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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.61K- 2.91% |
$48.1K - $50.8K
|
120K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
70+ 0.13% |
$933 - $986
|
53.7K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-70K- 5.13% |
$933K - $986K
|
1.29M
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.45K+ 4.12% |
$46K - $48.5K
|
87.2K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 35.07% |
$152K - $161K
|
21.1K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.5K- 6.46% |
$593K - $626K
|
644K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283K- 5.73% |
$3.78M - $3.99M
|
4.66M
$62M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.3KNew |
$577K - $609K
|
43.3K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 21.76% |
$2.86M - $3.02M
|
1.2M
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.7KNew |
$236K - $249K
|
17.7K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 87.0% |
$26.7K - $28.2K
|
4.3K
$57.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 21.72% |
$29.9K - $31.6K
|
8.08K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
250KNew |
$3.33M - $3.52M
|
250K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51K+ 33.96% |
$33.5K - $35.4K
|
9.91K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 7.24% |
$27.4K - $28.9K
|
30.4K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.42K+ 64.05% |
$32.3K - $34.1K
|
6.2K
$82.5K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.8K- 2.96% |
$37.4K - $39.5K
|
91.9K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 57.94% |
$243K - $257K
|
49.8K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.3K+ 3.33% |
$30.7K - $32.4K
|
71.5K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$352K - $372K
|
26.4K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
89.4KNew |
$1.19M - $1.26M
|
89.4K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-506- 2.91% |
$6.74K - $7.12K
|
16.9K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
57.7K+ 8.39% |
$769K - $813K
|
746K
$9.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
203K+ 8.22% |
$2.7M - $2.85M
|
2.67M
$35.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 22.22% |
$13.3K - $14.1K
|
5.5K
$73.2K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
883K+ 181.21% |
$11.8M - $12.4M
|
1.37M
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.5KNew |
$100K - $106K
|
7.5K
$99.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49KNew |
$33.2K - $35.1K
|
2.49K
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 40.52% |
$1.81M - $1.91M
|
471K
$6.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-89.9K- 2.58% |
$1.2M - $1.27M
|
3.39M
$45.1M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$154K - $163K
|
11.6K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.49% |
$23K - $24.3K
|
114K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.5KNew |
$167K - $176K
|
12.5K
$166K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-210- 1.28% |
$2.8K - $2.96K
|
16.2K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.7K+ 188.84% |
$1.28M - $1.35M
|
146K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.3K+ 0.72% |
$84K - $88.7K
|
887K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.1K+ 22.26% |
$1.05M - $1.11M
|
435K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.25K- 7.59% |
$43.3K - $45.8K
|
39.6K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 2.81% |
$200 - $211
|
549
$7.3K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 31.87% |
$60K - $63.4K
|
9.62K
$128K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
12.4KNew |
$165K - $175K
|
12.4K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.88K+ 0.88% |
$78.4K - $82.8K
|
672K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.14K- 58.44% |
$122K - $129K
|
6.5K
$86.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19K+ 2.94% |
$15.8K - $16.7K
|
41.6K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-122- 0.35% |
$1.63K - $1.72K
|
34.7K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 12.89% |
$367K - $387K
|
241K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.78K- 1.16% |
$63.7K - $67.3K
|
407K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$667 - $704
|
50
$665
|