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 |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 54 | $710 | 0.00% | +2+3.8% | Added |
| Principal Securities, Inc. | 59 | $777 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $1.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 256 | $3.37K | 0.00% | +6+2.4% | Added |
| Toth Financial Advisory Corp | 400 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $5.27K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,025 | $13.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $15.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 1,631 | $21.5K | 0.00% | +31+1.9% | Added |
| CWM, LLC | 2,113 | $28.0K | 0.00% | +52+2.5% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $30.4K | 0.00% | +2,300 | New |
| Bank of New Hampshire | 2,945 | $38.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $49.8K | 0.00% | – | New |
| HBC Financial Services, PLLC | 4,000 | $52.0K | 0.04% | +4,000 | New |
| Lindbrook Capital, LLC | 4,000 | $52.7K | 0.00% | +3,000+300.0% | Added |
| CoreCap Advisors, LLC | 4,900 | $64.5K | 0.00% | +4,900 | New |
| Harbour Investments, Inc. | 5,610 | $73.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,762 | $102.2K | 0.00% | +6,762+676.2% | Added |
| TD Waterhouse Canada Inc. | 7,518 | $103.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,973 | $131.8K | 0.00% | +10,973 | New |
| MML Investors Services, LLC | 10,055 | $132.0K | 0.00% | +10,055 | New |
| Ethos Financial Group, LLC | 10,000 | $133.0K | 0.03% | 00.0% | Unchanged |
| Single Point Partners, LLC | 10,405 | $138.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,595 | $139.5K | 0.00% | −19,786−65.1% | Reduced |
| Davenport & Co LLC | 10,850 | $142.9K | 0.00% | +160+1.5% | Added |
| Mariner, LLC | 11,000 | $144.9K | 0.00% | +11,000 | New |
| Whittier Trust Co | 12,000 | $158.0K | 0.00% | +12,000 | New |
| Parisi Gray Wealth Management | 12,285 | $161.8K | 0.06% | −19,636−61.5% | Reduced |
| Crumly & Associates Inc. | 12,500 | $164.6K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,989 | $171.1K | 0.00% | −16,539−56.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,241 | $171.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,150 | $173.6K | 0.01% | −600−4.4% | Reduced |
| WESPAC Advisors, LLC | 14,183 | $186.8K | 0.11% | −236−1.6% | Reduced |
| XTX Topco Ltd | 14,400 | $189.6K | 0.03% | +14,400 | New |
| Comerica Bank | 14,526 | $191.3K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,000 | $197.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,077 | $199.0K | 0.00% | −2,032−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,516 | $204.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 16,000 | $210.7K | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,075 | $212.1K | 0.02% | +16,075 | New |
| CI Private Wealth, LLC | 17,299 | $227.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,751 | $233.8K | 0.00% | −3,047−14.7% | Reduced |
| GWM Advisors LLC | 18,850 | $248.3K | 0.00% | −100−0.5% | Reduced |
| National Bank of Canada | 19,850 | $256.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,061 | $264.2K | 0.00% | +2,107+11.7% | Added |
| Truist Financial Corp | 20,228 | $266.4K | 0.00% | −9,177−31.2% | Reduced |
| Csenge Advisory Group | 20,720 | $272.9K | 0.02% | +20,720 | New |
| Hennion & Walsh Asset Management, Inc. | 21,875 | $288.1K | 0.02% | +101+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 21,890 | $288.3K | 0.00% | −820−3.6% | Reduced |
| NWF Advisory Services Inc. | 22,173 | $292.0K | 0.05% | −11,647−34.4% | Reduced |
| Northern Trust Corp | 23,738 | $312.6K | 0.00% | +23,738 | New |
