Purchases and Sales Made in Q2 2023 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
566K+ 50.59% |
$7.01M - $7.46M
|
1.68M
$22.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
472K+ 43.32% |
$5.84M - $6.22M
|
1.56M
$21.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
82.8KNew |
$1.03M - $1.09M
|
82.8K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
79.9K+ 754.1% |
$989K - $1.05M
|
90.5K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
64.3KNew |
$795K - $847K
|
64.3K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.8K+ 6.65% |
$691K - $736K
|
896K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
55.2K+ 19.15% |
$683K - $727K
|
343K
$4.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.9K+ 34.87% |
$667K - $710K
|
208K
$2.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48.5K+ 50.53% |
$600K - $639K
|
144K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.2K+ 5.55% |
$560K - $596K
|
860K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.5K+ 29.39% |
$352K - $375K
|
125K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
27.6K+ 108.3% |
$341K - $363K
|
53K
$721K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 34.93% |
$329K - $350K
|
103K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$310K - $330K
|
25K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22K+ 17.7% |
$272K - $290K
|
146K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.4KNew |
$265K - $282K
|
21.4K
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
20K+ 197.06% |
$248K - $264K
|
30.1K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17.8K+ 24.74% |
$221K - $235K
|
89.9K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 40.04% |
$204K - $218K
|
57.8K
$785K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
16.5KNew |
$204K - $217K
|
16.5K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.2K+ 40.3% |
$176K - $188K
|
49.6K
$674K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
14.1K+ 5.76% |
$175K - $186K
|
259K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 95.31% |
$136K - $145K
|
22.5K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.8KNew |
$134K - $143K
|
10.8K
$147K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
10.1K+ 21.11% |
$125K - $134K
|
58.1K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$125K - $133K
|
10.1K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.54K+ 43.47% |
$106K - $113K
|
28.2K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 5.03% |
$94.3K - $100K
|
159K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 38.39% |
$89.9K - $95.7K
|
26.2K
$356K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.6K+ 33.02% |
$81.7K - $87K
|
26.6K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.55K+ 3.47% |
$81K - $86.3K
|
195K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.11K+ 1.06% |
$63.3K - $67.4K
|
486K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5K+ 43.67% |
$61.9K - $65.9K
|
16.5K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.58K+ 36.54% |
$56.7K - $60.4K
|
17.1K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.62K+ 35.73% |
$44.8K - $47.7K
|
13.7K
$187K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.46K+ 6.15% |
$42.8K - $45.6K
|
59.7K
$812K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.56K+ 4.32% |
$31.7K - $33.7K
|
61.8K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.2K+ 9.5% |
$27.2K - $29K
|
25.3K
$344K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 5.22% |
$17.5K - $18.6K
|
28.5K
$387K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.33K+ 3.02% |
$16.5K - $17.6K
|
45.4K
$617K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$12.4K - $13.2K
|
1K
$13.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
803+ 3.01% |
$9.94K - $10.6K
|
27.5K
$373K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
393+ 2.17% |
$4.87K - $5.18K
|
18.5K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
378+ 24.28% |
$4.68K - $4.98K
|
1.94K
$26.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
198New |
$2.45K - $2.61K
|
198
$2.69K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
192+ 0.3% |
$2.38K - $2.53K
|
63.8K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
179+ 1.21% |
$2.22K - $2.36K
|
15K
$204K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 3.08% |
$310 - $330
|
838
$11.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 3.48% |
$49.5 - $52.7
|
119
$1.62K
|