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.
Q2 2023 vs. Q1 2023
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 103 | 1 | 105 | +3 |
| Shares | 21.8M | 13.0K | 21.6M | −211.7K (−1.0%) |
| Value | $270.2M | $166.3K | $281.6M | +$11.6M (+4.3%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Advisory, LLC | 82,849 | $1.08M | 0.19% |
| Rockefeller Capital Management L.P. | 64,256 | $839.2K | 0.00% |
| Brown Brothers Harriman & Co | 25,000 | $326.5K | 0.00% |
| Azimuth Capital Investment Management LLC | 25,000 | $326.5K | 0.02% |
| Kingswood Wealth Advisors, LLC | 21,411 | $279.6K | 0.09% |
| Goldstone Financial Group, LLC | 20,287 | $264.9K | 0.08% |
| Biechele Royce Advisors | 16,460 | $215.0K | 0.07% |
| Captrust Financial Advisors | 10,815 | $141.2K | 0.00% |
| Warren Averett Asset Management, LLC | 10,101 | $131.9K | 0.01% |
| CoreCap Advisors, LLC | 10,100 | $131.9K | 0.01% |
| Larson Financial Group LLC | 1,000 | $13.1K | 0.00% |
| Roffman Miller Associates Inc | 198 | $2.58K | 0.00% |
Sold out (9)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Carmel Capital Partners, LLC | 56,657 | $702.5K |
| HRT Financial LP | 31,331 | $388.0K |
| Avantax Advisory Services, Inc. | 10,580 | $131.2K |
| Advisory Services Network, LLC | 4,750 | $58.9K |
| Steward Partners Investment Advisory, LLC | 1,500 | $18.6K |
| Ameritas Advisory Services, LLC | 1,342 | $16.6K |
| JNBA Financial Advisors | 1,065 | $13.2K |
| Ronald Blue Trust, Inc. | 360 | $5.00K |
| Artemis Wealth Advisors, LLC | 4 | $45 |
Not filed for Q2 2023 yet (1)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| HighTower Trust Services, LTA | 13,030 | $166.3K |