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, Q1 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 2024. 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
- 109
- −2 vs. Q4 2023
- Shares held
- 21.4M
- −550.5K (−2.5%) vs. Q4 2023
- Total value
- $282.0M
- +$13.2M (+4.9%) vs. Q4 2023
- New holders
- 21
- 38 more added
- Sold out
- 23
- 27 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,562,813 | $73.3M | 0.01% | +18,970+0.3% | Added |
| UBS Group AG | 2,083,714 | $27.4M | 0.01% | +175,963+9.2% | Added |
| Wells Fargo & Company | 2,008,127 | $26.4M | 0.01% | +248,492+14.1% | Added |
| Cohen & Steers, Inc. | 1,356,340 | $17.9M | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,167,822 | $15.4M | 0.19% | +128,338+12.3% | Added |
| SOL Capital Management CO | 1,003,865 | $13.2M | 1.66% | +136,175+15.7% | Added |
| Bank of America Corp | 880,300 | $11.6M | 0.00% | −200,433−18.5% | Reduced |
| Invesco Ltd. | 822,087 | $10.8M | 0.00% | −307,124−27.2% | Reduced |
| Commonwealth Equity Services, LLC | 559,784 | $7.37M | 0.01% | −111,729−16.6% | Reduced |
| Royal Bank of Canada | 511,842 | $6.74M | 0.00% | −113,588−18.2% | Reduced |
| Cornerstone Advisory, LLC | 444,571 | $5.85M | 0.83% | −2,938−0.7% | Reduced |
| Guggenheim Capital LLC | 408,538 | $5.38M | 0.04% | −1,869−0.5% | Reduced |
| Element Wealth, LLC | 262,234 | $3.45M | 2.02% | −413−0.2% | Reduced |
| LPL Financial LLC | 257,671 | $3.39M | 0.00% | +98,376+61.8% | Added |
| Capital Investment Advisors, LLC | 252,223 | $3.32M | 0.08% | +20,979+9.1% | Added |
| Advisor Group Holdings, Inc. | 248,243 | $3.27M | 0.01% | +36,570+17.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 235,545 | $3.10M | 0.00% | +5,571+2.4% | Added |
| PFG Investments, LLC | 217,109 | $2.86M | 0.17% | +217,109 | New |
| Consolidated Portfolio Review Corp | 189,279 | $2.49M | 0.65% | −1,597−0.8% | Reduced |
| HighTower Advisors, LLC | 187,190 | $2.47M | 0.00% | +41,357+28.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 130,015 | $1.71M | 0.07% | −5,830−4.3% | Reduced |
| Belpointe Asset Management LLC | 116,810 | $1.54M | 0.12% | +74,058+173.2% | Added |
| Bramshill Investments, LLC | 115,088 | $1.52M | 0.18% | +46,733+68.4% | Added |
| Stifel Financial Corp | 114,719 | $1.51M | 0.00% | +14,697+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,858 | $1.50M | 0.01% | +15,776+16.1% | Added |
| Americana Partners, LLC | 98,968 | $1.30M | 0.11% | +434+0.4% | Added |
| Leavell Investment Management, Inc. | 94,707 | $1.26M | 0.07% | +6,250+7.1% | Added |
| First Trust Advisors LP | 85,908 | $1.13M | 0.00% | +2,890+3.5% | Added |
| Atria Wealth Solutions, Inc. | 83,275 | $1.11M | 0.01% | +22,250+36.5% | Added |
| Independent Financial Group, LLC | 84,098 | $1.11M | 0.05% | +14,839+21.4% | Added |
| Palogic Value Management, L.P. | 80,253 | $1.06M | 0.46% | +10,901+15.7% | Added |
| Venture Visionary Partners LLC | 78,573 | $1.03M | 0.05% | +78,573 | New |
| Nicola Wealth Management Ltd. | 54,000 | $963.1K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 72,253 | $952.0K | 0.04% | −6,198−7.9% | Reduced |
| Scotia Capital Inc. | 65,795 | $866.5K | 0.01% | −50,655−43.5% | Reduced |
| Samalin Investment Counsel, LLC | 59,379 | $782.0K | 0.37% | +1,759+3.1% | Added |
| Rockefeller Capital Management L.P. | 56,191 | $740.0K | 0.00% | +2,196+4.1% | Added |
| Private Advisor Group, LLC | 55,052 | $725.0K | 0.01% | +7,824+16.6% | Added |
| First Foundation Advisors | 53,424 | $703.6K | 0.03% | −17,366−24.5% | Reduced |
| Riverbridge Partners LLC | 52,469 | $691.0K | 0.01% | +2,467+4.9% | Added |
| D.A. Davidson & Co. | 49,091 | $646.5K | 0.01% | +3,301+7.2% | Added |
| Sunbelt Securities, Inc. | 44,442 | $585.3K | 0.07% | +5,446+14.0% | Added |
| Envestnet Asset Management Inc | 43,082 | $567.4K | 0.00% | −5,348−11.0% | Reduced |
| Jane Street Group, LLC | 41,535 | $547.0K | 0.00% | +41,535 | New |
| J.W. Cole Advisors, Inc. | 40,737 | $536.6K | 0.03% | +912+2.3% | Added |
