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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283K- 5.73% |
$3.78M - $3.99M
|
4.66M
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-89.9K- 2.58% |
$1.2M - $1.27M
|
3.39M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-70K- 5.13% |
$933K - $986K
|
1.29M
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.5K- 6.46% |
$593K - $626K
|
644K
$8.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.9K- 23.41% |
$265K - $280K
|
65K
$876K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 5.35% |
$167K - $176K
|
221K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 35.07% |
$152K - $161K
|
21.1K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.14K- 58.44% |
$122K - $129K
|
6.5K
$87.7K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.81K- 22.08% |
$104K - $110K
|
27.6K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.08K- 58.06% |
$94.3K - $99.6K
|
5.11K
$69K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.76K- 2.26% |
$76.8K - $81.1K
|
249K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.78K- 1.16% |
$63.7K - $67.3K
|
407K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 31.87% |
$60K - $63.4K
|
9.62K
$130K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.25K- 7.59% |
$43.3K - $45.8K
|
39.6K
$534K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.8K- 2.96% |
$37.4K - $39.5K
|
91.9K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.41K- 7.48% |
$32.2K - $34K
|
29.9K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 21.72% |
$29.9K - $31.6K
|
8.08K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.49% |
$23K - $24.3K
|
114K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-506- 2.91% |
$6.74K - $7.12K
|
16.9K
$227K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-210- 1.28% |
$2.8K - $2.96K
|
16.2K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-122- 0.35% |
$1.63K - $1.72K
|
34.7K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-45- 21.95% |
$600 - $634
|
160
$2.16K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-55.3K- 47.24% |
$725K - $794K
|
61.7K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.7K- 65.12% |
$561K - $614K
|
22.9K
$309K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.3K- 60.93% |
$240K - $263K
|
11.7K
$158K
|
|
|
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
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.63K- 19.35% |
$60.7K - $66.5K
|
19.3K
$260K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.01K- 18.98% |
$39.5K - $43.3K
|
12.9K
$173K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.35K- 10.95% |
$17.7K - $19.4K
|
11K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 17.36% |
$16.4K - $18K
|
5.95K
$80.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-810- 0.65% |
$10.6K - $11.6K
|
124K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-500- 1.62% |
$6.56K - $7.19K
|
30.4K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.56% |
$971 - $1.06K
|
13.2K
$178K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.58K- 18.2% |
$86.6K - $93K
|
29.6K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.36K- 4.87% |
$17.9K - $19.2K
|
26.6K
$359K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.3K- 21.23% |
$53.6K - $57.5K
|
15.9K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.5K- 24.68% |
$43.7K - $46.8K
|
10.7K
$144K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 10.65% |
$17.5K - $18.7K
|
11.8K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 3.73% |
$14.5K - $15.5K
|
30K
$404K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 11.88% |
$25.1K - $26.9K
|
15.1K
$203K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.7K- 12.27% |
$948K - $1.11M
|
634K
$8.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 55.94% |
$217K - $254K
|
16K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.91K- 36.56% |
$73.8K - $86.2K
|
12K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6K- 36.57% |
$64.1K - $74.9K
|
10.4K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.52K- 10.81% |
$16.2K - $19K
|
12.5K
$169K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-442- 52.49% |
$4.72K - $5.52K
|
400
$5.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-165- 16.22% |
$1.76K - $2.06K
|
852
$11.5K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.6K- 29.18% |
$221K - $246K
|
45.2K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5K- 33.33% |
$59.4K - $66.1K
|
10K
$135K
|
|