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, Q4 2023
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 31, 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
- 112
- +2 vs. Q3 2023
- Shares held
- 21.9M
- +553.9K (+2.6%) vs. Q3 2023
- Total value
- $268.8M
- +$14.4M (+5.7%) vs. Q3 2023
- New holders
- 20
- 38 more added
- Sold out
- 18
- 37 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 52 | $636 | 0.00% | +46+766.7% | Added |
| Clear Point Advisors Inc. | 52 | $641 | 0.00% | +52 | New |
| Principal Securities, Inc. | 59 | $722 | 0.00% | +59 | New |
| Wolff Wiese Magana LLC | 81 | $992 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 125 | $1.53K | 0.00% | +4+3.3% | Added |
| Independence Bank of Kentucky | 147 | $1.80K | 0.00% | +147 | New |
| NBC Securities, Inc. | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $3.06K | 0.00% | +250 | New |
| Toth Financial Advisory Corp | 400 | $4.90K | 0.00% | −442−52.5% | Reduced |
| Hollencrest Capital Management | 400 | $4.90K | 0.00% | +400 | New |
| McGlone Suttner Wealth Management, Inc. | 795 | $9.73K | 0.00% | +795 | New |
| Advisors Asset Management, Inc. | 852 | $10.4K | 0.00% | −168−16.5% | Reduced |
| Lindbrook Capital, LLC | 1,000 | $12.2K | 0.00% | −2,000−66.7% | Reduced |
| IFP Advisors, Inc | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,000 | $12.2K | 0.01% | +1,000 | New |
| Tompkins Financial Corp | 1,025 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,046 | $13.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,237 | $15.1K | 0.00% | +1,237 | New |
| FNY Investment Advisers, LLC | 1,600 | $19.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,600 | $19.6K | 0.00% | +600+60.0% | Added |
| CWM, LLC | 2,061 | $25.0K | 0.00% | −33−1.6% | Reduced |
| Bank of New Hampshire | 2,945 | $36.0K | 0.01% | −1,500−33.7% | Reduced |
| Advisory Services Network, LLC | 3,772 | $46.2K | 0.00% | +3,772 | New |
| Harbour Investments, Inc. | 5,610 | $68.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,518 | $96.2K | 0.00% | −8,055−51.7% | Reduced |
| Ethos Financial Group, LLC | 10,000 | $124.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,279 | $126.0K | 0.01% | +10,279 | New |
| Single Point Partners, LLC | 10,405 | $127.0K | 0.03% | −6,000−36.6% | Reduced |
| Marex Group plc | 10,492 | $128.4K | 0.01% | +10,492 | New |
| Davenport & Co LLC | 10,690 | $130.9K | 0.00% | +10,690 | New |
| Nomura Holdings Inc | 11,250 | $137.7K | 0.00% | +11,250 | New |
| Stockman Wealth Management, Inc. | 11,990 | $146.8K | 0.03% | −6,910−36.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 12,056 | $147.6K | 0.31% | +12,056 | New |
| Crumly & Associates Inc. | 12,500 | $153.0K | 0.04% | 00.0% | Unchanged |
| Family Management Corp | 12,527 | $153.3K | 0.03% | −1,519−10.8% | Reduced |
| LM Advisors LLC | 12,663 | $155.0K | 0.03% | +12,663 | New |
| Onyx Bridge Wealth Group LLC | 13,241 | $162.1K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,750 | $168.3K | 0.01% | +13,750 | New |
| WESPAC Advisors, LLC | 14,419 | $176.5K | 0.12% | −820−5.4% | Reduced |
| Comerica Bank | 14,526 | $177.8K | 0.00% | −2,727−15.8% | Reduced |
| Elequin Capital LP | 14,557 | $178.2K | 0.05% | +12,357+561.7% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $183.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,516 | $189.9K | 0.00% | −7,798−33.4% | Reduced |
| Journey Strategic Wealth LLC | 16,000 | $195.8K | 0.01% | −20,317−55.9% | Reduced |
| Optimum Investment Advisors | 16,000 | $195.8K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,109 | $209.0K | 0.00% | −14,971−46.7% | Reduced |
| CI Private Wealth, LLC | 17,299 | $211.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,954 | $219.8K | 0.00% | +5,887+48.8% | Added |
| GWM Advisors LLC | 18,950 | $242.4K | 0.00% | +2,500+15.2% | Added |
| National Bank of Canada | 19,850 | $246.5K | 0.00% | −2,190−9.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,798 | $254.6K | 0.00% | −16,792−44.7% | Reduced |
