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, Q1 2023
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 2023. 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
- 103
- +8 vs. Q4 2022
- Shares held
- 21.8M
- −775.1K (−3.4%) vs. Q4 2022
- Total value
- $270.2M
- −$17.8M (−6.2%) vs. Q4 2022
- New holders
- 19
- 41 more added
- Sold out
- 11
- 23 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,489,773 | $80.5M | 0.01% | +517,534+8.7% | Added |
| Rivernorth Capital Management, LLC | 2,652,122 | $32.9M | 1.59% | −1,084,558−29.0% | Reduced |
| Cohen & Steers, Inc. | 1,356,340 | $16.8M | 0.04% | −16,701−1.2% | Reduced |
| UBS Group AG | 1,118,661 | $13.9M | 0.01% | +55,253+5.2% | Added |
| Wells Fargo & Company | 1,088,596 | $13.5M | 0.00% | +927,026+573.8% | Added |
| SOL Capital Management CO | 1,047,459 | $13.0M | 2.13% | +130,350+14.2% | Added |
| Bank of America Corp | 1,029,590 | $12.8M | 0.00% | +12,690+1.2% | Added |
| Royal Bank of Canada | 941,110 | $11.7M | 0.00% | −558,829−37.3% | Reduced |
| Penserra Capital Management LLC | 840,008 | $10.4M | 0.22% | +70,914+9.2% | Added |
| Invesco Ltd. | 815,262 | $10.1M | 0.00% | −361,416−30.7% | Reduced |
| Commonwealth Equity Services, LLC | 481,169 | $5.97M | 0.01% | +77,389+19.2% | Added |
| Scotia Capital Inc. | 297,660 | $3.69M | 0.03% | +8,065+2.8% | Added |
| Guggenheim Capital LLC | 288,170 | $3.57M | 0.03% | +82,819+40.3% | Added |
| Element Wealth, LLC | 245,286 | $3.04M | 2.27% | +11,121+4.7% | Added |
| Consolidated Portfolio Review Corp | 188,834 | $2.34M | 0.63% | +188,834 | New |
| Advisor Group Holdings, Inc. | 154,447 | $1.92M | 0.00% | +20,210+15.1% | Added |
| Stifel Financial Corp | 151,374 | $1.88M | 0.00% | −32,219−17.5% | Reduced |
| Leavell Investment Management, Inc. | 134,870 | $1.69M | 0.12% | +3,325+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 124,250 | $1.54M | 0.07% | +1,530+1.2% | Added |
| Family Management Corp | 106,529 | $1.32M | 0.30% | −38,218−26.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 96,885 | $1.20M | 0.00% | +96,885 | New |
| Capital Investment Advisors, LLC | 95,880 | $1.19M | 0.04% | +36,375+61.1% | Added |
| Shaker Financial Services, LLC | 84,828 | $1.05M | 0.46% | +10,519+14.2% | Added |
| First Trust Advisors LP | 81,678 | $1.01M | 0.00% | +30,384+59.2% | Added |
| Palogic Value Management, L.P. | 81,018 | $1.00M | 0.49% | +4,710+6.2% | Added |
| LPL Financial LLC | 76,001 | $942.4K | 0.00% | +21,226+38.8% | Added |
| Wedbush Securities Inc | 72,047 | $893.0K | 0.04% | +12,303+20.6% | Added |
| Atria Wealth Solutions, Inc. | 69,425 | $869.9K | 0.01% | −3,000−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 67,150 | $847.9K | 0.01% | −127,889−65.6% | Reduced |
| All Season Financial Advisors, Inc. | 63,645 | $789.2K | 0.71% | +12,941+25.5% | Added |
| First Foundation Advisors | 62,055 | $769.5K | 0.04% | −85,317−57.9% | Reduced |
| Envestnet Asset Management Inc | 60,933 | $755.6K | 0.00% | +20,748+51.6% | Added |
| Stockman Wealth Management, Inc. | 60,768 | $753.5K | 0.17% | −38,419−38.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,284 | $735.0K | 0.00% | −90,436−60.4% | Reduced |
| Riverbridge Partners LLC | 58,727 | $728.2K | 0.01% | +1,651+2.9% | Added |
| Janney Montgomery Scott LLC | 57,883 | $718.0K | 0.00% | −2,302−3.8% | Reduced |
| Jane Street Group, LLC | 57,496 | $713.0K | 0.00% | +57,496 | New |
| Carmel Capital Partners, LLC | 56,657 | $702.5K | 0.42% | +13,480+31.2% | Added |
| PFG Investments, LLC | 56,280 | $697.9K | 0.14% | +56,280 | New |
| Nicola Wealth Management Ltd. | 54,000 | $669.9K | 0.07% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 48,015 | $595.4K | 0.56% | +48,015 | New |
| J.W. Cole Advisors, Inc. | 44,104 | $546.9K | 0.04% | +6,134+16.2% | Added |
| Private Advisor Group, LLC | 41,237 | $511.3K | 0.00% | +15,388+59.5% | Added |
| Sunbelt Securities, Inc. | 39,754 | $494.5K | 0.08% | +39,754 | New |
| Northwestern Mutual Wealth Management Co | 35,328 | $438.1K | 0.00% | −2,516−6.6% | Reduced |
