Purchases and Sales Made in Q1 2023 in Pimco Dynamic Income Opportunities Fund (PDO)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 234.84% |
$13.4K - $15.7K
|
1.56K
$21.1K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.07KNew |
$13.1K - $15.4K
|
1.07K
$14.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
811+ 391.79% |
$9.95K - $11.7K
|
1.02K
$13.8K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750+ 7.01% |
$9.2K - $10.8K
|
11.5K
$155K
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
727+ 2.8% |
$8.92K - $10.5K
|
26.7K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
552+ 1.79% |
$6.77K - $7.96K
|
31.3K
$425K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22+ 2.78% |
$270 - $317
|
813
$11K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 10.58% |
$135 - $159
|
115
$1.56K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-120- 0.95% |
$1.47K - $1.73K
|
12.5K
$170K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-452- 2.0% |
$5.55K - $6.52K
|
22.1K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 3.8% |
$13.1K - $15.4K
|
27.1K
$367K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.25K- 8.63% |
$15.3K - $18K
|
13.2K
$179K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 3.82% |
$28.2K - $33.2K
|
57.9K
$784K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.52K- 6.65% |
$30.9K - $36.3K
|
35.3K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 4.14% |
$36.8K - $43.3K
|
69.4K
$941K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$61.4K - $72.1K
|
15K
$203K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-10K- 33.33% |
$123K - $144K
|
20K
$271K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 43.16% |
$176K - $207K
|
18.9K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-16.7K- 1.22% |
$205K - $241K
|
1.36M
$18.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17.2K- 62.86% |
$211K - $248K
|
10.1K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21.8K- 66.49% |
$267K - $314K
|
11K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.2K- 17.55% |
$395K - $465K
|
151K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-38.2K- 26.4% |
$469K - $551K
|
107K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-38.4K- 38.73% |
$471K - $554K
|
60.8K
$823K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-85.3K- 57.89% |
$1.05M - $1.23M
|
62.1K
$841K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-90.4K- 60.4% |
$1.11M - $1.3M
|
59.3K
$803K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-128K- 65.57% |
$1.57M - $1.84M
|
67.2K
$910K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-361K- 30.71% |
$4.43M - $5.21M
|
815K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-559K- 37.26% |
$6.86M - $8.06M
|
941K
$12.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-610K- 100.0% |
$7.48M - $8.79M
|
4
$54.2
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.08M- 29.02% |
$13.3M - $15.6M
|
2.65M
$35.9M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.41M- 100.0% |
$17.3M - $20.3M
|
4
$54.2
|