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
Download as csv
Download as Excel
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 | 5.1M | $66M | -6% | Mar 2026 |
|
| UBS Group | 3.6M | $46M | 1% | Mar 2026 |
|
| Wells Fargo & Company | 2.4M | $31M | -1% | Mar 2026 |
|
| Royal Bank of Canada | 2.3M | $30M | 64% | Mar 2026 |
|
| HPM Partners | 1.7M | $23M | 100% | Mar 2026 |
|
| Cohen & Steers Capital Management | 1.2M | $17M | -1% | Dec 2025 |
|
| Invesco | 983k | $13M | 6% | Mar 2026 |
|
| Guggenheim Capital, LLC Managers | 865k | $11M | 8% | Mar 2026 |
|
| Bank of America Corporation | 841k | $11M | 100% | Mar 2026 |
|
| Raymond James Financial | 706k | $9.8M | 13% | Dec 2025 |
|
| Commonwealth Equity Services | 657k | $8.5M | 1% | Mar 2026 |
|
| HighTower Advisors | 567k | $7.3M | -3% | Mar 2026 |
|
| Leavell Investment Management | 393k | $5.1M | 2% | Mar 2026 |
|
| LPL Financial | 366k | $4.7M | 19% | Mar 2026 |
|
| International Assets Investment Management | 327k | $4.3M | 20% | Mar 2026 |
|
| Cornerstone Advisory | 306k | $4.0M | -5% | Mar 2026 |
|
| Private Advisor | 286k | $3.7M | 1% | Mar 2026 |
|
| Integrity Wealth Partners | 233k | $3.0M | 100% | Mar 2026 |
|
| Element Wealth | 225k | $2.9M | 0% | Mar 2026 |
|
| Advisor Group Holdings | 224k | $3.1M | 29% | Dec 2025 |
|
| Capital Investment Advisors | 197k | $2.5M | -4% | Mar 2026 |
|
| Cetera Investment Advisers | 196k | $2.5M | 15% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 190k | $2.6M | -14% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 188k | $2.4M | 33% | Mar 2026 |
|
| Venture Visionary Partners | 188k | $2.4M | 47% | Mar 2026 |
|
| Goss Wealth Management | 176k | $2.3M | -4% | Mar 2026 |
|
| Jane Street | 175k | $2.3M | 73% | Mar 2026 |
|
| Estate Planners Group | 151k | $2.0M | -5% | Mar 2026 |
|
| Anchor Capital Management Group | 135k | $1.7M | 0% | Mar 2026 |
|
| Shaker Financial Services | 129k | $1.7M | 100% | Mar 2026 |
|
| Independent Financial Group | 124k | $1.6M | 0% | Mar 2026 |
|
| Belpointe Asset Management | 107k | $1.4M | -9% | Mar 2026 |
|
| Wedbush Morgan Securities | 99k | $1.3M | 0% | Mar 2026 |
|
| Concurrent Investment Advisors | 98k | $1.3M | 5% | Mar 2026 |
|
| Rivernorth Capital Management | 96k | $1.2M | 100% | Mar 2026 |
|
| Navis Wealth Advisors | 91k | $1.2M | 100% | Mar 2026 |
|
| Palogic Value Management | 90k | $1.2M | 0% | Dec 2025 |
|
| Triumph Capital Management | 90k | $1.2M | 10% | Mar 2026 |
|
| Americana Partners | 79k | $1.0M | 0% | Mar 2026 |
|
| Brian McDonald | 72k | $998k | 423% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 69k | $892k | 48% | Mar 2026 |
|
| Thomas J. Herzfeld Advisors | 67k | $863k | -81% | Mar 2026 |
|
| Samalin Investment Counsel | 66k | $848k | -10% | Mar 2026 |
|
| Goldstone Financial Group | 65k | $835k | -3% | Mar 2026 |
|
| Sit Investment Associates | 61k | $782k | 100% | Mar 2026 |
|
| Bramshill Investments | 52k | $674k | -1% | Mar 2026 |
|
