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
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
600+ 100.0% |
$7.66K - $9.23K
|
1.2K
$16.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
409New |
$5.22K - $6.29K
|
409
$5.54K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
360New |
$4.6K - $5.54K
|
360
$4.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
207New |
$2.64K - $3.18K
|
207
$2.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 6.52% |
$830 - $1K
|
1.06K
$14.4K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
40+ 0.2% |
$511 - $615
|
20.4K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 2.73% |
$268 - $323
|
791
$10.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.96% |
$25.5 - $30.8
|
104
$1.41K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.0% |
$12.8 - $15.4
|
147K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$12.8 - $15.4
|
1
$13.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-95- 16.96% |
$1.21K - $1.46K
|
465
$6.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-565- 0.57% |
$7.22K - $8.69K
|
99.2K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.31K- 55.55% |
$16.7K - $20.1K
|
1.05K
$14.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 4.27% |
$34.3K - $41.3K
|
60.2K
$816K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.26K- 7.96% |
$79.9K - $96.3K
|
72.4K
$981K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.82K- 40.6% |
$99.8K - $120K
|
11.4K
$155K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.2K- 9.11% |
$168K - $203K
|
132K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 16.85% |
$475K - $572K
|
184K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.7K- 24.54% |
$622K - $749K
|
150K
$2.03M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-58.5K- 82.38% |
$746K - $899K
|
12.5K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-58.8K- 28.89% |
$751K - $905K
|
145K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.2K- 7.73% |
$1.09M - $1.31M
|
1.02M
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-96K- 6.54% |
$1.23M - $1.48M
|
1.37M
$18.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-123K- 10.37% |
$1.57M - $1.89M
|
1.06M
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-267K- 18.48% |
$3.41M - $4.1M
|
1.18M
$15.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-326K- 26.25% |
$4.17M - $5.02M
|
917K
$12.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-436K- 92.01% |
$5.57M - $6.7M
|
37.8K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-766K- 17.02% |
$9.78M - $11.8M
|
3.74M
$50.6M
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-797K- 56.64% |
$10.2M - $12.3M
|
610K
$8.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-797K- 56.64% |
$10.2M - $12.3M
|
610K
$8.26M
|