| Cetera Advisor Networks LLC | 21,311 | $260.8K | 0.00% | +3,835+21.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,774 | $266.5K | 0.02% | +109+0.5% | Added |
| ACT Advisors, LLC. | 22,257 | $272.4K | 0.16% | +239+1.1% | Added |
| Williams Jones Wealth Management, LLC. | 22,710 | $278.0K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 28,017 | $342.9K | 0.03% | +871+3.2% | Added |
| Goldstone Financial Group, LLC | 28,808 | $352.6K | 0.09% | −620−2.1% | Reduced |
| Raymond James & Associates | 29,277 | $358.3K | 0.00% | −515−1.7% | Reduced |
| Truist Financial Corp | 29,405 | $359.9K | 0.00% | +4,414+17.7% | Added |
| Northwestern Mutual Wealth Management Co | 29,528 | $361.4K | 0.00% | −12,351−29.5% | Reduced |
| Perigon Wealth Management, LLC | 30,381 | $371.9K | 0.01% | −1,501−4.7% | Reduced |
| Parisi Gray Wealth Management | 31,921 | $390.7K | 0.16% | +2,002+6.7% | Added |
| NWF Advisory Services Inc. | 33,820 | $414.0K | 0.08% | +16,197+91.9% | Added |
| Sunbelt Securities, Inc. | 38,996 | $477.3K | 0.06% | −158−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 39,825 | $487.5K | 0.03% | −719−1.8% | Reduced |
| Belpointe Asset Management LLC | 42,752 | $523.3K | 0.05% | +12,420+40.9% | Added |
| D.A. Davidson & Co. | 45,790 | $560.5K | 0.01% | +21,825+91.1% | Added |
| Private Advisor Group, LLC | 47,228 | $578.1K | 0.00% | −11,980−20.2% | Reduced |
| Envestnet Asset Management Inc | 48,430 | $592.8K | 0.00% | −15,211−23.9% | Reduced |
| Riverbridge Partners LLC | 50,002 | $612.0K | 0.01% | +228+0.5% | Added |
| Gridiron Partners, LLC | 51,085 | $625.3K | 0.44% | +51,085 | New |
| Rockefeller Capital Management L.P. | 53,995 | $660.9K | 0.00% | −18,793−25.8% | Reduced |
| Samalin Investment Counsel, LLC | 57,620 | $705.3K | 0.36% | +18,096+45.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 58,347 | $714.2K | 0.45% | +7,132+13.9% | Added |
| Atria Wealth Solutions, Inc. | 61,025 | $749.5K | 0.01% | −1,970−3.1% | Reduced |
| Bramshill Investments, LLC | 68,355 | $836.7K | 0.08% | +68,355 | New |
| Independent Financial Group, LLC | 69,259 | $847.7K | 0.05% | +21,173+44.0% | Added |
| Palogic Value Management, L.P. | 69,352 | $848.9K | 0.38% | −3,890−5.3% | Reduced |
| First Foundation Advisors | 70,790 | $866.5K | 0.04% | +43,735+161.7% | Added |
| Nicola Wealth Management Ltd. | 54,000 | $874.2K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 78,451 | $960.0K | 0.04% | −15,981−16.9% | Reduced |
| First Trust Advisors LP | 83,018 | $1.02M | 0.00% | +709+0.9% | Added |
| Leavell Investment Management, Inc. | 88,457 | $1.10M | 0.07% | −35,438−28.6% | Reduced |
| Americana Partners, LLC | 98,534 | $1.20M | 0.11% | +903+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,082 | $1.20M | 0.01% | +36,258+58.6% | Added |
| Stifel Financial Corp | 100,022 | $1.22M | 0.00% | −49,407−33.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 104,199 | $1.28M | 0.61% | +22,992+28.3% | Added |
| Scotia Capital Inc. | 116,450 | $1.43M | 0.01% | −65,193−35.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 135,845 | $1.66M | 0.07% | −10,400−7.1% | Reduced |
| HighTower Advisors, LLC | 145,833 | $1.78M | 0.00% | +145,833 | New |
| Icon Advisers Inc | 155,702 | $1.91M | 0.44% | +155,702 | New |
| LPL Financial LLC | 159,295 | $1.95M | 0.00% | +35,116+28.3% | Added |
| Consolidated Portfolio Review Corp | 190,876 | $2.34M | 0.53% | +1,906+1.0% | Added |
| Advisor Group Holdings, Inc. | 211,673 | $2.59M | 0.00% | −23,689−10.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 229,974 | $2.81M | 0.00% | +68,098+42.1% | Added |
| Capital Investment Advisors, LLC | 231,244 | $2.83M | 0.07% | +28,197+13.9% | Added |
| Element Wealth, LLC | 262,647 | $3.21M | 2.01% | −2,563−1.0% | Reduced |
| Shaker Financial Services, LLC | 316,056 | $3.88M | 1.59% | +200,921+174.5% | Added |
| Guggenheim Capital LLC | 410,407 | $5.02M | 0.04% | +299+0.1% | Added |