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, Q4 2022
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 31, 2022. 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
- 97
- +20 vs. Q3 2022
- Shares held
- 22.6M
- −993.8K (−4.2%) vs. Q3 2022
- Total value
- $288.6M
- −$22.8M (−7.3%) vs. Q3 2022
- New holders
- 29
- 33 more added
- Sold out
- 9
- 19 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,972,239 | $76.3M | 0.01% | +295,214+5.2% | Added |
| Rivernorth Capital Management, LLC | 3,736,680 | $47.7M | 2.15% | −766,186−17.0% | Reduced |
| Royal Bank of Canada | 1,499,939 | $19.2M | 0.01% | +82,245+5.8% | Added |
| Cohen & Steers, Inc. | 1,373,041 | $17.5M | 0.04% | −96,007−6.5% | Reduced |
| Invesco Ltd. | 1,176,678 | $15.0M | 0.00% | −266,799−18.5% | Reduced |
| UBS Group AG | 1,063,408 | $13.6M | 0.01% | −123,099−10.4% | Reduced |
| Bank of America Corp | 1,016,900 | $13.0M | 0.00% | −85,176−7.7% | Reduced |
| SOL Capital Management CO | 917,109 | $11.7M | 2.07% | −326,435−26.3% | Reduced |
| Penserra Capital Management LLC | 769,094 | $9.82M | 0.22% | +112,872+17.2% | Added |
| Artemis Wealth Advisors, LLC | 609,906 | $7.79M | 2.37% | −796,545−56.6% | Reduced |
| Commonwealth Equity Services, LLC | 403,780 | $5.16M | 0.01% | +140,738+53.5% | Added |
| Scotia Capital Inc. | 289,595 | $3.70M | 0.03% | +289,595 | New |
| Weiss Asset Management LP | 262,117 | $3.35M | 0.16% | +262,117 | New |
| Element Wealth, LLC | 234,165 | $2.99M | 2.44% | +28,575+13.9% | Added |
| TD Waterhouse Canada Inc. | 195,039 | $2.69M | 0.03% | +195,039 | New |
| Guggenheim Capital LLC | 205,351 | $2.62M | 0.02% | +60,868+42.1% | Added |
| Stifel Financial Corp | 183,593 | $2.34M | 0.00% | −37,204−16.8% | Reduced |
| Wells Fargo & Company | 161,570 | $2.06M | 0.00% | +41,742+34.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 149,720 | $1.91M | 0.01% | −48,693−24.5% | Reduced |
| First Foundation Advisors | 147,372 | $1.88M | 0.09% | +10.0% | Added |
| Family Management Corp | 144,747 | $1.85M | 0.45% | −58,820−28.9% | Reduced |
| Advisor Group Holdings, Inc. | 134,237 | $1.71M | 0.00% | +33,752+33.6% | Added |
| Leavell Investment Management, Inc. | 131,545 | $1.70M | 0.13% | −13,180−9.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 122,720 | $1.57M | 0.07% | +29,450+31.6% | Added |
| Stockman Wealth Management, Inc. | 99,187 | $1.27M | 0.29% | −565−0.6% | Reduced |
| Palogic Value Management, L.P. | 76,308 | $974.5K | 0.51% | +76,308 | New |
| Shaker Financial Services, LLC | 74,309 | $948.9K | 0.44% | +31,917+75.3% | Added |
| Atria Wealth Solutions, Inc. | 72,425 | $934.3K | 0.01% | −6,260−8.0% | Reduced |
| Change Path, LLC | 67,638 | $864.0K | 0.05% | +12,326+22.3% | Added |
| Janney Montgomery Scott LLC | 60,185 | $769.0K | 0.00% | −2,684−4.3% | Reduced |
| Wedbush Securities Inc | 59,744 | $763.0K | 0.04% | +2,196+3.8% | Added |
| Capital Investment Advisors, LLC | 59,505 | $760.0K | 0.02% | +36,670+160.6% | Added |
| Riverbridge Partners LLC | 57,076 | $729.0K | 0.01% | +2,286+4.2% | Added |
| LPL Financial LLC | 54,775 | $699.5K | 0.00% | +8,071+17.3% | Added |
| Nicola Wealth Management Ltd. | 54,000 | $688.3K | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 51,294 | $655.0K | 0.00% | +6,227+13.8% | Added |
| All Season Financial Advisors, Inc. | 50,704 | $647.5K | 0.57% | +25,424+100.6% | Added |
| Carmel Capital Partners, LLC | 43,177 | $551.4K | 0.38% | +18,287+73.5% | Added |
| Envestnet Asset Management Inc | 40,185 | $513.2K | 0.00% | +24,907+163.0% | Added |
| J.W. Cole Advisors, Inc. | 37,970 | $484.9K | 0.04% | +3,475+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 37,844 | $483.3K | 0.00% | −435,910−92.0% | Reduced |
| Raymond James & Associates | 33,283 | $425.0K | 0.00% | +18,525+125.5% | Added |
| CFO4Life, L.P. | 32,786 | $418.7K | 0.09% | +32,786 | New |
| CFO4Life Group, LLC | 32,786 | $418.7K | 0.09% | +32,786 | New |
