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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
41.1KNew |
$562K - $713K
|
41.1K
$559K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
13KNew |
$178K - $226K
|
13K
$177K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.05KNew |
$14.3K - $18.1K
|
1.05K
$14.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
5.56K+ 25.88% |
$76K - $96.4K
|
27K
$368K
|
|
| 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
$4.23M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.03KNew |
$16.4K - $20.3K
|
1.03K
$14K
|
|
|
May 09, 2022
Q1 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
54KNew |
$862K - $1.07M
|
54K
$735K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-227- 27.45% |
$3.63K - $4.49K
|
600
$8.17K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-10KClosed |
$160K - $198K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$210K - $260K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$31.9K - $39.6K
|
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
$21.9M
|
|
|
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
$52K
|
|
|
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
$8.85K
|
|
|
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
$163K
|
|