PIMCO Dynamic Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 5.09 M | $65.81 M | -5.70% | 4.70% |
| UBS GROUP AG | 05/05/2026 | 3.57 M | $46.10 M | 1.24% | 3.29% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.37 M | $30.70 M | -1.12% | 2.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.35 M | $30.35 M | 6.96% | 2.17% |
| CERITY PARTNERS LLC | 05/15/2026 | 1.75 M | $22.57 M | 100.00% | 1.61% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.27 M | $16.39 M | 3.03% | 1.17% |
| INVESCO LTD. | 05/12/2026 | 983.37 K | $12.71 M | 5.82% | 0.91% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 865.39 K | $11.19 M | 7.54% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 840.79 K | $10.87 M | 5.10% | 0.78% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 657.56 K | $8.50 M | -6.86% | 0.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 656.53 K | $8.49 M | 0.94% | 0.61% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 566.99 K | $7.33 M | -3.25% | 0.52% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 392.84 K | $5.13 M | 1.89% | 0.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 365.73 K | $4.73 M | 19.32% | 0.34% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 327.03 K | $4.32 M | 19.91% | 0.30% |
| CORNERSTONE ADVISORY, LLC | 05/04/2026 | 306.04 K | $3.96 M | -5.10% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 286.23 K | $3.70 M | 0.63% | 0.26% |
| 04/27/2026 | 233.20 K | $3.02 M | 100.00% | 0.22% | |
| ELEMENT WEALTH, LLC | 05/04/2026 | 224.50 K | $2.90 M | 0.04% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 220.77 K | $2.85 M | -1.41% | 0.20% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 196.99 K | $2.55 M | -3.51% | 0.18% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 195.58 K | $2.53 M | 15.42% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 187.82 K | $2.43 M | 33.21% | 0.17% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 187.53 K | $2.42 M | 47.05% | 0.17% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 175.87 K | $2.27 M | -4.15% | 0.16% |
| JANE STREET GROUP, LLC | 05/12/2026 | 175.43 K | $2.27 M | 73.12% | 0.16% |
| 05/11/2026 | 151.18 K | $1.95 M | -5.42% | 0.14% | |
| ANCHOR CAPITAL MANAGEMENT GROUP INC | 05/18/2026 | 134.50 K | $1.74 M | 0.00% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 132.77 K | $1.72 M | -29.97% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 128.53 K | $1.66 M | 100.00% | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 124.16 K | $1.61 M | -1.12% | 0.11% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 107.37 K | $1.39 M | -8.81% | 0.10% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 99.33 K | $1.28 M | 0.49% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 97.78 K | $1.26 M | 5.45% | 0.09% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 95.65 K | $1.24 M | 100.00% | 0.09% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 90.52 K | $1.17 M | 100.00% | 0.08% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 90.18 K | $1.17 M | 0.00% | 0.08% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 89.63 K | $1.17 M | 10.39% | 0.08% |
| AMERICANA PARTNERS, LLC | 05/12/2026 | 79.32 K | $1.03 M | 0.00% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 69.00 K | $892.14 K | 47.88% | 0.06% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 66.75 K | $863.09 K | -80.68% | 0.06% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 65.56 K | $847.70 K | -10.48% | 0.06% |
| GOLDSTONE FINANCIAL GROUP, LLC | 04/24/2026 | 64.61 K | $835.40 K | -3.18% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 63.54 K | $821.51 K | 100.00% | 0.06% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 60.51 K | $782.00 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 05/15/2026 | 60.27 K | $779.27 K | 100.00% | 0.06% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 52.12 K | $673.86 K | -0.63% | 0.05% |
| RFG ADVISORY, LLC | 04/20/2026 | 52.07 K | $673.30 K | -2.25% | 0.05% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 50.00 K | $664.50 K | 138.10% | 0.05% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 49.83 K | $650.71 K | 2.49% | 0.05% |
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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:
MORGAN STANLEY: 5.09 M
UBS Group AG: 3.57 M
WELLS FARGO & COMPANY/MN: 2.37 M
ROYAL BANK OF CANADA: 2.35 M
Cerity Partners LLC: 1.75 M
COHEN & STEERS, INC.: 1.27 M
25.72% of PIMCO Dynamic Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.92 M shares in the last 24 months. This purchase volume represents approximately $369.93 M in transactions.