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.
Q2 2024 vs. Q1 2024
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 109 | 109 | 0 |
| Shares | 21.4M | 21.5M | +153.3K (+0.7%) |
| Value | $282.0M | $286.4M | +$4.35M (+1.5%) |
New holders (14)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cercano Management LLC | 262,566 | $3.49M | 0.09% |
| Sanctuary Advisors, LLC | 68,779 | $892.8K | 0.01% |
| Walleye Capital LLC | 36,998 | $491.7K | 0.01% |
| BCR Wealth Strategies, LLC | 24,230 | $322.0K | 0.21% |
| Nottingham Advisors, Inc. | 21,269 | $282.7K | 0.03% |
| Merkkuri Wealth Advisors LLC | 19,070 | $253.4K | 0.23% |
| Advisors Capital Management, LLC | 16,850 | $224.0K | 0.00% |
| Biechele Royce Advisors | 15,400 | $205.0K | 0.07% |
| Keel Point, LLC | 14,108 | $187.6K | 0.02% |
| Camelot Portfolios, LLC | 8,000 | $106.3K | 0.06% |
| Asset Dedication, LLC | 1,740 | $23.1K | 0.00% |
| Plante Moran Financial Advisors, LLC | 1,000 | $13.3K | 0.00% |
| Hilltop National Bank | 750 | $9.97K | 0.00% |
| Triad Wealth Partners, LLC | 85 | $1.13K | 0.00% |
Sold out (14)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Nicola Wealth Management Ltd. | 54,000 | $963.1K |
| Rockefeller Capital Management L.P. | 56,191 | $740.0K |
| SFI Advisors, LLC | 26,939 | $354.8K |
| HRT Financial LP | 26,233 | $345.0K |
| Northern Trust Corp | 23,738 | $312.6K |
| Csenge Advisory Group | 20,720 | $272.9K |
| StoneX Group Inc. | 16,075 | $212.1K |
| XTX Topco Ltd | 14,400 | $189.6K |
| Whittier Trust Co | 12,000 | $158.0K |
| Mariner, LLC | 11,000 | $144.9K |
| FNY Investment Advisers, LLC | 1,600 | $21.0K |
| Tompkins Financial Corp | 1,025 | $13.5K |
| PFS Partners, LLC | 256 | $3.37K |
| Clear Point Advisors Inc. | 54 | $710 |