PIMCO Dynamic Income OpportPDO
13F holders, Q4 2024 (December 31)115holders +11
16new positions
8sold out
$13.60avg. 13F price*
At the end of Q4 2024, 115 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, up 11 from Q3 2024. 16 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($67.2M), UBS Group AG ($47.4M) and Wells Fargo & Company ($33.5M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.5M |
| Exits | 8 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,053,752 shares bought and 455,900 shares sold, net +2,597,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Morgan Stanley | 0.00% | Add +2.1% | 4,942,944 | $67.2M |
| UBS Group AG | 0.01% | Add +85.5% | 3,484,459 | $47.4M |
| Wells Fargo & Company | 0.01% | Add +9.9% | 2,465,764 | $33.5M |
| SOL Capital Management CO | 2.23% | Add +18.3% | 1,473,806 | $20.0M |
| Cohen & Steers, Inc. | 0.04% | Add +0.7% | 1,363,662 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 984,522 | $13.4M |
| Invesco Ltd. | 0.00% | Add +1.3% | 880,818 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 688,670 | $9.4M |
| Guggenheim Capital LLC | 0.08% | Add +17.6% | 688,098 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 666,298 | $9.1M |
| Cercano Management LLC | 0.17% | No change | 487,454 | $6.6M |
| Cornerstone Advisory, LLC | 0.65% | Reduce -3.5% | 411,782 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +32.5% | 355,486 | $4.8M |
| Raymond James Financial Inc. | 0.00% | — | 335,017 | $4.6M |
| Element Wealth, LLC | 1.81% | Add +1.4% | 254,657 | $3.5M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -7.2% | 233,646 | $3.2M |
| LPL Financial LLC | 0.00% | Add +2.3% | 213,340 | $2.9M |
| Leavell Investment Management, Inc. | 0.14% | Add +39.3% | 204,883 | $2.8M |
| Consolidated Portfolio Review Corp | 0.41% | Add +1.5% | 188,449 | $2.6M |
| Anchor Capital Management Group Inc | 0.66% | — | 134,500 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.6% | 131,709 | $1.8M |
| Venture Visionary Partners LLC | 0.07% | Add +62.3% | 127,532 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Reduce -0.7% | 124,039 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +54.0% | 118,553 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +18.7% | 117,546 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.1% | 117,305 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +5.0% | 115,640 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +27.4% | 115,213 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +14.3% | 95,186 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +5.3% | 94,751 | $1.3M |
| Goldstone Financial Group, LLC | 0.18% | Add +12.1% | 84,829 | $1.2M |
| Palogic Value Management, L.P. | 0.46% | Reduce -5.6% | 83,778 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +2.4% | 82,699 | $1.1M |
| Americana Partners, LLC | 0.04% | Reduce -6.8% | 79,317 | $1.1M |
| Samalin Investment Counsel, LLC | 0.40% | Add +5.9% | 69,222 | $941K |
| Susquehanna International Group, LLP | 0.00% | New | 63,212 | $859K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -47.2% | 61,705 | $839K |
| Bramshill Investments, LLC | 0.11% | Reduce -5.7% | 53,666 | $729K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 43,688 | $594K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.5% | 42,825 | $585K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +2.9% | 40,386 | $549K |
| McDonald Partners LLC | 0.14% | Add +30.0% | 39,000 | $530K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.2% | 35,368 | $481K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -6.4% | 35,507 | $480K |
| NWF Advisory Services Inc. | 0.07% | Add +70.6% | 34,674 | $475K |
| Maridea Wealth Management LLC | 0.15% | — | 34,867 | $474K |
| Marex Group Ltd | 0.01% | New | 34,360 | $467K |
| Walleye Capital LLC | 0.00% | Add +72.8% | 34,342 | $467K |
| NewEdge Advisors, LLC | 0.00% | Add +46.1% | 32,505 | $442K |
| PFG Investments, LLC | 0.03% | Add +2.9% | 32,273 | $439K |
| Aristides Capital LLC | 0.14% | New | 31,910 | $434K |
| CreativeOne Wealth, LLC | 0.01% | New | 31,500 | $428K |
| Tectonic Advisors LLC | 0.03% | Add +2.8% | 31,412 | $427K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 30,350 | $412K |
| Gridiron Partners, LLC | 0.26% | No change | 29,970 | $407K |
| First Foundation Advisors | 0.02% | No change | 29,579 | $402K |
| Triumph Capital Management | 0.14% | Reduce -28.9% | 29,329 | $399K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.5% | 28,334 | $385K |
| Shaker Financial Services, LLC | 0.14% | New | 26,775 | $364K |
| Riverbridge Partners LLC | 0.00% | Add +3.5% | 26,580 | $361K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -65.1% | 22,884 | $316K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -19.4% | 19,275 | $262K |
| Merkkuri Wealth Advisors LLC | 0.20% | No change | 19,070 | $259K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 18,500 | $250K |
| Debussy Capital Management LP | 0.04% | New | 17,300 | $237K |
| MML Investors Services, LLC | 0.00% | Add +54.0% | 17,367 | $236K |
| Perigon Wealth Management, LLC | 0.01% | Add +49.9% | 17,329 | $233K |
| National Bank of Canada | 0.00% | Add +19.2% | 16,450 | $224K |
| Courier Capital LLC | 0.02% | New | 16,269 | $221K |
| Optimum Investment Advisors | 0.10% | No change | 16,000 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1464.0% | 15,640 | $213K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14,118 | $192K |
| Independent Advisor Alliance | 0.00% | New | 13,882 | $189K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 13,530 | $184K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -0.6% | 13,167 | $179K |
| Northstar Financial Companies, Inc. | 0.17% | — | 12,851 | $175K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.0% | 12,851 | $175K |
| Avantax Advisory Services, Inc. | 0.00% | Add +19.2% | 12,632 | $172K |
| Crumly & Associates Inc. | 0.05% | No change | 12,500 | $170K |
| IFP Advisors, Inc | 0.01% | Add +1.6% | 12,189 | $166K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -60.9% | 11,718 | $161K |
| Park National Corp. | 0.01% | Reduce -10.9% | 10,974 | $149K |
| Hilltop Holdings Inc. | 0.01% | No change | 10,800 | $147K |
| Comerica Bank | 0.00% | Add +8.4% | 10,326 | $140K |
| Ethos Financial Group, LLC | 0.02% | No change | 10,000 | $137K |
| Lindbrook Capital, LLC | 0.01% | No change | 8,000 | $109K |
| HBC Financial Services, PLLC | 0.06% | No change | 7,500 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.3% | 7,400 | $101K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.4% | 5,950 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $76K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,500 | $61K |
| Spire Wealth Management | 0.00% | New | 4,433 | $60K |
| Noble Wealth Management PBC | 0.04% | — | 3,800 | $52K |
| Bank of New Hampshire | 0.01% | Add +105.8% | 3,725 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $32K |
| Cwm, LLC | 0.00% | Reduce -6.2% | 2,006 | $27K |
| Larson Financial Group LLC | 0.00% | Add +18.4% | 1,931 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 1,724 | $23K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $21K |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.