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 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
228+ 0.46% |
$2.44K - $2.85K
|
50K
$674K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
147New |
$1.57K - $1.83K
|
147
$1.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
109+ 0.5% |
$1.16K - $1.36K
|
21.8K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59New |
$630 - $736
|
59
$795
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
52New |
$555 - $649
|
52
$701
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 3.31% |
$42.7 - $49.9
|
125
$1.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-33- 1.58% |
$352 - $412
|
2.06K
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-158- 0.4% |
$1.69K - $1.97K
|
39K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-165- 16.22% |
$1.76K - $2.06K
|
852
$11.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-442- 52.49% |
$4.72K - $5.52K
|
400
$5.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-515- 1.73% |
$5.5K - $6.43K
|
29.3K
$395K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-620- 2.11% |
$6.62K - $7.74K
|
28.8K
$388K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-719- 1.77% |
$7.68K - $8.97K
|
39.8K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-820- 5.38% |
$8.76K - $10.2K
|
14.4K
$194K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.5K- 33.75% |
$16K - $18.7K
|
2.95K
$39.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 4.71% |
$16K - $18.7K
|
30.4K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.52K- 10.81% |
$16.2K - $19K
|
12.5K
$169K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.97K- 3.13% |
$21K - $24.6K
|
61K
$823K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 66.67% |
$21.4K - $25K
|
1K
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.19K- 9.94% |
$23.4K - $27.3K
|
19.9K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-2.56K- 0.97% |
$27.4K - $32K
|
263K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.73K- 15.81% |
$29.1K - $34K
|
14.5K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-3.89K- 5.31% |
$41.5K - $48.5K
|
69.4K
$935K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6K- 36.57% |
$64.1K - $74.9K
|
10.4K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.91K- 36.56% |
$73.8K - $86.2K
|
12K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.8K- 33.45% |
$83.3K - $97.3K
|
15.5K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.06K- 51.72% |
$86K - $101K
|
7.52K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 7.11% |
$111K - $130K
|
136K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 20.23% |
$128K - $150K
|
47.2K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.4K- 29.49% |
$132K - $154K
|
29.5K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 46.67% |
$160K - $187K
|
17.1K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 23.9% |
$162K - $190K
|
48.4K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16K- 16.92% |
$171K - $199K
|
78.5K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.8K- 44.67% |
$179K - $210K
|
20.8K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 25.82% |
$201K - $235K
|
54K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 55.94% |
$217K - $254K
|
16K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.7K- 10.06% |
$253K - $296K
|
212K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-35.4K- 28.6% |
$378K - $442K
|
88.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.4K- 33.06% |
$528K - $617K
|
100K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-65.2K- 35.89% |
$696K - $814K
|
116K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.7K- 12.27% |
$948K - $1.11M
|
634K
$8.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-191K- 18.06% |
$2.04M - $2.39M
|
868K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-665K- 10.72% |
$7.11M - $8.3M
|
5.54M
$74.7M
|