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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| Artemis Wealth Advisors, LLC | 4 | $45 | 0.00% | −609,902−100.0% | Reduced |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 115 | $1.43K | 0.00% | +11+10.6% | Added |
| Ronald Blue Trust, Inc. | 360 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 813 | $10.0K | 0.00% | +22+2.8% | Added |
| Harbour Investments, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,018 | $12.6K | 0.00% | +811+391.8% | Added |
| Tompkins Financial Corp | 1,025 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,046 | $13.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,062 | $13.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,065 | $13.2K | 0.00% | +1,065 | New |
| AllSquare Wealth Management LLC | 1,200 | $14.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,342 | $16.6K | 0.00% | +1,342 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $18.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | – | $46.9K | 0.00% | – | – |
| Signaturefd, LLC | 4,000 | $49.6K | 0.00% | +4,000 | New |
| Bank of New Hampshire | 4,445 | $55.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,750 | $58.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,888 | $97.8K | 0.00% | +3,223+193.6% | Added |
| Optimum Investment Advisors | 8,000 | $99.2K | 0.05% | +8,000 | New |
| Kestra Advisory Services, LLC | 10,125 | $125.5K | 0.00% | +10,125 | New |
| Parisi Gray Wealth Management | 10,149 | $125.8K | 0.08% | −17,174−62.9% | Reduced |
| Avantax Advisory Services, Inc. | 10,580 | $131.2K | 0.00% | +10,580 | New |
| Truist Financial Corp | 10,594 | $131.4K | 0.00% | +10,594 | New |
| CFO4Life Group, LLC | 10,986 | $136.2K | 0.03% | −21,800−66.5% | Reduced |
| GWM Advisors LLC | 11,450 | $142.0K | 0.00% | +750+7.0% | Added |
| D.A. Davidson & Co. | 11,541 | $143.3K | 0.00% | +11,541 | New |
| Belpointe Asset Management LLC | 12,280 | $152.3K | 0.01% | +12,280 | New |
| Crumly & Associates Inc. | 12,500 | $155.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,546 | $155.6K | 0.00% | −120−0.9% | Reduced |
| Mayfair Advisory Group, LLC | 12,500 | $159.1K | 0.17% | +1,569+14.4% | Added |
| Onyx Bridge Wealth Group LLC | 13,241 | $164.2K | 0.07% | −1,250−8.6% | Reduced |
| HighTower Trust Services, LTA | 13,030 | $166.3K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,850 | $184.0K | 0.00% | +2,157+17.0% | Added |
| 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 |
| Ethos Financial Group, LLC | 15,000 | $187.9K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 16,405 | $203.0K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,299 | $214.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 18,146 | $225.0K | 0.00% | +7,971+78.3% | Added |
| NWF Advisory Services Inc. | 17,749 | $231.8K | 0.05% | +17,749 | New |
| Raymond James & Associates | 18,917 | $234.6K | 0.00% | −14,366−43.2% | Reduced |
| Round Rock Advisors, LLC | 18,945 | $234.9K | 0.09% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 19,638 | $243.5K | 0.15% | +5,840+42.3% | Added |
| Independent Financial Group, LLC | 19,750 | $244.9K | 0.02% | +1,000+5.3% | Added |
| Tectonic Advisors LLC | 20,000 | $248.0K | 0.03% | −10,000−33.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,121 | $274.0K | 0.02% | −452−2.0% | Reduced |
| National Bank of Canada | 22,040 | $275.4K | 0.00% | +1,660+8.1% | Added |
| Journey Strategic Wealth LLC | 23,120 | $286.7K | 0.03% | +4,214+22.3% | Added |
| The PNC Financial Services Group, Inc. | 23,314 | $289.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 23,379 | $289.9K | 0.23% | +1,937+9.0% | Added |
