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, Q2 2023
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 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
- 105
- +3 vs. Q1 2023
- Shares held
- 21.6M
- −211.7K (−1.0%) vs. Q1 2023
- Total value
- $281.6M
- +$11.6M (+4.3%) vs. Q1 2023
- New holders
- 12
- 40 more added
- Sold out
- 9
- 25 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,942,537 | $77.6M | 0.01% | −547,236−8.4% | Reduced |
| Rivernorth Capital Management, LLC | 1,963,372 | $25.6M | 1.28% | −688,750−26.0% | Reduced |
| UBS Group AG | 1,684,608 | $22.0M | 0.01% | +565,947+50.6% | Added |
| Wells Fargo & Company | 1,560,151 | $20.4M | 0.01% | +471,555+43.3% | Added |
| Cohen & Steers, Inc. | 1,356,340 | $17.7M | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 1,014,132 | $13.2M | 0.00% | −15,458−1.5% | Reduced |
| SOL Capital Management CO | 942,349 | $12.3M | 1.86% | −105,110−10.0% | Reduced |
| Penserra Capital Management LLC | 895,855 | $11.7M | 0.23% | +55,847+6.6% | Added |
| Invesco Ltd. | 860,486 | $11.2M | 0.00% | +45,224+5.5% | Added |
| Royal Bank of Canada | 539,611 | $7.05M | 0.00% | −401,499−42.7% | Reduced |
| Commonwealth Equity Services, LLC | 486,280 | $6.35M | 0.01% | +5,111+1.1% | Added |
| Guggenheim Capital LLC | 343,366 | $4.48M | 0.04% | +55,196+19.2% | Added |
| Scotia Capital Inc. | 274,938 | $3.59M | 0.02% | −22,722−7.6% | Reduced |
| Element Wealth, LLC | 259,414 | $3.39M | 2.37% | +14,128+5.8% | Added |
| Advisor Group Holdings, Inc. | 208,306 | $2.72M | 0.00% | +53,859+34.9% | Added |
| Consolidated Portfolio Review Corp | 195,380 | $2.55M | 0.61% | +6,546+3.5% | Added |
| Stifel Financial Corp | 158,992 | $2.08M | 0.00% | +7,618+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 146,245 | $1.91M | 0.09% | +21,995+17.7% | Added |
| Capital Investment Advisors, LLC | 144,332 | $1.88M | 0.06% | +48,452+50.5% | Added |
| Leavell Investment Management, Inc. | 134,870 | $1.78M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 125,358 | $1.64M | 0.00% | +28,473+29.4% | Added |
| LPL Financial LLC | 102,551 | $1.34M | 0.00% | +26,550+34.9% | Added |
| Truist Financial Corp | 90,483 | $1.18M | 0.00% | +79,889+754.1% | Added |
| Wedbush Securities Inc | 89,872 | $1.17M | 0.06% | +17,825+24.7% | Added |
| Shaker Financial Services, LLC | 84,046 | $1.11M | 0.49% | −782−0.9% | Reduced |
| Cornerstone Advisory, LLC | 82,849 | $1.08M | 0.19% | +82,849 | New |
| First Trust Advisors LP | 77,852 | $1.02M | 0.00% | −3,826−4.7% | Reduced |
| Atria Wealth Solutions, Inc. | 67,205 | $886.5K | 0.01% | −2,220−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 64,256 | $839.2K | 0.00% | +64,256 | New |
| All Season Financial Advisors, Inc. | 63,837 | $833.7K | 0.75% | +192+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,843 | $808.0K | 0.00% | +2,559+4.3% | Added |
| PFG Investments, LLC | 59,739 | $780.2K | 0.14% | +3,459+6.1% | Added |
| Palogic Value Management, L.P. | 59,518 | $777.3K | 0.36% | −21,500−26.5% | Reduced |
| WESPAC Advisors, LLC | 58,149 | $759.4K | 0.61% | +10,134+21.1% | Added |
| Private Advisor Group, LLC | 57,750 | $754.9K | 0.01% | +16,513+40.0% | Added |
| TD Waterhouse Canada Inc. | 56,827 | $721.6K | 0.01% | −10,323−15.4% | Reduced |
| Riverbridge Partners LLC | 54,557 | $712.5K | 0.01% | −4,170−7.1% | Reduced |
| Nicola Wealth Management Ltd. | 54,000 | $705.2K | 0.07% | 00.0% | Unchanged |
| Americana Partners, LLC | 53,043 | $692.7K | 0.09% | +27,578+108.3% | Added |
| Northwestern Mutual Wealth Management Co | 49,564 | $647.3K | 0.00% | +14,236+40.3% | Added |
| Janney Montgomery Scott LLC | 47,042 | $614.0K | 0.00% | −10,841−18.7% | Reduced |
| J.W. Cole Advisors, Inc. | 45,437 | $593.4K | 0.04% | +1,333+3.0% | Added |
| Envestnet Asset Management Inc | 43,853 | $572.7K | 0.00% | −17,080−28.0% | Reduced |
| Family Management Corp | 40,568 | $529.8K | 0.12% | −65,961−61.9% | Reduced |
