Who owns PIMCO Dynamic Income Opportuni?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
UBS Group 3.6M $48M 2% Jun 2026
 View chart
Royal Bank of Canada 2.5M $33M 5% Jun 2026
 View chart
Wells Fargo & Company 2.2M $30M -6% Jun 2026
 View chart
HPM Partners 1.7M $23M -1% Jun 2026
 View chart
Cohen & Steers Capital Management 1.3M $17M 2% Jun 2026
 View chart
Invesco 1.0M $14M 4% Jun 2026
 View chart
Guggenheim Capital, LLC Managers 842k $11M -3% Jun 2026
 View chart
Bank of America Corporation 840k $11M 0% Jun 2026
 View chart
Cercano Management 783k $10M 100% Jun 2026
 View chart
Raymond James Financial 654k $8.6M -1% Jun 2026
 View chart
Commonwealth Equity Services 650k $8.6M -1% Jun 2026
 View chart
HighTower Advisors 575k $7.6M 1% Jun 2026
 View chart
Cetera Investment Advisers 458k $6.0M 134% Jun 2026
 View chart
LPL Financial 373k $4.9M 2% Jun 2026
 View chart
Leavell Investment Management 363k $4.8M -8% Jun 2026
 View chart
J.w. Cole Advisors 357k $4.7M 100% Jun 2026
 View chart
Integrity Wealth Partners 293k $3.5M 25% Sep 2026
 View chart
Private Advisor 282k $3.7M -2% Jun 2026
 View chart
Cornerstone Advisory 279k $3.7M -9% Jun 2026
 View chart
Advisor Group Holdings 278k $3.7M 26% Jun 2026
 View chart
Venture Visionary Partners 245k $2.9M 31% Sep 2026
 View chart
Element Wealth 224k $3.0M 0% Jun 2026
 View chart
Shaker Financial Services 199k $2.4M 133% Sep 2026
 View chart
Capital Investment Advisors 187k $2.2M -2% Sep 2026
 View chart
Cambridge Investment Research Advisors 185k $2.4M -2% Jun 2026
 View chart
Wealth Enhancement Advisory Services 174k $2.1M -3% Sep 2026
 View chart
Belpointe Asset Management 164k $2.2M 53% Jun 2026
 View chart
Estate Planners Group 151k $2.0M 0% Jun 2026
 View chart
Independent Financial Group 122k $1.5M -3% Sep 2026
 View chart
Wedbush Morgan Securities 115k $1.4M 4% Sep 2026
 View chart
Sanctuary Advisors 111k $1.5M 904% Jun 2026
 View chart
Triumph Capital Management 101k $1.2M 13% Sep 2026
 View chart
Goss Wealth Management 97k $1.3M -45% Jun 2026
 View chart
International Assets Investment Management 96k $1.4M -66% Sep 2026
 View chart
Kestra Advisory Services 95k $1.3M 120% Jun 2026
 View chart
Palogic Value Management 93k $1.2M 3% Jun 2026
 View chart
Concurrent Investment Advisors 90k $1.1M -10% Sep 2026
 View chart
Envestnet Asset Management 86k $1.1M 83% Jun 2026
 View chart
Anchor Capital Management Group 85k $1.1M -37% Jun 2026
 View chart
Americana Partners 79k $941k 0% Sep 2026
 View chart
Gridiron Partners 79k $931k 423% Sep 2026
 View chart
Northwestern Mutual Wealth Management Company 78k $1.0M 13% Jun 2026
 View chart
Susquehanna International 74k $983k 17% Jun 2026
 View chart
Wiley Bros.-aintree Capital 74k $996k -45% Jun 2026
 View chart
XTX Topco 69k $915k 15% Jun 2026
 View chart
Thomas J. Herzfeld Advisors 67k $882k 0% Jun 2026
 View chart
Goldstone Financial Group 63k $829k -3% Jun 2026
 View chart
Jane Street 59k $777k -67% Jun 2026
 View chart
NWF Advisory Services 53k $628k 156% Sep 2026
 View chart
RFG Advisory 53k $699k 1% Jun 2026
 View chart
