Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024 Q1 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
248K
+ 14.12%
$3.07M - $3.29M
2.01M $27.3M
Oct 17, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
242K
+ 4.55%
$2.99M - $3.2M
5.56M $75.6M
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
217K
New
$2.68M - $2.87M
217K $2.95M
May 13, 2024 Q1 2024
Ubs Group Ag

BUY
 -
176K
+ 9.22%
$2.17M - $2.33M
2.08M $28.3M
Apr 24, 2024 Q1 2024
Sol Capital Management CO

BUY
 -
136K
+ 15.69%
$1.68M - $1.8M
1M $13.6M
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
128K
+ 12.35%
$1.59M - $1.7M
1.17M $15.9M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
98.4K
+ 61.76%
$1.22M - $1.3M
258K $3.5M
May 13, 2024 Q1 2024
Venture Visionary Partners LLC

BUY
 -
78.6K
New
$971K - $1.04M
78.6K $1.07M
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
74.1K
+ 173.23%
$915K - $980K
117K $1.59M
May 15, 2024 Q1 2024
Bramshill Investments, LLC

Naples, FL
BUY
 -
46.7K
+ 68.37%
$578K - $618K
115K $1.56M
May 06, 2024 Q1 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
41.4K
+ 28.36%
$511K - $547K
187K $2.54M
Apr 15, 2024 Q1 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
37.9K
New
$468K - $501K
37.9K $514K
May 10, 2024 Q1 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
36.6K
+ 17.28%
$452K - $484K
248K $3.37M
May 13, 2024 Q1 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
26.9K
New
$333K - $356K
26.9K $366K
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
26.5K
New
$327K - $350K
26.5K $360K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
26.2K
New
$324K - $347K
26.2K $357K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
25K
New
$309K - $331K
25K $340K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
23.7K
New
$293K - $314K
23.7K $323K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
22.3K
+ 36.46%
$275K - $294K
83.3K $1.13M
Apr 15, 2024 Q1 2024
Capital Investment Advisors, LLC

BUY
 -
21K
+ 9.07%
$259K - $278K
252K $3.43M
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
20.7K
New
$256K - $274K
20.7K $282K
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19K
+ 0.34%
$234K - $251K
5.56M $75.6M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19K
+ 0.34%
$234K - $251K
5.56M $75.6M
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
15.8K
+ 16.08%
$195K - $209K
114K $1.55M
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
14.7K
+ 14.69%
$182K - $194K
115K $1.56M
May 13, 2024 Q1 2024
Xtx Topco LTD

London, X0
BUY
 -
14.4K
New
$178K - $191K
14.4K $196K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
12K
New
$148K - $159K
12K $163K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
11K
New
$136K - $146K
11K $149K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11K
New
$136K - $145K
11K $149K
May 14, 2024 Q1 2024
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
10.9K
+ 15.72%
$135K - $144K
80.3K $1.09M
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.1K
New
$124K - $133K
10.1K $137K
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 -
7.82K
+ 16.57%
$96.7K - $104K
55.1K $748K
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
6.76K
+ 676.2%
$83.6K - $89.5K
7.76K $105K
Apr 24, 2024 Q1 2024
Leavell Investment Management, Inc.

BUY
 -
6.25K
+ 7.07%
$77.3K - $82.7K
94.7K $1.29M
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.57K
+ 2.42%
$68.9K - $73.7K
236K $3.2M
Apr 15, 2024 Q1 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.45K
+ 13.97%
$67.3K - $72.1K
44.4K $604K
May 06, 2024 Q1 2024
Hbc Financial Services, Pllc

BUY
 -
4K
New
$49.4K - $52.9K
4K $54.4K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
3.78K
New
$46.7K - $50K
3.78K $51.4K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.76K
+ 17.64%
$46.5K - $49.7K
25.1K $341K
May 13, 2024 Q1 2024
D.A. Davidson & Co.

BUY
 -
3.3K
+ 7.21%
$40.8K - $43.7K
49.1K $667K
Apr 25, 2024 Q1 2024
Lindbrook Capital, LLC

BUY
 -
3K
+ 300.0%
$37.1K - $39.7K
4K $54.4K
May 13, 2024 Q1 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
2.89K
+ 3.48%
$35.7K - $38.2K
85.9K $1.17M
Apr 26, 2024 Q1 2024
Riverbridge Partners LLC

BUY
 -
2.47K
+ 4.93%
$30.5K - $32.6K
52.5K $713K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
2.3K
New
$28.4K - $30.4K
2.3K $31.3K
May 14, 2024 Q1 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.2K
+ 4.07%
$27.1K - $29.1K
56.2K $764K
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

BUY
 -
2.11K
+ 11.74%
$26K - $27.9K
20.1K $273K
May 13, 2024 Q1 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.76K
+ 3.05%
$21.7K - $23.3K
59.4K $807K
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
1.58K
New
$19.6K - $21K
1.58K $21.5K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
912
+ 2.29%
$11.3K - $12.1K
40.7K $554K

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