Empfehlung
15,0
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
66.5
7 neu, 34 erhöht, 62,2M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | PIMCO Dynamic Income Opportunities Fund |
|---|---|
| Ticker | PDO |
| CIK | 0001798618 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | 69355M107 |
|---|---|
| ISIN | US69355M1071 |
| Typ | Closed-End Fund |
| Titel | Pimco Dynamic Income Opportunities Fund (Closed end) |
Status
| Zuletzt geprüft | 2026-03-20 12:27:54.207171 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5,397,465 | 4,698,668 | 698,797 | 74,700,922 | Aufgestockt | +14,9% | |
| UBS Group AG | 3,521,827 | 3,357,297 | 164,530 | 48,742,086 | Aufgestockt | +4,9% | |
| WELLS FARGO & COMPANY/MN | 2,401,365 | 2,451,069 | -49,704 | 33,234,899 | Reduziert | -2,0% | |
| Invesco Ltd. | 929,247 | 964,934 | -35,687 | 12,860,778 | Reduziert | -3,7% | |
| GUGGENHEIM CAPITAL LLC | 804,732 | 814,939 | -10,207 | 11,137,491 | Reduziert | -1,3% | |
| BANK OF AMERICA CORP /DE/ | 799,983 | 751,087 | 48,896 | 11,071,762 | Aufgestockt | +6,5% | |
| RAYMOND JAMES FINANCIAL INC | 706,009 | 624,578 | 81,431 | 9,771,166 | Aufgestockt | +13,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 650,442 | 650,339 | 103 | 9,002,120 | Aufgestockt | 0,0% | |
| HighTower Advisors, LLC | 580,447 | 0 | 580,447 | 8,195,861 | Neu | +100,0% | |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 385,552 | 319,358 | 66,194 | 5,384,239 | Aufgestockt | +20,7% | |
| J.W. COLE ADVISORS, INC. | 356,203 | 383,806 | -27,603 | 4,927,075 | Reduziert | -7,2% | |
| LPL Financial LLC | 306,502 | 275,740 | 30,762 | 4,241,992 | Aufgestockt | +11,2% | |
| Private Advisor Group, LLC | 284,440 | 237,181 | 47,259 | 3,936,658 | Aufgestockt | +19,9% | |
| OSAIC HOLDINGS, INC. | 223,932 | 173,138 | 50,794 | 3,099,471 | Aufgestockt | +29,3% | |
| Capital Investment Advisors, LLC | 204,148 | 211,908 | -7,760 | 2,825,408 | Reduziert | -3,7% | |
| Cetera Investment Advisers | 169,446 | 0 | 169,446 | 2,345,136 | Neu | +100,0% | |
| Anchor Capital Management Group Inc | 134,500 | 134,500 | 0 | 1,899,140 | Unverändert | 0,0% | |
| Belpointe Asset Management LLC | 117,742 | 127,065 | -9,323 | 1,629,549 | Reduziert | -7,3% | |
| JANE STREET GROUP, LLC | 101,330 | 65,828 | 35,502 | 1,402,407 | Aufgestockt | +53,9% | |
| Palogic Value Management, L.P. | 90,184 | 90,184 | 0 | 1,248,147 | Unverändert | 0,0% | |
| Triumph Capital Management | 81,195 | 81,005 | 190 | 1,123,739 | Aufgestockt | +0,2% | |
| Samalin Investment Counsel, LLC | 73,233 | 76,228 | -2,995 | 1,013,550 | Reduziert | -3,9% | |
| Goldstone Financial Group, LLC | 66,735 | 66,489 | 246 | 923,618 | Aufgestockt | +0,4% | |
| RFG Advisory, LLC | 53,273 | 45,778 | 7,495 | 737,298 | Aufgestockt | +16,4% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,657 | 33,404 | 13,253 | 645,733 | Aufgestockt | +39,7% | |
| Kestra Advisory Services, LLC | 44,820 | 36,427 | 8,393 | 620,308 | Aufgestockt | +23,0% | |
| STIFEL FINANCIAL CORP | 44,362 | 43,596 | 766 | 613,972 | Aufgestockt | +1,8% | |
| Wilmington Savings Fund Society, FSB | 42,810 | 0 | 42,810 | 577,077 | Neu | +100,0% | |
| CreativeOne Wealth, LLC | 35,500 | 43,750 | -8,250 | 491,320 | Reduziert | -18,9% | |