| Sunbelt Securities, Inc. | 39,754 | $519.2K | 0.07% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 20,558 | $390.9K | 0.29% | −2,821−12.1% | Reduced |
| Parisi Gray Wealth Management | 30,149 | $373.8K | 0.17% | +20,000+197.1% | Added |
| Perigon Wealth Management, LLC | 28,479 | $371.9K | 0.01% | +1,412+5.2% | Added |
| Samalin Investment Counsel, LLC | 28,174 | $368.0K | 0.20% | +8,536+43.5% | Added |
| ACT Advisors, LLC. | 27,458 | $358.6K | 0.24% | +803+3.0% | Added |
| First Foundation Advisors | 27,055 | $353.3K | 0.02% | −35,000−56.4% | Reduced |
| Stockman Wealth Management, Inc. | 26,614 | $347.6K | 0.07% | −34,154−56.2% | Reduced |
| Tectonic Advisors LLC | 26,603 | $347.4K | 0.04% | +6,603+33.0% | Added |
| Raymond James & Associates | 26,179 | $341.9K | 0.00% | +7,262+38.4% | Added |
| Journey Strategic Wealth LLC | 25,317 | $330.6K | 0.01% | +2,197+9.5% | Added |
| Brown Brothers Harriman & Co | 25,000 | $326.5K | 0.00% | +25,000 | New |
| Azimuth Capital Investment Management LLC | 25,000 | $326.5K | 0.02% | +25,000 | New |
| The PNC Financial Services Group, Inc. | 23,314 | $304.5K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,541 | $294.4K | 0.00% | +11,000+95.3% | Added |
| National Bank of Canada | 22,040 | $288.7K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 21,547 | $281.0K | 0.02% | −574−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 21,411 | $279.6K | 0.09% | +21,411 | New |
| Goldstone Financial Group, LLC | 20,287 | $264.9K | 0.08% | +20,287 | New |
| Independent Financial Group, LLC | 19,225 | $251.1K | 0.02% | −525−2.7% | Reduced |
| Round Rock Advisors, LLC | 18,945 | $247.4K | 0.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 18,539 | $242.1K | 0.00% | +393+2.2% | Added |
| NWF Advisory Services Inc. | 17,749 | $231.8K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,299 | $225.9K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,130 | $223.7K | 0.00% | +4,584+36.5% | Added |
| Biechele Royce Advisors | 16,460 | $215.0K | 0.07% | +16,460 | New |
| GWM Advisors LLC | 16,450 | $214.8K | 0.00% | +5,000+43.7% | Added |
| Single Point Partners, LLC | 16,405 | $214.0K | 0.30% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,029 | $197.0K | 0.00% | +179+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $195.9K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 15,000 | $195.9K | 0.14% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 15,000 | $187.9K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,743 | $179.5K | 0.00% | +3,618+35.7% | Added |
| Onyx Bridge Wealth Group LLC | 13,241 | $172.9K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 12,500 | $164.1K | 0.16% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 12,500 | $163.3K | 0.07% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 10,986 | $143.5K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,815 | $141.2K | 0.00% | +10,815 | New |
| Jane Street Group, LLC | 10,539 | $137.6K | 0.00% | −46,957−81.7% | Reduced |
| Warren Averett Asset Management, LLC | 10,101 | $131.9K | 0.01% | +10,101 | New |
| CoreCap Advisors, LLC | 10,100 | $131.9K | 0.01% | +10,100 | New |
| Belpointe Asset Management LLC | 10,000 | $130.6K | 0.01% | −2,280−18.6% | Reduced |
| Optimum Investment Advisors | 8,000 | $104.5K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,445 | $58.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,000 | $52.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $49.4K | 0.00% | – | – |
| CWM, LLC | 1,935 | $25.0K | 0.00% | +378+24.3% | Added |
| IFP Advisors, Inc | 1,050 | $21.0K | 0.00% | −3,838−78.5% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $20.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,046 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,025 | $13.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,017 | $13.3K | 0.00% | −1−0.1% | Reduced |
| Harbour Investments, Inc. | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $13.1K | 0.00% | +1,000 | New |
| Toth Financial Advisory Corp | 892 | $11.7K | 0.00% | −170−16.0% | Reduced |