Who owns PIMCO Dynamic Income Opportuni?
- Ticker: PDO
- CUSIP Number: 69355m107
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Analyze quarterly positions in PIMCO Dynamic Income Opportuni with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of PIMCO Dynamic Income Opportuni stock
Who bought or sold PIMCO Dynamic Income Opportuni this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.7M | $70M | 100% | Jun 2025 |
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| UBS Group | 3.4M | $47M | -4% | Sep 2025 |
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| Wells Fargo & Company | 2.5M | $35M | -6% | Sep 2025 |
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| SOL Capital Management | 1.7M | $24M | 0% | Sep 2025 |
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| Cercano Management | 1.7M | $24M | 0% | Sep 2025 |
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| Royal Bank of Canada | 1.4M | $20M | 5% | Sep 2025 |
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| Cohen & Steers Capital Management | 1.2M | $18M | -4% | Sep 2025 |
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| Invesco | 965k | $14M | 4% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 815k | $12M | 5% | Sep 2025 |
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| Commonwealth Equity Services | 650k | $9.2M | -4% | Sep 2025 |
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| Raymond James Financial | 625k | $8.8M | 24% | Sep 2025 |
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| HighTower Advisors | 580k | $8.2M | 9% | Sep 2025 |
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| J.w. Cole Advisors | 384k | $5.4M | 12% | Sep 2025 |
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| Envestnet Asset Management | 382k | $5.4M | 557% | Sep 2025 |
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| Cornerstone Advisory | 343k | $4.8M | -4% | Sep 2025 |
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| Leavell Investment Management | 319k | $4.5M | 7% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 318k | $4.5M | 100% | Sep 2025 |
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| LPL Financial | 276k | $3.9M | 28% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 239k | $3.4M | 6% | Sep 2025 |
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| Private Advisor | 237k | $3.3M | 19% | Sep 2025 |
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| Element Wealth | 227k | $3.2M | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 220k | $3.1M | 100% | Sep 2025 |
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| Capital Investment Advisors | 212k | $3.0M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 174k | $2.5M | 15% | Sep 2025 |
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| Advisor Group Holdings | 173k | $2.4M | 4% | Sep 2025 |
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| International Assets Investment Management | 161k | $804.165000 | 7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 147k | $2.1M | -3% | Sep 2025 |
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| Anchor Capital Management Group | 135k | $1.9M | 0% | Sep 2025 |
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| Goss Wealth Management | 134k | $1.9M | 6% | Sep 2025 |
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| Gridiron Partners | 128k | $423k | 326% | Sep 2025 |
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| Venture Visionary Partners | 128k | $1.8M | 0% | Sep 2025 |
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| Belpointe Asset Management | 127k | $1.8M | 19% | Sep 2025 |
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| Wedbush Morgan Securities | 104k | $1.5M | 7% | Sep 2025 |
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| Palogic Value Management | 90k | $1.3M | 5% | Sep 2025 |
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| Concurrent Investment Advisors | 89k | $1.3M | 10% | Sep 2025 |
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| Triumph Capital Management | 81k | $1.1M | 38% | Sep 2025 |
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| Americana Partners | 79k | $1.1M | 0% | Sep 2025 |
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| Samalin Investment Counsel | 76k | $1.1M | 4% | Sep 2025 |
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| First Trust Advisors | 75k | $1.1M | -2% | Sep 2025 |
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| Goldstone Financial Group | 67k | $939k | 3% | Sep 2025 |
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| Jane Street | 66k | $930k | 13% | Sep 2025 |
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| Bramshill Investments | 52k | $736k | -2% | Sep 2025 |
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| RFG Advisory | 46k | $646k | 0% | Sep 2025 |
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| Change Path | 44k | $618k | -12% | Sep 2025 |
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| Stifel Financial | 44k | $616k | -2% | Sep 2025 |
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| Sunbelt Securities | 43k | $608k | 21% | Sep 2025 |
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| Rsm Us Wealth Management | 42k | $595k | 100% | Sep 2025 |
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| Mcdonald Partners | 39k | $551k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 38k | $513k | -5% | Jun 2025 |
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| Kestra Advisory Services | 36k | $514k | 1% | Sep 2025 |
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| Maridea Wealth Management | 35k | $479k | -1% | Sep 2025 |
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| AlphaCore Capital | 34k | $491k | -3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 33k | $472k | 496% | Sep 2025 |
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| Meadowbrook Wealth Management | 33k | $464k | 100% | Sep 2025 |
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| Davenport & Co | 31k | $443k | 5% | Sep 2025 |
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| PFG Investments | 29k | $407k | 4% | Sep 2025 |
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| Stratos Wealth Partners | 29k | $406k | -10% | Sep 2025 |
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| Brookwood Investment Group | 26k | $370k | 100% | Sep 2025 |
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| First Foundation Advisors | 25k | $352k | 0% | Sep 2025 |
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| Lowe, Brockenbrough & Company | 24k | $345k | 100% | Sep 2025 |
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| NWF Advisory Services | 24k | $343k | -13% | Sep 2025 |
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| Tectonic Advisors | 24k | $340k | -28% | Sep 2025 |
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| D.A. Davidson & Co. | 24k | $336k | -5% | Sep 2025 |
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| Williams Jones Wealth Management | 23k | $322k | 18% | Sep 2025 |
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| HBK Sorce Advisory | 20k | $280k | 100% | Sep 2025 |
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| Intl Fcstone | 20k | $280k | 100% | Sep 2025 |
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| National Asset Management | 18k | $258k | 19% | Sep 2025 |
