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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.7K- 65.12% |
$561K - $614K
|
22.9K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
9K+ 30.0% |
$118K - $129K
|
39K
$537K
|
|
|
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
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.56% |
$971 - $1.06K
|
13.2K
$181K
|
|
|
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
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
897+ 3.49% |
$11.8K - $12.9K
|
26.6K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3KNew |
$213K - $234K
|
16.3K
$224K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.35K- 10.95% |
$17.7K - $19.4K
|
11K
$151K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.92K+ 105.8% |
$25.1K - $27.5K
|
3.73K
$51.3K
|
|
| Q3 2024 | |||||||
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$142K - $152K
|
10.8K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.5KNew |
$743K - $797K
|
56.5K
$778K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 36.36% |
$26.3K - $28.2K
|
7.5K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 2.75% |
$145 - $155
|
411
$5.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$986 - $1.06K
|
75
$1.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.6KNew |
$21K - $22.6K
|
1.6K
$22K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.46K+ 3.95% |
$111K - $119K
|
222K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.36K- 4.87% |
$17.9K - $19.2K
|
26.6K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
18.5KNew |
$243K - $261K
|
18.5K
$255K
|
|
| Q2 2024 | |||||||
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
19.1KNew |
$238K - $255K
|
19.1K
$263K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.3K- 21.23% |
$53.6K - $57.5K
|
15.9K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.1KNew |
$176K - $189K
|
14.1K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.5K+ 2.27% |
$331K - $355K
|
1.19M
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
8KNew |
$99.8K - $107K
|
8K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$12.5K - $13.4K
|
1K
$13.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.9KNew |
$210K - $225K
|
16.9K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.74KNew |
$21.7K - $23.3K
|
1.74K
$24K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
21.3KNew |
$265K - $285K
|
21.3K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
15.4KNew |
$192K - $206K
|
15.4K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 10.65% |
$17.5K - $18.7K
|
11.8K
$162K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.5K- 24.68% |
$43.7K - $46.8K
|
10.7K
$147K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24.2KNew |
$302K - $324K
|
24.2K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98+ 0.45% |
$1.22K - $1.31K
|
22K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
85New |
$1.06K - $1.14K
|
85
$1.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
364+ 2.96% |
$4.54K - $4.87K
|
12.6K
$174K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
750New |
$9.36K - $10K
|
750
$10.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 3.85% |
$24.7 - $26.5
|
54
$744
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25KNew |
$309K - $331K
|
25K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.76K+ 17.64% |
$46.5K - $49.7K
|
25.1K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.7KNew |
$293K - $314K
|
23.7K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
26.9KNew |
$333K - $356K
|
26.9K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.2KNew |
$324K - $347K
|
26.2K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$256K - $274K
|
20.7K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 11.88% |
$25.1K - $26.9K
|
15.1K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.4% |
$74.2 - $79.4
|
256
$3.53K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
16.2K+ 91.91% |
$173K - $202K
|
33.8K
$466K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$110K - $128K
|
10.3K
$142K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$10.7K - $12.5K
|
1K
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$174K
|
|