PIMCO Dynamic Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 5.40 M | $74.70 M | 14.87% | 4.99% |
| UBS GROUP AG | 01/29/2026 | 3.52 M | $48.74 M | 4.90% | 3.25% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.40 M | $33.23 M | -2.03% | 2.22% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.19 M | $30.37 M | 53.35% | 2.03% |
| SOL CAPITAL MANAGEMENT CO | 01/30/2026 | 1.70 M | $23.51 M | 1.13% | 1.57% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.23 M | $17.03 M | -1.40% | 1.14% |
| INVESCO LTD. | 02/19/2026 | 929.25 K | $12.86 M | -3.70% | 0.86% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 804.73 K | $11.14 M | -1.25% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 799.98 K | $11.07 M | 6.51% | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 706.01 K | $9.77 M | 13.04% | 0.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 650.44 K | $9.00 M | 0.02% | 0.60% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 586.05 K | $8.11 M | 0.97% | 0.54% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 02/09/2026 | 385.55 K | $5.38 M | 20.73% | 0.36% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 356.20 K | $4.93 M | -7.19% | 0.33% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 345.43 K | $4.78 M | 8.58% | 0.32% |
| CORNERSTONE ADVISORY, LLC | 01/28/2026 | 322.49 K | $4.46 M | -5.84% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 320.81 K | $4.44 M | -15.91% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 306.50 K | $4.24 M | 11.16% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 284.44 K | $3.94 M | 19.93% | 0.26% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 272.74 K | $3.77 M | 69.58% | 0.25% |
| ELEMENT WEALTH, LLC | 02/13/2026 | 224.42 K | $3.11 M | -1.09% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 223.93 K | $3.10 M | 29.34% | 0.21% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 204.15 K | $2.83 M | -3.66% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 189.58 K | $2.62 M | -13.83% | 0.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 183.48 K | $2.54 M | 36.78% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 169.45 K | $2.35 M | -2.79% | 0.16% |
| 04/07/2026 | 159.84 K | $2.21 M | 100.00% | 0.15% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 141.00 K | $1.95 M | -4.02% | 0.13% |
| ANCHOR CAPITAL MANAGEMENT GROUP INC | 02/20/2026 | 134.50 K | $1.90 M | 0.00% | 0.12% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 127.53 K | $1.77 M | 0.00% | 0.12% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 117.74 K | $1.63 M | -7.34% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 101.33 K | $1.40 M | 53.93% | 0.09% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 98.85 K | $1.37 M | -4.86% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 92.73 K | $1.28 M | 4.57% | 0.09% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 90.18 K | $1.25 M | 0.00% | 0.08% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 81.20 K | $1.12 M | 0.23% | 0.08% |
| AMERICANA PARTNERS, LLC | 02/06/2026 | 79.32 K | $1.10 M | 0.00% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 73.23 K | $1.01 M | -3.93% | 0.07% |
| COMERICA BANK | 01/29/2026 | 72.11 K | $998.04 K | 422.55% | 0.07% |
| GOLDSTONE FINANCIAL GROUP, LLC | 02/13/2026 | 66.74 K | $923.62 K | 0.37% | 0.06% |
| RFG ADVISORY, LLC | 02/03/2026 | 53.27 K | $737.30 K | 16.37% | 0.05% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 53.03 K | $733.89 K | -29.08% | 0.05% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 52.45 K | $725.88 K | 0.65% | 0.05% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 48.62 K | $679.37 K | 41.21% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 46.66 K | $645.73 K | 39.67% | 0.04% |
| MCDONALD PARTNERS LLC | 02/02/2026 | 46.00 K | $636.64 K | 17.95% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 44.82 K | $620.31 K | 23.04% | 0.04% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 44.36 K | $613.97 K | 1.76% | 0.04% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 35.50 K | $491.32 K | -18.86% | 0.03% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 35.39 K | $489.79 K | 0.27% | 0.03% |
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PIMCO Dynamic Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of PIMCO Dynamic Income Opportunities Fund. The most heavily invested institutionals were:
UBS Group AG: 3.57 M
COMMONWEALTH EQUITY SERVICES, LLC: 656,529
HighTower Advisors, LLC: 566,992
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 327,028
Cornerstone Advisory, LLC: 306,042
Private Advisor Group, LLC: 286,227
25.49% of PIMCO Dynamic Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.76 M shares in the last 24 months. This purchase volume represents approximately $354.60 M in transactions.