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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
23K+ 28.31% |
$246K - $287K
|
104K
$1.44M
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
16.2K+ 91.91% |
$173K - $202K
|
33.8K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$174K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
12.1KNew |
$129K - $150K
|
12.1K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.3KNew |
$120K - $140K
|
11.3K
$155K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$110K - $128K
|
10.3K
$142K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$13.2K - $15.4K
|
1.24K
$17K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$10.7K - $12.5K
|
1K
$13.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
795New |
$8.49K - $9.92K
|
795
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
239+ 1.09% |
$2.55K - $2.98K
|
22.3K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
147New |
$1.57K - $1.83K
|
147
$2.03K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 3.31% |
$42.7 - $49.9
|
125
$1.72K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.8KNew |
$259K - $288K
|
21.8K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
8K+ 100.0% |
$95K - $106K
|
16K
$220K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.61K+ 461.0% |
$54.8K - $60.9K
|
5.61K
$77.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.6KNew |
$19K - $21.1K
|
1.6K
$22.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$5.94K - $6.61K
|
500
$6.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.99% |
$1.19K - $1.32K
|
10.2K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 2.98% |
$297 - $330
|
863
$11.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$345K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
393+ 2.17% |
$4.87K - $5.18K
|
18.5K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
198New |
$2.45K - $2.61K
|
198
$2.73K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.5K+ 31.22% |
$165K - $194K
|
56.7K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4KNew |
$49.1K - $57.7K
|
4K
$55.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 14.35% |
$19.3K - $22.6K
|
12.5K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.07KNew |
$13.1K - $15.4K
|
1.07K
$14.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
262KNew |
$3.35M - $4.03M
|
262K
$3.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
18.9KNew |
$242K - $291K
|
18.9K
$261K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$221K - $266K
|
17.3K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$181K - $218K
|
14.2K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.02KNew |
$51.3K - $61.8K
|
4.02K
$55.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$18.5K - $22.3K
|
1.45K
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
600+ 100.0% |
$7.66K - $9.23K
|
1.2K
$16.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$12.8 - $15.4
|
1
$13.8
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20KNew |
$264K - $314K
|
20K
$275K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$228K - $272K
|
17.3K
$238K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5K+ 50.0% |
$66K - $78.6K
|
15K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.55KNew |
$60K - $71.5K
|
4.55K
$62.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.04KNew |
$40.2K - $47.9K
|
3.04K
$41.9K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
193New |
$2.55K - $3.03K
|
193
$2.66K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6+ 2.69% |
$79.1 - $94.3
|
229
$3.16K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
433KNew |
$5.92M - $7.52M
|
433K
$5.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
210K+ 150.37% |
$2.87M - $3.64M
|
349K
$4.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
75KNew |
$1.03M - $1.3M
|
75K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
57.7KNew |
$789K - $1M
|
57.7K
$796K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
41.1KNew |
$562K - $713K
|
41.1K
$566K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
39.5KNew |
$540K - $685K
|
39.5K
$544K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15KNew |
$205K - $261K
|
15K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
13KNew |
$178K - $226K
|
13K
$180K
|
|