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.
Q4 2021 vs. Q3 2021
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 50 | 54 | +4 |
| Shares | 14.3M | 16.3M | +1.99M (+13.8%) |
| Value | $300.8M | $319.2M | +$18.4M (+6.1%) |
New holders (15)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,375,537 | $26.9M | 1.09% |
| Leavell Investment Management, Inc. | 162,745 | $3.20M | 0.21% |
| Mariner Investment Group LLC | 91,218 | $1.78M | 0.76% |
| Weiss Asset Management LP | 71,404 | $1.40M | 0.03% |
| Stratos Wealth Partners, LTD. | 41,768 | $817.0K | 0.02% |
| Carmel Capital Partners, LLC | 31,888 | $624.0K | 0.47% |
| Guggenheim Capital LLC | 26,144 | $512.0K | 0.00% |
| J.W. Cole Advisors, Inc. | 24,596 | $481.0K | 0.03% |
| Cresset Asset Management, LLC | 20,375 | $401.0K | 0.00% |
| Private Advisor Group, LLC | 16,972 | $332.0K | 0.00% |
| Golden State Wealth Management, LLC | 15,377 | $301.0K | 0.05% |
| Nomura Holdings Inc | 13,322 | $260.0K | 0.00% |
| National Bank of Canada | 10,700 | $210.0K | 0.00% |
| Howland Capital Management LLC | 10,000 | $196.0K | 0.01% |
| Tower Research Capital LLC (TRC) | 187 | $4.00K | 0.00% |
Sold out (11)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| GWM Advisors LLC | 29,925 | $628.0K |
| All Season Financial Advisors, Inc. | 17,671 | $371.0K |
| US Bancorp | 10,000 | $210.0K |
| Liberty Wealth Management LLC | 7,872 | $165.0K |
| Versant Capital Management, Inc | 5,000 | $105.0K |
| Financial Perspectives, Inc | 5,000 | $104.9K |
| Citigroup Inc | 4,977 | $104.0K |
| FNY Investment Advisers, LLC | 3,750 | $78.0K |
| Arkadios Wealth Advisors | 1,293 | $27.0K |
| D'Orazio & Associates, Inc. | 1,050 | $22.0K |
| Assetmark, Inc | 280 | $6.00K |