Mga Batayang Estadistika
| Pemilik Institusional | 123 total, 123 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.1991 % - change of -2.99% MRQ |
| Saham Institusional (Jangka Panjang) | 27,144,773 (ex 13D/G) - change of 0.99MM shares 3.79% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 313,872 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pimco Dynamic Income Opportunities Fund (US:PDO) memiliki 123 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 27,144,773 saham. Pemegang saham terbesar meliputi Morgan Stanley, UBS Group AG, Wells Fargo & Company/mn, SOL Capital Management CO, Cercano Management LLC, Royal Bank Of Canada, Cohen & Steers, Inc., Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, and Guggenheim Capital Llc .
Struktur kepemilikan institusional Pimco Dynamic Income Opportunities Fund (NYSE:PDO) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 14.01 / share. Previously, on September 6, 2024, the share price was 13.88 / share. This represents an increase of 0.94% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,610 | 0.00 | 76 | -2.60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 224,617 | 3.88 | 3,028 | 0.87 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 27,943 | -19.41 | 388 | -18.53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,200 | -66.15 | 30 | -67.78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 743 | 10 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 355,904 | -12.55 | 4,798 | -12.62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,429 | 46 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 106,389 | -11.66 | 1,434 | -14.18 | ||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13,167 | 0.00 | 177 | -2.75 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,672,629 | 7.18 | 23 | 4.76 | ||||
| 2025-04-21 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 227,567 | -8.57 | 3,068 | -11.20 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,892 | 12.27 | 1,090 | 9.00 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1,600 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,804 | 107.86 | 38 | 105.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,020 | 7,746.15 | 14 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25,065 | -9.05 | 338 | -11.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,506,474 | 3.30 | 47,267 | 0.32 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 484 | 868.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15,753 | -6.57 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 25,500 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58,065 | 6.68 | 783 | 3.58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,500 | 0.00 | 74 | -2.63 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 151,118 | 22.63 | 2,037 | 19.12 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 42,810 | 2.98 | 577 | 0.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 298,853 | 13.26 | 4,065 | 10.01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 341,423 | 4.98 | 4,602 | 1.97 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 33,206 | 2.83 | 448 | -0.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 502,546 | 6.75 | 6,774 | 3.67 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,255 | 30 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 564 | 2.73 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13,150 | 177 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58,285 | 120.85 | 786 | 114.48 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 149,773 | 2,022 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,488 | 42.66 | 114 | 39.02 | ||||
| 2025-05-14 | 13F | Aristides Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 773,376 | 3.70 | 10,425 | 0.71 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 16,075 | 212 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126,385 | 498.84 | 1,704 | 483.22 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,292 | 206 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 400 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,597,042 | -2.68 | 35,008 | -5.48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 76,500 | -16.80 | 1,031 | -19.20 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 79,317 | 0.00 | 1,069 | -2.82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166,776 | 13.88 | 2,248 | 10.63 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 73 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 689,558 | 7.04 | 9,295 | 3.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676,091 | 0.58 | 9 | 0.00 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,944 | 8.58 | 431 | 5.39 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15,290 | 91.12 | 212 | 96.30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214,737 | -10.84 | 2,895 | -13.41 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10,974 | 0.00 | 148 | -3.29 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 53,375 | 719 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 932,102 | 5.07 | 12,565 | 2.04 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 19,275 | 0.00 | 260 | -3.00 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 757,257 | 1.61 | 10,208 | -1.32 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 216,395 | -2.14 | 2,917 | -4.95 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 1,666,651 | 21.58 | 22,466 | 18.08 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21,517 | 85.94 | 290 | 81.25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,032 | 0.64 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10,950 | -11.69 | 148 | -14.53 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 127,532 | 0.00 | 1,719 | -2.88 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13,347 | 180 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,359,860 | 13.44 | 18,331 | 10.17 | ||||
| 2025-08-20 | NP | LSPAX - LoCorr Spectrum Income Fund Class A | 48,855 | 0.00 | 659 | -2.95 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,823 | 2.82 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,100 | -41.62 | 136 | -43.33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 35,574 | 2.39 | 480 | -0.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 49,750 | 0.00 | 671 | -2.90 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,305,639 | 0.93 | 18 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 5,309 | 39.71 | 74 | 43.14 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27,818 | -6.84 | 375 | -9.66 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 16,000 | 0.00 | 216 | -3.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 151,654 | 2.88 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14,251 | 0.29 | 192 | -2.54 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 5,191 | 851 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 13 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,600 | -43.51 | 75 | -45.26 | ||||
| 2025-05-09 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,300 | -46.52 | 31 | -41.51 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13,500 | -16.87 | 182 | -19.20 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 12,500 | 0.00 | 168 | -2.89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 51 | -41.86 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,100 | -0.23 | 69 | -2.86 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 86,026 | -1.38 | 1,160 | -4.21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 16,269 | 0.00 | 219 | -2.67 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 897,605 | 0.47 | 12,037 | -4.25 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1,200 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44,581 | -60.86 | 601 | -62.05 | ||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 134,500 | 0.00 | 1,813 | -2.84 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45,778 | 226.57 | 617 | 218.04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 58,490 | 57.71 | 788 | 53.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,533 | -13.99 | 75 | -16.85 | ||||
| 2025-08-28 | NP | FFBYX - First Foundation Fixed Income Fund Class Y | 20,000 | 0.00 | 270 | -2.89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,365 | 31.12 | 207 | 29.38 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 3,655 | 0.00 | 49 | -2.00 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 174,862 | 2,357 | ||||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 39,000 | 0.00 | 526 | -2.96 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 15,000 | 202 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 35,426 | 482 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 29,970 | 0.00 | 404 | -2.89 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 24,928 | -15.72 | 336 | -18.05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,034 | 5.33 | 27 | 3.85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,618 | 0.00 | 130 | -3.01 | ||||
| 2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 134,500 | 0.00 | 1,804 | -4.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,132 | 0.00 | 873 | -4.69 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 81 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3,725 | 0.00 | 50 | -1.96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,997 | 18.47 | 485 | 15.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,649 | 157 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,440 | -51.02 | 19 | -52.50 | ||||
| 2025-05-14 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 403 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 73,108 | 2.21 | 985 | -0.71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,083 | 0.00 | 109 | -3.57 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 53,347 | -0.72 | 719 | -3.49 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 64,462 | -0.78 | 870 | -3.55 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 29,850 | -1.65 | 402 | -4.51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,490 | 0.00 | 34 | -2.94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 97,168 | 5.28 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 531,490 | 22.29 | 7,164 | 18.77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 37,700 | -4.74 | 513 | -7.58 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 142 | 2 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 35,507 | -11.51 | 483 | -13.31 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 75 | 0.00 | 0 | |||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16,071 | -7.85 | 217 | -10.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 200,068 | 17.05 | 2,697 | 13.66 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10,000 | 0.00 | 136 | -0.73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,687,672 | 0.60 | 63,190 | -2.30 |
