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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 1464.0% |
$192K - $210K
|
15.6K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 18.39% |
$3.94K - $4.31K
|
1.93K
$26.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 34.14% |
$345K - $378K
|
50.7K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$182K - $199K
|
13.9K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.3K+ 32.55% |
$1.15M - $1.25M
|
355K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
335KNew |
$4.4M - $4.81M
|
335K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
964New |
$12.6K - $13.9K
|
964
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.8KNew |
$49.9K - $54.6K
|
3.8K
$52.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
194+ 1.62% |
$2.55K - $2.79K
|
12.2K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-132- 6.17% |
$1.73K - $1.9K
|
2.01K
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.63K+ 1.45% |
$47.6K - $52.2K
|
255K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.8K- 6.81% |
$76.1K - $83.3K
|
79.3K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.7K- 65.12% |
$561K - $614K
|
22.9K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4K- 8.54% |
$52.5K - $57.5K
|
42.8K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
9K+ 30.0% |
$118K - $129K
|
39K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 18.66% |
$243K - $266K
|
118K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.15K- 8.18% |
$41.4K - $45.3K
|
35.4K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.8K+ 27.36% |
$325K - $356K
|
115K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.29K+ 2186.44% |
$16.9K - $18.5K
|
1.35K
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13New |
$171 - $187
|
13
$180
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
205New |
$2.69K - $2.95K
|
205
$2.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
57.7K+ 39.25% |
$758K - $830K
|
205K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.15K+ 2.93% |
$15.1K - $16.5K
|
40.4K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.4KClosed |
$137K - $150K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
856+ 2.8% |
$11.2K - $12.3K
|
31.4K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.56% |
$971 - $1.06K
|
13.2K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.86K+ 1.54% |
$37.5K - $41.1K
|
188K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73New |
$958 - $1.05K
|
73
$1.01K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-55.3K- 47.24% |
$725K - $794K
|
61.7K
$854K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.43KNew |
$58.2K - $63.7K
|
4.43K
$61.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-500- 1.62% |
$6.56K - $7.19K
|
30.4K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
228K+ 18.32% |
$2.99M - $3.28M
|
1.47M
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$178K - $194K
|
13.5K
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
908+ 2.89% |
$11.9K - $13K
|
32.3K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.77K+ 49.92% |
$75.7K - $82.9K
|
17.3K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44KNew |
$18.9K - $20.7K
|
1.44K
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
897+ 3.49% |
$11.8K - $12.9K
|
26.6K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 2.8% |
$617 - $675
|
1.72K
$23.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3KNew |
$213K - $234K
|
16.3K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 7.24% |
$239K - $262K
|
234K
$3.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.35K- 10.95% |
$17.7K - $19.4K
|
11K
$152K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.92K+ 105.8% |
$25.1K - $27.5K
|
3.73K
$51.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.5KNew |
$743K - $797K
|
56.5K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
89.9KNew |
$1.18M - $1.27M
|
89.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
225K+ 85.65% |
$2.96M - $3.18M
|
487K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$142K - $152K
|
10.8K
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.58K- 18.2% |
$86.6K - $93K
|
29.6K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.74K- 10.75% |
$22.9K - $24.6K
|
14.5K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$59.2K - $63.5K
|
4.5K
$62.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 36.36% |
$26.3K - $28.2K
|
7.5K
$104K
|
|