Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
927K
+ 573.76%
$11.4M - $13.4M
1.09M $14.8M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
518K
+ 8.67%
$6.35M - $7.46M
6.49M $87.9M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
189K
New
$2.32M - $2.72M
189K $2.56M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
130K
+ 14.21%
$1.6M - $1.88M
1.05M $14.2M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
96.9K
New
$1.19M - $1.4M
96.9K $1.31M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
82.8K
+ 40.33%
$1.02M - $1.19M
288K $3.9M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
77.4K
+ 19.17%
$950K - $1.12M
481K $6.52M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
70.9K
+ 9.22%
$870K - $1.02M
840K $11.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
57.5K
New
$705K - $829K
57.5K $779K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
56.3K
New
$691K - $812K
56.3K $763K
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
48K
New
$589K - $692K
48K $651K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
39.8K
New
$488K - $573K
39.8K $539K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
36.4K
+ 61.13%
$446K - $525K
95.9K $1.3M
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
30.4K
+ 59.23%
$373K - $438K
81.7K $1.11M
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
25.5K
New
$312K - $367K
25.5K $345K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
21.2K
+ 38.75%
$260K - $306K
76K $1.03M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
20.7K
+ 51.63%
$255K - $299K
60.9K $826K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
20.2K
+ 15.06%
$248K - $291K
154K $2.09M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
15.4K
+ 59.53%
$189K - $222K
41.2K $559K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
13.5K
+ 31.22%
$165K - $194K
56.7K $768K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
12.9K
+ 25.52%
$159K - $187K
63.6K $862K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
12.7K
+ 1.25%
$156K - $183K
1.03M $14M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
12.3K
+ 20.59%
$151K - $177K
72K $976K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
12.3K
New
$151K - $177K
12.3K $166K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
11.5K
New
$142K - $166K
11.5K $156K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
11.1K
+ 4.75%
$136K - $160K
245K $3.32M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
10.6K
New
$130K - $153K
10.6K $144K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
10.6K
New
$130K - $153K
10.6K $143K
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
10.5K
+ 14.16%
$129K - $152K
84.8K $1.15M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
10.1K
New
$124K - $146K
10.1K $137K
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
8.07K
+ 2.78%
$99K - $116K
298K $4.03M
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
8K
New
$98.2K - $115K
8K $108K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
7.97K
+ 78.34%
$97.8K - $115K
18.1K $246K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
6.13K
+ 16.15%
$75.3K - $88.5K
44.1K $598K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
5.84K
+ 42.32%
$71.7K - $84.2K
19.6K $266K
May 12, 2023 Q1 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
4.71K
+ 6.17%
$57.8K - $67.9K
81K $1.1M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
4.21K
+ 22.29%
$51.7K - $60.8K
23.1K $313K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
4K
New
$49.1K - $57.7K
4K $54.2K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
3.33K
+ 2.53%
$40.8K - $47.9K
135K $1.83M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
3.22K
+ 193.57%
$39.5K - $46.5K
4.89K $66.2K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3K
+ 4.32%
$36.8K - $43.3K
72.4K $981K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.22K
+ 3.3%
$27.2K - $32K
69.4K $941K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.16K
+ 16.99%
$26.5K - $31.1K
14.9K $201K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
1.66K
+ 8.15%
$20.4K - $23.9K
22K $299K
Apr 21, 2023 Q1 2023
Riverbridge Partners LLC

BUY
 -
1.65K
+ 2.89%
$20.3K - $23.8K
58.7K $796K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
1.6K
New
$19.6K - $23.1K
1.6K $21.7K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
1.57K
+ 14.35%
$19.3K - $22.6K
12.5K $169K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.53K
+ 1.25%
$18.8K - $22.1K
124K $1.68M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.34K
New
$16.5K - $19.4K
1.34K $18.2K

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