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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.9K- 9.1% |
$905K - $991K
|
689K
$9.56M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-55.3K- 47.24% |
$725K - $794K
|
61.7K
$856K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.7K- 65.12% |
$561K - $614K
|
22.9K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 34.14% |
$345K - $378K
|
50.7K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 13.61% |
$272K - $298K
|
132K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 7.24% |
$239K - $262K
|
234K
$3.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14.9K- 3.49% |
$195K - $214K
|
412K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-11.9K- 28.88% |
$156K - $171K
|
29.3K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.4KClosed |
$137K - $150K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.8K- 54.31% |
$115K - $126K
|
7.4K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.8K- 6.81% |
$76.1K - $83.3K
|
79.3K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-5K- 5.63% |
$65.6K - $71.9K
|
83.8K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.63K- 19.35% |
$60.7K - $66.5K
|
19.3K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4K- 8.54% |
$52.5K - $57.5K
|
42.8K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.26K- 5.73% |
$42.8K - $46.9K
|
53.7K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.15K- 8.18% |
$41.4K - $45.3K
|
35.4K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.42K- 6.38% |
$31.7K - $34.8K
|
35.5K
$493K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.35K- 10.95% |
$17.7K - $19.4K
|
11K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 17.36% |
$16.4K - $18K
|
5.95K
$82.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09K- 2.43% |
$14.3K - $15.6K
|
43.7K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-810- 0.65% |
$10.6K - $11.6K
|
124K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-500- 1.62% |
$6.56K - $7.19K
|
30.4K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-132- 6.17% |
$1.73K - $1.9K
|
2.01K
$27.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.56% |
$971 - $1.06K
|
13.2K
$183K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.58K- 18.2% |
$86.6K - $93K
|
29.6K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.74K- 10.75% |
$22.9K - $24.6K
|
14.5K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.36K- 4.87% |
$17.9K - $19.2K
|
26.6K
$369K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 62.06% |
$322K - $345K
|
15.8K
$219K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10K- 11.8% |
$125K - $134K
|
74.8K
$1.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.3K- 21.23% |
$53.6K - $57.5K
|
15.9K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.5K- 24.68% |
$43.7K - $46.8K
|
10.7K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 10.65% |
$17.5K - $18.7K
|
11.8K
$163K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 3.73% |
$14.5K - $15.5K
|
30K
$416K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 11.88% |
$25.1K - $26.9K
|
15.1K
$209K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.7K- 12.27% |
$948K - $1.11M
|
634K
$8.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 55.94% |
$217K - $254K
|
16K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.91K- 36.56% |
$73.8K - $86.2K
|
12K
$166K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6K- 36.57% |
$64.1K - $74.9K
|
10.4K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.52K- 10.81% |
$16.2K - $19K
|
12.5K
$174K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-442- 52.49% |
$4.72K - $5.52K
|
400
$5.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-165- 16.22% |
$1.76K - $2.06K
|
852
$11.8K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.6K- 29.18% |
$221K - $246K
|
45.2K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5K- 33.33% |
$59.4K - $66.1K
|
10K
$139K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21.8K- 66.49% |
$267K - $314K
|
11K
$152K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$61.4K - $72.1K
|
15K
$208K
|
|
| Q4 2022 | |||||||
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-58.5K- 82.38% |
$746K - $899K
|
12.5K
$174K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.31K- 55.55% |
$16.7K - $20.1K
|
1.05K
$14.5K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.4K- 51.56% |
$387K - $461K
|
27.6K
$383K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$168K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5KClosed |
$68.4K - $86.8K
|
0
$0
|
|