Purchases and Sales Made in Q3 2022 in Pimco Dynamic Income Opportunities Fund (PDO)
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
|
- |
1.41MNew |
$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
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
227K+ 52.89% |
$2.99M - $3.57M
|
656K
$8.89M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 1385.78% |
$1.47M - $1.76M
|
120K
$1.62M
|
|
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
|
- |
93.3KNew |
$1.23M - $1.47M
|
93.3K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
88.4K+ 6.4% |
$1.17M - $1.39M
|
1.47M
$19.9M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
55.3KNew |
$730K - $870K
|
55.3K
$749K
|
|
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
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.6K+ 3.17% |
$575K - $685K
|
1.42M
$19.2M
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30KNew |
$396K - $472K
|
30K
$407K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
26.8K+ 146.59% |
$353K - $421K
|
45.1K
$611K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.8KNew |
$301K - $359K
|
22.8K
$309K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 12.59% |
$293K - $349K
|
198K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.8K+ 10.98% |
$288K - $343K
|
221K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20KNew |
$264K - $314K
|
20K
$271K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 23.77% |
$255K - $303K
|
100K
$1.36M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.3KNew |
$254K - $303K
|
19.3K
$261K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$228K - $272K
|
17.3K
$234K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
16.4KNew |
$216K - $258K
|
16.4K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.9KNew |
$196K - $234K
|
14.9K
$202K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8KNew |
$195K - $232K
|
14.8K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 31.81% |
$149K - $177K
|
46.7K
$633K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11KNew |
$145K - $173K
|
11K
$149K
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$144K - $172K
|
10.9K
$148K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.7KNew |
$140K - $167K
|
10.7K
$144K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$140K - $166K
|
10.6K
$143K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.76K+ 54.32% |
$115K - $138K
|
24.9K
$337K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.33KNew |
$83.5K - $99.5K
|
6.33K
$85.8K
|
|
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
$852K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.01K+ 17.0% |
$66.1K - $78.8K
|
34.5K
$467K
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5K+ 50.0% |
$66K - $78.6K
|
15K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.55KNew |
$60K - $71.5K
|
4.55K
$61.6K
|
|
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
|
- |
3.04KNew |
$40.2K - $47.9K
|
3.04K
$41.2K
|
|
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
$742K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.13K+ 4.68% |
$14.9K - $17.8K
|
25.3K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.06K+ 81.56% |
$13.9K - $16.6K
|
2.35K
$31.9K
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
576+ 2.51% |
$7.6K - $9.05K
|
23.5K
$319K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 1.64% |
$4.96K - $5.91K
|
23.3K
$316K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
193New |
$2.55K - $3.03K
|
193
$2.62K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
102New |
$1.35K - $1.6K
|
102
$1.38K
|
|
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
$7.59K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 2.53% |
$251 - $299
|
770
$10.4K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6+ 2.69% |
$79.1 - $94.3
|
229
$3.1K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|