Latest Institutional Purchases of Pimco Dynamic Income Opportunities Fund (PDO)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Opportunities Fund (PDO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
296K+ 21.58% |
$3.62M - $4.11M
|
1.67M
$23.4M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216KNew |
$2.65M - $3M
|
216K
$3.04M
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
175KNew |
$2.14M - $2.43M
|
175K
$2.46M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161K+ 13.44% |
$1.97M - $2.24M
|
1.36M
$19.1M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150KNew |
$1.83M - $2.08M
|
150K
$2.11M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
112K+ 7.18% |
$1.37M - $1.56M
|
1.67M
$23.5M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
112K+ 3.3% |
$1.37M - $1.55M
|
3.51M
$49.3M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 498.84% |
$1.29M - $1.46M
|
126K
$1.78M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.9K+ 22.29% |
$1.19M - $1.34M
|
531K
$7.47M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.3K+ 48.32% |
$665K - $754K
|
167K
$2.34M
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
53.4KNew |
$653K - $741K
|
53.4K
$750K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 7.04% |
$555K - $630K
|
690K
$9.7M
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45K+ 5.07% |
$551K - $624K
|
932K
$13.1M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35.4KNew |
$434K - $492K
|
35.4K
$498K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35K+ 13.26% |
$428K - $486K
|
299K
$4.2M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.9K+ 120.85% |
$390K - $443K
|
58.3K
$819K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8K+ 6.75% |
$389K - $441K
|
503K
$7.07M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.8K+ 226.57% |
$389K - $441K
|
45.8K
$644K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.1K+ 17.05% |
$357K - $405K
|
200K
$2.81M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 0.6% |
$344K - $390K
|
4.69M
$65.9M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 22.63% |
$341K - $387K
|
151K
$2.12M
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.6K+ 3.7% |
$337K - $383K
|
773K
$10.9M
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
25.5KNew |
$312K - $354K
|
25.5K
$359K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
21.4K+ 57.71% |
$262K - $297K
|
58.5K
$822K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2K+ 4.98% |
$198K - $225K
|
341K
$4.8M
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.3KNew |
$187K - $212K
|
15.3K
$215K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15KNew |
$184K - $208K
|
15K
$211K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$163K - $185K
|
13.3K
$188K
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.2KNew |
$161K - $183K
|
13.2K
$185K
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
12K+ 0.93% |
$147K - $166K
|
1.31M
$18.4M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$143K - $162K
|
11.6K
$164K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.95K+ 85.94% |
$122K - $138K
|
21.5K
$303K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.84K+ 12.27% |
$108K - $123K
|
80.9K
$1.14M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.39K+ 3.88% |
$103K - $116K
|
225K
$3.16M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.61K+ 18.47% |
$68.7K - $77.9K
|
36K
$506K
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.19KNew |
$63.5K - $72.1K
|
5.19K
$73K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.87K+ 5.28% |
$59.6K - $67.6K
|
97.2K
$1.37M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 2.88% |
$51.9K - $58.8K
|
152K
$2.13M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.91K+ 0.58% |
$47.9K - $54.3K
|
676K
$9.51M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.65K+ 31.12% |
$44.6K - $50.6K
|
15.4K
$216K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 6.68% |
$44.5K - $50.5K
|
58.1K
$816K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.43KNew |
$42K - $47.6K
|
3.43K
$48.2K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 42.66% |
$31.1K - $35.2K
|
8.49K
$119K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 8.58% |
$30.9K - $35K
|
31.9K
$449K
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.26KNew |
$27.6K - $31.3K
|
2.26K
$31.7K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.58K+ 2.21% |
$19.4K - $22K
|
73.1K
$1.03M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 107.86% |
$17.8K - $20.2K
|
2.8K
$39.4K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.24K+ 2.98% |
$15.1K - $17.2K
|
42.8K
$602K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 7746.15% |
$12.3K - $14K
|
1.02K
$14.3K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$12.2K - $13.9K
|
1K
$14.1K
|