Purchases and Sales Made in Q3 2024 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q3 2024. 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 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
225K+ 85.65% |
$2.96M - $3.18M
|
487K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.7K+ 4.55% |
$1.29M - $1.38M
|
2.24M
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
97K+ 19.89% |
$1.28M - $1.37M
|
585K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
89.9KNew |
$1.18M - $1.27M
|
89.9K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
76.4K+ 6.54% |
$1M - $1.08M
|
1.25M
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
75.7KNew |
$995K - $1.07M
|
75.7K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
70.5K+ 8.83% |
$927K - $996K
|
870K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.5KNew |
$743K - $797K
|
56.5K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.4K+ 8.84% |
$702K - $753K
|
657K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.1K+ 24.67% |
$698K - $749K
|
268K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 44.52% |
$618K - $663K
|
152K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.7K+ 91.25% |
$523K - $561K
|
83.3K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.3K+ 76.66% |
$516K - $554K
|
90.5K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 21.55% |
$486K - $522K
|
208K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33.4K+ 29.4% |
$440K - $472K
|
147K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
30KNew |
$395K - $424K
|
30K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
20K+ 184.33% |
$263K - $282K
|
30.9K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
18.5KNew |
$243K - $261K
|
18.5K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.1KNew |
$225K - $241K
|
17.1K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 16.61% |
$186K - $199K
|
99.1K
$1.35M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
12.3KNew |
$162K - $174K
|
12.3K
$167K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 45.72% |
$156K - $168K
|
37.9K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$142K - $152K
|
10.8K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$139K - $150K
|
10.6K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.69K+ 14.39% |
$127K - $137K
|
77K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.46K+ 3.95% |
$111K - $119K
|
222K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7.32K+ 0.54% |
$96.3K - $103K
|
1.35M
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.18K+ 0.69% |
$81.2K - $87.2K
|
904K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.32K+ 8.86% |
$69.9K - $75.1K
|
65.3K
$888K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.31K+ 7.03% |
$69.8K - $74.9K
|
80.8K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.58K+ 5.44% |
$60.3K - $64.7K
|
88.8K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$59.2K - $63.5K
|
4.5K
$61.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4K+ 100.0% |
$52.6K - $56.5K
|
8K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.15K+ 1.72% |
$41.4K - $44.4K
|
186K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.09K+ 16.15% |
$40.7K - $43.7K
|
22.2K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.88K+ 2.36% |
$37.8K - $40.6K
|
125K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.01K+ 9.18% |
$26.4K - $28.4K
|
23.9K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 36.36% |
$26.3K - $28.2K
|
7.5K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 1.48% |
$21.2K - $22.7K
|
110K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.6KNew |
$21K - $22.6K
|
1.6K
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
940+ 4.6% |
$12.4K - $13.3K
|
21.4K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
919+ 2.1% |
$12.1K - $13K
|
44.8K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
852+ 2.87% |
$11.2K - $12K
|
30.6K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
702+ 0.79% |
$9.23K - $9.91K
|
90K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
680+ 6.25% |
$8.94K - $9.6K
|
11.6K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
607+ 3.89% |
$7.98K - $8.57K
|
16.2K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
519New |
$6.82K - $7.33K
|
519
$7.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$986 - $1.06K
|
75
$1.02K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 2.82% |
$605 - $650
|
1.68K
$22.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 0.61% |
$171 - $184
|
2.14K
$29.1K
|