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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14.9K- 3.49% |
$195K - $214K
|
412K
$5.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.42K- 6.38% |
$31.7K - $34.8K
|
35.5K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2KNew |
$829K - $908K
|
63.2K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 13.61% |
$272K - $298K
|
132K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.63K- 19.35% |
$60.7K - $66.5K
|
19.3K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.9K- 9.1% |
$905K - $991K
|
689K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$19.7K - $21.6K
|
1.5K
$20.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-11.9K- 28.88% |
$156K - $171K
|
29.3K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.61M+ 85.55% |
$21.1M - $23.1M
|
3.48M
$48.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 17.36% |
$16.4K - $18K
|
5.95K
$82.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.9K+ 8.95% |
$1.06M - $1.16M
|
985K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
29.3KNew |
$385K - $421K
|
29.3K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$2.62K - $2.87K
|
200
$2.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
800+ 8.4% |
$10.5K - $11.5K
|
10.3K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 2.14% |
$1.36M - $1.49M
|
4.94M
$68.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.3KNew |
$227K - $249K
|
17.3K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.26K- 5.73% |
$42.8K - $46.9K
|
53.7K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31.5KNew |
$413K - $453K
|
31.5K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.3K+ 1.3% |
$148K - $163K
|
881K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
31.9KNew |
$419K - $459K
|
31.9K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-810- 0.65% |
$10.6K - $11.6K
|
124K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.8KNew |
$351K - $385K
|
26.8K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 46.14% |
$135K - $147K
|
32.5K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.5K+ 72.85% |
$190K - $208K
|
34.3K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.73K+ 5.25% |
$62K - $68K
|
94.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 14.26% |
$156K - $171K
|
95.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 2.89% |
$197 - $216
|
534
$7.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
103K+ 17.65% |
$1.35M - $1.48M
|
688K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 0.74% |
$131K - $144K
|
1.36M
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.53K+ 5.02% |
$72.6K - $79.5K
|
116K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 53.96% |
$79.9K - $87.5K
|
17.4K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
135KNew |
$1.76M - $1.93M
|
135K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
34.9KNew |
$457K - $501K
|
34.9K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.65K+ 19.2% |
$34.8K - $38.1K
|
16.5K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
49K+ 62.31% |
$642K - $704K
|
128K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221K+ 9.86% |
$2.9M - $3.18M
|
2.47M
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09K- 2.43% |
$14.3K - $15.6K
|
43.7K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.92K+ 2.37% |
$25.2K - $27.5K
|
82.7K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.88K+ 5.93% |
$50.9K - $55.7K
|
69.2K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.86K+ 2.33% |
$63.8K - $69.8K
|
213K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.8K- 54.31% |
$115K - $126K
|
7.4K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-5K- 5.63% |
$65.6K - $71.9K
|
83.8K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 1.39% |
$120K - $131K
|
666K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.95K+ 32.47% |
$91.1K - $99.8K
|
28.3K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$182K - $199K
|
13.9K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 1464.0% |
$192K - $210K
|
15.6K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 18.39% |
$3.94K - $4.31K
|
1.93K
$26.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 34.14% |
$345K - $378K
|
50.7K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.3K+ 32.55% |
$1.15M - $1.25M
|
355K
$4.93M
|