Purchases and Sales Made in Q4 2025 in Pimco Dynamic Income Opportunities Fund (PDO)
This table provides information about the institutional ownership of Pimco Dynamic Income Opportunities Fund (PDO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.2KNew |
$288K - $302K
|
21.2K
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
10.6KNew |
$144K - $151K
|
10.6K
$146K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.5K+ 20.0% |
$33.9K - $35.6K
|
15K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.47K+ 8.59% |
$33.5K - $35.1K
|
31.2K
$430K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.77K+ 27.16% |
$24K - $25.2K
|
8.28K
$114K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
870New |
$11.8K - $12.4K
|
870
$12K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
725New |
$9.83K - $10.3K
|
725
$9.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
173+ 1.08% |
$2.35K - $2.46K
|
16.2K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
100+ 0.3% |
$1.36K - $1.42K
|
33K
$454K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
97+ 0.27% |
$1.32K - $1.38K
|
35.4K
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29+ 0.26% |
$393 - $412
|
11.3K
$156K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 0.8% |
$203 - $213
|
1.9K
$26.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-178- 2.49% |
$2.41K - $2.53K
|
6.97K
$96.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.5K- 6.24% |
$20.3K - $21.3K
|
22.6K
$311K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.75K- 58.72% |
$23.8K - $24.9K
|
1.23K
$17K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2K- 34.89% |
$27.1K - $28.4K
|
3.73K
$51.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.76K- 3.66% |
$105K - $110K
|
204K
$2.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.17K- 21.83% |
$124K - $130K
|
32.8K
$453K
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-97.8K- 76.54% |
$1.33M - $1.39M
|
30K
$413K
|
|