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
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
56.5K
New
$743K - $797K
56.5K $794K
Oct 18, 2024 Q3 2024
Jtc Employer Solutions Trustee LTD

BUY
 -
18.5K
New
$243K - $261K
18.5K $260K
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
10.8K
New
$142K - $152K
10.8K $152K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.46K
+ 3.95%
$111K - $119K
222K $3.12M
Nov 06, 2024 Q3 2024
Hbc Financial Services, Pllc

BUY
 -
2K
+ 36.36%
$26.3K - $28.2K
7.5K $105K
Oct 18, 2024 Q3 2024
Fny Investment Advisers, LLC

BUY
 -
1.6K
New
$21K - $22.6K
1.6K $22.5K
Oct 24, 2024 Q3 2024
Valley National Advisers Inc

BUY
 -
75
New
$986 - $1.06K
75 $1.05K
Oct 31, 2024 Q3 2024
Hollencrest Capital Management

BUY
 -
11
+ 2.75%
$145 - $155
411 $5.77K
Q2 2024
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
26.5K
+ 2.27%
$331K - $355K
1.19M $16.8M
Jul 26, 2024 Q2 2024
Bcr Wealth Strategies, LLC

BUY
 -
24.2K
New
$302K - $324K
24.2K $340K
Oct 23, 2024 Q2 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
19.1K
New
$238K - $255K
19.1K $268K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
16.9K
New
$210K - $225K
16.9K $237K
Jul 31, 2024 Q2 2024
Biechele Royce Advisors

BUY
 -
15.4K
New
$192K - $206K
15.4K $216K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
14.1K
New
$176K - $189K
14.1K $198K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
8K
New
$99.8K - $107K
8K $112K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.74K
New
$21.7K - $23.3K
1.74K $24.4K
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
1K
New
$12.5K - $13.4K
1K $14.1K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
750
New
$9.36K - $10K
750 $10.5K
Jul 15, 2024 Q2 2024
Parisi Gray Wealth Management

BUY
 -
364
+ 2.96%
$4.54K - $4.87K
12.6K $178K
Jul 19, 2024 Q2 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
98
+ 0.45%
$1.22K - $1.31K
22K $309K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
85
New
$1.06K - $1.14K
85 $1.19K
Q1 2024
May 13, 2024 Q1 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
26.9K
New
$333K - $356K
26.9K $378K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
26.2K
New
$324K - $347K
26.2K $369K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
25K
New
$309K - $331K
25K $351K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
23.7K
New
$293K - $314K
23.7K $334K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
20.7K
New
$256K - $274K
20.7K $291K
Aug 13, 2025 Q1 2024
Stone X Group Inc.

BUY
 -
16.1K
New
$199K - $213K
16.1K $226K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
11K
New
$136K - $146K
11K $155K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.76K
+ 17.64%
$46.5K - $49.7K
25.1K $352K
May 14, 2024 Q1 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.2K
+ 4.07%
$27.1K - $29.1K
56.2K $789K
Apr 15, 2024 Q1 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
6
+ 2.4%
$74.2 - $79.4
256 $3.6K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 3.85%
$24.7 - $26.5
54 $759
Q4 2023
Feb 14, 2024 Q4 2023
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
156K
New
$1.66M - $1.94M
156K $2.19M
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
23K
+ 28.31%
$246K - $287K
104K $1.46M
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
12.7K
New
$135K - $158K
12.7K $178K
Jan 30, 2024 Q4 2023
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
12.1K
New
$129K - $150K
12.1K $169K
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
11.3K
New
$120K - $140K
11.3K $158K
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
10.3K
New
$110K - $128K
10.3K $144K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
3.77K
New
$40.3K - $47.1K
3.77K $53K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1.24K
New
$13.2K - $15.4K
1.24K $17.4K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
1K
New
$10.7K - $12.5K
1K $14.1K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
795
New
$8.49K - $9.92K
795 $11.2K
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

BUY
 -
239
+ 1.09%
$2.55K - $2.98K
22.3K $313K
Jan 23, 2024 Q4 2023
Independence Bank Of Kentucky

BUY
 -
147
New
$1.57K - $1.83K
147 $2.07K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
4
+ 3.31%
$42.7 - $49.9
125 $1.76K
Q3 2023
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
33K
New
$392K - $436K
33K $463K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
21.8K
New
$259K - $288K
21.8K $307K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
8K
+ 100.0%
$95K - $106K
16K $225K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.61K
+ 461.0%
$54.8K - $60.9K
5.61K $78.8K

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