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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
65.6KNew |
$863K - $927K
|
65.6K
$900K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39.2KNew |
$516K - $554K
|
39.2K
$538K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 45.72% |
$156K - $168K
|
37.9K
$520K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-913- 7.49% |
$12K - $12.9K
|
11.3K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7.32K+ 0.54% |
$96.3K - $103K
|
1.35M
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.09K+ 16.15% |
$40.7K - $43.7K
|
22.2K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.1K+ 24.67% |
$698K - $749K
|
268K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-17.1K- 46.3% |
$225K - $242K
|
19.9K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-54K- 2.79% |
$710K - $762K
|
1.88M
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.5KNew |
$743K - $797K
|
56.5K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 1.48% |
$21.2K - $22.7K
|
110K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-117K- 13.4% |
$1.54M - $1.66M
|
758K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-482K- 9.05% |
$6.33M - $6.8M
|
4.84M
$66.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.18K+ 0.69% |
$81.2K - $87.2K
|
904K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$142K - $152K
|
10.8K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
89.9KNew |
$1.18M - $1.27M
|
89.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.01K+ 9.18% |
$26.4K - $28.4K
|
23.9K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
225K+ 85.65% |
$2.96M - $3.18M
|
487K
$6.69M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
702+ 0.79% |
$9.23K - $9.91K
|
90K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
940+ 4.6% |
$12.4K - $13.3K
|
21.4K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.74K- 10.75% |
$22.9K - $24.6K
|
14.5K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-54.8K- 49.03% |
$720K - $773K
|
56.9K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.32K+ 8.86% |
$69.9K - $75.1K
|
65.3K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.7K+ 4.55% |
$1.29M - $1.38M
|
2.24M
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.69K+ 14.39% |
$127K - $137K
|
77K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.58K- 18.2% |
$86.6K - $93K
|
29.6K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.7K+ 91.25% |
$523K - $561K
|
83.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.94K- 11.36% |
$64.9K - $69.7K
|
38.5K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$139K - $150K
|
10.6K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.58K+ 5.44% |
$60.3K - $64.7K
|
88.8K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
97K+ 19.89% |
$1.28M - $1.37M
|
585K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.2K- 2.56% |
$148K - $159K
|
427K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.05K- 30.48% |
$79.6K - $85.4K
|
13.8K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
607+ 3.89% |
$7.98K - $8.57K
|
16.2K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
70.5K+ 8.83% |
$927K - $996K
|
870K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.88K+ 2.36% |
$37.8K - $40.6K
|
125K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 93.56% |
$191K - $205K
|
1K
$13.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.31K+ 7.03% |
$69.8K - $74.9K
|
80.8K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36K- 43.43% |
$473K - $508K
|
46.8K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 21.55% |
$486K - $522K
|
208K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$59.2K - $63.5K
|
4.5K
$61.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
919+ 2.1% |
$12.1K - $13K
|
44.8K
$614K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 36.36% |
$26.3K - $28.2K
|
7.5K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4K+ 100.0% |
$52.6K - $56.5K
|
8K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33.4K+ 29.4% |
$440K - $472K
|
147K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 2.75% |
$145 - $155
|
411
$5.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
75.7KNew |
$995K - $1.07M
|
75.7K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 44.52% |
$618K - $663K
|
152K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.3K+ 76.66% |
$516K - $554K
|
90.5K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$986 - $1.06K
|
75
$1.03K
|