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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-900- 13.99% |
$11K - $12.5K
|
5.53K
$75.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.3KNew |
$187K - $212K
|
15.3K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 6.68% |
$44.5K - $50.5K
|
58.1K
$790K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35K+ 13.26% |
$428K - $486K
|
299K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 2.88% |
$51.9K - $58.8K
|
152K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15KNew |
$184K - $208K
|
15K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-51.1K- 12.55% |
$625K - $709K
|
356K
$4.84M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 9.05% |
$30.5K - $34.6K
|
25.1K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
142New |
$1.74K - $1.97K
|
142
$1.93K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 8.58% |
$30.9K - $35K
|
31.9K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150KNew |
$1.83M - $2.08M
|
150K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.8K+ 226.57% |
$389K - $441K
|
45.8K
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.24K+ 2.98% |
$15.1K - $17.2K
|
42.8K
$583K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
25.5KNew |
$312K - $354K
|
25.5K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 0.64% |
$159 - $180
|
2.03K
$27.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 4.74% |
$23K - $26K
|
37.7K
$513K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.84K+ 12.27% |
$108K - $123K
|
80.9K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 0.23% |
$147 - $167
|
5.1K
$69.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-21.3K- 8.57% |
$261K - $296K
|
228K
$3.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
915+ 2.83% |
$11.2K - $12.7K
|
33.2K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
112K+ 7.18% |
$1.37M - $1.56M
|
1.67M
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14K- 11.66% |
$172K - $195K
|
106K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-500- 1.65% |
$6.12K - $6.94K
|
29.9K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.43KNew |
$42K - $47.6K
|
3.43K
$46.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216KNew |
$2.65M - $3M
|
216K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.04K- 6.84% |
$25K - $28.3K
|
27.8K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.39K+ 3.88% |
$103K - $116K
|
225K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 2.73% |
$184 - $208
|
564
$7.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
829+ 2.39% |
$10.1K - $11.5K
|
35.6K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 7.85% |
$16.8K - $19K
|
16.1K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50+ 2.82% |
$612 - $694
|
1.82K
$24.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$143K - $162K
|
11.6K
$159K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
21.4K+ 57.71% |
$262K - $297K
|
58.5K
$796K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-507- 0.78% |
$6.21K - $7.04K
|
64.5K
$877K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-6.73K- 19.41% |
$89.7K - $94.8K
|
27.9K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.3KNew |
$577K - $609K
|
43.3K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
250KNew |
$3.33M - $3.52M
|
250K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 21.72% |
$29.9K - $31.6K
|
8.08K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.7KNew |
$236K - $249K
|
17.7K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
89.4KNew |
$1.19M - $1.26M
|
89.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 57.94% |
$243K - $257K
|
49.8K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 87.0% |
$26.7K - $28.2K
|
4.3K
$58.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 22.22% |
$13.3K - $14.1K
|
5.5K
$74.9K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.5KNew |
$167K - $176K
|
12.5K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.5KNew |
$100K - $106K
|
7.5K
$102K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49KNew |
$33.2K - $35.1K
|
2.49K
$33.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 31.87% |
$60K - $63.4K
|
9.62K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 104.17% |
$20K - $21.1K
|
2.94K
$40K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
41.1KNew |
$548K - $578K
|
41.1K
$559K
|
|