PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest
PDO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
PDO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Aug. 13, 2026 | $0.1280 |
| July 13, 2026 | $0.1280 |
| June 11, 2026 | $0.1280 |
| May 11, 2026 | $0.1280 |
| April 13, 2026 | $0.1280 |
| March 12, 2026 | $0.1280 |
| Feb. 12, 2026 | $0.1280 |
| Jan. 13, 2026 | $0.1280 |
| Dec. 11, 2025 | $0.1280 |
| Nov. 14, 2025 | $0.1280 |
| Oct. 14, 2025 | $0.1280 |
| Sept. 12, 2025 | $0.1280 |
| Aug. 11, 2025 | $0.1280 |
| July 11, 2025 | $0.1280 |
| June 12, 2025 | $0.1280 |
| May 12, 2025 | $0.1280 |
| April 11, 2025 | $0.1280 |
| March 13, 2025 | $0.1280 |
| Feb. 13, 2025 | $0.1280 |
| Jan. 13, 2025 | $0.1280 |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
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Institutional owners (13F) 149 filers · $232.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 23 (-4 vs prior Q) | 16 (+1 vs prior Q) | 50 (+6 vs prior Q) | 38 (+2 vs prior Q) | +2.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| UBS Group AG | $47,401,513 | 3,585,591 | 20.37% | Shares |
| WELLS FARGO & COMPANY/MN | $24,393,808 | 1,845,220 | 10.48% | Shares |
| Cerity Partners LLC | $22,890,006 | 1,731,470 | 9.84% | Shares |
| GUGGENHEIM CAPITAL LLC | $11,135,074 | 842,290 | 4.79% | Shares |
| Cercano Management LLC | $10,355,385 | 783,312 | 4.45% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $8,587,950 | 649,618 | 3.69% | Shares |
| HighTower Advisors, LLC | $7,605,658 | 575,315 | 3.27% | Shares |
| Cetera Investment Advisers | $6,049,742 | 457,620 | 2.60% | Shares |
| LPL Financial LLC | $4,934,914 | 373,292 | 2.12% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4,846,548 | 363,117 | 2.08% | Shares |
| RAYMOND JAMES FINANCIAL INC | $4,736,622 | 358,292 | 2.04% | Shares |
| J.W. COLE ADVISORS, INC. | $4,722,528 | 357,226 | 2.03% | Shares |
| Private Advisor Group, LLC | $3,725,752 | 281,827 | 1.60% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,702,802 | 279,246 | 1.59% | Shares |
| Cornerstone Advisory, LLC | $3,687,197 | 278,910 | 1.58% | Shares |
| Integrity Wealth Partners, LLC | $3,015,237 | 233,197 | 1.30% | Shares |
| Element Wealth, LLC | $2,963,001 | 224,130 | 1.27% | Shares |
| OSAIC HOLDINGS, INC. | $2,837,027 | 214,587 | 1.22% | Shares |
| Capital Investment Advisors, LLC | $2,519,296 | 190,567 | 1.08% | Shares |
| Venture Visionary Partners LLC | $2,479,173 | 187,532 | 1.07% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,388,046 | 179,552 | 1.03% | Shares |
| Belpointe Asset Management LLC | $2,166,983 | 163,917 | 0.93% | Shares |
| Estate Planners Group, LLC | $1,998,383 | 151,164 | 0.86% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $1,661,326 | 125,668 | 0.71% | Shares |
| Sanctuary Advisors, LLC | $1,460,387 | 110,468 | 0.63% | Shares |
| Concurrent Investment Advisors, LLC | $1,315,721 | 99,525 | 0.57% | Shares |
| NewEdge Advisors, LLC | $1,284,600 | 97,171 | 0.55% | Shares |