| HRT Financial LP | 31,331 | $388.0K | 0.00% | +552+1.8% | Added |
| Perigon Wealth Management, LLC | 27,067 | $335.6K | 0.02% | −1,070−3.8% | Reduced |
| ACT Advisors, LLC. | 26,655 | $330.5K | 0.21% | +727+2.8% | Added |
| Americana Partners, LLC | 25,465 | $315.8K | 0.05% | +25,465 | New |
| Pension & Wealth Management Advisors, Inc. | 23,379 | $289.9K | 0.23% | +1,937+9.0% | Added |
| The PNC Financial Services Group, Inc. | 23,314 | $289.1K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 23,120 | $286.7K | 0.03% | +4,214+22.3% | Added |
| National Bank of Canada | 22,040 | $275.4K | 0.00% | +1,660+8.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,121 | $274.0K | 0.02% | −452−2.0% | Reduced |
| Tectonic Advisors LLC | 20,000 | $248.0K | 0.03% | −10,000−33.3% | Reduced |
| Independent Financial Group, LLC | 19,750 | $244.9K | 0.02% | +1,000+5.3% | Added |
| Samalin Investment Counsel, LLC | 19,638 | $243.5K | 0.15% | +5,840+42.3% | Added |
| Round Rock Advisors, LLC | 18,945 | $234.9K | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 18,917 | $234.6K | 0.00% | −14,366−43.2% | Reduced |
| NWF Advisory Services Inc. | 17,749 | $231.8K | 0.05% | +17,749 | New |
| HB Wealth Management, LLC | 18,146 | $225.0K | 0.00% | +7,971+78.3% | Added |
| CI Private Wealth, LLC | 17,299 | $214.5K | 0.00% | 00.0% | Unchanged |
| Single Point Partners, LLC | 16,405 | $203.0K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 15,000 | $187.9K | 0.06% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,000 | $186.0K | 0.01% | −5,000−25.0% | Reduced |
| Allie Family Office LLC | 15,000 | $186.0K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,850 | $184.0K | 0.00% | +2,157+17.0% | Added |
| HighTower Trust Services, LTA | 13,030 | $166.3K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,241 | $164.2K | 0.07% | −1,250−8.6% | Reduced |
| Mayfair Advisory Group, LLC | 12,500 | $159.1K | 0.17% | +1,569+14.4% | Added |
| Cetera Advisor Networks LLC | 12,546 | $155.6K | 0.00% | −120−0.9% | Reduced |
| Crumly & Associates Inc. | 12,500 | $155.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,280 | $152.3K | 0.01% | +12,280 | New |
| D.A. Davidson & Co. | 11,541 | $143.3K | 0.00% | +11,541 | New |
| GWM Advisors LLC | 11,450 | $142.0K | 0.00% | +750+7.0% | Added |
| CFO4Life Group, LLC | 10,986 | $136.2K | 0.03% | −21,800−66.5% | Reduced |
| Truist Financial Corp | 10,594 | $131.4K | 0.00% | +10,594 | New |
| Avantax Advisory Services, Inc. | 10,580 | $131.2K | 0.00% | +10,580 | New |
| Parisi Gray Wealth Management | 10,149 | $125.8K | 0.08% | −17,174−62.9% | Reduced |
| Kestra Advisory Services, LLC | 10,125 | $125.5K | 0.00% | +10,125 | New |
| Optimum Investment Advisors | 8,000 | $99.2K | 0.05% | +8,000 | New |
| IFP Advisors, Inc | 4,888 | $97.8K | 0.00% | +3,223+193.6% | Added |
| Advisory Services Network, LLC | 4,750 | $58.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,445 | $55.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,000 | $49.6K | 0.00% | +4,000 | New |
| Huntington National Bank | – | $46.9K | 0.00% | – | – |
| CWM, LLC | 1,557 | $19.0K | 0.00% | +1,092+234.8% | Added |
| FNY Investment Advisers, LLC | 1,600 | $19.0K | 0.02% | +1,600 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,342 | $16.6K | 0.00% | +1,342 | New |
| AllSquare Wealth Management LLC | 1,200 | $14.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,065 | $13.2K | 0.00% | +1,065 | New |
| Toth Financial Advisory Corp | 1,062 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,046 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,025 | $12.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,018 | $12.6K | 0.00% | +811+391.8% | Added |
| Harbour Investments, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 813 | $10.0K | 0.00% | +22+2.8% | Added |
| Ronald Blue Trust, Inc. | 360 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 115 | $1.43K | 0.00% | +11+10.6% | Added |