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PIMCO Dynamic Income Opportuni shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 89k 14.12
2025-06-30 $1.1M 81k 13.48
2025-03-31 $1.0M 72k 13.88

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Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
SOL Capital Management
Cercano Management
Royal Bank of Canada
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Raymond James Financial
HighTower Advisors
J.w. Cole Advisors
Envestnet Asset Management
Cornerstone Advisory

View all funds holding PIMCO Dynamic Income Opportuni