| Triumph Capital Management | $1,279,061 | 96,752 | 0.55% | Shares |
| Kestra Advisory Services, LLC | $1,255,132 | 94,942 | 0.54% | Shares |
| Palogic Value Management, L.P. | $1,231,892 | 93,184 | 0.53% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,140,986 | 86,308 | 0.49% | Shares |
| Shaker Financial Services, LLC | $1,135,689 | 85,176 | 0.49% | Shares |
| Anchor Capital Management Group Inc | $1,117,090 | 84,500 | 0.48% | Shares |
| Americana Partners, LLC | $1,048,573 | 79,317 | 0.45% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,028,371 | 77,789 | 0.44% | Shares |
| &PARTNERS | $996,412 | 73,472 | 0.43% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $982,788 | 74,341 | 0.42% | Shares |
| XTX Topco Ltd | $915,353 | 69,240 | 0.39% | Shares |
| COMERICA BANK | $901,737 | 65,154 | 0.39% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $882,448 | 66,751 | 0.38% | Shares |
| Goldstone Financial Group, LLC | $829,449 | 62,742 | 0.36% | Shares |
| ROYAL BANK OF CANADA | $753,000 | 56,924 | 0.32% | Shares |
| RFG Advisory, LLC | $698,452 | 52,833 | 0.30% | Shares |
| Bramshill Investments, LLC | $696,601 | 52,693 | 0.30% | Shares |
| AlphaCore Capital LLC | $678,572 | 50,839 | 0.29% | Shares |
| Boreal Capital Management LLC | $661,469 | 0 | 0.28% | Shares |
| Samalin Investment Counsel, LLC | $654,552 | 49,512 | 0.28% | Shares |
| HBK Sorce Advisory LLC | $650,500 | 50,000 | 0.28% | Shares |
| MCDONALD PARTNERS LLC | $608,120 | 46,000 | 0.26% | Shares |
| Meadowbrook Wealth Management, LLC | $573,760 | 43,270 | 0.25% | Shares |
| STIFEL FINANCIAL CORP | $569,514 | 43,080 | 0.24% | Shares |
| Maridea Wealth Management LLC | $548,980 | 41,526 | 0.24% | Shares |
| Rockefeller Capital Management L.P. | $469,863 | 35,541 | 0.20% | Shares |
| CreativeOne Wealth, LLC | $469,319 | 35,501 | 0.20% | Shares |
| FIFTH THIRD BANCORP | $459,933 | 34,791 | 0.20% | Shares |
| TWO SIGMA SECURITIES, LLC | $422,472 | 31,957 | 0.18% | Shares |
| CENTRAL TRUST Co | $416,430 | 31,500 | 0.18% | Shares |
| Stratos Wealth Partners, LTD. | $415,372 | 31,420 | 0.18% | Shares |
| Fund Advisors of America Inc/FL | $406,204 | 30,726 | 0.17% | Shares |
| PFG Investments, LLC | $393,717 | 29,782 | 0.17% | Shares |
| Atria Wealth Solutions, Inc. | $376,880 | 27,700 | 0.16% | Shares |
| DAVENPORT & Co LLC | $370,001 | 27,988 | 0.16% | Shares |
| MorganRosel Wealth Management, LLC | $362,783 | 27,442 | 0.16% | Shares |
| Crumly & Associates Inc. | $356,940 | 27,000 | 0.15% | Shares |
| Brookwood Investment Group LLC | $356,239 | 26,947 | 0.15% | Shares |
| Accredited Investors Inc. | $330,500 | 25,000 | 0.14% | Shares |
| BANK OF AMERICA CORP /DE/ | $327,856 | 24,800 | 0.14% | Shares |
| WEST MICHIGAN ADVISORS, LLC | $326,448 | 25,000 | 0.14% | Shares |
| D.A. DAVIDSON & CO. | $303,890 | 22,987 | 0.13% | Shares |
| CWM, LLC | $300,441 | 23,236 | 0.13% | Shares |
| Integrity Advisory Solutions, LLC | $283,305 | 21,430 | 0.12% | Shares |
| AE Wealth Management LLC | $279,583 | 21,148 | 0.12% | Shares |
