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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-545- 0.54% |
$7.19K - $8.57K
|
99.8K
$1.35M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-806- 1.38% |
$10.6K - $12.7K
|
57.5K
$780K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.51K- 50.14% |
$33.2K - $39.5K
|
2.5K
$33.9K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.02K- 0.63% |
$39.8K - $47.4K
|
474K
$6.42M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.35K- 1.26% |
$44.1K - $52.6K
|
263K
$3.56M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.3K- 6.95% |
$69.9K - $83.3K
|
71K
$961K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.86K- 4.52% |
$90.5K - $108K
|
145K
$1.96M
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-9.9K- 28.46% |
$131K - $156K
|
24.9K
$337K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.1K- 23.42% |
$317K - $378K
|
78.7K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.2K- 64.06% |
$359K - $428K
|
15.3K
$207K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.4K- 51.56% |
$387K - $461K
|
27.6K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-41K- 2.76% |
$540K - $644K
|
1.44M
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-48.8K- 1.07% |
$644K - $768K
|
4.5M
$61M
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-52K- 20.36% |
$686K - $818K
|
204K
$2.76M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-125K- 74.66% |
$1.65M - $1.96M
|
42.4K
$574K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-316K- 21.02% |
$4.16M - $4.96M
|
1.19M
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-620K- 9.84% |
$8.17M - $9.74M
|
5.68M
$76.9M
|