Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.4K- 2.68% |
$874K - $991K
|
2.6M
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69.3K- 60.86% |
$849K - $962K
|
44.6K
$607K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-51.1K- 12.55% |
$625K - $709K
|
356K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34K- 23.22% |
$416K - $472K
|
112K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.1K- 10.84% |
$320K - $362K
|
215K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-21.3K- 8.57% |
$261K - $296K
|
228K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.4K- 16.8% |
$189K - $214K
|
76.5K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14K- 11.66% |
$172K - $195K
|
106K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.2K- 41.62% |
$88.1K - $99.9K
|
10.1K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.65K- 15.72% |
$56.9K - $64.6K
|
24.9K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.62K- 11.51% |
$56.5K - $64.1K
|
35.5K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.31K- 43.51% |
$52.8K - $59.9K
|
5.6K
$76.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.3K- 66.15% |
$52.6K - $59.7K
|
2.2K
$29.9K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.74K- 16.87% |
$33.5K - $38K
|
13.5K
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 9.05% |
$30.5K - $34.6K
|
25.1K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.42K- 39.04% |
$29.6K - $33.6K
|
3.78K
$51.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.04K- 6.84% |
$25K - $28.3K
|
27.8K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 4.74% |
$23K - $26K
|
37.7K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.45K- 11.69% |
$17.7K - $20.1K
|
11K
$149K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 7.85% |
$16.8K - $19K
|
16.1K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 1.38% |
$14.7K - $16.7K
|
86K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.11K- 6.57% |
$13.6K - $15.4K
|
15.8K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-900- 13.99% |
$11K - $12.5K
|
5.53K
$75.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-507- 0.78% |
$6.21K - $7.04K
|
64.5K
$877K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-500- 1.65% |
$6.12K - $6.94K
|
29.9K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-389- 0.72% |
$4.76K - $5.4K
|
53.3K
$726K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 0.23% |
$147 - $167
|
5.1K
$69.4K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-6.73K- 19.41% |
$89.7K - $94.8K
|
27.9K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 31.87% |
$60K - $63.4K
|
9.62K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 21.72% |
$29.9K - $31.6K
|
8.08K
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-45- 21.95% |
$600 - $634
|
160
$2.18K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-55.3K- 47.24% |
$725K - $794K
|
61.7K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.7K- 65.12% |
$561K - $614K
|
22.9K
$311K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.3K- 60.93% |
$240K - $263K
|
11.7K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.4KClosed |
$137K - $150K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.8K- 6.81% |
$76.1K - $83.3K
|
79.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.63K- 19.35% |
$60.7K - $66.5K
|
19.3K
$262K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.35K- 10.95% |
$17.7K - $19.4K
|
11K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.56% |
$971 - $1.06K
|
13.2K
$179K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.36K- 4.87% |
$17.9K - $19.2K
|
26.6K
$362K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.3K- 21.23% |
$53.6K - $57.5K
|
15.9K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.5K- 24.68% |
$43.7K - $46.8K
|
10.7K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 10.65% |
$17.5K - $18.7K
|
11.8K
$160K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 3.73% |
$14.5K - $15.5K
|
30K
$408K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 11.88% |
$25.1K - $26.9K
|
15.1K
$205K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.7K- 12.27% |
$948K - $1.11M
|
634K
$8.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 55.94% |
$217K - $254K
|
16K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.91K- 36.56% |
$73.8K - $86.2K
|
12K
$163K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6K- 36.57% |
$64.1K - $74.9K
|
10.4K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.52K- 10.81% |
$16.2K - $19K
|
12.5K
$170K
|
|