Who owns PIMCO Dynamic Income Opportuni?

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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 5.1M $66M -6% Mar 2026
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UBS Group 3.6M $46M 1% Mar 2026
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Wells Fargo & Company 2.4M $31M -1% Mar 2026
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Royal Bank of Canada 2.3M $30M 100% Mar 2026
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HPM Partners 1.7M $23M 100% Mar 2026
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Cohen & Steers Capital Management 1.3M $16M 3% Mar 2026
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Invesco 983k $13M 6% Mar 2026
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Guggenheim Capital, LLC Managers 865k $11M 8% Mar 2026
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Bank of America Corporation 841k $11M 100% Mar 2026
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Raymond James Financial 658k $8.5M -7% Mar 2026
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Commonwealth Equity Services 650k $8.6M -1% Jun 2026
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HighTower Advisors 567k $7.3M -3% Mar 2026
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LPL Financial 366k $4.7M 19% Mar 2026
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Leavell Investment Management 363k $4.8M -8% Jun 2026
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International Assets Investment Management 327k $4.3M 20% Mar 2026
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Private Advisor 286k $3.7M 1% Mar 2026
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Cornerstone Advisory 279k $3.7M -9% Jun 2026
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Integrity Wealth Partners 233k $3.0M 100% Mar 2026
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Element Wealth 225k $2.9M 0% Mar 2026
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Advisor Group Holdings 221k $2.9M -1% Mar 2026
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Capital Investment Advisors 197k $2.5M -4% Mar 2026
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Cetera Investment Advisers 196k $2.5M 15% Mar 2026
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Venture Visionary Partners 188k $2.4M 47% Mar 2026
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Cambridge Investment Research Advisors 185k $2.4M -2% Jun 2026
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Goss Wealth Management 176k $2.3M -4% Mar 2026
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Jane Street 175k $2.3M 73% Mar 2026
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Belpointe Asset Management 164k $2.2M 53% Jun 2026
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Estate Planners Group 151k $2.0M -5% Mar 2026
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Wiley Bros.-aintree Capital 133k $1.7M -30% Mar 2026
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Independent Financial Group 124k $1.6M 100% Mar 2026
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Wedbush Morgan Securities 110k $1.5M 11% Jun 2026
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Concurrent Investment Advisors 98k $1.3M 5% Mar 2026
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Rivernorth Capital Management 96k $1.2M 100% Mar 2026
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Kestra Advisory Services 95k $1.3M 120% Jun 2026
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Navis Wealth Advisors 91k $1.2M 100% Mar 2026
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Palogic Value Management 90k $1.2M 0% Mar 2026
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Triumph Capital Management 90k $1.2M 10% Mar 2026
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Shaker Financial Services 85k $1.1M -34% Jun 2026
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Anchor Capital Management Group 85k $1.1M -37% Jun 2026
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Americana Partners 79k $1.0M 0% Mar 2026
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Northwestern Mutual Wealth Management Company 69k $892k 48% Mar 2026
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Thomas J. Herzfeld Advisors 67k $863k -81% Mar 2026
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Goldstone Financial Group 65k $835k -3% Mar 2026
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Susquehanna International 64k $822k 100% Mar 2026
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Sit Investment Associates 61k $782k 100% Mar 2026
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XTX Topco 60k $779k 100% Mar 2026
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Bramshill Investments 52k $674k -1% Mar 2026
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RFG Advisory 52k $673k -2% Mar 2026
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HBK Sorce Advisory 50k $665k 138% Mar 2026
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AlphaCore Capital 50k $651k 2% Mar 2026
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Samalin Investment Counsel 50k $655k -24% Jun 2026
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Envestnet Asset Management 47k $610k -85% Mar 2026
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Mcdonald Partners 46k $608k 0% Jun 2026
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First Trust Advisors 45k $585k -15% Mar 2026
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Logan Stone Capital 44k $570k 100% Mar 2026
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Stifel Financial 44k $567k -1% Mar 2026
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Meadowbrook Wealth Management 43k $574k 100% Jun 2026
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Maridea Wealth Management 37k $484k 6% Mar 2026
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Rockefeller Capital Management 36k $462k 5% Mar 2026
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Change Path 36k $461k 0% Mar 2026
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Stratos Wealth Partners 32k $408k 1% Mar 2026
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Central Trust & Investment 32k $416k 0% Jun 2026
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Fund Advisors of America 30k $391k 3% Mar 2026
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PFG Investments 30k $394k -1% Jun 2026
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Davenport & Co 28k $367k -10% Mar 2026
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Shay Capital 28k $358k 100% Mar 2026
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Crumly & Associates 27k $357k 8% Jun 2026
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Brookwood Investment Group 27k $356k 20% Jun 2026
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Gridiron Partners 26k $342k -12% Mar 2026
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West Michigan Advisors 25k $326k 0% Jun 2026
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First Foundation Advisors 25k $322k 0% Mar 2026
