Purchases and Sales Made in Q1 2025 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q1 2025. 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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 104.17% |
$20K - $21.1K
|
2.94K
$39.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19K+ 2.94% |
$15.8K - $16.7K
|
41.6K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 22.22% |
$13.3K - $14.1K
|
5.5K
$74.1K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
879+ 2.8% |
$11.7K - $12.4K
|
32.3K
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$3.33K - $3.52K
|
250
$3.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.64% |
$1.48K - $1.56K
|
17.4K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
70+ 0.13% |
$933 - $986
|
53.7K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$667 - $704
|
50
$674
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 2.84% |
$653 - $690
|
1.77K
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 2.81% |
$200 - $211
|
549
$7.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 0.65% |
$173 - $183
|
2.02K
$27.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-45- 21.95% |
$600 - $634
|
160
$2.16K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-122- 0.35% |
$1.63K - $1.72K
|
34.7K
$468K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-210- 1.28% |
$2.8K - $2.96K
|
16.2K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-506- 2.91% |
$6.74K - $7.12K
|
16.9K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.49% |
$23K - $24.3K
|
114K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.24K- 21.72% |
$29.9K - $31.6K
|
8.08K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.41K- 7.48% |
$32.2K - $34K
|
29.9K
$403K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.8K- 2.96% |
$37.4K - $39.5K
|
91.9K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.25K- 7.59% |
$43.3K - $45.8K
|
39.6K
$533K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.61K- 2.91% |
$48.1K - $50.8K
|
120K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 31.87% |
$60K - $63.4K
|
9.62K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.78K- 1.16% |
$63.7K - $67.3K
|
407K
$5.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.76K- 2.26% |
$76.8K - $81.1K
|
249K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.08K- 58.06% |
$94.3K - $99.6K
|
5.11K
$68.9K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.81K- 22.08% |
$104K - $110K
|
27.6K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.14K- 58.44% |
$122K - $129K
|
6.5K
$87.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 35.07% |
$152K - $161K
|
21.1K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 5.35% |
$167K - $176K
|
221K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.9K- 23.41% |
$265K - $280K
|
65K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.5K- 6.46% |
$593K - $626K
|
644K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-70K- 5.13% |
$933K - $986K
|
1.29M
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-89.9K- 2.58% |
$1.2M - $1.27M
|
3.39M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283K- 5.73% |
$3.78M - $3.99M
|
4.66M
$62.8M
|