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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 104.17% |
$20K - $21.1K
|
2.94K
$39.1K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
41.1KNew |
$548K - $578K
|
41.1K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28K+ 29.46% |
$374K - $395K
|
123K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.6K+ 11.61% |
$128K - $135K
|
92.3K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
7.76K+ 26.45% |
$103K - $109K
|
37.1K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.7KNew |
$410K - $433K
|
30.7K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 45.41% |
$712K - $752K
|
171K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
210K+ 182.27% |
$2.8M - $2.96M
|
325K
$4.33M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.08K- 58.06% |
$94.3K - $99.6K
|
5.11K
$68K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.29K+ 91.13% |
$97.2K - $103K
|
15.3K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
879+ 2.8% |
$11.7K - $12.4K
|
32.3K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 0.65% |
$173 - $183
|
2.02K
$26.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59K+ 28.79% |
$786K - $830K
|
264K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.4KNew |
$392K - $414K
|
29.4K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72.1KNew |
$960K - $1.01M
|
72.1K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 24.58% |
$143K - $151K
|
54.4K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.76K- 2.26% |
$76.8K - $81.1K
|
249K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.81K- 22.08% |
$104K - $110K
|
27.6K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-45- 21.95% |
$600 - $634
|
160
$2.13K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.62K+ 13.01% |
$61.6K - $65K
|
40.1K
$534K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 45.12% |
$26.7K - $28.2K
|
6.43K
$85.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.64% |
$1.48K - $1.56K
|
17.4K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
86.7K+ 5.88% |
$1.16M - $1.22M
|
1.56M
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
27.8K+ 14.74% |
$370K - $391K
|
216K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.66KNew |
$48.7K - $51.5K
|
3.66K
$48.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 11.92% |
$209K - $221K
|
147K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.41K- 7.48% |
$32.2K - $34K
|
29.9K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.8KNew |
$210K - $222K
|
15.8K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$140K - $148K
|
10.5K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.9K- 23.41% |
$265K - $280K
|
65K
$864K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.51K+ 39.71% |
$20.1K - $21.2K
|
5.31K
$70.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 5.35% |
$167K - $176K
|
221K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84.7KNew |
$1.13M - $1.19M
|
84.7K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 2.84% |
$653 - $690
|
1.77K
$23.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$3.33K - $3.52K
|
250
$3.33K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$187K - $197K
|
14K
$186K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
34.7KNew |
$455K - $498K
|
34.7K
$461K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.01K- 18.98% |
$39.5K - $43.3K
|
12.9K
$171K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
12.9KNew |
$169K - $185K
|
12.9K
$171K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
599New |
$7.86K - $8.61K
|
599
$7.97K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.3K- 60.93% |
$240K - $263K
|
11.7K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.63K- 19.35% |
$60.7K - $66.5K
|
19.3K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$19.7K - $21.6K
|
1.5K
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 17.36% |
$16.4K - $18K
|
5.95K
$79.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.3KNew |
$227K - $249K
|
17.3K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$2.62K - $2.87K
|
200
$2.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
29.3KNew |
$385K - $421K
|
29.3K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2KNew |
$829K - $908K
|
63.2K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
31.9KNew |
$419K - $459K
|
31.9K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.5K+ 72.85% |
$190K - $208K
|
34.3K
$457K
|
|