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Fifth Third Bancorp 24k $308k 100% Mar 2026
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CWM 23k $300k 76% Mar 2026
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D.A. Davidson & Co. 23k $304k 1% Jun 2026
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Creative Planning 23k $291k 8% Mar 2026
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Integrity Advisory Solutions 21k $283k 100% Jun 2026
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Intl Fcstone 21k $276k 38% Mar 2026
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NWF Advisory Services 21k $273k 28% Jun 2026
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Private Wealth Asset Management 21k $265k 3% Mar 2026
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VestGen Advisors 20k $256k 3% Mar 2026
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Williams Jones Wealth Management 19k $249k -15% Mar 2026
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Mml Investors Services 18k $236k 15% Mar 2026
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Pensionmark Financial Group 18k $234k 4% Mar 2026
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Scotia Capital 17k $220k 0% Mar 2026
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Clearview Wealth Management 16k $212k 100% Mar 2026
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Courier Capital Corp 16k $215k 0% Jun 2026
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IHT Wealth Management 16k $207k 100% Mar 2026
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Tennessee Valley Asset Management Partners 16k $204k 0% Mar 2026
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AE Wealth Management 16k $200k 3% Mar 2026
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Sovran Advisors 14k $185k 4% Jun 2026
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Buska Wealth Management 14k $182k -35% Jun 2026
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Perigon Wealth Management 14k $177k -16% Mar 2026
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Onyx Bridge Wealth Group 13k $174k 0% Jun 2026
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Mercer Global Advisors 13k $162k -39% Mar 2026
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Lowe, Brockenbrough & Company 12k $156k -43% Mar 2026
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Kingswood Wealth Advisors 11k $148k -6% Mar 2026
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Gateway Wealth Partners 11k $145k 100% Mar 2026
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Sanctuary Advisors 11k $142k 100% Mar 2026
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Noble Wealth Management PBC 11k $145k 11% Jun 2026
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BlackRock 11k $129k 0% Mar 2026
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Beacon Financial Advisory 11k $138k 0% Mar 2026
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Equitable Holdings 11k $147k 100% Mar 2026
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Burney Co/ 11k $137k 0% Mar 2026
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TCG Advisory Services 10k $135k 0% Jun 2026
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Connecticut Wealth Management 10k $135k 100% Jun 2026
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Ballew Advisors 10k $134k 100% Jun 2026
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McAlister, Sweet & Associates 10k $133k 100% Jun 2026
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Ethos Financial Group 10k $131k 0% Mar 2026
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National Bank Of Canada /fi/ 8.0k $104k 0% Mar 2026
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TD Waterhouse Canada 7.8k $103k 0% Mar 2026
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Anfield Capital Management 7.1k $92k 0% Mar 2026
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EverSource Wealth Advisors 7.0k $93k 0% Jun 2026
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IFP Advisors 5.5k $71k 8% Mar 2026
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Activest Wealth Management 4.9k $65k 0% Jun 2026
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Huntington National Bank 3.8k $49k 0% Mar 2026
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Steward Partners Investment Advisory 3.8k $49k 168% Mar 2026
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Spire Wealth Management 3.7k $48k 0% Mar 2026
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Bank of New Hampshire 3.7k $48k 0% Mar 2026
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Osbon Capital Management 3.6k $47k 100% Mar 2026
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Advisory Services Network 3.4k $44k 100% Mar 2026
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Sunbelt Securities 3.0k $39k -91% Mar 2026
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CoreCap Advisors 2.6k $34k -7% Jun 2026
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Financial Management Professionals 2.0k $27k 3% Jun 2026
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Larson Financial Group 1.9k $25k 0% Mar 2026
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FNY Investment Advisers 1.6k $21k 0% Jun 2026
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Harbour Investments 1.5k $20k -75% Mar 2026
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Geneos Wealth Management 1.4k $19k 0% Mar 2026
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Aspect Partners 1.3k $17k 3% Jun 2026
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Hanson McClain Advisors 1.0k $13k 0% Mar 2026
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SOA Wealth Advisors 870.00 $870.000000 0% Mar 2026
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SHP Wealth Management 842.00 $11k -18% Mar 2026
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SRS Capital Advisors 500.00 $6.5k 0% Mar 2026
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Toth Financial Advisory Corporation 400.00 $5.3k 0% Jun 2026
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Caldwell Sutter Capital 330.00 $4.3k 100% Mar 2026
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Sound Income Strategies 300.00 $4.0k 100% Mar 2026
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Highline Wealth Partners 200.00 $2.6k 0% Mar 2026
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Wolff Wiese Magana 80.00 $1.0k 0% Mar 2026
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Valley National Advisers 75.00 $992.002500 100% Jun 2026
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Who sold out of PIMCO Dynamic Income Opportuni?

Fund or Company Name Date Sold Shares Held Valued At
J.w. Cole Advisors Dec 2025 356k $4.9M
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
Carnegie Capital Asset Management Mar 2026 15k $194k
Hartland & Co Dec 2025 12k $163k
Wealth Enhancement Advisory Services Dec 2025 11k $158k
Park National Corp Dec 2025 11k $152k
Flagship Harbor Advisors Dec 2025 725.00 $10k
Beaird Harris Wealth Management Mar 2026 547.00 $7.1k
Pnc Financial Services Dec 2025 500.00 $6.9k