Latest Institutional Transactions on Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information on the latest institutional transactions involving Pimco Dynamic Income Opportunities Fund (PDO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$12.2K - $13.9K
|
1K
$13.6K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.65K+ 31.12% |
$44.6K - $50.6K
|
15.4K
$209K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 51.02% |
$18.4K - $20.8K
|
1.44K
$19.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 0.6% |
$344K - $390K
|
4.69M
$63.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.4K- 2.68% |
$874K - $991K
|
2.6M
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.11K- 6.57% |
$13.6K - $15.4K
|
15.8K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 498.84% |
$1.29M - $1.46M
|
126K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
112K+ 3.3% |
$1.37M - $1.55M
|
3.51M
$47.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-389- 0.72% |
$4.76K - $5.4K
|
53.3K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
12K+ 0.93% |
$147K - $166K
|
1.31M
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.61K+ 18.47% |
$68.7K - $77.9K
|
36K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
175KNew |
$2.14M - $2.43M
|
175K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69.3K- 60.86% |
$849K - $962K
|
44.6K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8K+ 6.75% |
$389K - $441K
|
503K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.62K- 11.51% |
$56.5K - $64.1K
|
35.5K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.9K+ 120.85% |
$390K - $443K
|
58.3K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.2K- 41.62% |
$88.1K - $99.9K
|
10.1K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161K+ 13.44% |
$1.97M - $2.24M
|
1.36M
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 42.66% |
$31.1K - $35.2K
|
8.49K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 7.04% |
$555K - $630K
|
690K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.31K- 43.51% |
$52.8K - $59.9K
|
5.6K
$76.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.45K- 11.69% |
$17.7K - $20.1K
|
11K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.74K- 16.87% |
$33.5K - $38K
|
13.5K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34K- 23.22% |
$416K - $472K
|
112K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.2KNew |
$161K - $183K
|
13.2K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.4K- 16.8% |
$189K - $214K
|
76.5K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45K+ 5.07% |
$551K - $624K
|
932K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.6K+ 3.7% |
$337K - $383K
|
773K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.65K- 15.72% |
$56.9K - $64.6K
|
24.9K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2K+ 4.98% |
$198K - $225K
|
341K
$4.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.1K- 10.84% |
$320K - $362K
|
215K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35.4KNew |
$434K - $492K
|
35.4K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.19KNew |
$63.5K - $72.1K
|
5.19K
$70.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.1K+ 17.05% |
$357K - $405K
|
200K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.9K+ 22.29% |
$1.19M - $1.34M
|
531K
$7.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.95K+ 85.94% |
$122K - $138K
|
21.5K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 107.86% |
$17.8K - $20.2K
|
2.8K
$38.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
434+ 868.0% |
$5.31K - $6.02K
|
484
$6.59K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.3K- 66.15% |
$52.6K - $59.7K
|
2.2K
$29.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
103+ 5.33% |
$1.26K - $1.43K
|
2.03K
$27.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
296K+ 21.58% |
$3.62M - $4.11M
|
1.67M
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 22.63% |
$341K - $387K
|
151K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 7746.15% |
$12.3K - $14K
|
1.02K
$13.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.58K+ 2.21% |
$19.4K - $22K
|
73.1K
$995K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
53.4KNew |
$653K - $741K
|
53.4K
$726K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$163K - $185K
|
13.3K
$182K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.87K+ 5.28% |
$59.6K - $67.6K
|
97.2K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.91K+ 0.58% |
$47.9K - $54.3K
|
676K
$9.2M
|