Purchases and Sales Made in Q2 2022 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.5M+ 49.06% |
$20.5M - $26M
|
4.55M
$61.7M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
446K+ 64.11% |
$6.1M - $7.74M
|
1.14M
$15.5M
|
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
433KNew |
$5.92M - $7.52M
|
433K
$5.87M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
312K+ 26.64% |
$4.27M - $5.42M
|
1.48M
$20.1M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
253K+ 22.56% |
$3.46M - $4.39M
|
1.37M
$18.6M
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
210K+ 150.37% |
$2.87M - $3.64M
|
349K
$4.73M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
199KNew |
$2.72M - $3.45M
|
199K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
161K+ 13.21% |
$2.2M - $2.8M
|
1.38M
$18.7M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 2.09% |
$1.76M - $2.24M
|
6.3M
$85.3M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 2.09% |
$1.76M - $2.24M
|
6.3M
$85.3M
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
76.4K+ 84.07% |
$1.04M - $1.33M
|
167K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
75KNew |
$1.03M - $1.3M
|
75K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
57.7KNew |
$789K - $1M
|
57.7K
$782K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.9KNew |
$778K - $988K
|
56.9K
$771K
|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
53.3KNew |
$728K - $924K
|
53.3K
$722K
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
41.1KNew |
$562K - $713K
|
41.1K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
39.5KNew |
$540K - $685K
|
39.5K
$535K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.1K+ 40.46% |
$371K - $470K
|
94.1K
$1.28M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
24.1KNew |
$330K - $419K
|
24.1K
$327K
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
22.9KNew |
$314K - $398K
|
22.9K
$311K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
16.6K+ 6.93% |
$227K - $288K
|
256K
$3.46M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15KNew |
$205K - $261K
|
15K
$204K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
13.4K+ 7.09% |
$183K - $232K
|
202K
$2.73M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
13KNew |
$178K - $226K
|
13K
$177K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
11.9KNew |
$163K - $207K
|
11.9K
$161K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$147K - $187K
|
10.8K
$146K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 4.16% |
$145K - $185K
|
266K
$3.61M
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
10KNew |
$137K - $174K
|
10K
$136K
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
9.64K+ 89.99% |
$132K - $167K
|
20.3K
$276K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.38K+ 14.69% |
$101K - $128K
|
57.7K
$781K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.58K+ 4.77% |
$90K - $114K
|
144K
$1.96M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
5.56K+ 25.88% |
$76K - $96.4K
|
27K
$366K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.99K+ 97.91% |
$54.5K - $69.2K
|
8.07K
$109K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28K+ 25.52% |
$44.8K - $56.9K
|
16.1K
$218K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
2.5K+ 20.75% |
$34.2K - $43.4K
|
14.6K
$197K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 1.39% |
$33K - $41.9K
|
176K
$2.39M
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 1.81% |
$24.3K - $30.9K
|
100K
$1.36M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67KNew |
$22.8K - $28.9K
|
1.67K
$22.6K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$20.5K - $26K
|
1.5K
$20.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.05KNew |
$14.3K - $18.1K
|
1.05K
$14.2K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
950New |
$13K - $16.5K
|
950
$12.9K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
751New |
$10.3K - $13K
|
751
$10.2K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
678+ 1.95% |
$9.27K - $11.8K
|
35.4K
$480K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
650New |
$8.89K - $11.3K
|
650
$8.81K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
640+ 10.11% |
$8.75K - $11.1K
|
6.97K
$94.4K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
600New |
$8.2K - $10.4K
|
600
$8.13K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
480+ 2.14% |
$6.56K - $8.33K
|
22.9K
$311K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
300New |
$4.1K - $5.21K
|
300
$4.07K
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
286+ 0.83% |
$3.91K - $4.96K
|
34.8K
$471K
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
245+ 1.81% |
$3.35K - $4.25K
|
13.8K
$187K
|