| NWF Advisory Services Inc. | $273,429 | 20,683 | 0.12% | Shares |
| Buska Wealth Management, LLC | $273,428 | 21,147 | 0.12% | Shares |
| Invesco Ltd. | $268,022 | 20,274 | 0.12% | Shares |
| FIRST FOUNDATION ADVISORS | $264,400 | 20,000 | 0.11% | Shares |
| VestGen Advisors, LLC | $262,064 | 19,823 | 0.11% | Shares |
| Creative Planning | $259,070 | 19,597 | 0.11% | Shares |
| StoneX Group Inc. | $258,032 | 19,350 | 0.11% | Shares |
| Williams Jones Wealth Management, LLC. | $254,816 | 19,275 | 0.11% | Shares |
| JANE STREET GROUP, LLC | $244,887 | 18,524 | 0.11% | Shares |
| MML INVESTORS SERVICES, LLC | $242,143 | 18,316 | 0.10% | Shares |
| Traynor Capital Management, Inc. | $240,566 | 18,197 | 0.10% | Shares |
| World Investment Advisors | $227,021 | 17,487 | 0.10% | Shares |
| OPTIMUM INVESTMENT ADVISORS | $225,920 | 16,000 | 0.10% | Shares |
| SCOTIA CAPITAL INC. | $221,594 | 16,762 | 0.10% | Shares |
| COURIER CAPITAL LLC | $215,081 | 16,269 | 0.09% | Shares |
| Lindbrook Capital, LLC | $212,225 | 15,290 | 0.09% | Shares |
| Gridiron Partners, LLC | $198,300 | 15,000 | 0.09% | Shares |
| Sovran Advisors, LLC | $185,373 | 14,370 | 0.08% | Shares |
| Perigon Wealth Management, LLC | $185,138 | 14,004 | 0.08% | Shares |
| NOMURA HOLDINGS INC | $185,080 | 14,000 | 0.08% | Shares |
| Onyx Bridge Wealth Group LLC | $174,068 | 13,167 | 0.07% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $171,093 | 12,942 | 0.07% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $160,887 | 12,170 | 0.07% | Shares |
| Mariner, LLC | $150,773 | 11,405 | 0.06% | Shares |
| Noble Wealth Management PBC | $145,142 | 10,979 | 0.06% | Shares |
| Equitable Holdings, Inc. | $143,186 | 10,831 | 0.06% | Shares |
| Clearview Wealth Management LLC | $142,948 | 10,813 | 0.06% | Shares |
| Beacon Financial Advisory LLC | $142,062 | 10,746 | 0.06% | Shares |
Company insiders 15 insiders · 2 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Hao Jessica Zhang | Assistant Treasurer | Jan. 27, 2021 P | 250 | 0 | 0 | $0 |
| Miller Colleen Dean | Deputy Treasurer | Jan. 27, 2021 P | 1,127 | 0 | 0 | $0 |
| Alan Rappaport | Director | Nov. 14, 2023 P | 5,000 | 0 | 0 | $0 |
| David Nichols Fisher III | Director | Jan. 26, 2022 P | 16,007 | 0 | 0 | $0 |
| Emmanuel Roman | — | April 14, 2023 P | 270,000 | 0 | 0 | $0 |
| Gregory Weston Hall | — | Jan. 6, 2023 P | 70,000 | 0 | 0 | $0 |
| Julie Ann Meggers | — | Dec. 14, 2022 P | 39,500 | 0 | 0 | $0 |
| Thibault Christian Stracke | — | Feb. 9, 2022 P | 50,000 | 0 | 0 | $0 |
| Jamie M. Weinstein | — | Jan. 27, 2021 P | 12,500 | 0 | 0 | $0 |
| Jerome M Schneider | — | Jan. 27, 2021 P | 15,000 | 0 | 0 | $0 |
| Eve Anne Celine Tournier | — | Jan. 27, 2021 P | 20,000 | 0 | 0 | $0 |
| Joshua M Anderson | — | Jan. 27, 2021 P | 12,500 | 0 | 0 | $0 |
| Alfred T Murata | — | Jan. 27, 2021 P | 25,000 | 0 | 0 | $0 |
| Jennifer E Durham | — | Jan. 27, 2021 P | 10,000 | 0 | 0 | $0 |
| Daniel J Ivascyn | — | Jan. 27, 2021 P | 250,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.