Purchases and Sales Made in Q3 2021 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.08MNew |
$124M - $135M
|
6.08M
$82.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
428KNew |
$8.74M - $9.51M
|
428K
$5.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
318K+ 40.18% |
$6.51M - $7.09M
|
1.11M
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
209K+ 30.0% |
$4.27M - $4.65M
|
905K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201K+ 21660.24% |
$4.11M - $4.47M
|
202K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
164K+ 26.84% |
$3.36M - $3.66M
|
777K
$10.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
124K+ 171.58% |
$2.54M - $2.76M
|
197K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.5K+ 8551.7% |
$1.75M - $1.9M
|
86.5K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.7K+ 4.39% |
$812K - $884K
|
945K
$12.8M
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 1.68% |
$704K - $765K
|
2.08M
$28.3M
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 1.68% |
$704K - $765K
|
2.08M
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30K+ 15.95% |
$613K - $667K
|
218K
$2.96M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 139.4% |
$356K - $388K
|
29.9K
$407K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
15.2K+ 15.6% |
$310K - $337K
|
112K
$1.53M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.1KNew |
$268K - $291K
|
13.1K
$178K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.8KNew |
$263K - $286K
|
12.8K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 86.34% |
$251K - $273K
|
26.5K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.6K+ 57.03% |
$238K - $259K
|
32K
$435K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
10KNew |
$205K - $223K
|
10K
$136K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.25K+ 31.9% |
$189K - $206K
|
38.3K
$520K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 2.53% |
$118K - $129K
|
234K
$3.18M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5KNew |
$102K - $111K
|
5K
$68K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4.98KNew |
$102K - $111K
|
4.98K
$67.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.75KNew |
$76.7K - $83.4K
|
3.75K
$51K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 3.38% |
$56K - $61K
|
83.8K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.11K+ 13.54% |
$43.1K - $46.9K
|
17.7K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$24.5K - $26.7K
|
1.2K
$16.3K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15K+ 7.05% |
$23.5K - $25.6K
|
17.5K
$237K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1K+ 25.0% |
$20.5K - $22.3K
|
5K
$68K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
625New |
$12.8K - $13.9K
|
625
$8.49K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450+ 225.0% |
$9.2K - $10K
|
650
$8.83K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
450+ 75.0% |
$9.2K - $10K
|
1.05K
$14.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
280New |
$5.73K - $6.23K
|
280
$3.81K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 1.73% |
$450 - $490
|
1.29K
$17.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 40.0% |
$164 - $178
|
28
$381
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28- 0.02% |
$573 - $623
|
123K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-872Closed |
$17.8K - $19.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-878- 3.29% |
$18K - $19.5K
|
25.8K
$351K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.03K- 0.57% |
$21K - $22.8K
|
179K
$2.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 2.21% |
$22.4K - $24.3K
|
48.4K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.43K- 32.99% |
$29.1K - $31.7K
|
2.9K
$39.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-1.8K- 1.28% |
$36.9K - $40.1K
|
139K
$1.88M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.51K- 39.67% |
$51.3K - $55.9K
|
3.82K
$51.9K
|
|
|
Oct 25, 2021
Q3 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-17KClosed |
$348K - $378K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.6KClosed |
$400K - $435K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28.7KClosed |
$588K - $640K
|
0
$0
|