| RFG Advisory | 52k | $673k | -2% | Mar 2026 |
|
| HBK Sorce Advisory | 50k | $665k | 138% | Mar 2026 |
|
| AlphaCore Capital | 50k | $651k | 2% | Mar 2026 |
|
| Envestnet Asset Management | 47k | $610k | -85% | Mar 2026 |
|
| Mcdonald Partners | 46k | $595k | 0% | Mar 2026 |
|
| First Trust Advisors | 45k | $585k | -15% | Mar 2026 |
|
| Logan Stone Capital | 44k | $570k | 100% | Mar 2026 |
|
| Stifel Financial | 44k | $567k | -1% | Mar 2026 |
|
| Kestra Advisory Services | 43k | $558k | -4% | Mar 2026 |
|
| Maridea Wealth Management | 37k | $484k | 6% | Mar 2026 |
|
| Rockefeller Capital Management | 36k | $462k | 5% | Mar 2026 |
|
| Change Path | 36k | $461k | 0% | Mar 2026 |
|
| Stratos Wealth Partners | 32k | $408k | 1% | Mar 2026 |
|
| Central Trust & Investment | 32k | $407k | 100% | Mar 2026 |
|
| Fund Advisors of America | 30k | $391k | 3% | Mar 2026 |
|
| PFG Investments | 30k | $390k | -1% | Mar 2026 |
|
| Davenport & Co | 28k | $367k | -10% | Mar 2026 |
|
| Shay Capital | 28k | $358k | 100% | Mar 2026 |
|
| Gridiron Partners | 26k | $342k | -12% | Mar 2026 |
|
| Crumly & Associates | 25k | $323k | 67% | Mar 2026 |
|
| West Michigan Advisors | 25k | $326k | 100% | Mar 2026 |
|
| First Foundation Advisors | 25k | $322k | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 24k | $308k | 100% | Mar 2026 |
|
| D.A. Davidson & Co. | 23k | $295k | 5% | Mar 2026 |
|
| Creative Planning | 23k | $291k | 8% | Mar 2026 |
|
| Brookwood Investment Group | 22k | $289k | -9% | Mar 2026 |
|
| Intl Fcstone | 21k | $276k | 38% | Mar 2026 |
|
| Buska Wealth Management | 21k | $273k | -3% | Mar 2026 |
|
| Private Wealth Asset Management | 21k | $265k | 3% | Mar 2026 |
|
| VestGen Advisors | 20k | $256k | 3% | Mar 2026 |
|
| Williams Jones Wealth Management | 19k | $249k | -15% | Mar 2026 |
|
| Mml Investors Services | 18k | $236k | 15% | Mar 2026 |
|
| Pensionmark Financial Group | 18k | $234k | 4% | Mar 2026 |
|
| Scotia Capital | 17k | $220k | 0% | Mar 2026 |
|
| Clearview Wealth Management | 16k | $212k | 100% | Mar 2026 |
|
| Courier Capital Corp | 16k | $210k | 0% | Mar 2026 |
|
| NWF Advisory Services | 16k | $208k | 1% | Mar 2026 |
|
| Tennessee Valley Asset Management Partners | 16k | $204k | 0% | Mar 2026 |
|
| AE Wealth Management | 16k | $200k | 3% | Mar 2026 |
|
| Carnegie Capital Asset Management | 15k | $194k | 0% | Mar 2026 |
|
| Sovran Advisors | 14k | $184k | 100% | Mar 2026 |
|
| Perigon Wealth Management | 14k | $177k | -16% | Mar 2026 |
|
| CWM | 13k | $182k | 20% | Dec 2025 |
|
| Onyx Bridge Wealth Group | 13k | $170k | 0% | Mar 2026 |
|
| Mercer Global Advisors | 13k | $162k | -39% | Mar 2026 |
|
| Lowe, Brockenbrough & Company | 12k | $156k | -43% | Mar 2026 |
|
| Kingswood Wealth Advisors | 11k | $148k | -6% | Mar 2026 |
|
| Gateway Wealth Partners | 11k | $145k | 100% | Mar 2026 |
|
| Sanctuary Advisors | 11k | $142k | 100% | Mar 2026 |
|
| BlackRock | 11k | $129k | 0% | Mar 2026 |
|
| Beacon Financial Advisory | 11k | $138k | 0% | Mar 2026 |
