PDO on NYSE

PIMCO Dynamic Income Opportunities Fund

Fund registered in the United States, based in Newport Beach, active since 2019.

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Last updated Oct 18, 2026.

Overview

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TickerPDO on NYSE
HeadquartersNewport Beach, United States
Incorporated inMA²
Business address1633 Broadway, New York, Ny 10019²

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Leadership

Who has led PIMCO Dynamic Income Opportunities Fund, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (46)

ASSISTANT SECRETARYMorgan Willard Jul 8, 2026 to now³
ASSISTANT SECRETARYMyung Shin Jul 8, 2026 to now⁴
ASSISTANT TREASURERPaul Vitale Jul 8, 2026 to now⁵
ASSISTANT TREASURERRussel Davenport Jul 8, 2026 to now⁶
Assistant SecretarySonia E. Bui Apr 3, 2025 to now⁷
Vice PresidentAlyssa Michele Creighton Jan 17, 2024 to Jan 17, 2024⁸
Vice PresidentColleen Patrice McLaughlin Jan 17, 2024 to Jan 17, 2024⁹
Assistant TreasurerLaine Elizabeth Pacetti Jan 17, 2024 to Jan 17, 2024¹⁰
Vice PresidentPaul Thomas Wildermuth Jan 17, 2024 to Jan 17, 2024¹¹
Assistant TreasurerQuynh-Chi Hoang Vu Jan 17, 2024 to Jan 17, 2024¹²
Vice PresidentShivanand Narain Jan 17, 2024 to Jan 17, 2024¹³
ASSISTANT SECRETARYJaime Catherine Dinan Aug 21, 2024 to Aug 21, 2024¹⁴
VICE PRESIDENTMichele Noel Ellis Aug 21, 2024 to Aug 21, 2024¹⁵
Assistant SecretaryTimothy Albert-Michel-Alain Bekkers Aug 21, 2024 to Aug 21, 2024¹⁶
VICE PRESIDENTGregory John Mason Mar 24, 2023 to Mar 24, 2023¹⁷
VICE PRESIDENTJason Raul Duran Mar 24, 2023 to Mar 24, 2023¹⁸
ASSISTANT TREASURERMaria Marchenko Golota Mar 24, 2023 to Mar 24, 2023¹⁹
VICE PRESIDENTKeith Adam Werber Jun 16, 2022 to Jun 16, 2022²⁰
Vice PresidentDouglas Benjamin Burrill Aug 25, 2022 to Aug 25, 2022²¹
Vice PresidentKenneth W. Lee Sep 1, 2022 to Sep 1, 2022²²
TreasurerBijal Y. Parikh Jan 26, 2021 to Jan 26, 2021²³
Vice PresidentBrian Joel Pittluck Jan 26, 2021 to Jan 26, 2021²⁴
Assistant TreasurerErik C. Brown Jan 26, 2021 to Jan 26, 2021²⁵
Assistant TreasurerJason Jordan Nagler Jan 26, 2021 to Jan 26, 2021²⁶
Vice PresidentJeffrey Alan Byer Jan 26, 2021 to Jan 26, 2021²⁷
Senior Vice PresidentJoshua Ratner Jan 26, 2021 to Jan 26, 2021²⁸
Chief Compliance OfficerKeisha L. Audain-Pressley Jan 26, 2021 to Jan 26, 2021²⁹
Deputy TreasurerMiller Colleen Dean Jan 26, 2021 to Jan 28, 2021³⁰
Senior Vice PresidentPeter G. Strelow Jan 26, 2021 to Jan 26, 2021³¹
Vice PresidentElizabeth A. Duggan Mar 26, 2021 to Mar 26, 2021³²
Vice PresidentMark Allen Jelic Sep 30, 2021 to Sep 30, 2021³³
Board memberMark D. Michel Sep 25, 2025 to now³⁴
Board memberSonya Morris Sep 25, 2025 to now³⁵
Board memberDavid C. Flattum Dec 10, 2024 to Dec 10, 2024³⁶
Board memberElizabeth Davis Cantrill May 3, 2023 to May 3, 2023³⁷
Board memberKathleen Ann McCartney Jul 1, 2022 to Jul 1, 2022³⁸
Board memberAlan Rappaport Jan 26, 2021 to Nov 16, 2023³⁹
Board memberDeborah A. Zoullas Jan 26, 2021 to Jan 26, 2021⁴⁰
Board memberHans W. Kertess Jan 26, 2021 to Jan 26, 2021⁴¹
Board memberJoseph Baker Kittredge Jr. Jan 26, 2021 to Jan 26, 2021⁴²
Board memberWilliam B. Ogden Iv. Jan 26, 2021 to Jan 26, 2021⁴³
Board memberDavid Nichols Fisher Iii. Jan 29, 2021 to Jan 28, 2022⁴⁴
Board memberJohn C. Maney Jan 29, 2021 to Jan 29, 2021⁴⁵
Board memberSarah E. Cogan Jan 29, 2021 to Jan 29, 2021⁴⁶
Board memberGrace Vandecruze Jun 30, 2021 to Jun 30, 2021⁴⁷
General counselRyan G. Leshaw Jan 26, 2021 to Jan 26, 2021⁴⁸

Former names

PIMCO Tactical Income FundJan 17, 2020 to Jan 17, 2020²

Timeline

Dec 23, 2019Founded PIMCO Dynamic Income Opportunities Fund is founded⁴⁹

Filings

105 filings to the SEC since October 2021: 1 major events, 54 insider forms, 3 large holders, 47 other. The latest 20:

The 105 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 3 such filings since October 2021:

