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 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20KNew |
$264K - $314K
|
20K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.55KNew |
$60K - $71.5K
|
4.55K
$64K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6+ 2.69% |
$79.1 - $94.3
|
229
$3.22K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$228K - $272K
|
17.3K
$243K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5K+ 50.0% |
$66K - $78.6K
|
15K
$211K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.4K- 51.56% |
$387K - $461K
|
27.6K
$388K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
57.7KNew |
$789K - $1M
|
57.7K
$812K
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
210K+ 150.37% |
$2.87M - $3.64M
|
349K
$4.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
433KNew |
$5.92M - $7.52M
|
433K
$6.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
245+ 1.81% |
$3.35K - $4.25K
|
13.8K
$194K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
75KNew |
$1.03M - $1.3M
|
75K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
39.5KNew |
$540K - $685K
|
39.5K
$556K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$147K - $187K
|
10.8K
$152K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
950New |
$13K - $16.5K
|
950
$13.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
300New |
$4.1K - $5.21K
|
300
$4.22K
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
9.64K+ 89.99% |
$132K - $167K
|
20.3K
$286K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5KClosed |
$68.4K - $86.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$20.5K - $26K
|
1.5K
$21.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$168K - $213K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
650New |
$8.89K - $11.3K
|
650
$9.15K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-310Closed |
$4.24K - $5.38K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15KNew |
$205K - $261K
|
15K
$211K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
41.1KNew |
$562K - $713K
|
41.1K
$578K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
13KNew |
$178K - $226K
|
13K
$183K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.05KNew |
$14.3K - $18.1K
|
1.05K
$14.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
5.56K+ 25.88% |
$76K - $96.4K
|
27K
$380K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.4KClosed |
$325K - $403K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
311KNew |
$4.96M - $6.15M
|
311K
$4.37M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.03KNew |
$16.4K - $20.3K
|
1.03K
$14.4K
|
|
|
May 09, 2022
Q1 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
54KNew |
$862K - $1.07M
|
54K
$760K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-227- 27.45% |
$3.63K - $4.49K
|
600
$8.44K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-10KClosed |
$160K - $198K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.8KClosed |
$667K - $826K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$31.9K - $39.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$210K - $260K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5KClosed |
$96.6K - $108K
|
0
$0
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-472K- 22.69% |
$9.13M - $10.2M
|
1.61M
$22.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.87KClosed |
$152K - $171K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10KClosed |
$193K - $217K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.05KClosed |
$20.3K - $22.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29KClosed |
$25K - $28K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-5KClosed |
$96.6K - $108K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.51K- 39.67% |
$51.3K - $55.9K
|
3.82K
$53.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28.7KClosed |
$588K - $640K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450+ 225.0% |
$9.2K - $10K
|
650
$9.15K
|
|
|
Oct 25, 2021
Q3 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-17KClosed |
$348K - $378K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12KNew |
$239K - $251K
|
12K
$169K
|
|