Purchases and Sales Made in Q3 2022 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 Q3 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 21, 2023 Q3 2022
Artemis Wealth Advisors, LLC

BUY
 -
1.41M
New
$18.6M - $22.1M
1.41M $19.1M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
321K
+ 41.04%
$4.23M - $5.04M
1.1M $15M
Nov 14, 2022 Q3 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
227K
+ 52.89%
$2.99M - $3.57M
656K $8.92M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
112K
+ 1385.78%
$1.47M - $1.76M
120K $1.63M
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
102K
+ 8.93%
$1.34M - $1.6M
1.24M $16.9M
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
93.3K
New
$1.23M - $1.47M
93.3K $1.27M
Nov 14, 2022 Q3 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
88.4K
+ 6.4%
$1.17M - $1.39M
1.47M $20M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
55.3K
New
$730K - $870K
55.3K $752K
Nov 14, 2022 Q3 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
50.4K
+ 53.49%
$664K - $792K
144K $1.96M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
49.7K
+ 93.53%
$655K - $781K
103K $1.4M
Nov 08, 2022 Q3 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
30K
New
$396K - $472K
30K $408K
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
26.8K
+ 146.59%
$353K - $421K
45.1K $612K
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
22.8K
New
$301K - $359K
22.8K $310K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
22.2K
+ 12.59%
$293K - $349K
198K $2.7M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
21.8K
+ 10.98%
$288K - $343K
221K $3M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
20K
New
$264K - $314K
20K $272K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.3K
+ 23.77%
$255K - $303K
100K $1.37M
Nov 07, 2022 Q3 2022
Virtu Financial LLC

New York, NY
BUY
 -
19.3K
New
$254K - $303K
19.3K $262K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
17.3K
New
$228K - $272K
17.3K $235K
Oct 07, 2022 Q3 2022
Single Point Partners, LLC

BUY
 -
16.4K
New
$216K - $258K
16.4K $223K
Nov 14, 2022 Q3 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
14.9K
New
$196K - $234K
14.9K $202K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
14.8K
New
$195K - $232K
14.8K $201K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.3K
+ 31.81%
$149K - $177K
46.7K $635K
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
11K
New
$145K - $173K
11K $149K
Nov 08, 2022 Q3 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
10.9K
New
$144K - $172K
10.9K $149K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
10.7K
New
$140K - $167K
10.7K $145K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
10.6K
New
$140K - $166K
10.6K $144K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
8.76K
+ 54.32%
$115K - $138K
24.9K $338K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
6.33K
New
$83.5K - $99.5K
6.33K $86K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
5.79K
+ 39.79%
$76.4K - $91K
20.3K $276K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
5.22K
+ 9.05%
$68.8K - $82K
62.9K $854K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
5.01K
+ 17.0%
$66.1K - $78.8K
34.5K $469K
Nov 01, 2022 Q3 2022
Allie Family Office LLC

BUY
 -
5K
+ 50.0%
$66K - $78.6K
15K $204K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
4.55K
New
$60K - $71.5K
4.55K $61.8K
Nov 08, 2022 Q3 2022
Element Wealth, LLC

BUY
 -
3.78K
+ 1.87%
$49.8K - $59.4K
206K $2.79M
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
3.04K
New
$40.2K - $47.9K
3.04K $41.4K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
2.9K
+ 2.01%
$38.2K - $45.6K
147K $2M
Oct 26, 2022 Q3 2022
Riverbridge Partners LLC

BUY
 -
1.52K
+ 2.86%
$20.1K - $24K
54.8K $745K
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
1.13K
+ 4.68%
$14.9K - $17.8K
25.3K $344K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
1.06K
+ 81.56%
$13.9K - $16.6K
2.35K $32K
Oct 06, 2022 Q3 2022
Act Advisors, Llc.

BUY
 -
576
+ 2.51%
$7.6K - $9.05K
23.5K $320K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
376
+ 1.64%
$4.96K - $5.91K
23.3K $317K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
193
New
$2.55K - $3.03K
193 $2.62K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
102
New
$1.35K - $1.6K
102 $1.39K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
98
+ 10.9%
$1.29K - $1.54K
997 $13.5K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
34
+ 6.46%
$448 - $534
560 $7.61K
Oct 31, 2022 Q3 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
19
+ 2.53%
$251 - $299
770 $10.5K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
6
+ 2.69%
$79.1 - $94.3
229 $3.11K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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