Purchases and Sales Made in Q1 2022 in Pimco Dynamic Income Opportunities Fund (PDO)

PDO Quotes by TradingView

This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Opportunities Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
2.55M
+ 254.49%
$40.7M - $50.4M
3.55M $48.5M
May 16, 2022 Q1 2022
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
1.68M
+ 121.99%
$26.8M - $33.2M
3.05M $41.7M
Aug 21, 2023 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
1.53M
New
$24.5M - $30.3M
1.53M $20.9M
Apr 22, 2022 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
1.53M
New
$24.5M - $30.3M
1.53M $20.9M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
721K
+ 180.43%
$11.5M - $14.3M
1.12M $15.3M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
493K
+ 2005.46%
$7.88M - $9.76M
518K $7.07M
May 16, 2022 Q1 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
364K
+ 42.49%
$5.81M - $7.19M
1.22M $16.7M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
319K
+ 113.19%
$5.1M - $6.31M
601K $8.21M
Apr 18, 2022 Q1 2022
Sol Capital Management CO

BUY
 -
314K
+ 82.36%
$5.02M - $6.21M
696K $9.5M
May 13, 2022 Q1 2022
City Of London Investment Management CO LTD

London, X0
BUY
 -
311K
New
$4.96M - $6.15M
311K $4.25M
May 16, 2022 Q1 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
194K
+ 19.87%
$3.1M - $3.84M
1.17M $16M
May 16, 2022 Q1 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
140K
New
$2.23M - $2.76M
140K $1.91M
May 06, 2022 Q1 2022
Shaker Financial Services, LLC

BUY
 -
90.9K
New
$1.45M - $1.8M
90.9K $1.24M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
80.4K
New
$1.28M - $1.59M
80.4K $1.1M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
66.6K
+ 62.07%
$1.06M - $1.32M
174K $2.37M
May 16, 2022 Q1 2022
Family Management Corp

New York, NY
BUY
 -
60.7K
+ 34.0%
$969K - $1.2M
239K $3.27M
May 16, 2022 Q1 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
54.3K
New
$867K - $1.07M
54.3K $742K
May 09, 2022 Q1 2022
Nicola Wealth Management Ltd.

Vancouver, A1
BUY
 -
54K
New
$862K - $1.07M
54K $738K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
50.3K
New
$803K - $994K
50.3K $687K
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
48.9K
+ 35.0%
$780K - $966K
188K $2.57M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
48.5K
New
$775K - $960K
48.5K $663K
May 16, 2022 Q1 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
40.9K
+ 156.35%
$653K - $809K
67K $915K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
36K
+ 74.34%
$575K - $712K
84.4K $1.15M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
22.5K
New
$359K - $444K
22.5K $307K
Apr 05, 2022 Q1 2022
Centric Wealth Management

BUY
 -
21.5K
New
$343K - $425K
21.5K $293K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
15.9K
New
$254K - $315K
15.9K $217K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
15.7K
+ 6.55%
$251K - $311K
256K $3.49M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
15.1K
New
$241K - $299K
15.1K $206K
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
15K
+ 12.21%
$240K - $297K
138K $1.88M
May 16, 2022 Q1 2022
Greytown Advisors Inc.

Miami, FL
BUY
 -
13.5K
New
$216K - $267K
13.5K $185K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
12.3K
New
$196K - $243K
12.3K $168K
May 17, 2022 Q1 2022
Virtu Financial LLC

New York, NY
BUY
 -
10.3K
New
$165K - $205K
10.3K $141K
May 16, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
7K
New
$112K - $138K
7K $95.6K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
5K
New
$79.9K - $98.9K
5K $68.3K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
4.45K
New
$71K - $87.9K
4.45K $60.7K
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
2.78K
+ 0.64%
$44.4K - $55K
436K $5.96M
Apr 18, 2022 Q1 2022
Carmel Capital Partners, LLC

BUY
 -
2.62K
+ 8.21%
$41.8K - $51.8K
34.5K $471K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.67K
New
$26.6K - $32.9K
1.67K $22.7K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
1.35K
+ 12.62%
$21.6K - $26.7K
12.1K $165K
May 09, 2022 Q1 2022
Onyx Bridge Wealth Group LLC

BUY
 -
1.25K
+ 9.44%
$20K - $24.7K
14.5K $198K
Apr 25, 2022 Q1 2022
Fny Investment Advisers, LLC

BUY
 -
1.2K
New
$19.2K - $23.7K
1.2K $16.4K
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

BUY
 -
1.05K
+ 1.07%
$16.7K - $20.7K
98.5K $1.35M
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
1.03K
New
$16.4K - $20.3K
1.03K $14K
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
888
+ 4.92%
$14.2K - $17.6K
18.9K $258K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
549
+ 8.67%
$8.77K - $10.9K
6.88K $94K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
526
New
$8.4K - $10.4K
526 $7.19K
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
310
New
$4.95K - $6.13K
310 $4.23K
Apr 26, 2022 Q1 2022
Toth Financial Advisory Corp

BUY
 -
160
+ 22.57%
$2.56K - $3.16K
869 $11.9K
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
44
+ 141.94%
$703 - $870
75 $1.02K

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