Purchases and Sales Made in Q4 2023 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
414K+ 57.94% |
$4.42M - $5.17M
|
1.13M
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
233K+ 13.9% |
$2.49M - $2.91M
|
1.91M
$25.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
223K+ 4.19% |
$2.38M - $2.78M
|
5.54M
$75.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
201K+ 174.51% |
$2.15M - $2.51M
|
316K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
179K+ 66.4% |
$1.91M - $2.23M
|
448K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
156KNew |
$1.66M - $1.94M
|
156K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
146KNew |
$1.56M - $1.82M
|
146K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 6.19% |
$1.1M - $1.28M
|
1.76M
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71.9K+ 7.44% |
$768K - $898K
|
1.04M
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
68.4KNew |
$730K - $853K
|
68.4K
$926K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.1K+ 42.07% |
$727K - $850K
|
230K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.6K+ 6.57% |
$711K - $831K
|
1.08M
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
51.1KNew |
$546K - $638K
|
51.1K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.6K+ 7.87% |
$487K - $569K
|
625K
$8.47M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43.7K+ 161.65% |
$467K - $546K
|
70.8K
$959K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.3K+ 58.65% |
$387K - $452K
|
98.1K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 28.28% |
$375K - $438K
|
159K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.6KNew |
$327K - $382K
|
30.6K
$415K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28.2K+ 13.89% |
$301K - $352K
|
231K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
23K+ 28.31% |
$246K - $287K
|
104K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
21.8K+ 91.07% |
$233K - $272K
|
45.8K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 3.25% |
$226K - $264K
|
672K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18.1K+ 45.78% |
$193K - $226K
|
57.6K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$147K - $172K
|
13.8K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.4K+ 40.95% |
$133K - $155K
|
42.8K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.4K+ 561.68% |
$132K - $154K
|
14.6K
$197K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
12.1KNew |
$129K - $150K
|
12.1K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.3KNew |
$120K - $140K
|
11.3K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.7KNew |
$114K - $133K
|
10.7K
$145K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$110K - $128K
|
10.3K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.89K+ 48.79% |
$62.9K - $73.5K
|
18K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.41K+ 17.66% |
$47.1K - $55.1K
|
29.4K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.84K+ 21.94% |
$41K - $47.9K
|
21.3K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77KNew |
$40.3K - $47.1K
|
3.77K
$51.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5K+ 15.2% |
$26.7K - $31.2K
|
19K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2K+ 6.69% |
$21.4K - $25K
|
31.9K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.91K+ 1.01% |
$20.4K - $23.8K
|
191K
$2.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$13.2K - $15.4K
|
1.24K
$16.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$10.7K - $12.5K
|
1K
$13.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
903+ 0.92% |
$9.64K - $11.3K
|
98.5K
$1.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
871+ 3.21% |
$9.3K - $10.9K
|
28K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
795New |
$8.49K - $9.92K
|
795
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
709+ 0.86% |
$7.57K - $8.85K
|
83K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 60.0% |
$6.41K - $7.49K
|
1.6K
$21.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
400New |
$4.27K - $4.99K
|
400
$5.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
299+ 0.07% |
$3.19K - $3.73K
|
410K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
250New |
$2.67K - $3.12K
|
250
$3.39K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
239+ 1.09% |
$2.55K - $2.98K
|
22.3K
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
228+ 0.46% |
$2.44K - $2.85K
|
50K
$678K
|