Latest Institutional Transactions on Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information on the latest institutional transactions involving Pimco Dynamic Income Opportunities Fund (PDO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16+ 2.84% |
$213 - $226
|
580
$7.99K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.21K+ 216.96% |
$29.5K - $31.2K
|
3.23K
$44.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2K- 46.52% |
$26.7K - $28.3K
|
2.3K
$31.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.52K+ 21.17% |
$100K - $106K
|
43K
$593K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.13KNew |
$94.9K - $101K
|
7.13K
$98.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.89KNew |
$105K - $111K
|
7.89K
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$156K - $166K
|
11.7K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.16K+ 4.83% |
$55.4K - $58.7K
|
90.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.7KNew |
$262K - $278K
|
19.7K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 8.92% |
$820K - $869K
|
751K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 0.3% |
$639 - $678
|
15.8K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.36K+ 3.81% |
$84.7K - $89.8K
|
173K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.41K+ 49.39% |
$72K - $76.4K
|
16.4K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-57.6K- 4.41% |
$768K - $814K
|
1.25M
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.24K- 2.32% |
$16.5K - $17.5K
|
52.1K
$718K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 496.5% |
$370K - $393K
|
33.4K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
220KNew |
$2.93M - $3.11M
|
220K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 0.23% |
$146K - $155K
|
4.7M
$64.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122K+ 24.28% |
$1.63M - $1.72M
|
625K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.76K+ 6.14% |
$103K - $110K
|
134K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16KNew |
$213K - $226K
|
16K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.44K+ 13.26% |
$19.2K - $20.3K
|
12.3K
$169K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$6.66K - $7.06K
|
500
$6.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.53K+ 18.32% |
$47K - $49.9K
|
22.8K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4KNew |
$205K - $217K
|
15.4K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$152K - $161K
|
11.4K
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.2K+ 15.34% |
$309K - $327K
|
174K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-102- 5.01% |
$1.36K - $1.44K
|
1.93K
$26.6K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.5K- 18.52% |
$33.3K - $35.3K
|
11K
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-146K- 5.62% |
$1.94M - $2.06M
|
2.45M
$33.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.6K+ 5.37% |
$554K - $587K
|
815K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.8KNew |
$210K - $223K
|
15.8K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.8K+ 3.52% |
$437K - $464K
|
965K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
250New |
$3.33K - $3.53K
|
250
$3.45K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-149K- 4.25% |
$1.99M - $2.11M
|
3.36M
$46.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
430+ 1.19% |
$5.73K - $6.07K
|
36.4K
$502K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54K+ 12.94% |
$100K - $107K
|
65.8K
$907K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70New |
$932 - $988
|
70
$965
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.72K+ 70.73% |
$76.2K - $80.7K
|
13.8K
$190K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.75K- 3.13% |
$63.2K - $67K
|
147K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
318KNew |
$4.24M - $4.49M
|
318K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 24.1% |
$7.99K - $8.47K
|
3.09K
$42.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.15KNew |
$95.2K - $101K
|
7.15K
$98.5K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.73K- 2.26% |
$23K - $24.4K
|
74.8K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
631+ 22.5% |
$8.4K - $8.91K
|
3.44K
$47.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61K+ 28.41% |
$813K - $861K
|
276K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-985- 2.21% |
$13.1K - $13.9K
|
43.6K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.1K+ 6.27% |
$188K - $199K
|
239K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.1K+ 18.55% |
$494K - $524K
|
237K
$3.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6K- 12.06% |
$79.9K - $84.7K
|
43.8K
$603K
|
|