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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 2.75% |
$145 - $155
|
411
$5.59K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-579- 0.23% |
$7.61K - $8.18K
|
252K
$3.42M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-629- 3.81% |
$8.27K - $8.88K
|
15.9K
$216K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-739- 2.3% |
$9.72K - $10.4K
|
31.4K
$426K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-913- 7.49% |
$12K - $12.9K
|
11.3K
$153K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.36K- 4.87% |
$17.9K - $19.2K
|
26.6K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.74K- 10.75% |
$22.9K - $24.6K
|
14.5K
$197K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.94K- 11.36% |
$64.9K - $69.7K
|
38.5K
$523K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.05K- 30.48% |
$79.6K - $85.4K
|
13.8K
$188K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.58K- 18.2% |
$86.6K - $93K
|
29.6K
$402K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7.07K- 2.74% |
$92.9K - $99.8K
|
251K
$3.41M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.2K- 2.56% |
$148K - $159K
|
427K
$5.8M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 93.56% |
$191K - $205K
|
1K
$13.6K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-17.1K- 46.3% |
$225K - $242K
|
19.9K
$270K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-24.9K- 49.22% |
$327K - $352K
|
25.7K
$349K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36K- 43.43% |
$473K - $508K
|
46.8K
$636K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-54K- 2.79% |
$710K - $762K
|
1.88M
$25.5M
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-54.8K- 49.03% |
$720K - $773K
|
56.9K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-117K- 13.4% |
$1.54M - $1.66M
|
758K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-482K- 9.05% |
$6.33M - $6.8M
|
4.84M
$65.8M
|