Bramshill Investments 53k $697k 1% Jun 2026
 View chart
AlphaCore Capital 51k $679k 2% Jun 2026
 View chart
HBK Sorce Advisory 50k $651k 0% Jun 2026
 View chart
Carolina Wealth Management 49k $585k 100% Sep 2026
 View chart
Mcdonald Partners 46k $608k 0% Jun 2026
 View chart
Stifel Financial 43k $570k -2% Jun 2026
 View chart
Maridea Wealth Management 42k $549k 11% Jun 2026
 View chart
Meadowbrook Wealth Management 37k $439k -14% Sep 2026
 View chart
Rockefeller Capital Management 36k $470k -1% Jun 2026
 View chart
Change Path 36k $469k 0% Jun 2026
 View chart
Fifth Third Bancorp 35k $460k 46% Jun 2026
 View chart
Two Sigma Securities 32k $423k 100% Jun 2026
 View chart
Central Trust & Investment 32k $416k 0% Jun 2026
 View chart
Stratos Wealth Partners 31k $415k 0% Jun 2026
 View chart
Fund Advisors of America 31k $406k 2% Jun 2026
 View chart
PUREfi Wealth 31k $363k 100% Sep 2026
 View chart
PFG Investments 30k $394k -1% Jun 2026
 View chart
Integrity Advisory Solutions 28k $337k 32% Sep 2026
 View chart
Davenport & Co 28k $370k -1% Jun 2026
 View chart
MorganRosel Wealth Management 27k $363k 100% Jun 2026
 View chart
Samalin Investment Counsel 27k $321k -45% Sep 2026
 View chart
Crumly & Associates 27k $320k 0% Sep 2026
 View chart
Brookwood Investment Group 27k $356k 20% Jun 2026
 View chart
Jaffetilchin Investment Partners 27k $353k 100% Jun 2026
 View chart
Accredited Investors 25k $331k 100% Jun 2026
 View chart
First Foundation Advisors 25k $330k 0% Jun 2026
 View chart
D.A. Davidson & Co. 21k $254k -7% Sep 2026
 View chart
AE Wealth Management 21k $280k 36% Jun 2026
 View chart
VestGen Advisors 20k $236k 1% Sep 2026
 View chart
Creative Planning 20k $259k -13% Jun 2026
 View chart
Intl Fcstone 19k $258k -9% Jun 2026
 View chart
Williams Jones Wealth Management 19k $255k 0% Jun 2026
 View chart
Mml Investors Services 18k $242k 0% Jun 2026
 View chart
Pensionmark Financial Group 18k $227k -3% Jun 2026
 View chart
Scotia Capital 17k $222k -1% Jun 2026
 View chart
Traynor Capital Management 17k $198k -8% Sep 2026
 View chart
Essential Investment Partners 16k $193k 100% Sep 2026
 View chart
Courier Capital Corp 16k $193k 0% Sep 2026
 View chart
Noble Wealth Management PBC 15k $178k 37% Sep 2026
 View chart
Hrt Financial 15k $195k 100% Jun 2026
 View chart
Sovran Advisors 14k $185k 4% Jun 2026
 View chart
Nomura Holdings 14k $185k 100% Jun 2026
 View chart
Perigon Wealth Management 14k $165k -1% Sep 2026
 View chart
Onyx Bridge Wealth Group 13k $155k -1% Sep 2026
 View chart
Boothbay Fund Management 13k $171k 100% Jun 2026
 View chart
National Asset Management 12k $137k 100% Sep 2026
 View chart
Mariner Wealth Advisors 11k $151k 100% Jun 2026
 View chart
Equitable Holdings 11k $143k 2% Jun 2026
 View chart
Clearview Wealth Management 11k $129k 0% Sep 2026
 View chart
Beacon Financial Advisory 11k $128k 0% Sep 2026
 View chart
BlackRock 11k $142k 0% Jun 2026
 View chart
Burney Co/ 11k $126k 0% Sep 2026
 View chart
Hartland & Co 11k $140k 100% Jun 2026
 View chart
Ballew Advisors 11k $128k 4% Sep 2026
 View chart
Captrust Financial Advisors 10k $138k 100% Jun 2026
