Who owns PIMCO Dynamic Income Opportuni?
- Ticker: PDO
- CUSIP Number: 69355m107
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 5.3M | $71M | -4% | Jun 2024 |
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| Wells Fargo & Company | 2.2M | $32M | 5% | Sep 2024 |
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| Cohen & Steers Capital Management | 1.3M | $18M | -1% | Jun 2024 |
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| SOL Capital Management | 1.2M | $18M | 7% | Sep 2024 |
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| Royal Bank of Canada | 904k | $13M | 1% | Sep 2024 |
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| Invesco | 870k | $12M | 9% | Sep 2024 |
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| Bank of America Corporation | 758k | $11M | -13% | Sep 2024 |
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| Commonwealth Equity Services | 657k | $9.3M | 9% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 585k | $8.3M | 20% | Sep 2024 |
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| Cercano Management | 488k | $6.9M | 100% | Sep 2024 |
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| Cornerstone Advisory | 427k | $6.0M | -3% | Sep 2024 |
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| Capital Investment Advisors | 252k | $3.6M | 0% | Sep 2024 |
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| Element Wealth | 251k | $3.5M | -3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 222k | $3.1M | 4% | Sep 2024 |
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| HighTower Advisors | 215k | $2.9M | 15% | Jun 2024 |
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| LPL Financial | 209k | $2.9M | 22% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 182k | $2.4M | -4% | Jun 2024 |
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| Cambridge Investment Research Advisors | 153k | $2.2M | 45% | Sep 2024 |
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| Leavell Investment Management | 147k | $2.1M | 29% | Sep 2024 |
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| Belpointe Asset Management | 122k | $1.6M | 4% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 117k | $1.7M | 0% | Sep 2024 |
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| Bramshill Investments | 112k | $1.5M | -3% | Jun 2024 |
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| Stifel Financial | 109k | $1.4M | -5% | Jun 2024 |
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| Private Advisor | 99k | $1.4M | 17% | Sep 2024 |
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| J.w. Cole Advisors | 91k | $1.3M | 77% | Sep 2024 |
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| First Trust Advisors | 90k | $1.3M | 5% | Sep 2024 |
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| Palogic Value Management | 89k | $1.3M | 5% | Sep 2024 |
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| Americana Partners | 85k | $1.2M | 0% | Sep 2024 |
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| Wedbush Morgan Securities | 81k | $1.1M | 7% | Sep 2024 |
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| Venture Visionary Partners | 79k | $1.1M | 0% | Sep 2024 |
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| Advisor Group Holdings | 77k | $1.1M | -69% | Sep 2024 |
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| Goldstone Financial Group | 76k | $1.1M | 100% | Sep 2024 |
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| Sanctuary Advisors | 69k | $893k | 100% | Jun 2024 |
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| Atria Wealth Solutions | 47k | $667k | -43% | Sep 2024 |
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| Envestnet Asset Management | 45k | $632k | 2% | Sep 2024 |
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| Cetera Investment Advisers | 44k | $579k | 65% | Jun 2024 |
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| D.A. Davidson & Co. | 44k | $578k | -11% | Jun 2024 |
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| First Foundation Advisors | 36k | $481k | -32% | Jun 2024 |
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| PFG Investments | 32k | $427k | -85% | Jun 2024 |
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| Davenport & Co | 31k | $436k | 184% | Sep 2024 |
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| Tectonic Advisors | 31k | $431k | 3% | Sep 2024 |
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| Mcdonald Partners | 30k | $424k | 100% | Sep 2024 |
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| Gridiron Partners | 30k | $398k | -4% | Jun 2024 |
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| Raymond James & Associates | 27k | $376k | -5% | Sep 2024 |
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| Sunbelt Securities | 26k | $346k | -41% | Jun 2024 |
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| Riverbrige Partners | 26k | $363k | -49% | Sep 2024 |
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| Captrust Financial Advisors | 25k | $353k | 0% | Sep 2024 |
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| National Asset Management | 24k | $325k | 121% | Jun 2024 |
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| Williams Jones Wealth Management | 24k | $338k | 9% | Sep 2024 |
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| Kestra Advisory Services | 21k | $302k | 5% | Sep 2024 |
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| Nottingham Advisors | 21k | $300k | 0% | Sep 2024 |