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| Buska Wealth Management | 17k | $237k | 100% | Sep 2025 |
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| Scotia Capital | 16k | $231k | 49% | Sep 2025 |
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| Courier Capital Corp | 16k | $230k | 0% | Sep 2025 |
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| Perigon Wealth Management | 16k | $227k | 0% | Sep 2025 |
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| Optimum Investment Advisors | 16k | $226k | 0% | Sep 2025 |
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| VestGen Advisors | 16k | $226k | 100% | Sep 2025 |
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| Mml Investors Services | 16k | $223k | 0% | Sep 2025 |
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| Tennessee Valley Asset Management Partners | 16k | $223k | 100% | Sep 2025 |
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| Creative Planning | 15k | $217k | 100% | Sep 2025 |
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| Carnegie Capital Asset Management | 15k | $212k | 0% | Sep 2025 |
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| AE Wealth Management | 14k | $201k | 7% | Sep 2025 |
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| Brian McDonald | 14k | $195k | 71% | Sep 2025 |
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| Onyx Bridge Wealth Group | 13k | $186k | 0% | Sep 2025 |
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| Crumly & Associates | 13k | $177k | 0% | Sep 2025 |
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| Leigh Baldwin & Co | 12k | $173k | 100% | Sep 2025 |
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| Two Sigma Securities | 12k | $166k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 11k | $161k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 11k | $160k | -3% | Sep 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $156k | -28% | Sep 2025 |
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| National Bank Of Canada /fi/ | 11k | $155k | -19% | Sep 2025 |
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| CWM | 11k | $155k | 441% | Sep 2025 |
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| Park National Corp | 11k | $155k | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 11k | $150k | 100% | Sep 2025 |
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| Vivaldi Capital Management | 10k | $143k | 0% | Sep 2025 |
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| Ethos Financial Group | 10k | $143k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 7.9k | $111k | 100% | Sep 2025 |
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| TD Waterhouse Canada | 7.8k | $110k | -19% | Sep 2025 |
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| CoreCap Advisors | 7.2k | $101k | -16% | Sep 2025 |
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| Anfield Capital Management | 7.1k | $101k | 100% | Sep 2025 |
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| Advisory Services Network | 7.1k | $101k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 7.0k | $99k | 27% | Sep 2025 |
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| Spire Wealth Management | 5.7k | $81k | 4% | Sep 2025 |
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| Harbour Investments | 5.6k | $79k | 0% | Sep 2025 |
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| IFP Advisors | 5.1k | $72k | 0% | Sep 2025 |
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| Huntington National Bank | 3.8k | $53k | 0% | Sep 2025 |
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| Bank of New Hampshire | 3.7k | $53k | 0% | Sep 2025 |
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| Tanglewood Legacy Advisors | 3.7k | $52k | 0% | Sep 2025 |
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| Principal Securities | 3.4k | $49k | 23% | Sep 2025 |
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| Hanson McClain Advisors | 3.2k | $46k | 217% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.1k | $44k | 24% | Sep 2025 |
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| Aspect Partners | 3.0k | $42k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 2.7k | $38k | -21% | Sep 2025 |
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| Atlantic Trust | 2.3k | $33k | 0% | Sep 2025 |
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| Larson Financial Group | 1.9k | $27k | -5% | Sep 2025 |
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| Assetmark | 1.9k | $27k | 100% | Sep 2025 |
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| Financial Management Professionals | 1.9k | $27k | 3% | Sep 2025 |
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| FNY Investment Advisers | 1.6k | $21k | 0% | Jun 2025 |
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| Geneos Wealth Management | 1.4k | $20k | 0% | Sep 2025 |
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| AllSquare Wealth Management | 1.2k | $16k | 0% | Jun 2025 |
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| Newbridge Financial Services Group | 1.0k | $14k | 0% | Sep 2025 |
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| Strategic Investment Solutions | 580.00 | $8.2k | 3% | Sep 2025 |
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| SRS Capital Advisors | 500.00 | $7.1k | 100% | Sep 2025 |
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| Pnc Financial Services | 500.00 | $7.1k | -77% | Sep 2025 |
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| Pin Oak Investment Advisors | 484.00 | $6.9k | 0% | Sep 2025 |
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| Toth Financial Advisory Corporation | 400.00 | $5.6k | 0% | Sep 2025 |
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| Russell Investments | 250.00 | $3.5k | 100% | Sep 2025 |
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| Highline Wealth Partners | 200.00 | $2.8k | 100% | Sep 2025 |
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| Whittier Trust | 142.00 | $2.0k | 0% | Sep 2025 |
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| Wolff Wiese Magana | 80.00 | $1.1k | -1% | Sep 2025 |
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| Valley National Advisers | 75.00 | $999.997500 | 0% | Sep 2025 |
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| Sontag Advisory | 70.00 | $989.002000 | 100% | Sep 2025 |
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| BlackRock | 44.00 | $616.998800 | -100% | Sep 2025 |
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| Ronald Blue Trust | 25.00 | $353.000000 | 100% | Sep 2025 |
|
| Activest Wealth Management | 15.00 | $199.000500 | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 1.00 | $14.000000 | 100% | Sep 2025 |
|
Who sold out of PIMCO Dynamic Income Opportuni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Balyasny Asset Management | Jun 2025 | 175k | $2.4M |
| Readystate Asset Management | Jun 2025 | 53k | $720k |
| Bryn Mawr Trust | Jun 2025 | 43k | $577k |
| Naviter Wealth | Jun 2025 | 26k | $347k |
| Elequin Capital | Jun 2025 | 22k | $290k |
| Walleye Trading Advisors | Jun 2025 | 13k | $177k |
| MeadowBrook Investment Advisors | Jun 2025 | 2.3k | $30k |
| GPS Wealth Strategies Group | Jun 2025 | 73.00 | $984.003500 |