Latest Institutional Purchases of Pimco Dynamic Income Opportunities Fund (PDO)

PDO Quotes by TradingView

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 02, 2024 Q2 2024
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
21.3K
New
$265K - $285K
21.3K $287K
Oct 23, 2024 Q2 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
19.1K
New
$238K - $255K
19.1K $257K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
16.9K
New
$210K - $225K
16.9K $227K
Jul 31, 2024 Q2 2024
Biechele Royce Advisors

BUY
 -
15.4K
New
$192K - $206K
15.4K $208K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
14.1K
New
$176K - $189K
14.1K $190K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
8K
New
$99.8K - $107K
8K $108K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.74K
New
$21.7K - $23.3K
1.74K $23.5K
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
1K
New
$12.5K - $13.4K
1K $13.5K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
750
New
$9.36K - $10K
750 $10.1K
Jul 15, 2024 Q2 2024
Parisi Gray Wealth Management

BUY
 -
364
+ 2.96%
$4.54K - $4.87K
12.6K $171K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
85
New
$1.06K - $1.14K
85 $1.15K
Q1 2024
May 13, 2024 Q1 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
26.9K
New
$333K - $356K
26.9K $363K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
26.2K
New
$324K - $347K
26.2K $354K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
25K
New
$309K - $331K
25K $337K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
23.7K
New
$293K - $314K
23.7K $320K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
20.7K
New
$256K - $274K
20.7K $279K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
12K
New
$148K - $159K
12K $162K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
11K
New
$136K - $146K
11K $148K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.76K
+ 17.64%
$46.5K - $49.7K
25.1K $338K
May 14, 2024 Q1 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.2K
+ 4.07%
$27.1K - $29.1K
56.2K $757K
Apr 15, 2024 Q1 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
6
+ 2.4%
$74.2 - $79.4
256 $3.45K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 3.85%
$24.7 - $26.5
54 $728
Q4 2023
Feb 14, 2024 Q4 2023
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
156K
New
$1.66M - $1.94M
156K $2.1M
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
23K
+ 28.31%
$246K - $287K
104K $1.4M
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
12.7K
New
$135K - $158K
12.7K $171K
Jan 30, 2024 Q4 2023
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
12.1K
New
$129K - $150K
12.1K $163K
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
11.3K
New
$120K - $140K
11.3K $152K
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
10.3K
New
$110K - $128K
10.3K $139K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
3.77K
New
$40.3K - $47.1K
3.77K $50.8K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1.24K
New
$13.2K - $15.4K
1.24K $16.7K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
1K
New
$10.7K - $12.5K
1K $13.5K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
795
New
$8.49K - $9.92K
795 $10.7K
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

BUY
 -
239
+ 1.09%
$2.55K - $2.98K
22.3K $300K
Jan 23, 2024 Q4 2023
Independence Bank Of Kentucky

BUY
 -
147
New
$1.57K - $1.83K
147 $1.98K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
4
+ 3.31%
$42.7 - $49.9
125 $1.69K
Q3 2023
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
33K
New
$392K - $436K
33K $445K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
21.8K
New
$259K - $288K
21.8K $294K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
8K
+ 100.0%
$95K - $106K
16K $216K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.61K
+ 461.0%
$54.8K - $60.9K
5.61K $75.6K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.6K
New
$19K - $21.1K
1.6K $21.6K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
500
New
$5.94K - $6.61K
500 $6.74K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
100
+ 0.99%
$1.19K - $1.32K
10.2K $138K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
81
New
$962 - $1.07K
81 $1.09K
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
25
+ 2.98%
$297 - $330
863 $11.6K
Q2 2023
Aug 14, 2023 Q2 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
25K
New
$310K - $330K
25K $337K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
25K
New
$310K - $330K
25K $337K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
393
+ 2.17%
$4.87K - $5.18K
18.5K $250K
Aug 07, 2023 Q2 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
198
New
$2.45K - $2.61K
198 $2.67K
Q1 2023
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
13.5K
+ 31.22%
$165K - $194K
56.7K $764K

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