Purchases and Sales Made in Q3 2025 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
323K+ 557.02% |
$4.31M - $4.57M
|
382K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
318KNew |
$4.24M - $4.49M
|
318K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
220KNew |
$2.93M - $3.11M
|
220K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122K+ 24.28% |
$1.63M - $1.72M
|
625K
$8.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
97.8K+ 326.17% |
$1.3M - $1.38M
|
128K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.2K+ 5.23% |
$948K - $1M
|
1.43M
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 8.92% |
$820K - $869K
|
751K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61K+ 28.41% |
$813K - $861K
|
276K
$3.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49K+ 9.21% |
$652K - $691K
|
580K
$8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4K+ 12.41% |
$565K - $598K
|
384K
$5.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42KNew |
$560K - $593K
|
42K
$579K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.6K+ 5.37% |
$554K - $587K
|
815K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.1K+ 18.55% |
$494K - $524K
|
237K
$3.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
32.9KNew |
$438K - $464K
|
32.9K
$453K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.8K+ 3.52% |
$437K - $464K
|
965K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 496.5% |
$370K - $393K
|
33.4K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
26.2KNew |
$349K - $370K
|
26.2K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
24.4KNew |
$325K - $345K
|
24.4K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.2K+ 15.34% |
$309K - $327K
|
174K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
22.5K+ 38.49% |
$300K - $318K
|
81K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.7K+ 19.43% |
$275K - $292K
|
127K
$1.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.5K+ 6.86% |
$273K - $290K
|
319K
$4.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20KNew |
$266K - $282K
|
20K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.7KNew |
$262K - $278K
|
19.7K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.8KNew |
$224K - $237K
|
16.8K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16KNew |
$213K - $226K
|
16K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.8KNew |
$210K - $223K
|
15.8K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4KNew |
$205K - $217K
|
15.4K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.1K+ 6.27% |
$188K - $199K
|
239K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$156K - $166K
|
11.7K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$152K - $161K
|
11.4K
$157K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 7.38% |
$147K - $156K
|
161K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 0.23% |
$146K - $155K
|
4.7M
$64.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
10.8KNew |
$144K - $153K
|
10.8K
$149K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$142K - $150K
|
10.6K
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.96K+ 441.04% |
$119K - $127K
|
11K
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.89KNew |
$105K - $111K
|
7.89K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.78K+ 9.62% |
$104K - $110K
|
88.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.76K+ 6.14% |
$103K - $110K
|
134K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54K+ 12.94% |
$100K - $107K
|
65.8K
$907K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.52K+ 21.17% |
$100K - $106K
|
43K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.17K+ 0.43% |
$95.6K - $101K
|
1.68M
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.15KNew |
$95.2K - $101K
|
7.15K
$98.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.13KNew |
$94.9K - $101K
|
7.13K
$98.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.72K+ 6.92% |
$89.6K - $94.9K
|
104K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.36K+ 3.81% |
$84.7K - $89.8K
|
173K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.72K+ 70.73% |
$76.2K - $80.7K
|
13.8K
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.41K+ 49.39% |
$72K - $76.4K
|
16.4K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.16K+ 4.83% |
$55.4K - $58.7K
|
90.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.53K+ 18.32% |
$47K - $49.9K
|
22.8K
$314K
|
|