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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, Q3 2023

Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Sep 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
110
+5 vs. Q2 2023
Shares held
21.4M
−163.3K (−0.8%) vs. Q2 2023
Total value
$254.4M
−$27.3M (−9.7%) vs. Q2 2023
New holders
16
43 more added
Sold out
11
29 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 110 institutions
Q1 2021: 28 institutionsQ2 2021: 43 institutionsQ3 2021: 50 institutionsQ4 2021: 54 institutionsQ1 2022: 63 institutionsQ2 2022: 79 institutionsQ3 2022: 80 institutionsQ4 2022: 97 institutionsQ1 2023: 103 institutionsQ2 2023: 105 institutionsQ3 2023: 110 institutionsQ4 2023: 112 institutionsQ1 2024: 109 institutionsQ2 2024: 109 institutionsQ3 2024: 105 institutionsQ4 2024: 116 institutionsQ1 2025: 119 institutionsQ2 2025: 117 institutionsQ3 2025: 135 institutionsQ4 2025: 130 institutionsQ1 2026: 137 institutionsQ2 2026: 137 institutions
Value heldQ3 2023: $254.4M
Q1 2021: $181.3MQ2 2021: $266.9MQ3 2021: $300.8MQ4 2021: $319.2MQ1 2022: $398.5MQ2 2022: $344.6MQ3 2022: $311.7MQ4 2022: $288.6MQ1 2023: $270.2MQ2 2023: $281.6MQ3 2023: $254.4MQ4 2023: $268.8MQ1 2024: $282.0MQ2 2024: $286.4MQ3 2024: $289.9MQ4 2024: $318.0MQ1 2025: $351.2MQ2 2025: $354.5MQ3 2025: $384.6MQ4 2025: $384.8MQ1 2026: $361.1MQ2 2026: $383.9M
Institutions holding PDO and their total value by quarter
QuarterHoldersValue
Q2 2026137$383.9M
Q1 2026137$361.1M
Q4 2025130$384.8M
Q3 2025135$384.6M
Q2 2025117$354.5M
Q1 2025119$351.2M
Q4 2024116$318.0M
Q3 2024105$289.9M
Q2 2024109$286.4M
Q1 2024109$282.0M
Q4 2023112$268.8M
Q3 2023110$254.4M
Q2 2023105$281.6M
Q1 2023103$270.2M
Q4 202297$288.6M
Q3 202280$311.7M
Q2 202279$344.6M
Q1 202263$398.5M
Q4 202154$319.2M
Q3 202150$300.8M
Q2 202143$266.9M
Q1 202128$181.3M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q2 2023.

Institutions holding PDO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC6$710.00%+5+500.0%Added
Wolff Wiese Magana LLC81$9630.00%+81New
Valley National Advisers Inc75$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc121$1.44K0.00%+2+1.7%Added
NBC Securities, Inc.250$2.00K0.00%+250New
Gradient Investments LLC500$5.94K0.00%+500New
Coston, McIsaac & Partners863$10.0K0.00%+25+3.0%Added
Toth Financial Advisory Corp842$10.0K0.00%−50−5.6%Reduced
IFP Advisors, Inc1,000$11.9K0.00%−50−4.8%Reduced
Larson Financial Group LLC1,000$11.9K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,046$12.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.1,020$12.1K0.00%+3+0.3%Added
Tompkins Financial Corp1,025$12.2K0.00%00.0%Unchanged
AllSquare Wealth Management LLC1,200$14.3K0.01%00.0%Unchanged
FNY Investment Advisers, LLC1,600$19.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,601$19.0K0.00%+1,601New
CWM, LLC2,094$25.0K0.00%+159+8.2%Added
Elequin Capital LP2,200$26.1K0.01%+2,200New
Lindbrook Capital, LLC3,000$35.6K0.00%+3,000New
Huntington National Bank–$44.9K0.00%––
Bank of New Hampshire4,445$52.8K0.02%00.0%Unchanged
Harbour Investments, Inc.5,610$66.6K0.00%+4,610+461.0%Added
Ethos Financial Group, LLC10,000$120.1K0.03%−5,000−33.3%Reduced
Warren Averett Asset Management, LLC10,201$121.2K0.01%+100+1.0%Added
CFO4Life Group, LLC10,986$130.5K0.03%00.0%Unchanged
National Asset Management, Inc.10,973$131.8K0.00%+10,973New
MML Investors Services, LLC11,497$137.0K0.00%+11,497New
Kestra Advisory Services, LLC12,067$143.4K0.00%−1,676−12.2%Reduced
Crumly & Associates Inc.12,500$148.5K0.06%00.0%Unchanged
Onyx Bridge Wealth Group LLC13,241$157.3K0.04%00.0%Unchanged
Family Management Corp14,046$166.9K0.04%−26,522−65.4%Reduced
HRT Financial LP14,133$167.0K0.00%+14,133New
Carnegie Capital Asset Management, LLC15,000$178.2K0.01%00.0%Unchanged
WESPAC Advisors, LLC15,239$181.0K0.14%−42,910−73.8%Reduced
Optimum Investment Advisors16,000$190.1K0.10%+8,000+100.0%Added
TD Waterhouse Canada Inc.15,573$190.8K0.00%−41,254−72.6%Reduced
GWM Advisors LLC16,450$195.4K0.00%00.0%Unchanged
