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