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 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1- 0.1% |
$12.4 - $13.2
|
1.02K
$13.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-170- 16.01% |
$2.1K - $2.24K
|
892
$12.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-574- 2.59% |
$7.11K - $7.57K
|
21.5K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-782- 0.92% |
$9.68K - $10.3K
|
84K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.28K- 18.57% |
$28.2K - $30.1K
|
10K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.83K- 4.68% |
$47.4K - $50.4K
|
77.9K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.84K- 78.52% |
$47.5K - $50.6K
|
1.05K
$14.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.17K- 7.1% |
$51.6K - $55K
|
54.6K
$741K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.8K- 32.21% |
$59.4K - $63.3K
|
10.1K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.22K- 7.21% |
$64.6K - $68.8K
|
67.2K
$913K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 15.37% |
$128K - $136K
|
56.8K
$772K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 18.73% |
$134K - $143K
|
47K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 1.5% |
$191K - $204K
|
1.01M
$13.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 28.03% |
$211K - $225K
|
43.9K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-21.5K- 26.54% |
$266K - $283K
|
59.5K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-22.7K- 7.63% |
$281K - $299K
|
275K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-34.2K- 56.2% |
$423K - $450K
|
26.6K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35K- 56.4% |
$433K - $461K
|
27.1K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47K- 81.67% |
$581K - $619K
|
10.5K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-66K- 61.92% |
$817K - $869K
|
40.6K
$551K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-105K- 10.03% |
$1.3M - $1.39M
|
942K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-401K- 42.66% |
$4.97M - $5.29M
|
540K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-547K- 8.43% |
$6.77M - $7.21M
|
5.94M
$80.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-689K- 25.97% |
$8.53M - $9.08M
|
1.96M
$26.7M
|