Purchases and Sales Made in Q3 2023 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q3 2023. 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, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
267K+ 4.49% |
$3.17M - $3.52M
|
6.21M
$84.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
186K+ 224.6% |
$2.21M - $2.46M
|
269K
$3.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
164K+ 33.74% |
$1.95M - $2.17M
|
650K
$8.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
117K+ 12.38% |
$1.39M - $1.54M
|
1.06M
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.8K+ 6.21% |
$1.15M - $1.28M
|
1.66M
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
81.2KNew |
$965K - $1.07M
|
81.2K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71.7K+ 8.0% |
$852K - $947K
|
968K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.7K+ 19.44% |
$793K - $882K
|
410K
$5.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.7K+ 40.68% |
$698K - $776K
|
203K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.3KNew |
$634K - $705K
|
53.3K
$729K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
44.6K+ 84.06% |
$530K - $589K
|
97.6K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4K+ 402.49% |
$504K - $560K
|
53K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 7.45% |
$478K - $531K
|
580K
$7.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.6KNew |
$447K - $497K
|
37.6K
$513K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 29.13% |
$434K - $482K
|
162K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33KNew |
$392K - $436K
|
33K
$451K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1K+ 36.99% |
$369K - $411K
|
115K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.1K+ 12.99% |
$321K - $357K
|
235K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
22.7KNew |
$270K - $300K
|
22.7K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.8KNew |
$259K - $288K
|
21.8K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.6K+ 21.09% |
$257K - $286K
|
124K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3K+ 203.32% |
$242K - $269K
|
30.3K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 45.12% |
$235K - $261K
|
63.6K
$869K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
17.3KNew |
$205K - $228K
|
17.3K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$168K - $187K
|
14.1K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
13.7K+ 23.06% |
$163K - $181K
|
73.2K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5KNew |
$137K - $152K
|
11.5K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11.4K+ 40.29% |
$135K - $150K
|
39.5K
$540K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11K+ 43.45% |
$131K - $145K
|
36.3K
$496K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$130K - $145K
|
11K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.53K+ 13.28% |
$101K - $113K
|
72.8K
$994K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
8K+ 100.0% |
$95K - $106K
|
16K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.8K+ 2.23% |
$68.9K - $76.6K
|
265K
$3.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.61K+ 461.0% |
$54.8K - $60.9K
|
5.61K
$76.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.56K+ 5.07% |
$54.2K - $60.2K
|
94.4K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.46K+ 5.72% |
$52.9K - $58.9K
|
82.3K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.61K+ 13.8% |
$42.9K - $47.7K
|
29.8K
$407K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 11.95% |
$40.4K - $45K
|
31.9K
$436K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3KNew |
$35.6K - $39.6K
|
3K
$41K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5KNew |
$29.7K - $33K
|
2.5K
$34.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.2KNew |
$26.1K - $29.1K
|
2.2K
$30.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.6KNew |
$19K - $21.1K
|
1.6K
$21.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 2.52% |
$17.3K - $19.3K
|
59.2K
$809K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.42K+ 6.32% |
$16.9K - $18.8K
|
24K
$327K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.2K+ 2.0% |
$14.2K - $15.8K
|
60.9K
$832K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
543+ 2.04% |
$6.45K - $7.17K
|
27.1K
$371K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$5.94K - $6.61K
|
500
$6.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
346+ 2.02% |
$4.11K - $4.57K
|
17.5K
$239K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$2.97K - $3.3K
|
250
$3.42K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
159+ 8.22% |
$1.89K - $2.1K
|
2.09K
$28.6K
|