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 $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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Private Advisor 282k $3.7M -2% Jun 2026
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International Assets Investment Management 279k $3.7M -15% 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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Integrity Wealth Partners 233k $3.0M 100% Mar 2026
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Element Wealth 224k $3.0M 0% Jun 2026
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Capital Investment Advisors 191k $2.5M -3% Jun 2026
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Venture Visionary Partners 188k $2.5M 0% Jun 2026
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Cambridge Investment Research Advisors 185k $2.4M -2% Jun 2026
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Wealth Enhancement Advisory Services 180k $2.4M 100% Jun 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 126k $1.7M 1% Jun 2026
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Sanctuary Advisors 111k $1.5M 904% Jun 2026
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Wedbush Morgan Securities 110k $1.5M 11% Jun 2026
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Concurrent Investment Advisors 100k $1.3M 2% Jun 2026
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Goss Wealth Management 97k $1.3M -45% Jun 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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Triumph Capital Management 90k $1.2M 10% Mar 2026
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Envestnet Asset Management 86k $1.1M 83% Jun 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% Jun 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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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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Samalin Investment Counsel 50k $655k -24% Jun 2026
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Mcdonald Partners 46k $608k 0% Jun 2026
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Meadowbrook Wealth Management 43k $574k 100% 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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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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PFG Investments 30k $394k -1% Jun 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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Crumly & Associates 27k $357k 8% Jun 2026
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Brookwood Investment Group 27k $356k 20% 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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CWM 23k $300k 76% Mar 2026
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D.A. Davidson & Co. 23k $304k 1% Jun 2026
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Integrity Advisory Solutions 21k $283k 100% Jun 2026
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AE Wealth Management 21k $280k 36% Jun 2026
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NWF Advisory Services 21k $273k 28% Jun 2026
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VestGen Advisors 20k $262k 0% Jun 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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Traynor Capital Management 18k $241k 100% 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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Courier Capital Corp 16k $215k 0% Jun 2026
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Gridiron Partners 15k $198k -43% Jun 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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Perigon Wealth Management 14k $185k 2% Jun 2026
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Nomura Holdings 14k $185k 100% Jun 2026
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Buska Wealth Management 14k $182k -35% Jun 2026
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Onyx Bridge Wealth Group 13k $174k 0% Jun 2026
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Boothbay Fund Management 13k $171k 100% Jun 2026
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Kingswood Wealth Advisors 12k $161k 6% Jun 2026
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Mariner Wealth Advisors 11k $151k 100% Jun 2026
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Noble Wealth Management PBC 11k $145k 11% Jun 2026
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Equitable Holdings 11k $143k 2% Jun 2026
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Clearview Wealth Management 11k $143k -34% Jun 2026
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Beacon Financial Advisory 11k $142k 1% Jun 2026
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BlackRock 11k $142k 0% Jun 2026
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Sigma Planning 11k $141k 100% Jun 2026
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Burney Co/ 11k $140k 0% Jun 2026
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Hartland & Co 11k $140k 100% Jun 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 $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% Jun 2026
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Mercer Global Advisors 8.9k $117k -29% Jun 2026
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TD Waterhouse Canada 8.5k $113k 9% Jun 2026
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National Bank Of Canada /fi/ 8.0k $106k 0% Jun 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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Spire Wealth Management 5.7k $76k 54% Jun 2026
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IFP Advisors 5.5k $73k 0% Jun 2026
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Activest Wealth Management 4.9k $65k 0% Jun 2026
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Ameritas Advisory Services 4.3k $57k 100% Jun 2026
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Huntington National Bank 3.8k $50k 0% Jun 2026
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Pension & Wealth Management Advisors 3.8k $50k 100% Jun 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 $49k 0% Jun 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 $26k 0% Jun 2026
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FNY Investment Advisers 1.6k $21k 0% Jun 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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Aspect Partners 1.3k $17k 3% 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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Harbour Investments 549.00 $7.3k -64% Jun 2026
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Toth Financial Advisory Corporation 400.00 $5.3k 0% Jun 2026
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Wolff Wiese Magana 260.00 $3.4k 225% Jun 2026
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Highline Wealth Partners 200.00 $2.6k 0% Jun 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
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
Tectonic Advisors Dec 2025 23k $312k
Jaffetilchin Investment Partners Dec 2025 21k $294k
Private Wealth Asset Management Mar 2026 21k $265k
IHT Wealth Management Mar 2026 16k $207k
Tennessee Valley Asset Management Partners Mar 2026 16k $204k
Carnegie Capital Asset Management Mar 2026 15k $194k
Lowe, Brockenbrough & Company Mar 2026 12k $156k
Gateway Wealth Partners Mar 2026 11k $145k
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
Sound Income Strategies Mar 2026 300.00 $4.0k