Purchases and Sales Made in Q4 2022 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
295K+ 5.2% |
$3.77M - $4.54M
|
5.97M
$81.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
290KNew |
$3.7M - $4.45M
|
290K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
262KNew |
$3.35M - $4.03M
|
262K
$3.56M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
195KNew |
$2.49M - $3M
|
195K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
141K+ 53.5% |
$1.8M - $2.16M
|
404K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
113K+ 17.2% |
$1.44M - $1.74M
|
769K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.2K+ 5.8% |
$1.05M - $1.26M
|
1.5M
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
76.3KNew |
$974K - $1.17M
|
76.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60.9K+ 42.13% |
$777K - $936K
|
205K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.7K+ 34.83% |
$533K - $642K
|
162K
$2.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
36.7K+ 160.59% |
$468K - $564K
|
59.5K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.8K+ 33.59% |
$431K - $519K
|
134K
$1.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
32.8KNew |
$419K - $504K
|
32.8K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.9K+ 75.29% |
$408K - $491K
|
74.3K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.8KNew |
$393K - $473K
|
30.8K
$418K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.5K+ 31.57% |
$376K - $453K
|
123K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
28.6K+ 13.9% |
$365K - $439K
|
234K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$359K - $433K
|
28.1K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
27.3KNew |
$349K - $420K
|
27.3K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.4K+ 100.57% |
$325K - $391K
|
50.7K
$689K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.9K+ 163.03% |
$318K - $383K
|
40.2K
$546K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.6KNew |
$288K - $347K
|
22.6K
$307K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
18.9KNew |
$242K - $291K
|
18.9K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.5K+ 125.53% |
$237K - $285K
|
33.3K
$452K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.3K+ 73.47% |
$234K - $281K
|
43.2K
$587K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$221K - $266K
|
17.3K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15KNew |
$192K - $231K
|
15K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$190K - $229K
|
14.9K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$181K - $218K
|
14.2K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$162K - $195K
|
12.7K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 22.28% |
$157K - $190K
|
67.6K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7KNew |
$137K - $165K
|
10.7K
$145K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$130K - $156K
|
10.2K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.07K+ 17.28% |
$103K - $124K
|
54.8K
$744K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.23K+ 13.82% |
$79.5K - $95.8K
|
51.3K
$697K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.22K+ 7.77% |
$66.7K - $80.3K
|
72.4K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75KNew |
$60.7K - $73.1K
|
4.75K
$64.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.02K+ 27.02% |
$51.4K - $61.9K
|
18.9K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.02KNew |
$51.3K - $61.8K
|
4.02K
$54.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.78KNew |
$48.3K - $58.1K
|
3.78K
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.48K+ 10.07% |
$44.4K - $53.4K
|
38K
$516K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.81K+ 25.57% |
$35.9K - $43.2K
|
13.8K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
2.41K+ 10.27% |
$30.8K - $37.1K
|
25.9K
$352K
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
2.29K+ 4.17% |
$29.2K - $35.2K
|
57.1K
$776K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.2K+ 3.82% |
$28K - $33.8K
|
59.7K
$812K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 19.91% |
$26.9K - $32.4K
|
12.7K
$172K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$18.5K - $22.3K
|
1.45K
$19.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$12.8K - $15.4K
|
1K
$13.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
974+ 3.92% |
$12.4K - $15K
|
25.8K
$351K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
817+ 32.68% |
$10.4K - $12.6K
|
3.32K
$45.1K
|