Feb 9, 2024SC 13G/A
Feb 10, 2023SC 13G/A
Feb 11, 2022SC 13G

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	5,177,726	$68.4M	0.0%	+88,015
UBS Group AG	3,641,299	$48.1M	0.0%	+75,842
Royal Bank Of Canada	2,453,583	$32.4M	0.0%	+106,389
Wells Fargo & Company/mn	2,242,251	$29.6M	0.0%	−132,136
Cerity Partners LLC	1,734,470	$22.9M	0.0%	−11,367
Invesco Ltd.	1,025,116	$13.6M	0.0%	+41,747
Guggenheim Capital LLC	842,290	$11.1M	0.1%	−23,097
Bank Of America Corp /de/	840,308	$11.1M	0.0%	−485
Cercano Management LLC	783,312	$10.4M	1.4%	New
Raymond James Financial Inc	653,870	$8.6M	0.0%	−3,693
Commonwealth Equity Services, LLC	649,618	$8.6M	0.0%	−6,911
HighTower Advisors, LLC	575,315	$7.6M	0.0%	+8,323
Cetera Investment Advisers	457,620	$6.0M	0.0%	+262,038
LPL Financial LLC	373,292	$4.9M	0.0%	+7,561
Leavell Investment Management, Inc.	363,117	$4.8M	0.2%	−29,718
J.w. Cole Advisors, Inc.	357,226	$4.7M	0.1%	New
Private Advisor Group, LLC	281,827	$3.7M	0.0%	−4,400
International Assets Investment Management, LLC	279,246	$3.7M	0.2%	−47,782
Cornerstone Advisory, LLC	278,910	$3.7M	0.3%	−27,132
Osaic Holdings, Inc.	278,158	$3.7M	0.0%	+57,385
Element Wealth, LLC	224,130	$3.0M	1.1%	−369
Capital Investment Advisors, LLC	190,567	$2.5M	0.0%	−6,423
Venture Visionary Partners LLC	187,532	$2.5M	0.1%	No change
Wealth Enhancement Advisory Services, LLC	179,552	$2.4M	0.0%	+145,963
Belpointe Asset Management LLC	163,917	$2.2M	0.1%	+56,545

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARPIMCO Dynamic Income Opportunities Fund filings on SEC EDGAR
2
SEC EDGARPIMCO Dynamic Income Opportunities Fund filings on SEC EDGAR
3
SEC EDGARMorgan Willard, ASSISTANT SECRETARY
4
SEC EDGARMyung Shin, ASSISTANT SECRETARY
5
SEC EDGARPaul Vitale, ASSISTANT TREASURER
6
SEC EDGARRussel Davenport, ASSISTANT TREASURER
7
SEC EDGARSonia E. Bui, Assistant Secretary
8
SEC EDGARAlyssa Michele Creighton, Vice President
9
SEC EDGARColleen Patrice McLaughlin, Vice President
10
SEC EDGARLaine Elizabeth Pacetti, Assistant Treasurer
11
SEC EDGARPaul Thomas Wildermuth, Vice President
12
SEC EDGARQuynh-Chi Hoang Vu, Assistant Treasurer
13
SEC EDGARShivanand Narain, Vice President
14
SEC EDGARJaime Catherine Dinan, ASSISTANT SECRETARY
15
SEC EDGARMichele Noel Ellis, VICE PRESIDENT
16
SEC EDGARTimothy Albert-Michel-Alain Bekkers, Assistant Secretary
17
SEC EDGARGregory John Mason, VICE PRESIDENT
18
SEC EDGARJason Raul Duran, VICE PRESIDENT
19
SEC EDGARMaria Marchenko Golota, ASSISTANT TREASURER
20
SEC EDGARKeith Adam Werber, VICE PRESIDENT
21
SEC EDGARDouglas Benjamin Burrill, Vice President
22
SEC EDGARKenneth W. Lee, Vice President
23
SEC EDGARBijal Y. Parikh, Treasurer
24
SEC EDGARBrian Joel Pittluck, Vice President
25
SEC EDGARErik C. Brown, Assistant Treasurer
26
SEC EDGARJason Jordan Nagler, Assistant Treasurer
27
SEC EDGARJeffrey Alan Byer, Vice President
28
SEC EDGARJoshua Ratner, Senior Vice President
29
SEC EDGARKeisha L. Audain-Pressley, Chief Compliance Officer
30
SEC EDGARMiller Colleen Dean, Deputy Treasurer
31
SEC EDGARPeter G. Strelow, Senior Vice President
32
SEC EDGARElizabeth A. Duggan, Vice President
33
SEC EDGARMark Allen Jelic, Vice President
34
SEC EDGARMark D. Michel, Board member
35
SEC EDGARSonya Morris, Board member
36
SEC EDGARDavid C. Flattum, Board member
37
SEC EDGARElizabeth Davis Cantrill, Board member
38
SEC EDGARKathleen Ann McCartney, Board member
39
SEC EDGARAlan Rappaport, Board member
40
SEC EDGARDeborah A. Zoullas, Board member
41
SEC EDGARHans W. Kertess, Board member
42
SEC EDGARJoseph Baker Kittredge Jr., Board member
43
SEC EDGARWilliam B. Ogden Iv., Board member
44
SEC EDGARDavid Nichols Fisher Iii., Board member
45
SEC EDGARJohn C. Maney, Board member
46
SEC EDGARSarah E. Cogan, Board member
47
SEC EDGARGrace Vandecruze, Board member
48
SEC EDGARRyan G. Leshaw, General counsel
49
gleifPIMCO Dynamic Income Opportunities Fund is founded