Company profile
Ticker
PDO
Exchange
Employees
Incorporated
Location
Former names
PIMCO Tactical Income Fund
SEC CIK
PDO stock data
Latest filings (excl ownership)
DEF 14A
Definitive proxy
13 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Mar 24
N-CEN
Annual report (registered investment company)
12 Sep 23
N-CSR
Certified annual shareholder report (management investment company)
31 Aug 23
N-PX
Annual report of proxy voting record
29 Aug 23
DEF 14A
Definitive proxy
17 Mar 23
DEF 14A
Definitive proxy
15 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Mar 23
424B5
Prospectus supplement for primary offering
8 Feb 23
8-K
Pimco Closed-end Funds Declare
2 Dec 22
Latest ownership filings
NPORT-P
N/a (Dec 2023 report)
27 Feb 24
SC 13G/A
MORGAN STANLEY
9 Feb 24
3
Jing Yang
5 Feb 24
3
Alejandro Eduardo Kersman
5 Feb 24
3
GREG ELLIOT SHARENOW
5 Feb 24
3
Quynh-Chi Hoang Vu
17 Jan 24
3
Jason Ross Stern
17 Jan 24
3
Paul Thomas Wildermuth
17 Jan 24
3
Laine Elizabeth Pacetti
17 Jan 24
3
Shivanand Narain
17 Jan 24
Institutional ownership, Q3 2023
18.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 106 |
Opened positions | 17 |
Closed positions | 9 |
Increased positions | 40 |
Reduced positions | 28 |
13F shares | Current |
---|---|
Total value | 229.28 bn |
Total shares | 21.24 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 6.21 mm | $73.77 bn |
UBS UBS Group AG - Registered Shares | 1.67 mm | $19.90 bn |
WFC Wells Fargo & Co. | 1.66 mm | $19.69 bn |
CNS Cohen & Steers | 1.36 mm | $16.12 bn |
SOL Capital Management | 1.06 mm | $12.58 mm |
BAC Bank Of America | 997.47 k | $11.85 bn |
Penserra Capital Management | 967.54 k | $11.50 bn |
Rivernorth Capital Management | 722.93 k | $8.59 bn |
IVZ Invesco | 714.95 k | $8.49 bn |
Commonwealth Equity Services | 650.35 k | $7.73 mm |