| HRT Financial LP | 30,779 | $393.0K | 0.01% | +30,779 | New |
| Tectonic Advisors LLC | 30,000 | $383.1K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 28,137 | $359.3K | 0.02% | +28,137 | New |
| Parisi Gray Wealth Management | 27,323 | $348.9K | 0.17% | +27,323 | New |
| ACT Advisors, LLC. | 25,928 | $331.1K | 0.21% | +2,414+10.3% | Added |
| The PNC Financial Services Group, Inc. | 23,314 | $297.7K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 22,573 | $288.0K | 0.02% | +22,573 | New |
| Pension & Wealth Management Advisors, Inc. | 21,442 | $273.8K | 0.23% | +21,442 | New |
| National Bank of Canada | 20,380 | $269.4K | 0.00% | +40+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 20,000 | $255.4K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 18,945 | $241.9K | 0.10% | +18,945 | New |
| Journey Strategic Wealth LLC | 18,906 | $241.4K | 0.03% | +4,022+27.0% | Added |
| Independent Financial Group, LLC | 18,750 | $239.4K | 0.02% | +18,750 | New |
| CI Private Wealth, LLC | 17,299 | $220.9K | 0.00% | +17,299 | New |
| Single Point Partners, LLC | 16,405 | $209.0K | 0.05% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,491 | $195.9K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 15,000 | $193.5K | 0.07% | +15,000 | New |
| Allie Family Office LLC | 15,000 | $191.6K | 0.16% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,900 | $190.3K | 0.01% | +14,900 | New |
| Atlas Wealth LLC | 14,195 | $181.3K | 0.05% | +14,195 | New |
| Greytown Advisors Inc. | 13,768 | $177.6K | 0.10% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,798 | $176.2K | 0.11% | +2,810+25.6% | Added |
| HighTower Trust Services, LTA | 13,030 | $167.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,666 | $161.7K | 0.00% | +12,666 | New |
| HighTower Advisors, LLC | 12,693 | $161.0K | 0.00% | +2,108+19.9% | Added |
| Money Concepts Capital Corp | 12,520 | $159.9K | 0.01% | +12,520 | New |
| Crumly & Associates Inc. | 12,500 | $159.6K | 0.06% | −58,454−82.4% | Reduced |
| Mayfair Advisory Group, LLC | 10,931 | $148.9K | 0.19% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,436 | $146.0K | 0.02% | −7,817−40.6% | Reduced |
| GWM Advisors LLC | 10,700 | $136.6K | 0.00% | +10,700 | New |
| HB Wealth Management, LLC | 10,175 | $129.9K | 0.00% | +10,175 | New |
| Advisory Services Network, LLC | 4,750 | $60.7K | 0.00% | +4,750 | New |
| Carolinas Wealth Consulting LLC | 4,549 | $58.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,445 | $57.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $48.3K | 0.00% | – | New |
| Rockefeller Capital Management L.P. | 3,317 | $42.0K | 0.00% | +817+32.7% | Added |
| IFP Advisors, Inc | 1,665 | $33.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $19.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,450 | $18.5K | 0.00% | +1,450 | New |
| AllSquare Wealth Management LLC | 1,200 | $15.3K | 0.01% | +600+100.0% | Added |
| Toth Financial Advisory Corp | 1,062 | $13.6K | 0.00% | +65+6.5% | Added |
| Tradition Wealth Management, LLC | 1,046 | $13.0K | 0.00% | −1,307−55.5% | Reduced |
| Tompkins Financial Corp | 1,025 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $12.8K | 0.00% | +1,000 | New |
| Coston, McIsaac & Partners | 791 | $10.0K | 0.00% | +21+2.7% | Added |
| CWM, LLC | 465 | $6.00K | 0.00% | −95−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 409 | $5.00K | 0.00% | +409 | New |
| Ronald Blue Trust, Inc. | 360 | $5.00K | 0.00% | +360 | New |
| Advisors Asset Management, Inc. | 207 | $2.64K | 0.00% | +207 | New |
| Focused Wealth Management, Inc | 104 | $1.33K | 0.00% | +2+2.0% | Added |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,849 | $330 | 0.00% | +974+3.9% | Added |
| BlackRock Inc. | 1 | $7 | 0.00% | +1 | New |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −27,580−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −19,989−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |