PIMCO Dynamic Income OpportPDO
13F holders, Q1 2024 (March 31)108holders
$13.18avg. 13F price*
At the end of Q1 2024, 108 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings. The largest holders were Morgan Stanley ($73.3M), UBS Group AG ($27.4M) and Wells Fargo & Company ($26.4M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.0M |
| Exits | 22 | $16.6M |
Ownership 108 holders
| Morgan Stanley | 0.01% | Add +0.3% | 5,562,813 | $73.3M |
| UBS Group AG | 0.01% | Add +9.2% | 2,083,714 | $27.4M |
| Wells Fargo & Company | 0.01% | Add +14.1% | 2,008,127 | $26.4M |
| Cohen & Steers, Inc. | 0.04% | No change | 1,356,340 | $17.9M |
| Penserra Capital Management LLC | 0.19% | Add +12.3% | 1,167,822 | $15.4M |
| SOL Capital Management CO | 1.66% | Add +15.7% | 1,003,865 | $13.2M |
| Bank of America Corp. | 0.00% | Reduce -18.6% | 880,300 | $11.6M |
| Invesco Ltd. | 0.00% | Reduce -27.2% | 822,087 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.6% | 559,784 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -18.2% | 511,842 | $6.7M |
| Cornerstone Advisory, LLC | 0.83% | Reduce -0.7% | 444,571 | $5.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -0.5% | 408,538 | $5.4M |
| Element Wealth, LLC | 2.02% | Reduce -0.2% | 262,234 | $3.5M |
| LPL Financial LLC | 0.00% | Add +61.8% | 257,671 | $3.4M |
| Capital Investment Advisors, LLC | 0.08% | Add +9.1% | 252,223 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +17.3% | 248,243 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.4% | 235,545 | $3.1M |
| PFG Investments, LLC | 0.17% | New | 217,109 | $2.9M |
| Consolidated Portfolio Review Corp | 0.65% | Reduce -0.8% | 189,279 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +28.4% | 187,190 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -4.3% | 130,015 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +173.2% | 116,810 | $1.5M |
| Bramshill Investments, LLC | 0.18% | Add +68.4% | 115,088 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +14.7% | 114,719 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.1% | 113,858 | $1.5M |
| Americana Partners, LLC | 0.11% | Add +0.4% | 98,968 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | Add +7.1% | 94,707 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +3.5% | 85,908 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +36.5% | 83,275 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +21.4% | 84,098 | $1.1M |
| Palogic Value Management, L.P. | 0.46% | Add +15.7% | 80,253 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | New | 78,573 | $1.0M |
| Nicola Wealth Management LTD. | 0.09% | No change | 54,000 | $963K |
| Wedbush Securities Inc. | 0.04% | Reduce -7.9% | 72,253 | $952K |
| Scotia Capital Inc. | 0.01% | Reduce -43.5% | 65,795 | $867K |
| Samalin Investment Counsel, LLC | 0.37% | Add +3.0% | 59,379 | $782K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 56,191 | $740K |
| Private Advisor Group, LLC | 0.01% | Add +16.6% | 55,052 | $725K |
| First Foundation Advisors | 0.03% | Reduce -24.5% | 53,424 | $704K |
| Riverbridge Partners LLC | 0.01% | Add +4.9% | 52,469 | $691K |
| D.A. Davidson & Co. | 0.01% | Add +7.2% | 49,091 | $647K |
| Sunbelt Securities, Inc. | 0.07% | Add +14.0% | 44,442 | $585K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 43,082 | $567K |
| Jane Street Group, LLC | 0.00% | New | 41,535 | $547K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.3% | 40,737 | $537K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 37,858 | $499K |
| Goldstone Financial Group, LLC | 0.11% | Add +29.3% | 37,254 | $491K |
| Pension & Wealth Management Advisors, Inc. | 0.30% | Reduce -40.0% | 34,989 | $461K |
| Gridiron Partners, LLC | 0.26% | Reduce -39.1% | 31,130 | $410K |
| Tectonic Advisors LLC | 0.03% | Add +3.0% | 28,858 | $380K |
| Raymond James & Associates | 0.00% | Reduce -5.0% | 27,826 | $366K |
| SFI Advisors, LLC | 0.28% | New | 26,939 | $355K |
| Cetera Investment Advisers | 0.00% | New | 26,474 | $349K |
| HRT Financial LP | 0.00% | New | 26,233 | $345K |
| Captrust Financial Advisors | 0.00% | New | 25,000 | $329K |
| Northern Trust Corp. | 0.00% | New | 23,738 | $313K |
| NWF Advisory Services Inc. | 0.05% | Reduce -34.4% | 22,173 | $292K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -3.6% | 21,890 | $288K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +0.5% | 21,875 | $288K |
| Csenge Advisory Group | 0.02% | New | 20,720 | $273K |
| Truist Financial Corp. | 0.00% | Reduce -31.2% | 20,228 | $266K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.7% | 20,061 | $264K |
| National Bank of Canada | 0.00% | No change | 19,850 | $256K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 18,850 | $248K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.7% | 17,751 | $234K |
| Corient Private Wealth LP | 0.00% | No change | 17,299 | $228K |
| StoneX Group Inc. | 0.02% | New | 16,075 | $212K |
| Optimum Investment Advisors | 0.10% | No change | 16,000 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,516 | $204K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.9% | 15,077 | $199K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $198K |
| Comerica Bank | 0.00% | No change | 14,526 | $191K |
| XTX Topco Ltd | 0.03% | New | 14,400 | $190K |
| WESPAC Advisors, LLC | 0.11% | Reduce -1.6% | 14,183 | $187K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.4% | 13,150 | $174K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 13,241 | $172K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.0% | 12,989 | $171K |
| Crumly & Associates Inc. | 0.04% | No change | 12,500 | $165K |
| Parisi Gray Wealth Management | 0.06% | Reduce -61.5% | 12,285 | $162K |
| Whittier Trust Co. | 0.00% | New | 12,000 | $158K |
| Mariner, LLC | 0.00% | New | 11,000 | $145K |
| DAVENPORT & Co LLC | 0.00% | Add +1.5% | 10,850 | $143K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -65.1% | 10,595 | $140K |
| Single Point Partners, LLC | 0.03% | No change | 10,405 | $138K |
| Ethos Financial Group, LLC | 0.03% | No change | 10,000 | $133K |
| MML Investors Services, LLC | 0.00% | New | 10,055 | $132K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 10,973 | $132K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,518 | $103K |
| IFP Advisors, Inc | 0.00% | Add +676.2% | 7,762 | $102K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $74K |
| CoreCap Advisors, LLC | 0.00% | New | 4,900 | $65K |
| Lindbrook Capital, LLC | 0.00% | Add +300.0% | 4,000 | $53K |
| HBC Financial Services, PLLC | 0.04% | New | 4,000 | $52K |
| Bank of New Hampshire | 0.01% | No change | 2,945 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,300 | $30K |
| Cwm, LLC | 0.00% | Add +2.5% | 2,113 | $28K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 1,631 | $21K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $21K |
| Financial Management Professionals, Inc. | 0.00% | New | 1,584 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $16K |
| Tompkins Financial Corp. | 0.00% | No change | 1,025 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $5K |
| PFS Partners, LLC | 0.00% | Add +2.4% | 256 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 250 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 81 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 59 | $777 |
| Clear Point Advisors Inc. | 0.00% | Add +3.9% | 54 | $710 |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.