Who owns PIMCO Dynamic Income Opportuni?
- Ticker: PDO
- CUSIP Number: 69355m107
Tip: Access positions for across all investors
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 | 4.9M | $99M | 2% | Dec 2024 |
|
| UBS Group | 3.5M | $47M | 86% | Dec 2024 |
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| Wells Fargo & Company | 2.5M | $34M | 10% | Dec 2024 |
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| SOL Capital Management | 1.5M | $20M | 18% | Dec 2024 |
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| Cohen & Steers Capital Management | 1.4M | $19M | 1% | Dec 2024 |
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| Royal Bank of Canada | 985k | $13M | 9% | Dec 2024 |
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| Invesco | 881k | $12M | 1% | Dec 2024 |
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| Bank of America Corporation | 689k | $9.4M | -9% | Dec 2024 |
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| Guggenheim Capital, LLC Managers | 688k | $9.4M | 18% | Dec 2024 |
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| Commonwealth Equity Services | 666k | $9.1M | 1% | Dec 2024 |
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| Cercano Management | 488k | $6.6M | 0% | Dec 2024 |
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| Cornerstone Advisory | 412k | $5.7M | -3% | Dec 2024 |
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| HighTower Advisors | 356k | $4.8M | 33% | Dec 2024 |
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| Raymond James Financial | 335k | $4.6M | 100% | Dec 2024 |
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| Element Wealth | 255k | $3.5M | 1% | Dec 2024 |
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| Capital Investment Advisors | 221k | $3.1M | -5% | Mar 2025 |
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| LPL Financial | 213k | $2.9M | 2% | Dec 2024 |
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| Leavell Investment Management | 205k | $2.8M | 39% | Dec 2024 |
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| Consolidated Portfolio Review Corp | 188k | $2.6M | 2% | Dec 2024 |
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| Cambridge Investment Research Advisors | 132k | $1.8M | -14% | Dec 2024 |
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| Venture Visionary Partners | 128k | $1.7M | 62% | Dec 2024 |
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| Belpointe Asset Management | 124k | $1.7M | -1% | Dec 2024 |
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| Private Advisor | 118k | $1.6M | 19% | Dec 2024 |
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| Stifel Financial | 116k | $1.6M | 5% | Dec 2024 |
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| J.w. Cole Advisors | 115k | $1.6M | 27% | Dec 2024 |
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| Cetera Investment Advisers | 95k | $1.3M | 14% | Dec 2024 |
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| First Trust Advisors | 95k | $1.3M | 5% | Dec 2024 |
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| SOA Wealth Advisors | 85k | $85k | 100% | Mar 2025 |
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| Palogic Value Management | 84k | $1.1M | -6% | Dec 2024 |
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| Wedbush Morgan Securities | 83k | $1.1M | 2% | Dec 2024 |
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| Americana Partners | 79k | $1.1M | -7% | Dec 2024 |
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| Samalin Investment Counsel | 69k | $941k | 6% | Dec 2024 |
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| Goldstone Financial Group | 65k | $902k | -23% | Mar 2025 |
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| Susquehanna International | 63k | $859k | 100% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 62k | $839k | -47% | Dec 2024 |
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| Bramshill Investments | 54k | $729k | -6% | Dec 2024 |
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| Advisor Group Holdings | 51k | $716k | -34% | Dec 2024 |
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| Envestnet Asset Management | 44k | $594k | -2% | Dec 2024 |
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| Atria Wealth Solutions | 43k | $587k | -9% | Dec 2024 |
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| Bryn Mawr Trust | 40k | $549k | 3% | Dec 2024 |
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| Mcdonald Partners | 39k | $530k | 30% | Dec 2024 |
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| Sunbelt Securities | 36k | $480k | -6% | Dec 2024 |
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| D.A. Davidson & Co. | 35k | $481k | -8% | Dec 2024 |
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| Walleye Trading Advisors | 34k | $467k | 73% | Dec 2024 |
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| Goss Wealth Management | 33k | $442k | 46% | Dec 2024 |
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| PFG Investments | 32k | $439k | 3% | Dec 2024 |
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| Aristides Capital | 32k | $434k | 100% | Dec 2024 |
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| Change Path | 32k | $428k | 100% | Dec 2024 |
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| Tectonic Advisors | 31k | $427k | 3% | Dec 2024 |
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| Davenport & Co | 30k | $413k | -2% | Dec 2024 |
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| Gridiron Partners | 30k | $416k | 0% | Mar 2025 |
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| First Foundation Advisors | 30k | $402k | 0% | Dec 2024 |
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| Talon Private Wealth | 29k | $399k | 100% | Dec 2024 |
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| Triumph Capital Management | 29k | $399k | -29% | Dec 2024 |
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| Kestra Advisory Services | 28k | $385k | 32% | Dec 2024 |
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| Shaker Financial Services | 27k | $364k | 100% | Dec 2024 |
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| Riverbrige Partners | 27k | $361k | 3% | Dec 2024 |
