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.
Q3 2024 vs. Q2 2024
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 109 | 105 | −4 |
| Shares | 21.5M | 20.5M | −999.7K (−4.6%) |
| Value | $286.4M | $289.9M | +$3.52M (+1.2%) |
New holders (15)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Millennium Management LLC | 89,926 | $1.27M | 0.00% |
| Triumph Capital Management | 41,241 | $587.6K | 0.21% |
| Bryn Mawr Trust Co | 39,237 | $554.0K | 0.01% |
| McDonald Partners LLC | 30,000 | $423.6K | 0.11% |
| JTC Employer Solutions Trusteee Ltd | 18,500 | $261.0K | 0.02% |
| Park National Corp | 12,324 | $174.0K | 0.01% |
| Hilltop Holdings Inc. | 10,800 | $152.5K | 0.01% |
| Avantax Advisory Services, Inc. | 10,597 | $149.6K | 0.00% |
| EverSource Wealth Advisors, LLC | 4,500 | $63.5K | 0.00% |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% |
| Strategic Investment Solutions, Inc. | 519 | $7.33K | 0.00% |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% |
| FMR LLC | 1 | $14 | 0.00% |
| BlackRock, Inc. | 1 | $10 | 0.00% |
| International Assets Investment Management, LLC | 17,099 | – | – |
Sold out (19)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Penserra Capital Management LLC | 1,194,365 | $15.9M |
| BCR Wealth Strategies, LLC | 24,230 | $322.0K |
| Hennion & Walsh Asset Management, Inc. | 21,973 | $292.0K |
| Kingswood Wealth Advisors, LLC | 17,719 | $235.5K |
| CI Private Wealth, LLC | 17,299 | $229.9K |
| Advisors Capital Management, LLC | 16,850 | $224.0K |
| Truist Financial Corp | 15,933 | $211.8K |
| Jane Street Group, LLC | 15,757 | $209.4K |
| Janney Montgomery Scott LLC | 15,077 | $200.0K |
| Keel Point, LLC | 14,108 | $187.6K |
| Parisi Gray Wealth Management | 12,649 | $168.1K |
| Farther Finance Advisors, LLC | 11,750 | $156.5K |
| WESPAC Advisors, LLC | 10,683 | $142.0K |
| Single Point Partners, LLC | 10,405 | $138.0K |
| Camelot Portfolios, LLC | 8,000 | $106.3K |
| Asset Dedication, LLC | 1,740 | $23.1K |
| Plante Moran Financial Advisors, LLC | 1,000 | $13.3K |
| Hilltop National Bank | 750 | $9.97K |
| Triad Wealth Partners, LLC | 85 | $1.13K |