 View chart
TCG Advisory Services 10k $135k 0% Jun 2026
 View chart
Connecticut Wealth Management 10k $121k 0% Sep 2026
 View chart
McAlister, Sweet & Associates 10k $119k 0% Sep 2026
 View chart
Ethos Financial Group 10k $131k 0% Jun 2026
 View chart
National Bank Of Canada /fi/ 8.0k $106k 0% Jun 2026
 View chart
EverSource Wealth Advisors 7.0k $93k 0% Jun 2026
 View chart
IFP Advisors 5.5k $65k 0% Sep 2026
 View chart
Activest Wealth Management 4.9k $59k 0% Sep 2026
 View chart
Ameritas Advisory Services 4.3k $57k 100% Jun 2026
 View chart
TD Waterhouse Canada 3.9k $46k -54% Sep 2026
 View chart
CoreCap Advisors 3.8k $45k 46% Sep 2026
 View chart
Huntington National Bank 3.8k $50k 0% Jun 2026
 View chart
Pension & Wealth Management Advisors 3.8k $45k 0% Sep 2026
 View chart
Steward Partners Investment Advisory 3.7k $50k 0% Jun 2026
 View chart
Bank of New Hampshire 3.7k $44k 0% Sep 2026
 View chart
Financial Management Professionals 2.1k $25k 3% Sep 2026
 View chart
Larson Financial Group 1.9k $26k 0% Jun 2026
 View chart
United Community Bank 1.8k $21k 100% Sep 2026
 View chart
FNY Investment Advisers 1.6k $18k 0% Sep 2026
 View chart
Geneos Wealth Management 1.4k $19k 0% Jun 2026
 View chart
SRS Capital Advisors 1.4k $19k 180% Jun 2026
 View chart
Caldwell Sutter Capital 1.4k $18k 317% Jun 2026
 View chart
SHP Wealth Management 859.00 $11k 2% Jun 2026
 View chart
SOA Wealth Advisors 821.00 $821.000000 -6% Jun 2026
 View chart
IFG Advisory 778.00 $10k 100% Jun 2026
 View chart
Osbon Capital Management 634.00 $8.4k -82% Jun 2026
 View chart
BFC Planning 558.00 $7.4k -99% Jun 2026
 View chart
Harbour Investments 549.00 $7.3k -64% Jun 2026
 View chart
Toth Financial Advisory Corporation 400.00 $4.7k 0% Sep 2026
 View chart
Berthel, Fisher & Company Financial Services 273.00 $3.6k -99% Jun 2026
 View chart
Wolff Wiese Magana 260.00 $3.1k 0% Sep 2026
 View chart
Highline Wealth Partners 200.00 $2.4k 0% Sep 2026
 View chart
Spire Wealth Management 200.00 $2.4k -97% Sep 2026
 View chart
Valley National Advisers 75.00 $890.002500 0% Sep 2026
 View chart
Aspect Partners 14.00 $168.000000 -99% Sep 2026
 View chart

Who sold out of PIMCO Dynamic Income Opportuni?

Fund or Company Name Date Sold Shares Held Valued At
Rivernorth Capital Management Mar 2026 96k $1.2M
Navis Wealth Advisors Mar 2026 91k $1.2M
Sit Investment Associates Mar 2026 61k $782k
First Trust Advisors Mar 2026 45k $585k
Logan Stone Capital Mar 2026 44k $570k
Shay Capital Mar 2026 28k $358k
West Michigan Advisors Mar 2026 25k $326k
Private Wealth Asset Management Mar 2026 21k $265k
IHT Wealth Management Mar 2026 16k $207k
Tennessee Valley Asset Management Partners Mar 2026 16k $204k
Buska Wealth Management Jun 2026 14k $182k
Mercer Global Advisors Mar 2026 13k $162k
Kingswood Wealth Advisors Jun 2026 12k $161k
Lowe, Brockenbrough & Company Mar 2026 12k $156k
Gateway Wealth Partners Mar 2026 11k $145k
Sigma Planning Jun 2026 11k $141k
Advisory Services Network Mar 2026 3.4k $44k
Hanson McClain Advisors Mar 2026 1.0k $13k
Beaird Harris Wealth Management Mar 2026 547.00 $7.1k