Purchases and Sales Made in Q2 2024 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q2 2024. The information is specifically focused on institutions that hold shares of PIMCO Dynamic Income Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 3.73% |
$14.5K - $15.5K
|
30K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.26K- 7.1% |
$15.7K - $16.9K
|
16.5K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 10.65% |
$17.5K - $18.7K
|
11.8K
$163K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.89K- 3.6% |
$23.6K - $25.3K
|
50.6K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.4K- 2.95% |
$42.4K - $45.5K
|
112K
$1.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.5K- 24.68% |
$43.7K - $46.8K
|
10.7K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.14K- 1.58% |
$51.7K - $55.4K
|
258K
$3.58M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.3K- 21.23% |
$53.6K - $57.5K
|
15.9K
$221K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5K- 34.42% |
$62.4K - $66.9K
|
9.53K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.42K- 0.62% |
$67.6K - $72.5K
|
875K
$12.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.64K- 11.48% |
$70.3K - $75.4K
|
43.5K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.22K- 5.42% |
$77.6K - $83.2K
|
108K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.69K- 1.5% |
$83.5K - $89.5K
|
438K
$6.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.83K- 3.61% |
$85.3K - $91.4K
|
182K
$2.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.37K- 7.35% |
$104K - $112K
|
105K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-10K- 0.74% |
$125K - $134K
|
1.35M
$18.7M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10K- 11.8% |
$125K - $134K
|
74.8K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.1K- 10.04% |
$163K - $175K
|
117K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-13.9K- 14.0% |
$173K - $185K
|
85.1K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.3K- 32.31% |
$215K - $231K
|
36.2K
$502K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4K- 41.44% |
$230K - $246K
|
26K
$361K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.1K- 53.2% |
$251K - $269K
|
17.7K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.7K- 9.2% |
$270K - $290K
|
214K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-23.1K- 2.81% |
$288K - $309K
|
799K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 62.06% |
$322K - $345K
|
15.8K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-49.6K- 75.36% |
$619K - $663K
|
16.2K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-86.2K- 33.44% |
$1.08M - $1.15M
|
172K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-152K- 7.29% |
$1.9M - $2.03M
|
1.93M
$26.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 72.89% |
$2.26M - $2.42M
|
67.3K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-185K- 85.21% |
$2.31M - $2.48M
|
32.1K
$445K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242K- 4.35% |
$3.02M - $3.24M
|
5.32M
$73.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242K- 4.35% |
$3.02M - $3.24M
|
5.32M
$73.8M
|