Purchases and Sales Made in Q2 2024 in Pimco Dynamic Income Opportunities Fund (PDO)

PDO Quotes by TradingView

This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q2 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
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
386K
+ 75.34%
$4.81M - $5.16M
897K $12.2M
Aug 13, 2024 Q2 2024
Cercano Management LLC

Bellevue, WA
BUY
 -
263K
New
$3.28M - $3.51M
263K $3.57M
Jul 23, 2024 Q2 2024
Sol Capital Management CO

BUY
 -
165K
+ 16.47%
$2.06M - $2.21M
1.17M $15.9M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
139K
+ 6.9%
$1.73M - $1.86M
2.15M $29.2M
Aug 14, 2024 Q2 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
79.3K
+ 19.4%
$989K - $1.06M
488K $6.63M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
44K
+ 7.87%
$550K - $589K
604K $8.21M
Aug 14, 2024 Q2 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
37K
New
$462K - $495K
37K $503K
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
29.9K
+ 54.31%
$373K - $400K
84.9K $1.15M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
27.9K
+ 14.92%
$349K - $374K
215K $2.92M
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
26.5K
+ 2.27%
$331K - $355K
1.19M $16.2M
Aug 02, 2024 Q2 2024
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
21.3K
New
$265K - $285K
21.3K $289K
Oct 23, 2024 Q2 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
19.1K
New
$238K - $255K
19.1K $259K
Jul 17, 2024 Q2 2024
Leavell Investment Management, Inc.

BUY
 -
19K
+ 20.06%
$237K - $254K
114K $1.55M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.1K
+ 64.54%
$213K - $229K
43.6K $592K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
16.9K
New
$210K - $225K
16.9K $229K
Jul 31, 2024 Q2 2024
Biechele Royce Advisors

BUY
 -
15.4K
New
$192K - $206K
15.4K $209K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
14.1K
New
$176K - $189K
14.1K $192K
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
13.3K
+ 121.33%
$166K - $178K
24.3K $330K
Aug 08, 2024 Q2 2024
J.W. Cole Advisors, Inc.

BUY
 -
10.5K
+ 25.7%
$131K - $140K
51.2K $696K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
8K
New
$99.8K - $107K
8K $109K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
7.2K
New
$89.9K - $96.3K
7.2K $97.8K
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
6.6K
+ 87.79%
$82.4K - $88.3K
14.1K $192K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
5.16K
+ 4.42%
$64.4K - $69.1K
122K $1.66M
Aug 13, 2024 Q2 2024
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
3.94K
+ 4.91%
$49.2K - $52.8K
84.2K $1.14M
Aug 13, 2024 Q2 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
3.41K
+ 3.97%
$42.6K - $45.7K
89.3K $1.21M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
3.34K
+ 43.04%
$41.7K - $44.7K
11.1K $151K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
3.22K
+ 4.46%
$40.2K - $43.1K
75.5K $1.03M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
2.6K
+ 20.02%
$32.4K - $34.8K
15.6K $212K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.14K
+ 21.26%
$26.7K - $28.6K
12.2K $166K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.74K
New
$21.7K - $23.3K
1.74K $23.6K
Aug 07, 2024 Q2 2024
Hbc Financial Services, Pllc

BUY
 -
1.5K
+ 37.5%
$18.7K - $20.1K
5.5K $74.7K
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
1K
New
$12.5K - $13.4K
1K $13.6K
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
846
+ 2.93%
$10.6K - $11.3K
29.7K $404K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
776
+ 1.8%
$9.68K - $10.4K
43.9K $596K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
750
New
$9.36K - $10K
750 $10.2K
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
646
+ 1.09%
$8.06K - $8.64K
60K $816K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
388
+ 1.93%
$4.84K - $5.19K
20.4K $278K
Jul 15, 2024 Q2 2024
Parisi Gray Wealth Management

BUY
 -
364
+ 2.96%
$4.54K - $4.87K
12.6K $172K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
300
+ 1.59%
$3.74K - $4.01K
19.2K $260K
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
284
+ 2.68%
$3.54K - $3.8K
10.9K $148K
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
251
+ 0.1%
$3.13K - $3.36K
252K $3.43M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
137
+ 0.49%
$1.71K - $1.83K
28K $380K
Jul 19, 2024 Q2 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
98
+ 0.45%
$1.22K - $1.31K
22K $299K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
85
New
$1.06K - $1.14K
85 $1.16K
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
47
+ 2.97%
$587 - $629
1.63K $22.2K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
12
+ 0.57%
$150 - $161
2.13K $28.9K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-500
- 0.6%
$6.24K - $6.69K
82.8K $1.12M
Jul 01, 2024 Q2 2024
Bank Of New Hampshire

SELL
 -
-1.14K
- 38.54%
$14.2K - $15.2K
1.81K $24.6K

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