Latest Institutional Purchases of Pimco Dynamic Income Opportunities Fund (PDO)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Opportunities Fund (PDO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.29K+ 91.13% |
$97.2K - $103K
|
15.3K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.66KNew |
$48.7K - $51.5K
|
3.66K
$50.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$3.33K - $3.52K
|
250
$3.45K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
135KNew |
$1.76M - $1.93M
|
135K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2KNew |
$829K - $908K
|
63.2K
$871K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
49K+ 62.31% |
$642K - $704K
|
128K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
31.9KNew |
$419K - $459K
|
31.9K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
29.3KNew |
$385K - $421K
|
29.3K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.8KNew |
$351K - $385K
|
26.8K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3KNew |
$213K - $234K
|
16.3K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$182K - $199K
|
13.9K
$191K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
12.9KNew |
$169K - $185K
|
12.9K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
9K+ 30.0% |
$118K - $129K
|
39K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 19.2% |
$26.7K - $29.2K
|
12.6K
$174K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.92K+ 105.8% |
$25.1K - $27.5K
|
3.73K
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$19.7K - $21.6K
|
1.5K
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
964New |
$12.6K - $13.9K
|
964
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
897+ 3.49% |
$11.8K - $12.9K
|
26.6K
$366K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
599New |
$7.86K - $8.61K
|
599
$8.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$2.62K - $2.87K
|
200
$2.76K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73New |
$958 - $1.05K
|
73
$1.01K
|
|
| 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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.5KNew |
$743K - $797K
|
56.5K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
18.5KNew |
$243K - $261K
|
18.5K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$142K - $152K
|
10.8K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.46K+ 3.95% |
$111K - $119K
|
222K
$3.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 36.36% |
$26.3K - $28.2K
|
7.5K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.6KNew |
$21K - $22.6K
|
1.6K
$22K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$986 - $1.06K
|
75
$1.03K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 2.75% |
$145 - $155
|
411
$5.66K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.5K+ 2.27% |
$331K - $355K
|
1.19M
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24.2KNew |
$302K - $324K
|
24.2K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
21.3KNew |
$265K - $285K
|
21.3K
$293K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
19.1KNew |
$238K - $255K
|
19.1K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.9KNew |
$210K - $225K
|
16.9K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
15.4KNew |
$192K - $206K
|
15.4K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.1KNew |
$176K - $189K
|
14.1K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
8KNew |
$99.8K - $107K
|
8K
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.74KNew |
$21.7K - $23.3K
|
1.74K
$24K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$12.5K - $13.4K
|
1K
$13.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
750New |
$9.36K - $10K
|
750
$10.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
364+ 2.96% |
$4.54K - $4.87K
|
12.6K
$174K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
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 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25KNew |
$309K - $331K
|
25K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.7KNew |
$293K - $314K
|
23.7K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$256K - $274K
|
20.7K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.76K+ 17.64% |
$46.5K - $49.7K
|
25.1K
$345K
|
|