| Captrust Financial Advisors | 25,000 | $329.3K | 0.00% | +25,000 | New |
| HRT Financial LP | 26,233 | $345.0K | 0.00% | +26,233 | New |
| Cetera Investment Advisers | 26,474 | $348.7K | 0.00% | +26,474 | New |
| SFI Advisors, LLC | 26,939 | $354.8K | 0.28% | +26,939 | New |
| Raymond James & Associates | 27,826 | $366.5K | 0.00% | −1,451−5.0% | Reduced |
| Tectonic Advisors LLC | 28,858 | $380.1K | 0.03% | +841+3.0% | Added |
| Gridiron Partners, LLC | 31,130 | $410.0K | 0.26% | −19,955−39.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 34,989 | $460.8K | 0.30% | −23,358−40.0% | Reduced |
| Goldstone Financial Group, LLC | 37,254 | $490.6K | 0.11% | +8,446+29.3% | Added |
| Kingswood Wealth Advisors, LLC | 37,858 | $498.6K | 0.06% | +37,858 | New |
| J.W. Cole Advisors, Inc. | 40,737 | $536.6K | 0.03% | +912+2.3% | Added |
| Jane Street Group, LLC | 41,535 | $547.0K | 0.00% | +41,535 | New |
| Envestnet Asset Management Inc | 43,082 | $567.4K | 0.00% | −5,348−11.0% | Reduced |
| Sunbelt Securities, Inc. | 44,442 | $585.3K | 0.07% | +5,446+14.0% | Added |
| D.A. Davidson & Co. | 49,091 | $646.5K | 0.01% | +3,301+7.2% | Added |
| Riverbridge Partners LLC | 52,469 | $691.0K | 0.01% | +2,467+4.9% | Added |
| First Foundation Advisors | 53,424 | $703.6K | 0.03% | −17,366−24.5% | Reduced |
| Private Advisor Group, LLC | 55,052 | $725.0K | 0.01% | +7,824+16.6% | Added |
| Rockefeller Capital Management L.P. | 56,191 | $740.0K | 0.00% | +2,196+4.1% | Added |
| Samalin Investment Counsel, LLC | 59,379 | $782.0K | 0.37% | +1,759+3.1% | Added |
| Scotia Capital Inc. | 65,795 | $866.5K | 0.01% | −50,655−43.5% | Reduced |
| Wedbush Securities Inc | 72,253 | $952.0K | 0.04% | −6,198−7.9% | Reduced |
| Nicola Wealth Management Ltd. | 54,000 | $963.1K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 78,573 | $1.03M | 0.05% | +78,573 | New |
| Palogic Value Management, L.P. | 80,253 | $1.06M | 0.46% | +10,901+15.7% | Added |
| Independent Financial Group, LLC | 84,098 | $1.11M | 0.05% | +14,839+21.4% | Added |
| Atria Wealth Solutions, Inc. | 83,275 | $1.11M | 0.01% | +22,250+36.5% | Added |
| First Trust Advisors LP | 85,908 | $1.13M | 0.00% | +2,890+3.5% | Added |
| Leavell Investment Management, Inc. | 94,707 | $1.26M | 0.07% | +6,250+7.1% | Added |
| Americana Partners, LLC | 98,968 | $1.30M | 0.11% | +434+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,858 | $1.50M | 0.01% | +15,776+16.1% | Added |
| Stifel Financial Corp | 114,719 | $1.51M | 0.00% | +14,697+14.7% | Added |
| Bramshill Investments, LLC | 115,088 | $1.52M | 0.18% | +46,733+68.4% | Added |
| Belpointe Asset Management LLC | 116,810 | $1.54M | 0.12% | +74,058+173.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 130,015 | $1.71M | 0.07% | −5,830−4.3% | Reduced |
| HighTower Advisors, LLC | 187,190 | $2.47M | 0.00% | +41,357+28.4% | Added |
| Consolidated Portfolio Review Corp | 189,279 | $2.49M | 0.65% | −1,597−0.8% | Reduced |
| PFG Investments, LLC | 217,109 | $2.86M | 0.17% | +217,109 | New |
| Raymond James Financial Services Advisors, Inc. | 235,545 | $3.10M | 0.00% | +5,571+2.4% | Added |
| Advisor Group Holdings, Inc. | 248,243 | $3.27M | 0.01% | +36,570+17.3% | Added |
| Capital Investment Advisors, LLC | 252,223 | $3.32M | 0.08% | +20,979+9.1% | Added |
| LPL Financial LLC | 257,671 | $3.39M | 0.00% | +98,376+61.8% | Added |
| Element Wealth, LLC | 262,234 | $3.45M | 2.02% | −413−0.2% | Reduced |
| Guggenheim Capital LLC | 408,538 | $5.38M | 0.04% | −1,869−0.5% | Reduced |
| Cornerstone Advisory, LLC | 444,571 | $5.85M | 0.83% | −2,938−0.7% | Reduced |
| Royal Bank of Canada | 511,842 | $6.74M | 0.00% | −113,588−18.2% | Reduced |