Single Point Partners, LLC16,405$197.0K0.05%00.0%Unchanged
Comerica Bank17,253$205.0K0.00%+17,253New
CI Private Wealth, LLC17,299$205.5K0.00%00.0%Unchanged
Cetera Advisor Networks LLC17,476$207.6K0.00%+346+2.0%Added
NWF Advisory Services Inc.17,623$209.4K0.05%−126−0.7%Reduced
Stockman Wealth Management, Inc.18,900$224.5K0.05%−7,714−29.0%Reduced
Round Rock Advisors, LLC18,945$225.1K0.09%00.0%Unchanged
Kingswood Wealth Advisors, LLC20,273$240.8K0.04%−1,138−5.3%Reduced
Hennion & Walsh Asset Management, Inc.21,665$257.4K0.02%+118+0.5%Added
Mercer Global Advisors Inc21,833$259.0K0.00%+21,833New
ACT Advisors, LLC.22,018$261.6K0.16%−5,440−19.8%Reduced
National Bank of Canada22,040$262.3K0.00%00.0%Unchanged
Williams Jones Wealth Management, LLC.22,710$269.8K0.00%+22,710New
The PNC Financial Services Group, Inc.23,314$277.0K0.00%00.0%Unchanged
D.A. Davidson & Co.23,965$284.7K0.00%+1,424+6.3%Added
Truist Financial Corp24,991$296.9K0.00%−65,492−72.4%Reduced
First Foundation Advisors27,055$321.4K0.02%00.0%Unchanged
Tectonic Advisors LLC27,146$322.5K0.03%+543+2.0%Added
Goldstone Financial Group, LLC29,428$349.6K0.10%+9,141+45.1%Added
Raymond James & Associates29,792$353.9K0.00%+3,613+13.8%Added
Parisi Gray Wealth Management29,919$355.4K0.16%−230−0.8%Reduced
Belpointe Asset Management LLC30,332$360.3K0.04%+20,332+203.3%Added
Perigon Wealth Management, LLC31,882$378.8K0.02%+3,403+11.9%Added
Janney Montgomery Scott LLC32,080$381.0K0.00%−14,962−31.8%Reduced
JPMorgan Chase & Co32,989$391.9K0.00%+32,989New
Journey Strategic Wealth LLC36,317$431.4K0.02%+11,000+43.4%Added
Wealth Enhancement Advisory Services, LLC37,590$446.6K0.00%+37,590New
Sunbelt Securities, Inc.39,154$465.1K0.06%−600−1.5%Reduced
Samalin Investment Counsel, LLC39,524$469.5K0.27%+11,350+40.3%Added
J.W. Cole Advisors, Inc.40,544$481.7K0.04%−4,893−10.8%Reduced
Northwestern Mutual Wealth Management Co41,879$497.5K0.00%−7,685−15.5%Reduced
All Season Financial Advisors, Inc.45,211$537.1K0.54%−18,626−29.2%Reduced
Independent Financial Group, LLC48,086$571.3K0.04%+28,861+150.1%Added
Riverbridge Partners LLC49,774$591.3K0.01%−4,783−8.8%Reduced
Pension & Wealth Management Advisors, Inc.51,215$608.5K0.44%+30,657+149.1%Added
Jane Street Group, LLC52,957$629.1K0.00%+42,418+402.5%Added
Susquehanna International Group, LLP53,349$633.8K0.00%+53,349New
Private Advisor Group, LLC59,208$703.4K0.01%+1,458+2.5%Added
PFG Investments, LLC60,934$723.9K0.14%+1,195+2.0%Added
Cambridge Investment Research Advisors, Inc.61,824$734.0K0.00%−190.0%Reduced
Atria Wealth Solutions, Inc.62,995$751.1K0.01%−4,210−6.3%Reduced
Envestnet Asset Management Inc63,641$756.1K0.00%+19,788+45.1%Added
Rockefeller Capital Management L.P.72,788$864.7K0.00%+8,532+13.3%Added
Nicola Wealth Management Ltd.54,000$867.3K0.09%00.0%Unchanged
Palogic Value Management, L.P.73,242$870.1K0.43%+13,724+23.1%Added
Prevail Innovative Wealth Advisors, LLC81,207$964.7K0.50%+81,207New
First Trust Advisors LP82,309$977.8K0.00%+4,457+5.7%Added
Wedbush Securities Inc94,432$1.12M0.06%+4,560+5.1%Added
Americana Partners, LLC97,631$1.15M0.12%+44,588+84.1%Added
Shaker Financial Services, LLC115,135$1.37M0.64%+31,089+37.0%Added
LPL Financial LLC124,179$1.48M0.00%+21,628+21.1%Added
Leavell Investment Management, Inc.123,895$1.49M0.10%−10,975−8.1%Reduced
U.S. Capital Wealth Advisors, LLC146,245$1.74M0.08%00.0%Unchanged
Stifel Financial Corp149,429$1.78M0.00%−9,563−6.0%Reduced
Raymond James Financial Services Advisors, Inc.161,876$1.92M0.00%+36,518+29.1%Added
Scotia Capital Inc.181,643$2.16M0.02%−93,295−33.9%Reduced
Consolidated Portfolio Review Corp188,970$2.24M0.54%−6,410−3.3%Reduced
Capital Investment Advisors, LLC203,047$2.41M0.07%+58,715+40.7%Added
Advisor Group Holdings, Inc.235,362$2.80M0.00%+27,056+13.0%Added
Element Wealth, LLC265,210$3.15M2.28%+5,796+2.2%Added
Cornerstone Advisory, LLC268,929$3.19M0.56%+186,080+224.6%Added
Guggenheim Capital LLC410,108$4.87M0.04%+66,742+19.4%Added
Royal Bank of Canada579,826$6.89M0.00%+40,215+7.5%Added