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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42KNew |
$560K - $593K
|
42K
$579K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.8KNew |
$224K - $237K
|
16.8K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 27.27% |
$20K - $21.2K
|
7K
$96.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-991- 2.8% |
$13.2K - $14K
|
34.4K
$475K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$13.3 - $14.1
|
1
$13.8
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-13.4K- 3.77% |
$179K - $189K
|
342K
$4.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 77.27% |
$22.6K - $24K
|
500
$6.89K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-282- 0.79% |
$3.76K - $3.98K
|
35.3K
$486K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.88KNew |
$25.1K - $26.6K
|
1.88K
$25.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49K+ 9.21% |
$652K - $691K
|
580K
$8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-729- 21.26% |
$9.71K - $10.3K
|
2.7K
$37.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.72K+ 6.92% |
$89.6K - $94.9K
|
104K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.99KNew |
$39.8K - $42.2K
|
2.99K
$41.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.18K- 9.95% |
$42.4K - $44.9K
|
28.8K
$396K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
24.4KNew |
$325K - $345K
|
24.4K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
323K+ 557.02% |
$4.31M - $4.57M
|
382K
$5.26M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4K+ 12.41% |
$565K - $598K
|
384K
$5.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
874+ 6.55% |
$11.6K - $12.3K
|
14.2K
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
15New |
$200 - $212
|
15
$207
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 18.9% |
$24.2K - $25.7K
|
7.8K
$107K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.7K+ 19.43% |
$275K - $292K
|
127K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.9K+ 18.89% |
$38.7K - $41K
|
18.3K
$252K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 7.38% |
$147K - $156K
|
161K
$2.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
994+ 3.57% |
$13.2K - $14K
|
28.8K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.12K+ 4.27% |
$41.6K - $44.1K
|
76.2K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-681- 0.3% |
$9.07K - $9.62K
|
227K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-350- 3.0% |
$4.66K - $4.94K
|
11.3K
$156K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.17K+ 0.43% |
$95.6K - $101K
|
1.68M
$23.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.5K+ 6.86% |
$273K - $290K
|
319K
$4.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.23% |
$13.3 - $14.1
|
80
$1.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.26K+ 2.95% |
$16.8K - $17.8K
|
44.1K
$607K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.78K+ 9.62% |
$104K - $110K
|
88.7K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.24K- 27.75% |
$56.5K - $59.9K
|
11K
$152K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.49K- 2.07% |
$59.8K - $63.4K
|
212K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
200+ 3.61% |
$2.66K - $2.82K
|
5.73K
$79K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$142K - $150K
|
10.6K
$146K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.3K- 5.19% |
$17.3K - $18.4K
|
23.8K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.8K- 3.81% |
$343K - $364K
|
650K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.34K- 15.74% |
$17.8K - $18.9K
|
7.15K
$98.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
26.2KNew |
$349K - $370K
|
26.2K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-9.15K- 27.55% |
$122K - $129K
|
24.1K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.03K+ 3.14% |
$27K - $28.6K
|
66.5K
$916K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.1% |
$213 - $226
|
16.1K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$333 - $353
|
25
$345
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 5.03% |
$20K - $21.2K
|
31.4K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.96K+ 441.04% |
$119K - $127K
|
11K
$151K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 2.85% |
$693 - $734
|
1.88K
$25.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$2.66K - $2.82K
|
200
$2.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
97.8K+ 326.17% |
$1.3M - $1.38M
|
128K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20KNew |
$266K - $282K
|
20K
$276K
|
|