|
| Equitable Holdings | 11k | $147k | 100% | Mar 2026 |
|
| Burney Co/ | 11k | $137k | 0% | Mar 2026 |
|
| TCG Advisory Services | 10k | $132k | 100% | Mar 2026 |
|
| Ethos Financial Group | 10k | $131k | 0% | Mar 2026 |
|
| Noble Wealth Management PBC | 9.9k | $128k | 20% | Mar 2026 |
|
| National Bank Of Canada /fi/ | 8.0k | $111k | -27% | Dec 2025 |
|
| TD Waterhouse Canada | 7.8k | $103k | 0% | Mar 2026 |
|
| Anfield Capital Management | 7.1k | $92k | 0% | Mar 2026 |
|
| EverSource Wealth Advisors | 7.0k | $91k | 0% | Mar 2026 |
|
| IFP Advisors | 5.5k | $71k | 8% | Mar 2026 |
|
| Activest Wealth Management | 4.9k | $64k | 0% | Mar 2026 |
|
| Huntington National Bank | 3.8k | $52k | 0% | Dec 2025 |
|
| Steward Partners Investment Advisory | 3.8k | $49k | 168% | Mar 2026 |
|
| Spire Wealth Management | 3.7k | $48k | 0% | Mar 2026 |
|
| Bank of New Hampshire | 3.7k | $48k | 0% | Mar 2026 |
|
| Sunbelt Securities | 3.0k | $39k | -91% | Mar 2026 |
|
| CoreCap Advisors | 2.8k | $36k | -60% | Mar 2026 |
|
| Atlantic Trust | 2.3k | $32k | 0% | Dec 2025 |
|
| Financial Management Professionals | 2.0k | $26k | 3% | Mar 2026 |
|
| Larson Financial Group | 1.9k | $27k | 0% | Dec 2025 |
|
| FNY Investment Advisers | 1.6k | $20k | 0% | Mar 2026 |
|
| Harbour Investments | 1.5k | $20k | -75% | Mar 2026 |
|
| Geneos Wealth Management | 1.4k | $19k | 0% | Mar 2026 |
|
| Aspect Partners | 1.3k | $16k | 3% | Mar 2026 |
|
| Hanson McClain Advisors | 1.0k | $14k | -68% | Dec 2025 |
|
| SOA Wealth Advisors | 870.00 | $870.000000 | 0% | Mar 2026 |
|
| SHP Wealth Management | 842.00 | $11k | -18% | Mar 2026 |
|
| SRS Capital Advisors | 500.00 | $6.5k | 0% | Mar 2026 |
|
| Toth Financial Advisory Corporation | 400.00 | $5.2k | 0% | Mar 2026 |
|
| Caldwell Sutter Capital | 330.00 | $4.3k | 100% | Mar 2026 |
|
| Sound Income Strategies | 300.00 | $4.0k | 100% | Mar 2026 |
|
| Highline Wealth Partners | 200.00 | $2.6k | 0% | Mar 2026 |
|
| Wolff Wiese Magana | 80.00 | $1.0k | 0% | Mar 2026 |
|
Who sold out of PIMCO Dynamic Income Opportuni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SOL Capital Management | Dec 2025 | 1.7M | $24M |
| J.w. Cole Advisors | Dec 2025 | 356k | $4.9M |
| Meadowbrook Wealth Management | Dec 2025 | 33k | $456k |
| Rsm Us Wealth Management | Dec 2025 | 33k | $460k |
| Tectonic Advisors | Dec 2025 | 23k | $312k |
| Jaffetilchin Investment Partners | Dec 2025 | 21k | $294k |
| Two Sigma Securities | Dec 2025 | 17k | $239k |
| Hartland & Co | Dec 2025 | 12k | $163k |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $158k |
| Park National Corp | Dec 2025 | 11k | $152k |
| Vivaldi Capital Management | Sep 2025 | 10k | $143k |
| National Asset Management | Dec 2025 | 10k | $139k |
| Darren Munn | Dec 2025 | 8.0k | $111k |
| Advisory Services Network | Sep 2025 | 7.1k | $101k |
| Assetmark | Dec 2025 | 1.9k | $26k |
| Flagship Harbor Advisors | Dec 2025 | 725.00 | $10k |
| Pnc Financial Services | Dec 2025 | 500.00 | $6.9k |