PIMCO Dynamic Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 5.18 M | $68.45 M | 1.73% | 4.78% |
| UBS GROUP AG | 08/13/2026 | 3.64 M | $48.14 M | 2.13% | 3.36% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.45 M | $32.44 M | 4.53% | 2.27% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.24 M | $29.64 M | -5.57% | 2.07% |
| CERITY PARTNERS LLC | 08/14/2026 | 1.73 M | $22.93 M | -0.65% | 1.60% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.29 M | $17.02 M | 1.52% | 1.19% |
| INVESCO LTD. | 08/14/2026 | 1.03 M | $13.55 M | 4.25% | 0.95% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 842.29 K | $11.14 M | -2.67% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 840.31 K | $11.11 M | -0.06% | 0.78% |
| CERCANO MANAGEMENT LLC | 08/14/2026 | 783.31 K | $10.36 M | 100.00% | 0.72% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 653.87 K | $8.64 M | -0.56% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 649.62 K | $8.59 M | -1.05% | 0.60% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 575.32 K | $7.61 M | 1.47% | 0.53% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 457.62 K | $6.05 M | 133.98% | 0.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 373.29 K | $4.93 M | 2.07% | 0.34% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 07/21/2026 | 363.12 K | $4.85 M | -7.57% | 0.34% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 357.23 K | $4.72 M | 100.00% | 0.33% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 281.83 K | $3.73 M | -1.54% | 0.26% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 279.25 K | $3.70 M | -14.61% | 0.26% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 278.91 K | $3.69 M | -8.87% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 278.16 K | $3.68 M | 25.99% | 0.26% |
| ELEMENT WEALTH, LLC | 08/14/2026 | 224.13 K | $2.96 M | -0.16% | 0.21% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 190.57 K | $2.52 M | -3.26% | 0.18% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 187.53 K | $2.48 M | 0.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 184.76 K | $2.44 M | -1.63% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 179.55 K | $2.39 M | 434.56% | 0.17% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 163.92 K | $2.17 M | 52.66% | 0.15% |
| ESTATE PLANNERS GROUP, LLC | 08/13/2026 | 151.16 K | $2.00 M | -0.01% | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 125.67 K | $1.66 M | 1.22% | 0.12% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 110.47 K | $1.46 M | 904.25% | 0.10% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 110.37 K | $1.46 M | 11.12% | 0.10% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 99.53 K | $1.32 M | 1.79% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 97.17 K | $1.28 M | -44.75% | 0.09% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 96.75 K | $1.28 M | 7.94% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 94.94 K | $1.26 M | 119.99% | 0.09% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 93.18 K | $1.23 M | 3.33% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 86.31 K | $1.14 M | 83.07% | 0.08% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 85.18 K | $1.14 M | -33.73% | 0.08% |
| ANCHOR CAPITAL MANAGEMENT GROUP INC | 07/28/2026 | 84.50 K | $1.12 M | -37.17% | 0.08% |
| AMERICANA PARTNERS, LLC | 08/05/2026 | 79.32 K | $1.05 M | 0.00% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 77.79 K | $1.03 M | 12.74% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 74.34 K | $982.79 K | 17.01% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 73.47 K | $996.41 K | -44.66% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 69.24 K | $915.35 K | 14.89% | 0.06% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 66.75 K | $882.45 K | 0.00% | 0.06% |
| GOLDSTONE FINANCIAL GROUP, LLC | 08/11/2026 | 62.74 K | $829.45 K | -2.89% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 58.74 K | $776.53 K | -66.52% | 0.05% |
| RFG ADVISORY, LLC | 07/15/2026 | 52.83 K | $698.45 K | 1.46% | 0.05% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 52.69 K | $696.60 K | 1.11% | 0.05% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 50.84 K | $678.57 K | 2.02% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
PIMCO Dynamic Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of PIMCO Dynamic Income Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 5.18 M
UBS Group AG: 3.64 M
ROYAL BANK OF CANADA: 2.45 M
WELLS FARGO & COMPANY/MN: 2.24 M
Cerity Partners LLC: 1.73 M
COHEN & STEERS, INC.: 1.29 M
26.81% of PIMCO Dynamic Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 29.56 M shares in the last 24 months. This purchase volume represents approximately $391.73 M in transactions.