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.
Q3 2023 vs. Q2 2023
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 105 | 110 | +5 |
| Shares | 21.6M | 21.4M | −163.3K (−0.8%) |
| Value | $281.6M | $254.4M | −$27.3M (−9.7%) |
New holders (16)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 81,207 | $964.7K | 0.50% |
| Susquehanna International Group, LLP | 53,349 | $633.8K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 37,590 | $446.6K | 0.00% |
| JPMorgan Chase & Co | 32,989 | $391.9K | 0.00% |
| Williams Jones Wealth Management, LLC. | 22,710 | $269.8K | 0.00% |
| Mercer Global Advisors Inc | 21,833 | $259.0K | 0.00% |
| Comerica Bank | 17,253 | $205.0K | 0.00% |
| HRT Financial LP | 14,133 | $167.0K | 0.00% |
| MML Investors Services, LLC | 11,497 | $137.0K | 0.00% |
| National Asset Management, Inc. | 10,973 | $131.8K | 0.00% |
| Lindbrook Capital, LLC | 3,000 | $35.6K | 0.00% |
| Elequin Capital LP | 2,200 | $26.1K | 0.01% |
| Tower Research Capital LLC (TRC) | 1,601 | $19.0K | 0.00% |
| Gradient Investments LLC | 500 | $5.94K | 0.00% |
| NBC Securities, Inc. | 250 | $2.00K | 0.00% |
| Wolff Wiese Magana LLC | 81 | $963 | 0.00% |
Sold out (11)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Brown Brothers Harriman & Co | 25,000 | $326.5K |
| Azimuth Capital Investment Management LLC | 25,000 | $326.5K |
| HB Wealth Management, LLC | 18,539 | $242.1K |
| Biechele Royce Advisors | 16,460 | $215.0K |
| HighTower Advisors, LLC | 15,029 | $197.0K |
| Allie Family Office LLC | 15,000 | $195.9K |
| Mayfair Advisory Group, LLC | 12,500 | $164.1K |
| Captrust Financial Advisors | 10,815 | $141.2K |
| CoreCap Advisors, LLC | 10,100 | $131.9K |
| Signaturefd, LLC | 4,000 | $52.2K |
| Roffman Miller Associates Inc | 198 | $2.58K |