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.
Q1 2024 vs. Q4 2023
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 112 | 1 | 109 | −2 |
| Shares | 21.9M | 1.00K | 21.4M | −550.5K (−2.5%) |
| Value | $268.8M | $12.2K | $282.0M | +$13.2M (+4.9%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 217,109 | $2.86M | 0.17% |
| Venture Visionary Partners LLC | 78,573 | $1.03M | 0.05% |
| Jane Street Group, LLC | 41,535 | $547.0K | 0.00% |
| Kingswood Wealth Advisors, LLC | 37,858 | $498.6K | 0.06% |
| SFI Advisors, LLC | 26,939 | $354.8K | 0.28% |
| Cetera Investment Advisers | 26,474 | $348.7K | 0.00% |
| HRT Financial LP | 26,233 | $345.0K | 0.00% |
| Captrust Financial Advisors | 25,000 | $329.3K | 0.00% |
| Northern Trust Corp | 23,738 | $312.6K | 0.00% |
| Csenge Advisory Group | 20,720 | $272.9K | 0.02% |
| StoneX Group Inc. | 16,075 | $212.1K | 0.02% |
| XTX Topco Ltd | 14,400 | $189.6K | 0.03% |
| Whittier Trust Co | 12,000 | $158.0K | 0.00% |
| Mariner, LLC | 11,000 | $144.9K | 0.00% |
| MML Investors Services, LLC | 10,055 | $132.0K | 0.00% |
| National Asset Management, Inc. | 10,973 | $131.8K | 0.00% |
| CoreCap Advisors, LLC | 4,900 | $64.5K | 0.00% |
| HBC Financial Services, PLLC | 4,000 | $52.0K | 0.04% |
| Huntington National Bank | – | $49.8K | 0.00% |
| CIBC Private Wealth Group, LLC | 2,300 | $30.4K | 0.00% |
| Financial Management Professionals, Inc. | 1,584 | $21.0K | 0.00% |
Sold out (23)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Rivernorth Capital Management, LLC | 634,202 | $7.76M |
| Shaker Financial Services, LLC | 316,056 | $3.88M |
| Icon Advisers Inc | 155,702 | $1.91M |
| Prevail Innovative Wealth Advisors, LLC | 104,199 | $1.28M |
| ACT Advisors, LLC. | 22,257 | $272.4K |
| Cetera Advisor Networks LLC | 21,311 | $260.8K |
| Journey Strategic Wealth LLC | 16,000 | $195.8K |
| Elequin Capital LP | 14,557 | $178.2K |
| LM Advisors LLC | 12,663 | $155.0K |
| Family Management Corp | 12,527 | $153.3K |
| CTC Alternative Strategies, Ltd. | 12,056 | $147.6K |
| Stockman Wealth Management, Inc. | 11,990 | $146.8K |
| Nomura Holdings Inc | 11,250 | $137.7K |
| Marex Group plc | 10,492 | $128.4K |
| Virtu Financial LLC | 10,279 | $126.0K |
| Advisory Services Network, LLC | 3,772 | $46.2K |
| Sugarloaf Wealth Management, LLC | 1,237 | $15.1K |
| Tradition Wealth Management, LLC | 1,046 | $13.0K |
| Advisors Asset Management, Inc. | 852 | $10.4K |
| McGlone Suttner Wealth Management, Inc. | 795 | $9.73K |
| Independence Bank of Kentucky | 147 | $1.80K |
| Focused Wealth Management, Inc | 125 | $1.53K |
| FMR LLC | 52 | $636 |
Not filed for Q1 2024 yet (1)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Hobbs Group Advisors, LLC | 1,000 | $12.2K |