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.
Q4 2023 vs. Q3 2023
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 110 | 112 | +2 |
| Shares | 21.4M | 21.9M | +553.9K (+2.6%) |
| Value | $254.4M | $268.8M | +$14.4M (+5.7%) |
New holders (20)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Icon Advisers Inc | 155,702 | $1.91M | 0.44% |
| HighTower Advisors, LLC | 145,833 | $1.78M | 0.00% |
| Bramshill Investments, LLC | 68,355 | $836.7K | 0.08% |
| Gridiron Partners, LLC | 51,085 | $625.3K | 0.44% |
| Farther Finance Advisors, LLC | 13,750 | $168.3K | 0.01% |
| LM Advisors LLC | 12,663 | $155.0K | 0.03% |
| CTC Alternative Strategies, Ltd. | 12,056 | $147.6K | 0.31% |
| Nomura Holdings Inc | 11,250 | $137.7K | 0.00% |
| Davenport & Co LLC | 10,690 | $130.9K | 0.00% |
| Marex Group plc | 10,492 | $128.4K | 0.01% |
| Virtu Financial LLC | 10,279 | $126.0K | 0.01% |
| Advisory Services Network, LLC | 3,772 | $46.2K | 0.00% |
| Sugarloaf Wealth Management, LLC | 1,237 | $15.1K | 0.00% |
| Hobbs Group Advisors, LLC | 1,000 | $12.2K | 0.01% |
| McGlone Suttner Wealth Management, Inc. | 795 | $9.73K | 0.00% |
| Hollencrest Capital Management | 400 | $4.90K | 0.00% |
| PFS Partners, LLC | 250 | $3.06K | 0.00% |
| Independence Bank of Kentucky | 147 | $1.80K | 0.00% |
| Principal Securities, Inc. | 59 | $722 | 0.00% |
| Clear Point Advisors Inc. | 52 | $641 | 0.00% |
Sold out (18)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| PFG Investments, LLC | 60,934 | $723.9K |
| Susquehanna International Group, LLP | 53,349 | $633.8K |
| Jane Street Group, LLC | 52,957 | $629.1K |
| All Season Financial Advisors, Inc. | 45,211 | $537.1K |
| JPMorgan Chase & Co | 32,989 | $391.9K |
| Mercer Global Advisors Inc | 21,833 | $259.0K |
| Kingswood Wealth Advisors, LLC | 20,273 | $240.8K |
| Round Rock Advisors, LLC | 18,945 | $225.1K |
| HRT Financial LP | 14,133 | $167.0K |
| MML Investors Services, LLC | 11,497 | $137.0K |
| National Asset Management, Inc. | 10,973 | $131.8K |
| CFO4Life Group, LLC | 10,986 | $130.5K |
| Warren Averett Asset Management, LLC | 10,201 | $121.2K |
| Huntington National Bank | – | $44.9K |
| Tower Research Capital LLC (TRC) | 1,601 | $19.0K |
| Coston, McIsaac & Partners | 863 | $10.0K |
| Gradient Investments LLC | 500 | $5.94K |
| Valley National Advisers Inc | 75 | $1.00K |