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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
883K+ 181.21% |
$11.8M - $12.4M
|
1.37M
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
250KNew |
$3.33M - $3.52M
|
250K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 21.76% |
$2.86M - $3.02M
|
1.2M
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
210K+ 182.27% |
$2.8M - $2.96M
|
325K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
203K+ 8.22% |
$2.7M - $2.85M
|
2.67M
$36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 40.52% |
$1.81M - $1.91M
|
471K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.7K+ 188.84% |
$1.28M - $1.35M
|
146K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
89.4KNew |
$1.19M - $1.26M
|
89.4K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
86.7K+ 5.88% |
$1.16M - $1.22M
|
1.56M
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84.7KNew |
$1.13M - $1.19M
|
84.7K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.1K+ 22.26% |
$1.05M - $1.11M
|
435K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72.1KNew |
$960K - $1.01M
|
72.1K
$972K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
59K+ 28.79% |
$786K - $830K
|
264K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
57.7K+ 8.39% |
$769K - $813K
|
746K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 45.41% |
$712K - $752K
|
171K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.3KNew |
$577K - $609K
|
43.3K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
41.1KNew |
$548K - $578K
|
41.1K
$554K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.7KNew |
$410K - $433K
|
30.7K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.4KNew |
$392K - $414K
|
29.4K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28K+ 29.46% |
$374K - $395K
|
123K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
27.8K+ 14.74% |
$370K - $391K
|
216K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 12.89% |
$367K - $387K
|
241K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$352K - $372K
|
26.4K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 57.94% |
$243K - $257K
|
49.8K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.7KNew |
$236K - $249K
|
17.7K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.8KNew |
$210K - $222K
|
15.8K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 11.92% |
$209K - $221K
|
147K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$187K - $197K
|
14K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.5KNew |
$167K - $176K
|
12.5K
$169K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
12.4KNew |
$165K - $175K
|
12.4K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$154K - $163K
|
11.6K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 24.58% |
$143K - $151K
|
54.4K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$140K - $148K
|
10.5K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.6K+ 11.61% |
$128K - $135K
|
92.3K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
7.76K+ 26.45% |
$103K - $109K
|
37.1K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.5KNew |
$100K - $106K
|
7.5K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.29K+ 91.13% |
$97.2K - $103K
|
15.3K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.3K+ 0.72% |
$84K - $88.7K
|
887K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.88K+ 0.88% |
$78.4K - $82.8K
|
672K
$9.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.62K+ 13.01% |
$61.6K - $65K
|
40.1K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.66KNew |
$48.7K - $51.5K
|
3.66K
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.45K+ 4.12% |
$46K - $48.5K
|
87.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51K+ 33.96% |
$33.5K - $35.4K
|
9.91K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49KNew |
$33.2K - $35.1K
|
2.49K
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.42K+ 64.05% |
$32.3K - $34.1K
|
6.2K
$83.7K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.3K+ 3.33% |
$30.7K - $32.4K
|
71.5K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 7.24% |
$27.4K - $28.9K
|
30.4K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 87.0% |
$26.7K - $28.2K
|
4.3K
$58K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 45.12% |
$26.7K - $28.2K
|
6.43K
$86.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.51K+ 39.71% |
$20.1K - $21.2K
|
5.31K
$71.6K
|