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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
118+ 0.55% |
$1.4K - $1.56K
|
21.7K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.99% |
$1.19K - $1.32K
|
10.2K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81New |
$962 - $1.07K
|
81
$1.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 2.98% |
$297 - $330
|
863
$11.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.68% |
$23.8 - $26.4
|
121
$1.65K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19- 0.03% |
$226 - $251
|
61.8K
$843K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 4.76% |
$594 - $661
|
1K
$13.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 5.61% |
$594 - $661
|
842
$11.5K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-228- 0.46% |
$2.71K - $3.01K
|
49.8K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-230- 0.76% |
$2.73K - $3.04K
|
29.9K
$408K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-600- 1.51% |
$7.13K - $7.93K
|
39.2K
$534K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 5.32% |
$13.5K - $15K
|
20.3K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.68K- 12.2% |
$19.9K - $22.1K
|
12.1K
$164K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.21K- 6.26% |
$50K - $55.6K
|
63K
$859K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.78K- 8.77% |
$56.8K - $63.2K
|
49.8K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.89K- 10.77% |
$58.1K - $64.6K
|
40.5K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5K- 33.33% |
$59.4K - $66.1K
|
10K
$136K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-5.44K- 19.81% |
$64.6K - $71.9K
|
22K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.41K- 3.28% |
$76.2K - $84.7K
|
189K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.69K- 15.51% |
$91.3K - $102K
|
41.9K
$571K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.71K- 28.98% |
$91.6K - $102K
|
18.9K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.56K- 6.01% |
$114K - $126K
|
149K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.75K- 0.58% |
$116K - $129K
|
1.67M
$22.8M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1KClosed |
$120K - $133K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11K- 8.14% |
$130K - $145K
|
124K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 31.81% |
$178K - $198K
|
32.1K
$437K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.6K- 29.18% |
$221K - $246K
|
45.2K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-26.5K- 65.38% |
$315K - $350K
|
14K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-41.3K- 72.6% |
$490K - $545K
|
15.6K
$212K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-42.9K- 73.79% |
$510K - $567K
|
15.2K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-65.5K- 72.38% |
$778K - $865K
|
25K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-93.3K- 33.93% |
$1.11M - $1.23M
|
182K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-146K- 16.91% |
$1.73M - $1.92M
|
715K
$9.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.24M- 63.18% |
$14.7M - $16.4M
|
723K
$9.85M
|