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 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.7K- 12.27% |
$948K - $1.11M
|
634K
$8.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
23K+ 28.31% |
$246K - $287K
|
104K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77KNew |
$40.3K - $47.1K
|
3.77K
$53.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 55.94% |
$217K - $254K
|
16K
$225K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.91K- 36.56% |
$73.8K - $86.2K
|
12K
$169K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
12.1KNew |
$129K - $150K
|
12.1K
$170K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
239+ 1.09% |
$2.55K - $2.98K
|
22.3K
$313K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-442- 52.49% |
$4.72K - $5.52K
|
400
$5.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
147New |
$1.57K - $1.83K
|
147
$2.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
795New |
$8.49K - $9.92K
|
795
$11.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6K- 36.57% |
$64.1K - $74.9K
|
10.4K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$13.2K - $15.4K
|
1.24K
$17.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 3.31% |
$42.7 - $49.9
|
125
$1.76K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.61K+ 461.0% |
$54.8K - $60.9K
|
5.61K
$78.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33KNew |
$392K - $436K
|
33K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.6KNew |
$19K - $21.1K
|
1.6K
$22.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 2.98% |
$297 - $330
|
863
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.99% |
$1.19K - $1.32K
|
10.2K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.8KNew |
$259K - $288K
|
21.8K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5K- 33.33% |
$59.4K - $66.1K
|
10K
$141K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$2.97K - $3.3K
|
250
$3.52K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81New |
$962 - $1.07K
|
81
$1.14K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$5.94K - $6.61K
|
500
$7.04K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.6K- 29.18% |
$221K - $246K
|
45.2K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
8K+ 100.0% |
$95K - $106K
|
16K
$225K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
198New |
$2.45K - $2.61K
|
198
$2.79K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
393+ 2.17% |
$4.87K - $5.18K
|
18.5K
$261K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21.8K- 66.49% |
$267K - $314K
|
11K
$155K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.07KNew |
$13.1K - $15.4K
|
1.07K
$15K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4KNew |
$49.1K - $57.7K
|
4K
$56.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$16.5K - $19.4K
|
1.34K
$18.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 14.35% |
$19.3K - $22.6K
|
12.5K
$176K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$61.4K - $72.1K
|
15K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.5K+ 31.22% |
$165K - $194K
|
56.7K
$797K
|
|
| Q4 2022 | |||||||
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-58.5K- 82.38% |
$746K - $899K
|
12.5K
$176K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$221K - $266K
|
17.3K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
262KNew |
$3.35M - $4.03M
|
262K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$181K - $218K
|
14.2K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
600+ 100.0% |
$7.66K - $9.23K
|
1.2K
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.02KNew |
$51.3K - $61.8K
|
4.02K
$56.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$12.8 - $15.4
|
1
$14.1
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$18.5K - $22.3K
|
1.45K
$20.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.31K- 55.55% |
$16.7K - $20.1K
|
1.05K
$14.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
18.9KNew |
$242K - $291K
|
18.9K
$267K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
360New |
$4.6K - $5.54K
|
360
$5.07K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
193New |
$2.55K - $3.03K
|
193
$2.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.04KNew |
$40.2K - $47.9K
|
3.04K
$42.8K
|
|