| D'Orazio & Associates, Inc. | 600 | $14.0K | 0.00% | +600 | New |
| Dividend Assets Capital, LLC | 200 | $5.00K | 0.00% | +200 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Valley National Advisers Inc | 20 | $0 | 0.00% | +20 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −277,597−100.0% | Sold out |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −44,662−100.0% | Sold out |