| Rockefeller Capital Management L.P. | 34,021 | 7,889 | 26,132 | 473,039 | Aufgestockt | +331,2% | |
| Meadowbrook Wealth Management, LLC | 32,970 | 32,870 | 100 | 456,305 | Aufgestockt | +0,3% | |
| DAVENPORT & Co LLC | 31,350 | 31,350 | 0 | 433,884 | Unverändert | 0,0% | |
| Stratos Wealth Partners, LTD. | 31,234 | 28,764 | 2,470 | 432,286 | Aufgestockt | +8,6% | |
| FIRST FOUNDATION ADVISORS | 24,928 | 24,928 | 0 | 345,004 | Unverändert | 0,0% | |
| Brookwood Investment Group LLC | 24,540 | 26,221 | -1,681 | 339,634 | Reduziert | -6,4% | |
| TECTONIC ADVISORS LLC | 22,557 | 24,057 | -1,500 | 312,192 | Reduziert | -6,2% | |
| Buska Wealth Management, LLC | 21,838 | 16,781 | 5,057 | 302,243 | Aufgestockt | +30,1% | |
| D.A. DAVIDSON & CO. | 21,633 | 23,764 | -2,131 | 299,405 | Reduziert | -9,0% | |
| HBK Sorce Advisory LLC | 21,000 | 20,000 | 1,000 | 295,890 | Aufgestockt | +5,0% | |
| Jaffetilchin Investment Partners, LLC | 21,206 | 0 | 21,206 | 293,491 | Neu | +100,0% | |
| Creative Planning | 20,884 | 15,386 | 5,498 | 289,034 | Aufgestockt | +35,7% | |
| MERCER GLOBAL ADVISORS INC /ADV | 20,740 | 0 | 20,740 | 287,039 | Neu | +100,0% | |
| VestGen Advisors, LLC | 19,236 | 16,000 | 3,236 | 266,227 | Aufgestockt | +20,2% | |
| SCOTIA CAPITAL INC. | 17,077 | 16,358 | 719 | 236,346 | Aufgestockt | +4,4% | |
| MML INVESTORS SERVICES, LLC | 15,937 | 15,801 | 136 | 220,563 | Aufgestockt | +0,9% | |
| Tennessee Valley Asset Management Partners | 15,778 | 15,778 | 0 | 218,367 | Unverändert | 0,0% | |
| StoneX Group Inc. | 15,301 | 19,687 | -4,386 | 213,719 | Reduziert | -22,3% | |
| AE Wealth Management LLC | 15,030 | 14,221 | 809 | 208,010 | Aufgestockt | +5,7% | |
| Crumly & Associates Inc. | 15,000 | 12,500 | 2,500 | 207,600 | Aufgestockt | +20,0% | |
| Carnegie Investment Counsel | 15,000 | 15,000 | 0 | 207,600 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-24 | 10 | 14,12 | 141 |
| 2026-02-18 | 284 | 14,09 | 4.002 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MORGAN STANLEY | 5,397,465 | 74,700,922 | 28.95 |
| UBS Group AG | 3,521,827 | 48,742,086 | 18.89 |
| WELLS FARGO & COMPANY/MN | 2,401,365 | 33,234,899 | 12.88 |
| Invesco Ltd. | 929,247 | 12,860,778 | 4.98 |
| GUGGENHEIM CAPITAL LLC | 804,732 | 11,137,491 | 4.32 |
| BANK OF AMERICA CORP /DE/ | 799,983 | 11,071,762 | 4.29 |
| RAYMOND JAMES FINANCIAL INC | 706,009 | 9,771,166 | 3.79 |
| COMMONWEALTH EQUITY SERVICES, LLC | 650,442 | 9,002,120 | 3.49 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 385,552 | 5,384,239 | 2.09 |
| J.W. COLE ADVISORS, INC. | 356,203 | 4,927,075 | 1.91 |
| LPL Financial LLC | 306,502 | 4,241,992 | 1.64 |
| Private Advisor Group, LLC | 284,440 | 3,936,658 | 1.53 |
| OSAIC HOLDINGS, INC. | 223,932 | 3,099,471 | 1.20 |
| Capital Investment Advisors, LLC | 204,148 | 2,825,408 | 1.10 |
| Cetera Investment Advisers | 169,446 | 2,345,136 | 0.91 |
| Anchor Capital Management Group Inc | 134,500 | 1,899,140 | 0.74 |
| Belpointe Asset Management LLC | 117,742 | 1,629,549 | 0.63 |
| JANE STREET GROUP, LLC | 101,330 | 1,402,407 | 0.54 |
| Palogic Value Management, L.P. | 90,184 | 1,248,147 | 0.48 |
| Triumph Capital Management | 81,195 | 1,123,739 | 0.44 |