PIMCO Dynamic Income OpportPDO
13F holders, Q3 2024 (September 30)104holders −4
14new positions
19sold out
1famous investor
$14.12avg. 13F price*
At the end of Q3 2024, 104 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, down 4 from Q2 2024. 14 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($68.3M), Wells Fargo & Company ($31.7M) and UBS Group AG ($26.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.7M |
| Exits | 19 | $18.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,271,647 shares bought and 2,287,255 shares sold, net −1,015,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Morgan Stanley | 0.01% | Reduce -9.1% | 4,839,338 | $68.3M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 2,244,505 | $31.7M |
| UBS Group AG | 0.01% | Reduce -2.8% | 1,877,864 | $26.5M |
| Cohen & Steers, Inc. | 0.03% | Add +0.5% | 1,353,662 | $19.1M |
| SOL Capital Management CO | 1.95% | Add +6.5% | 1,245,645 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 903,639 | $12.8M |
| Invesco Ltd. | 0.00% | Add +8.8% | 869,501 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 757,615 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.8% | 657,189 | $9.3M |
| Guggenheim Capital LLC | 0.06% | Add +19.9% | 584,852 | $8.3M |
| Cercano Management LLC | 0.16% | Add +85.7% | 487,454 | $6.9M |
| Cornerstone Advisory, LLC | 0.79% | Reduce -2.6% | 426,652 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +24.7% | 268,182 | $3.8M |
| Capital Investment Advisors, LLC | 0.07% | Reduce -0.2% | 251,895 | $3.6M |
| Element Wealth, LLC | 1.88% | Reduce -2.7% | 251,026 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.0% | 222,330 | $3.1M |
| LPL Financial LLC | 0.00% | Add +21.6% | 208,481 | $2.9M |
| Consolidated Portfolio Review Corp | 0.58% | Add +1.7% | 185,591 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.5% | 152,460 | $2.2M |
| Leavell Investment Management, Inc. | 0.10% | Add +29.4% | 147,135 | $2.1M |
| Belpointe Asset Management LLC | 0.11% | Add +2.4% | 124,849 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +17.8% | 118,613 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | No change | 116,955 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 110,109 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +16.6% | 99,060 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +76.7% | 90,459 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +0.8% | 90,022 | $1.3M |
| Millennium Management | 0.00% | New | 89,926 | $1.3M |
| Palogic Value Management, L.P. | 0.51% | Add +5.4% | 88,778 | $1.3M |
| Americana Partners, LLC | 0.08% | No change | 85,114 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +91.3% | 83,309 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +7.0% | 80,782 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | No change | 78,573 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +14.4% | 76,986 | $1.1M |
| Goldstone Financial Group, LLC | 0.19% | Add +1.2% | 75,699 | $1.1M |
| Samalin Investment Counsel, LLC | 0.40% | Add +8.9% | 65,344 | $923K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.6% | 65,617 | $892K |
| Bramshill Investments, LLC | 0.09% | Reduce -49.0% | 56,929 | $804K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -43.4% | 46,825 | $667K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 44,777 | $632K |
| Triumph Capital Management | 0.21% | New | 41,241 | $588K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 39,237 | $554K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.4% | 38,520 | $544K |
| Sunbelt Securities, Inc. | 0.05% | Add +45.7% | 37,926 | $536K |
| PFG Investments, LLC | 0.03% | Reduce -2.3% | 31,365 | $443K |
| DAVENPORT & Co LLC | 0.00% | Add +184.3% | 30,850 | $436K |
| Tectonic Advisors LLC | 0.03% | Add +2.9% | 30,556 | $431K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +23.5% | 29,989 | $428K |
| McDonald Partners LLC | 0.11% | New | 30,000 | $424K |
| Gridiron Partners, LLC | 0.26% | No change | 29,970 | $423K |
| First Foundation Advisors | 0.02% | Reduce -18.2% | 29,579 | $418K |
| Raymond James & Associates | 0.00% | Reduce -4.9% | 26,602 | $376K |
| Riverbridge Partners LLC | 0.00% | Reduce -49.2% | 25,683 | $363K |
| Captrust Financial Advisors | 0.00% | No change | 25,000 | $353K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +9.2% | 23,900 | $337K |
| NewEdge Advisors, LLC | 0.00% | Add +16.1% | 22,242 | $314K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.6% | 21,389 | $302K |
| Nottingham Advisors, Inc. | 0.03% | No change | 21,269 | $300K |
| NWF Advisory Services Inc. | 0.04% | Reduce -7.1% | 20,321 | $287K |
| Walleye Capital LLC | 0.00% | Reduce -46.3% | 19,868 | $281K |
| Merkkuri Wealth Advisors LLC | 0.21% | No change | 19,070 | $269K |
| JTC Employer Solutions Trustee Ltd | 0.02% | New | 18,500 | $261K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 16,196 | $229K |
| Optimum Investment Advisors | 0.10% | No change | 16,000 | $226K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 15,861 | $224K |
| Biechele Royce Advisors | 0.07% | No change | 15,400 | $217K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $212K |
| Scotia Capital Inc. | 0.00% | Reduce -10.8% | 14,468 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14,118 | $200K |
| National Bank of Canada | 0.00% | Reduce -30.5% | 13,800 | $195K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 13,241 | $187K |
| Crumly & Associates Inc. | 0.05% | No change | 12,500 | $177K |
| Park National Corp. | 0.01% | New | 12,324 | $174K |
| IFP Advisors, Inc | 0.01% | Add +8.0% | 11,995 | $169K |
| Perigon Wealth Management, LLC | 0.00% | Add +6.3% | 11,559 | $163K |
| MML Investors Services, LLC | 0.00% | Reduce -7.5% | 11,280 | $159K |
| Hilltop Holdings Inc. | 0.01% | New | 10,800 | $152K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,597 | $150K |
| Ethos Financial Group, LLC | 0.02% | No change | 10,000 | $142K |
| Comerica Bank | 0.00% | No change | 9,526 | $135K |
| Lindbrook Capital, LLC | 0.01% | Add +100.0% | 8,000 | $113K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -80.0% | 7,576 | $107K |
| HBC Financial Services, PLLC | 0.06% | Add +36.4% | 7,500 | $102K |
| CoreCap Advisors, LLC | 0.00% | No change | 7,200 | $102K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $79K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 4,500 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $32K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,138 | $30K |
| Bank of New Hampshire | 0.01% | No change | 1,810 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 1,677 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 1,631 | $23K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,600 | $22K |
| International Assets Investment Management, LLC | 0.00% | New | 1,211 | $17K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -93.6% | 1,000 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 519 | $7K |
| Hollencrest Capital Management | 0.00% | Add +2.8% | 411 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 250 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 81 | $1K |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.