PIMCO Dynamic Income OpportPDO
13F holders, Q2 2024 (June 30)108holders
12new positions
14sold out
$13.29avg. 13F price*
At the end of Q2 2024, 108 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, unchanged from Q1 2024. 12 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($70.7M), Wells Fargo & Company ($28.5M) and UBS Group AG ($25.7M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.4M |
| Exits | 14 | $3.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,455,539 shares bought and 1,390,070 shares sold, net +65,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Morgan Stanley | 0.01% | Reduce -4.3% | 5,320,948 | $70.7M |
| Wells Fargo & Company | 0.01% | Add +6.9% | 2,146,772 | $28.5M |
| UBS Group AG | 0.01% | Reduce -7.3% | 1,931,855 | $25.7M |
| Cohen & Steers, Inc. | 0.04% | Reduce -0.7% | 1,346,340 | $17.9M |
| Penserra Capital Management LLC | 0.20% | Add +2.3% | 1,194,365 | $15.9M |
| SOL Capital Management CO | 1.86% | Add +16.5% | 1,169,225 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +75.3% | 897,463 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 874,883 | $11.6M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 798,987 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.9% | 603,826 | $8.0M |
| Guggenheim Capital LLC | 0.05% | Add +19.4% | 487,806 | $6.5M |
| Cornerstone Advisory, LLC | 0.82% | Reduce -1.5% | 437,883 | $5.8M |
| Cercano Management LLC | 0.09% | New | 262,566 | $3.5M |
| Element Wealth, LLC | 1.93% | Reduce -1.6% | 258,093 | $3.4M |
| Capital Investment Advisors, LLC | 0.08% | Add +0.1% | 252,474 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +14.9% | 215,116 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.2% | 213,872 | $2.8M |
| Consolidated Portfolio Review Corp | 0.57% | Reduce -3.6% | 182,446 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -33.4% | 171,514 | $2.3M |
| Belpointe Asset Management LLC | 0.11% | Add +4.4% | 121,971 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -10.0% | 116,955 | $1.6M |
| Leavell Investment Management, Inc. | 0.08% | Add +20.1% | 113,707 | $1.5M |
| Bramshill Investments, LLC | 0.16% | Reduce -3.0% | 111,688 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -5.4% | 108,499 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.3% | 105,492 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +19.8% | 100,730 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +4.0% | 89,320 | $1.2M |
| Americana Partners, LLC | 0.09% | Reduce -14.0% | 85,114 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +54.3% | 84,949 | $1.1M |
| Palogic Value Management, L.P. | 0.47% | Add +4.9% | 84,196 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 82,775 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | No change | 78,573 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Add +4.5% | 75,474 | $1.0M |
| Goldstone Financial Group, LLC | 0.20% | Add +100.8% | 74,823 | $994K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.9% | 67,300 | $895K |
| Sanctuary Advisors, LLC | 0.01% | — | 68,779 | $893K |
| Samalin Investment Counsel, LLC | 0.37% | Add +1.1% | 60,025 | $798K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +25.7% | 51,206 | $681K |
| Riverbridge Partners LLC | 0.01% | Reduce -3.6% | 50,578 | $672K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 43,858 | $583K |
| Cetera Investment Advisers | 0.00% | Add +64.5% | 43,560 | $579K |
| D.A. Davidson & Co. | 0.01% | Reduce -11.5% | 43,455 | $578K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | Add +8.0% | 37,796 | $502K |
| Walleye Capital LLC | 0.01% | New | 36,998 | $492K |
| First Foundation Advisors | 0.02% | Reduce -32.3% | 36,162 | $481K |
| PFG Investments, LLC | 0.03% | Reduce -85.2% | 32,104 | $427K |
| Gridiron Partners, LLC | 0.25% | Reduce -3.7% | 29,970 | $398K |
| Tectonic Advisors LLC | 0.03% | Add +2.9% | 29,704 | $395K |
| Raymond James & Associates | 0.00% | Add +0.5% | 27,963 | $372K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -41.4% | 26,026 | $346K |
| Captrust Financial Advisors | 0.00% | No change | 25,000 | $332K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +121.3% | 24,286 | $325K |
| BCR Wealth Strategies, LLC | 0.21% | New | 24,230 | $322K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +0.5% | 21,973 | $292K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 21,890 | $291K |
| NWF Advisory Services Inc. | 0.05% | Reduce -1.4% | 21,873 | $291K |
| Nottingham Advisors, Inc. | 0.03% | New | 21,269 | $283K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 20,449 | $272K |
| National Bank of Canada | 0.00% | No change | 19,850 | $264K |
| NewEdge Advisors, LLC | 0.00% | Add +1.6% | 19,150 | $255K |
| Merkkuri Wealth Advisors LLC | 0.23% | — | 19,070 | $253K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -53.2% | 17,719 | $235K |
| Corient Private Wealth LP | 0.00% | No change | 17,299 | $230K |
| Advisors Capital Management, LLC | 0.00% | New | 16,850 | $224K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.1% | 16,490 | $219K |
| Scotia Capital Inc. | 0.00% | Reduce -75.4% | 16,210 | $215K |
| Optimum Investment Advisors | 0.10% | No change | 16,000 | $213K |
| Truist Financial Corp. | 0.00% | Reduce -21.2% | 15,933 | $212K |
| Jane Street Group, LLC | 0.00% | Reduce -62.1% | 15,757 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 15,589 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,516 | $206K |
| Biechele Royce Advisors | 0.07% | New | 15,400 | $205K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,077 | $200K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $199K |
| TD Waterhouse Canada Inc. | 0.00% | Add +87.8% | 14,118 | $188K |
| Keel Point, LLC | 0.02% | New | 14,108 | $188K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 13,241 | $176K |
| Parisi Gray Wealth Management | 0.06% | Add +3.0% | 12,649 | $168K |
| Crumly & Associates Inc. | 0.05% | No change | 12,500 | $166K |
| MML Investors Services, LLC | 0.00% | Add +21.3% | 12,193 | $162K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.7% | 11,750 | $157K |
| IFP Advisors, Inc | 0.01% | Add +43.0% | 11,103 | $148K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.7% | 10,879 | $145K |
| DAVENPORT & Co LLC | 0.00% | No change | 10,850 | $144K |
| WESPAC Advisors, LLC | 0.11% | Reduce -24.7% | 10,683 | $142K |
| Single Point Partners, LLC | 0.24% | No change | 10,405 | $138K |
| Ethos Financial Group, LLC | 0.02% | No change | 10,000 | $134K |
| Comerica Bank | 0.00% | Reduce -34.4% | 9,526 | $127K |
| Camelot Portfolios, LLC | 0.06% | New | 8,000 | $106K |
| CoreCap Advisors, LLC | 0.01% | Add +46.9% | 7,200 | $96K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $75K |
| HBC Financial Services, PLLC | 0.05% | Add +37.5% | 5,500 | $73K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,000 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $31K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,125 | $28K |
| Bank of New Hampshire | 0.01% | Reduce -38.5% | 1,810 | $24K |
| Asset Dedication, LLC | 0.00% | New | 1,740 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +3.0% | 1,631 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 1,631 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $16K |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.