Who owns PIMCO Dynamic Income Opportuni?

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Analyze quarterly positions in PIMCO Dynamic Income Opportuni with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of PIMCO Dynamic Income Opportuni stock

Who bought or sold PIMCO Dynamic Income Opportuni this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 2.0M $26M 14% Mar 2024
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UBS Group 1.9M $23M 14% Dec 2023
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Bank of America Corporation 1.1M $13M 8% Dec 2023
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Penserra Capital Management 1.0M $13M 7% Dec 2023
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SOL Capital Management 1.0M $13M 16% Mar 2024
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Rivernorth Capital Management 634k $7.8M -12% Dec 2023
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Royal Bank of Canada 625k $7.7M 8% Dec 2023
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Commonwealth Equity Services 560k $7.4M -17% Mar 2024
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Cornerstone Advisory 445k $5.9M 65% Mar 2024
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Guggenheim Capital, LLC Managers 410k $5.0M 0% Dec 2023
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Shaker Financial Services 316k $3.9M 175% Dec 2023
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Element Wealth 262k $3.5M 0% Mar 2024
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Capital Investment Advisors 252k $3.3M 9% Mar 2024
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Raymond James Financial Services Advisors 236k $3.1M 2% Mar 2024
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PFG Investments 217k $2.9M 100% Mar 2024
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Advisor Group Holdings 212k $2.6M -10% Dec 2023
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Consolidated Portfolio Review Corp 189k $2.5M -1% Mar 2024
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HighTower Advisors 187k $2.5M 28% Mar 2024
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ICON Advisers 156k $1.9M 100% Dec 2023
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U.S. Capital Wealth Advisors 136k $1.7M -7% Dec 2023
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Belpointe Asset Management 117k $1.5M 285% Mar 2024
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Scotia Capital 117k $1.4M -36% Dec 2023
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Cambridge Investment Research Advisors 114k $1.5M 16% Mar 2024
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Stifel Financial 100k $1.2M -33% Dec 2023
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Americana Partners 99k $1.3M 0% Mar 2024
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Leavell Investment Management 95k $1.3M 7% Mar 2024
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Wedbush Morgan Securities 79k $960k -17% Dec 2023
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Atria Wealth Solutions 61k $754k -3% Dec 2023
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Private Advisor 55k $725k 17% Mar 2024
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Nicola Wealth Management 54k $874k 0% Dec 2023
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Rockefeller Capital Management 54k $661k -26% Dec 2023
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First Foundation Advisors 53k $704k -25% Mar 2024
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Riverbrige Partners 53k $691k 5% Mar 2024
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Gridiron Partners 51k $625k 100% Dec 2023
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D.A. Davidson & Co. 46k $561k 91% Dec 2023
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Sunbelt Securities 44k $585k 14% Mar 2024
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J.w. Cole Advisors 41k $537k 2% Mar 2024
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Kingswood Wealth Advisors 38k $499k 100% Mar 2024
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Branch Banking & Trust Company 29k $360k 18% Dec 2023
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Tectonic Advisors 29k $380k 3% Mar 2024
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Raymond James & Associates 28k $367k -5% Mar 2024
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Williams Jones Wealth Management 22k $288k -4% Mar 2024
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Hennion & Walsh Asset Management 22k $288k 0% Mar 2024
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Csenge Advisory Group 21k $273k 100% Mar 2024
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National Bank Of Canada /fi/ 20k $246k -10% Dec 2023
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Kestra Advisory Services 18k $220k 49% Dec 2023
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Wealth Enhancement Advisory Services 18k $234k -15% Mar 2024
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CI Private Wealth 17k $228k 0% Mar 2024
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Optimum Investment Advisors 16k $211k 0% Mar 2024
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Journey Strategic Wealth 16k $196k -56% Dec 2023
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Pnc Financial Services 16k $204k 0% Mar 2024
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Janney Montgomery Scott 15k $199k -12% Mar 2024
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Carnegie Capital Asset Management 15k $198k 0% Mar 2024
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Elequin Capital 15k $178k 562% Dec 2023
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WESPAC Advisors 14k $187k -2% Mar 2024
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Farther Finance Advisors 14k $168k 100% Dec 2023
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Onyx Bridge Wealth Group 13k $172k 0% Mar 2024
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LM Advisors 13k $155k 100% Dec 2023
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Crumly & Associates 13k $165k 0% Mar 2024
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Parisi Gray Wealth Management 12k $162k -62% Mar 2024
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Whittier Trust 12k $158k 100% Mar 2024
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Nomura Holdings 11k $138k 100% Dec 2023
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Davenport & Co 11k $143k 1% Mar 2024
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Perigon Wealth Management 11k $140k -65% Mar 2024
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Single Point Partners 10k $138k 0% Mar 2024
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Virtu Financial 10k $126k 100% Dec 2023
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Ethos Financial Group 10k $133k 0% Mar 2024
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TD Waterhouse Canada 7.5k $96k -52% Dec 2023
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Harbour Investments 5.6k $69k 0% Dec 2023
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Lindbrook Capital 4.0k $53k 300% Mar 2024
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HBC Financial Services, P 4.0k $52k 100% Mar 2024
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Huntington National Bank 3.8k $50k 100% Mar 2024
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Bank of New Hampshire 2.9k $36k -34% Dec 2023
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Atlantic Trust 2.3k $30k 100% Mar 2024
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CWM 2.1k $28k 3% Mar 2024
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Larson Financial Group 1.6k $22k 2% Mar 2024
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FNY Investment Advisers 1.6k $21k 0% Mar 2024
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Financial Management Professionals 1.6k $21k 100% Mar 2024
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AllSquare Wealth Management 1.2k $16k 0% Mar 2024
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Tradition Wealth Management 1.0k $13k 0% Dec 2023
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Tompkins Financial Corp 1.0k $14k 0% Mar 2024
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IFP Advisors 1.0k $12k 0% Dec 2023
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Hobbs Group Advisors 1.0k $12k 100% Dec 2023
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Advisors Asset Management 852.00 $10k -16% Dec 2023
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Toth Financial Advisory Corporation 400.00 $5.3k 0% Mar 2024
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Hollencrest Securities 400.00 $5.3k 0% Mar 2024
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PFS Partners 256.00 $3.4k 2% Mar 2024
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Nbc Securities 250.00 $3.0k 0% Mar 2024
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Wolff Wiese Magana 81.00 $1.1k 0% Mar 2024
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Principal Securities 59.00 $722.000700 100% Dec 2023
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Who sold out of PIMCO Dynamic Income Opportuni?

Fund or Company Name Date Sold Shares Held Valued At
Prevail Innovative Wealth Advisors Sep 2023 81k $965k
Susquehanna International Sep 2023 53k $634k
Jane Street Sep 2023 53k $629k
Jpmorgan Chase & Co Sep 2023 33k $392k
ACT Advisors Dec 2023 22k $272k
Mercer Global Advisors Sep 2023 22k $259k
Hrt Financial Sep 2023 14k $167k
CTC Alternative Strategies Dec 2023 12k $148k
Stockman Asset Management Dec 2023 12k $147k
National Asset Management Sep 2023 11k $132k
Warren Averett Asset Management Sep 2023 10k $121k
Advisory Services Network Dec 2023 3.8k $46k
Sugarloaf Wealth Management Dec 2023 1.2k $15k
McGlone Suttner Wealth Management Dec 2023 795.00 $9.7k
Independence Bank of Kentucky Dec 2023 147.00 $1.8k
Focused Wealth Management Dec 2023 125.00 $1.5k