Purchases and Sales Made in Q1 2024 in Pimco Dynamic Income Opportunities Fund (PDO)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
912+ 2.29% |
$11.3K - $12.1K
|
40.7K
$525K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
841+ 3.0% |
$10.4K - $11.1K
|
28.9K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
434+ 0.44% |
$5.36K - $5.74K
|
99K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
160+ 1.5% |
$1.98K - $2.12K
|
10.9K
$140K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
101+ 0.46% |
$1.25K - $1.34K
|
21.9K
$282K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
52+ 2.52% |
$643 - $688
|
2.11K
$27.2K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 1.94% |
$383 - $410
|
1.63K
$21K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.4% |
$74.2 - $79.4
|
256
$3.3K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 3.85% |
$24.7 - $26.5
|
54
$696
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 0.53% |
$1.24K - $1.32K
|
18.9K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-236- 1.64% |
$2.92K - $3.12K
|
14.2K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-413- 0.16% |
$5.1K - $5.46K
|
262K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-600- 4.36% |
$7.42K - $7.94K
|
13.2K
$169K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-820- 3.61% |
$10.1K - $10.8K
|
21.9K
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 4.96% |
$17.9K - $19.2K
|
27.8K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.6K- 0.84% |
$19.7K - $21.1K
|
189K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.87K- 0.46% |
$23.1K - $24.7K
|
409K
$5.26M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 11.88% |
$25.1K - $26.9K
|
15.1K
$194K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.3K- 31.94% |
$28.4K - $30.4K
|
4.9K
$63.1K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.94K- 0.66% |
$36.3K - $38.9K
|
445K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.05K- 14.65% |
$37.7K - $40.3K
|
17.8K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.35K- 11.04% |
$66.1K - $70.8K
|
43.1K
$555K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.83K- 4.29% |
$72.1K - $77.1K
|
130K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.2K- 7.9% |
$76.6K - $82K
|
72.3K
$931K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.18K- 31.21% |
$113K - $121K
|
20.2K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.5K- 56.01% |
$204K - $219K
|
13K
$167K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.4K- 24.53% |
$215K - $230K
|
53.4K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-19.6K- 61.51% |
$243K - $260K
|
12.3K
$158K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 65.13% |
$245K - $262K
|
10.6K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-20K- 39.06% |
$247K - $264K
|
31.1K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-50.7K- 43.5% |
$626K - $670K
|
65.8K
$847K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-112K- 16.64% |
$1.38M - $1.48M
|
560K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114K- 18.16% |
$1.4M - $1.5M
|
512K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-200K- 18.55% |
$2.48M - $2.65M
|
880K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-307K- 27.2% |
$3.8M - $4.06M
|
822K
$10.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-386K- 42.97% |
$4.77M - $5.1M
|
512K
$6.59M
|