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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 2022 vs. Q3 2022

How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PDO: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders80397+20
Shares23.6M23.8K22.6M−993.8K (−4.2%)
Value$311.7M$314.5K$288.6M−$22.8M (−7.3%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PDO in Q4 2022
InstitutionSharesValue% of portfolio
Scotia Capital Inc.289,595$3.70M0.03%
Weiss Asset Management LP262,117$3.35M0.16%
TD Waterhouse Canada Inc.195,039$2.69M0.03%
Palogic Value Management, L.P.76,308$974.5K0.51%
CFO4Life, L.P.32,786$418.7K0.09%
CFO4Life Group, LLC32,786$418.7K0.09%
HRT Financial LP30,779$393.0K0.01%
Perigon Wealth Management, LLC28,137$359.3K0.02%
Parisi Gray Wealth Management27,323$348.9K0.17%
Hennion & Walsh Asset Management, Inc.22,573$288.0K0.02%
Pension & Wealth Management Advisors, Inc.21,442$273.8K0.23%
Round Rock Advisors, LLC18,945$241.9K0.10%
Independent Financial Group, LLC18,750$239.4K0.02%
CI Private Wealth, LLC17,299$220.9K0.00%
Ethos Financial Group, LLC15,000$193.5K0.07%
CoreCap Advisors, LLC14,900$190.3K0.01%
Atlas Wealth LLC14,195$181.3K0.05%
Cetera Advisor Networks LLC12,666$161.7K0.00%
Money Concepts Capital Corp12,520$159.9K0.01%
GWM Advisors LLC10,700$136.6K0.00%
HB Wealth Management, LLC10,175$129.9K0.00%
Advisory Services Network, LLC4,750$60.7K0.00%
Huntington National Bank–$48.3K0.00%
TCI Wealth Advisors, Inc.1,450$18.5K0.00%
Harbour Investments, Inc.1,000$12.8K0.00%
Tower Research Capital LLC (TRC)409$5.00K0.00%
Ronald Blue Trust, Inc.360$5.00K0.00%
Advisors Asset Management, Inc.207$2.64K0.00%
BlackRock Inc.1$70.00%

Sold out (9)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PDO in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Allspring Global Investments Holdings, LLC27,580$363.0K
Nwam LLC19,989$264.0K
Davenport & Co LLC10,650$140.0K
Sittner & Nelson, LLC3,044$40.0K
FNY Investment Advisers, LLC1,200$15.0K
Wagner Wealth Management, LLC950$13.0K
Dividend Assets Capital, LLC650$9.00K
Castle Wealth Management LLC229$3.00K
FMR LLC132$2.00K

Not filed for Q4 2022 yet (3)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDO in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Dowling & Yahnke LLC17,299$228.0K
American Portfolios Advisors6,330$83.5K
FourThought Financial, LLC193$3.00K