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| Sanctuary Advisors | 23k | $317k | -65% | Dec 2024 |
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| Williams Jones Wealth Management | 19k | $262k | -19% | Dec 2024 |
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| Merkkuri Wealth Advisors | 19k | $259k | 0% | Dec 2024 |
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| JTC Employer Solutions Trustee | 19k | $256k | 0% | Mar 2025 |
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| Mml Investors Services | 17k | $236k | 54% | Dec 2024 |
|
| Perigon Wealth Management | 17k | $233k | 50% | Dec 2024 |
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| Vivaldi Capital Management | 17k | $237k | 100% | Dec 2024 |
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| National Bank Of Canada /fi/ | 17k | $224k | 19% | Dec 2024 |
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| Courier Capital Corp | 16k | $226k | 0% | Mar 2025 |
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| Optimum Investment Advisors | 16k | $217k | 0% | Dec 2024 |
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| Pnc Financial Services | 16k | $213k | 1464% | Dec 2024 |
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| Carnegie Capital Asset Management | 15k | $204k | 0% | Dec 2024 |
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| TD Waterhouse Canada | 14k | $192k | 0% | Dec 2024 |
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| RFG Advisory | 14k | $195k | 100% | Mar 2025 |
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| Independent Advisor Alliance | 14k | $189k | 100% | Dec 2024 |
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| Kingswood Wealth Advisors | 14k | $184k | 100% | Dec 2024 |
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| Onyx Bridge Wealth Group | 13k | $179k | -1% | Dec 2024 |
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| Northstar Financial Companies | 13k | $175k | 100% | Dec 2024 |
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| H D Vest Advisory Services | 13k | $172k | 19% | Dec 2024 |
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| Crumly & Associates | 13k | $170k | 0% | Dec 2024 |
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| IFP Advisors | 12k | $166k | 2% | Dec 2024 |
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| National Asset Management | 12k | $161k | -61% | Dec 2024 |
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| Park National Corp | 11k | $149k | -11% | Dec 2024 |
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| Hilltop Holdings | 11k | $147k | 0% | Dec 2024 |
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| Brian McDonald | 10k | $140k | 8% | Dec 2024 |
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| Ethos Financial Group | 10k | $137k | 0% | Dec 2024 |
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| Lindbrook Capital | 8.0k | $109k | 0% | Dec 2024 |
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| HBC Financial Services, P | 7.5k | $101k | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 7.4k | $101k | -54% | Dec 2024 |
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| CoreCap Advisors | 6.0k | $81k | -17% | Dec 2024 |
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| Harbour Investments | 5.6k | $76k | 0% | Dec 2024 |
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| Noble Wealth Management PBC | 5.3k | $74k | 40% | Mar 2025 |
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| EverSource Wealth Advisors | 4.5k | $61k | 0% | Dec 2024 |
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| Spire Wealth Management | 4.4k | $60k | 100% | Dec 2024 |
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| Huntington National Bank | 3.8k | $51k | 0% | Dec 2024 |
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| Bank of New Hampshire | 3.7k | $52k | 0% | Mar 2025 |
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| Atlantic Trust | 2.3k | $32k | 0% | Dec 2024 |
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| CWM | 2.0k | $27k | -6% | Dec 2024 |
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| Larson Financial Group | 1.9k | $26k | 18% | Dec 2024 |
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| Financial Management Professionals | 1.8k | $25k | 3% | Mar 2025 |
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| FNY Investment Advisers | 1.6k | $21k | 0% | Dec 2024 |
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| MAI Wealth Advisors | 1.5k | $20k | 100% | Dec 2024 |
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| Geneos Wealth Management | 1.4k | $20k | 100% | Dec 2024 |
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| Principal Securities | 1.3k | $18k | 2186% | Dec 2024 |
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| AllSquare Wealth Management | 1.2k | $16k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 964.00 | $13k | 100% | Dec 2024 |
|
| SWAN Capital | 599.00 | $8.1k | 100% | Dec 2024 |
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| Strategic Investment Solutions | 534.00 | $7.3k | 3% | Dec 2024 |
|
| Toth Financial Advisory Corporation | 400.00 | $5.6k | 0% | Mar 2025 |
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| Nbc Securities | 250.00 | $3.0k | 100% | Mar 2025 |
|
| Stonebridge Financial Group | 205.00 | $2.8k | 100% | Dec 2024 |
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| Parvin Asset Management | 200.00 | $2.7k | 100% | Dec 2024 |
|
| Wolff Wiese Magana | 81.00 | $1.1k | 0% | Dec 2024 |
|
| Valley National Advisers | 75.00 | $999.997500 | 0% | Dec 2024 |
|
| GPS Wealth Strategies Group | 73.00 | $1.0k | 0% | Mar 2025 |
|
| Hanson McClain Advisors | 13.00 | $176.000500 | 100% | Dec 2024 |
|
Who sold out of PIMCO Dynamic Income Opportuni?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Millennium Management | Sep 2024 | 90k | $1.3M |
| Captrust Financial Advisors | Sep 2024 | 25k | $353k |
| Nottingham Advisors | Sep 2024 | 21k | $300k |
| International Assets Investment Management | Sep 2024 | 17k | $1.2M |
| Scotia Capital | Sep 2024 | 15k | $204k |
| Wealth Enhancement Advisory Services | Dec 2024 | 13k | $175k |
| Hollencrest Securities | Sep 2024 | 411.00 | $5.8k |