| Americana Partners, LLC | 25,465 | $315.8K | 0.05% | +25,465 | New |
| ACT Advisors, LLC. | 26,655 | $330.5K | 0.21% | +727+2.8% | Added |
| Perigon Wealth Management, LLC | 27,067 | $335.6K | 0.02% | −1,070−3.8% | Reduced |
| HRT Financial LP | 31,331 | $388.0K | 0.00% | +552+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 35,328 | $438.1K | 0.00% | −2,516−6.6% | Reduced |
| Sunbelt Securities, Inc. | 39,754 | $494.5K | 0.08% | +39,754 | New |
| Private Advisor Group, LLC | 41,237 | $511.3K | 0.00% | +15,388+59.5% | Added |
| J.W. Cole Advisors, Inc. | 44,104 | $546.9K | 0.04% | +6,134+16.2% | Added |
| WESPAC Advisors, LLC | 48,015 | $595.4K | 0.56% | +48,015 | New |
| Nicola Wealth Management Ltd. | 54,000 | $669.9K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 56,280 | $697.9K | 0.14% | +56,280 | New |
| Carmel Capital Partners, LLC | 56,657 | $702.5K | 0.42% | +13,480+31.2% | Added |
| Jane Street Group, LLC | 57,496 | $713.0K | 0.00% | +57,496 | New |
| Janney Montgomery Scott LLC | 57,883 | $718.0K | 0.00% | −2,302−3.8% | Reduced |
| Riverbridge Partners LLC | 58,727 | $728.2K | 0.01% | +1,651+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,284 | $735.0K | 0.00% | −90,436−60.4% | Reduced |
| Stockman Wealth Management, Inc. | 60,768 | $753.5K | 0.17% | −38,419−38.7% | Reduced |
| Envestnet Asset Management Inc | 60,933 | $755.6K | 0.00% | +20,748+51.6% | Added |
| First Foundation Advisors | 62,055 | $769.5K | 0.04% | −85,317−57.9% | Reduced |
| All Season Financial Advisors, Inc. | 63,645 | $789.2K | 0.71% | +12,941+25.5% | Added |
| TD Waterhouse Canada Inc. | 67,150 | $847.9K | 0.01% | −127,889−65.6% | Reduced |
| Atria Wealth Solutions, Inc. | 69,425 | $869.9K | 0.01% | −3,000−4.1% | Reduced |
| Wedbush Securities Inc | 72,047 | $893.0K | 0.04% | +12,303+20.6% | Added |
| LPL Financial LLC | 76,001 | $942.4K | 0.00% | +21,226+38.8% | Added |
| Palogic Value Management, L.P. | 81,018 | $1.00M | 0.49% | +4,710+6.2% | Added |
| First Trust Advisors LP | 81,678 | $1.01M | 0.00% | +30,384+59.2% | Added |
| Shaker Financial Services, LLC | 84,828 | $1.05M | 0.46% | +10,519+14.2% | Added |
| Capital Investment Advisors, LLC | 95,880 | $1.19M | 0.04% | +36,375+61.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 96,885 | $1.20M | 0.00% | +96,885 | New |
| Family Management Corp | 106,529 | $1.32M | 0.30% | −38,218−26.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 124,250 | $1.54M | 0.07% | +1,530+1.2% | Added |
| Leavell Investment Management, Inc. | 134,870 | $1.69M | 0.12% | +3,325+2.5% | Added |
| Stifel Financial Corp | 151,374 | $1.88M | 0.00% | −32,219−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 154,447 | $1.92M | 0.00% | +20,210+15.1% | Added |
| Consolidated Portfolio Review Corp | 188,834 | $2.34M | 0.63% | +188,834 | New |
| Element Wealth, LLC | 245,286 | $3.04M | 2.27% | +11,121+4.7% | Added |
| Guggenheim Capital LLC | 288,170 | $3.57M | 0.03% | +82,819+40.3% | Added |
| Scotia Capital Inc. | 297,660 | $3.69M | 0.03% | +8,065+2.8% | Added |
| Commonwealth Equity Services, LLC | 481,169 | $5.97M | 0.01% | +77,389+19.2% | Added |
| Invesco Ltd. | 815,262 | $10.1M | 0.00% | −361,416−30.7% | Reduced |
| Penserra Capital Management LLC | 840,008 | $10.4M | 0.22% | +70,914+9.2% | Added |
| Royal Bank of Canada | 941,110 | $11.7M | 0.00% | −558,829−37.3% | Reduced |
| Bank of America Corp | 1,029,590 | $12.8M | 0.00% | +12,690+1.2% | Added |
| SOL Capital Management CO | 1,047,459 | $13.0M | 2.13% | +130,350+14.2% | Added |
| Wells Fargo & Company | 1,088,596 | $13.5M | 0.00% | +927,026+573.8% | Added |
| UBS Group AG | 1,118,661 | $13.9M | 0.01% | +55,253+5.2% | Added |