| Kingswood Wealth Advisors, LLC | 37,858 | $498.6K | 0.06% | +37,858 | New |
| Goldstone Financial Group, LLC | 37,254 | $490.6K | 0.11% | +8,446+29.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 34,989 | $460.8K | 0.30% | −23,358−40.0% | Reduced |
| Gridiron Partners, LLC | 31,130 | $410.0K | 0.26% | −19,955−39.1% | Reduced |
| Tectonic Advisors LLC | 28,858 | $380.1K | 0.03% | +841+3.0% | Added |
| Raymond James & Associates | 27,826 | $366.5K | 0.00% | −1,451−5.0% | Reduced |
| SFI Advisors, LLC | 26,939 | $354.8K | 0.28% | +26,939 | New |
| Cetera Investment Advisers | 26,474 | $348.7K | 0.00% | +26,474 | New |
| HRT Financial LP | 26,233 | $345.0K | 0.00% | +26,233 | New |
| Captrust Financial Advisors | 25,000 | $329.3K | 0.00% | +25,000 | New |
| Northern Trust Corp | 23,738 | $312.6K | 0.00% | +23,738 | New |
| NWF Advisory Services Inc. | 22,173 | $292.0K | 0.05% | −11,647−34.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,890 | $288.3K | 0.00% | −820−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,875 | $288.1K | 0.02% | +101+0.5% | Added |
| Csenge Advisory Group | 20,720 | $272.9K | 0.02% | +20,720 | New |
| Truist Financial Corp | 20,228 | $266.4K | 0.00% | −9,177−31.2% | Reduced |
| Kestra Advisory Services, LLC | 20,061 | $264.2K | 0.00% | +2,107+11.7% | Added |
| National Bank of Canada | 19,850 | $256.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,850 | $248.3K | 0.00% | −100−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,751 | $233.8K | 0.00% | −3,047−14.7% | Reduced |
| CI Private Wealth, LLC | 17,299 | $227.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,075 | $212.1K | 0.02% | +16,075 | New |
| Optimum Investment Advisors | 16,000 | $210.7K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,516 | $204.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,077 | $199.0K | 0.00% | −2,032−11.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,000 | $197.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 14,526 | $191.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,400 | $189.6K | 0.03% | +14,400 | New |
| WESPAC Advisors, LLC | 14,183 | $186.8K | 0.11% | −236−1.6% | Reduced |
| Farther Finance Advisors, LLC | 13,150 | $173.6K | 0.01% | −600−4.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,241 | $171.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,989 | $171.1K | 0.00% | −16,539−56.0% | Reduced |
| Crumly & Associates Inc. | 12,500 | $164.6K | 0.04% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 12,285 | $161.8K | 0.06% | −19,636−61.5% | Reduced |
| Whittier Trust Co | 12,000 | $158.0K | 0.00% | +12,000 | New |
| Mariner, LLC | 11,000 | $144.9K | 0.00% | +11,000 | New |
| Davenport & Co LLC | 10,850 | $142.9K | 0.00% | +160+1.5% | Added |
| Perigon Wealth Management, LLC | 10,595 | $139.5K | 0.00% | −19,786−65.1% | Reduced |
| Single Point Partners, LLC | 10,405 | $138.0K | 0.03% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 10,000 | $133.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,055 | $132.0K | 0.00% | +10,055 | New |
| National Asset Management, Inc. | 10,973 | $131.8K | 0.00% | +10,973 | New |
| TD Waterhouse Canada Inc. | 7,518 | $103.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,762 | $102.2K | 0.00% | +6,762+676.2% | Added |
| Harbour Investments, Inc. | 5,610 | $73.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,900 | $64.5K | 0.00% | +4,900 | New |
| Lindbrook Capital, LLC | 4,000 | $52.7K | 0.00% | +3,000+300.0% | Added |
| HBC Financial Services, PLLC | 4,000 | $52.0K | 0.04% | +4,000 | New |
| Huntington National Bank | – | $49.8K | 0.00% | – | New |
| Bank of New Hampshire | 2,945 | $38.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,300 | $30.4K | 0.00% | +2,300 | New |
| CWM, LLC | 2,113 | $28.0K | 0.00% | +52+2.5% | Added |
| Larson Financial Group LLC | 1,631 | $21.5K | 0.00% | +31+1.9% | Added |
| FNY Investment Advisers, LLC | 1,600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,584 | $21.0K | 0.00% | +1,584 | New |