Security key
69355M107
PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO)
CUSIP: 69355M107
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / COM BEN SHS
- Total 13F shares
- 25,165,915
- Share change
- +1,974,477
- Total reported value
- $349,172,167
- Price per share
- $13.88
- Number of holders
- 115
- Value change
- +$27,510,148
- Number of buys
- 61
- Number of sells
- 40
Report period
Q1 2025
Institutions
115
Top holders
10
PDO full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
PIMCO Dynamic Income Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 69355M107
Recent filing periods:
Top shareholders of PDO - PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
4,942,944
|
$67,174,624 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
3,484,459
|
$47,353,797 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
2,465,764
|
$33,509,721 | — | 31 Dec 2024 | |
| SOL Capital Management CO |
13F
|
Company |
—
class O/S missing
|
1,473,806
|
$20,029,000 | — | 31 Dec 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,363,662
|
$18,532,000 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
984,522
|
$13,380,000 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
880,818
|
$11,970,317 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
688,670
|
$9,359,028 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
688,098
|
$9,351,252 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
666,298
|
$9,055,000 | — | 31 Dec 2024 | |
| Cercano Management LLC |
13F
|
Company |
—
class O/S missing
|
487,454
|
$6,624,500 | — | 31 Dec 2024 | |
| Cornerstone Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
411,782
|
$5,690,826 | — | 31 Dec 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
355,486
|
$4,831,048 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
335,017
|
$4,552,880 | — | 31 Dec 2024 | |
| Element Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
254,657
|
$3,460,792 | — | 31 Dec 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
233,646
|
$3,175,246 | — | 31 Dec 2024 | |
| Emmanuel Roman |
3/4/5
|
Other* |
—
class O/S missing
|
270,000
|
$3,148,146 | — | 12 Apr 2023 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
213,340
|
$2,899,293 | — | 31 Dec 2024 | |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
204,883
|
$2,808,175 | — | 31 Dec 2024 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
188,449
|
$2,561,021 | — | 31 Dec 2024 | |
| Anchor Capital Management Group Inc |
13F
|
Company |
—
class O/S missing
|
134,500
|
$1,827,855 | — | 31 Dec 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
131,709
|
$1,790,000 | — | 31 Dec 2024 | |
| Venture Visionary Partners LLC |
13F
|
Company |
—
class O/S missing
|
127,532
|
$1,733,160 | — | 31 Dec 2024 | |
| Belpointe Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
124,039
|
$1,705,536 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
118,553
|
$1,611,286 | — | 31 Dec 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
117,546
|
$1,597,458 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
115,640
|
$1,571,553 | — | 31 Dec 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
115,213
|
$1,565,744 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
95,186
|
$1,293,578 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
94,751
|
$1,287,666 | — | 31 Dec 2024 | |
| Goldstone Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
84,829
|
$1,152,821 | — | 31 Dec 2024 | |
| Palogic Value Management, L.P. |
13F
|
Company |
—
class O/S missing
|
83,778
|
$1,138,543 | — | 31 Dec 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
82,699
|
$1,124,000 | — | 31 Dec 2024 | |
| Americana Partners, LLC |
13F
|
Company |
—
class O/S missing
|
79,317
|
$1,077,921 | — | 31 Dec 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
—
class O/S missing
|
69,222
|
$940,734 | — | 31 Dec 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
63,212
|
$859,051 | — | 31 Dec 2024 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
61,705
|
$838,571 | — | 31 Dec 2024 | |
| Gregory Weston Hall |
3/4/5
|
Other* |
—
class O/S missing
|
70,000
|
$816,186 | — | 06 Jan 2023 | |
| Bramshill Investments, LLC |
13F
|
Company |
—
class O/S missing
|
53,666
|
$729,321 | — | 31 Dec 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
43,688
|
$593,719 | — | 31 Dec 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
42,825
|
$584,985 | — | 31 Dec 2024 | |
| Thibault Christian Stracke |
3/4/5
|
Other* |
—
class O/S missing
|
50,000
|
$582,990 | — | 09 Feb 2022 | |
| Wilmington Savings Fund Society, FSB |
13F
|
Company |
—
class O/S missing
|
40,386
|
$548,845 | — | 31 Dec 2024 | |
| MCDONALD PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
39,000
|
$530,010 | — | 31 Dec 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
—
class O/S missing
|
35,368
|
$480,654 | — | 31 Dec 2024 | |
| Sunbelt Securities, Inc. |
13F
|
Company |
—
class O/S missing
|
35,507
|
$479,700 | — | 31 Dec 2024 | |
| NWF Advisory Services Inc. |
13F
|
Company |
—
class O/S missing
|
34,674
|
$475,375 | — | 31 Dec 2024 | |
| Maridea Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
34,867
|
$473,839 | — | 31 Dec 2024 | |
| Marex Group plc |
13F
|
Company |
—
class O/S missing
|
34,360
|
$466,952 | — | 31 Dec 2024 | |
| Walleye Capital LLC |
13F
|
Company |
—
class O/S missing
|
34,342
|
$466,708 | — | 31 Dec 2024 |
Institutional Holders of PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO) as of Q1 2025
As of 31 Mar 2025,
PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO) was held by
115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,165,915 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, SOL Capital Management CO, Cercano Management LLC, COHEN & STEERS, INC., ROYAL BANK OF CANADA, Invesco Ltd., GUGGENHEIM CAPITAL LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
116
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
113
Q1 2025 holders
115
Holder diff
2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.