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| Goss Wealth Management | 19k | $255k | 2% | Jun 2024 |
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| Merkkuri Wealth Advisors | 19k | $269k | 0% | Sep 2024 |
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| JTC Employer Solutions Trustee | 19k | $261k | 100% | Sep 2024 |
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| International Assets Investment Management | 17k | $1.2M | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 17k | $219k | -7% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 16k | $229k | 4% | Sep 2024 |
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| Optimum Investment Advisors | 16k | $226k | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 16k | $212k | -21% | Jun 2024 |
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| Biechele Royce Advisors | 15k | $217k | 0% | Sep 2024 |
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| Carnegie Capital Asset Management | 15k | $212k | 0% | Sep 2024 |
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| Scotia Capital | 15k | $204k | -78% | Sep 2024 |
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| TD Waterhouse Canada | 14k | $200k | 0% | Sep 2024 |
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| Keel Point | 14k | $188k | 100% | Jun 2024 |
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| National Bank Of Canada /fi/ | 14k | $195k | -30% | Sep 2024 |
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| Onyx Bridge Wealth Group | 13k | $187k | 0% | Sep 2024 |
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| Crumly & Associates | 13k | $177k | 0% | Sep 2024 |
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| Park National Corp | 12k | $174k | 100% | Sep 2024 |
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| Perigon Wealth Management | 12k | $163k | 6% | Sep 2024 |
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| Mml Investors Services | 11k | $159k | -7% | Sep 2024 |
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| IFP Advisors | 11k | $148k | 43% | Jun 2024 |
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| Hilltop Holdings | 11k | $153k | 100% | Sep 2024 |
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| Ethos Financial Group | 10k | $142k | 0% | Sep 2024 |
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| Brian McDonald | 9.5k | $135k | 0% | Sep 2024 |
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| Lindbrook Capital | 8.0k | $113k | 100% | Sep 2024 |
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| HBC Financial Services, P | 7.5k | $102k | 36% | Sep 2024 |
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| CoreCap Advisors | 7.2k | $102k | 0% | Sep 2024 |
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| Harbour Investments | 5.6k | $79k | 0% | Sep 2024 |
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| EverSource Wealth Advisors | 4.5k | $64k | 100% | Sep 2024 |
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| Huntington National Bank | 3.8k | $53k | 0% | Sep 2024 |
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| Atlantic Trust | 2.3k | $33k | 0% | Sep 2024 |
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| CWM | 2.1k | $30k | 1% | Sep 2024 |
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| Bank of New Hampshire | 1.8k | $26k | 0% | Sep 2024 |
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| Financial Management Professionals | 1.7k | $24k | 3% | Sep 2024 |
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| Larson Financial Group | 1.6k | $23k | 0% | Sep 2024 |
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| FNY Investment Advisers | 1.6k | $22k | 100% | Sep 2024 |
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| AllSquare Wealth Management | 1.2k | $16k | 0% | Jun 2024 |
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| Pnc Financial Services | 1.0k | $14k | -94% | Sep 2024 |
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| Strategic Investment Solutions | 519.00 | $7.3k | 100% | Sep 2024 |
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| Hollencrest Securities | 411.00 | $5.8k | 3% | Sep 2024 |
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| Toth Financial Advisory Corporation | 400.00 | $5.6k | 0% | Sep 2024 |
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| Nbc Securities | 250.00 | $3.0k | 0% | Sep 2024 |
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| Wolff Wiese Magana | 81.00 | $1.1k | 0% | Sep 2024 |
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| Valley National Advisers | 75.00 | $999.997500 | 100% | Sep 2024 |
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| Principal Securities | 59.00 | $832.997400 | 0% | Sep 2024 |
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| BlackRock | 1.00 | $10.000000 | 100% | Sep 2024 |
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Who sold out of PIMCO Dynamic Income Opportuni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Jun 2024 | 1.2M | $16M |
| Rockefeller Capital Management | Mar 2024 | 56k | $740k |
| BCR Wealth Strategies | Jun 2024 | 24k | $322k |
| Northern Trust | Mar 2024 | 24k | $313k |
| Hennion & Walsh Asset Management | Jun 2024 | 22k | $292k |
| Kingswood Wealth Advisors | Jun 2024 | 18k | $236k |
| CI Private Wealth | Jun 2024 | 17k | $230k |
| Advisors Capital Management | Jun 2024 | 17k | $224k |
| Jane Street | Jun 2024 | 16k | $209k |
| Janney Montgomery Scott | Jun 2024 | 15k | $200k |
| Parisi Gray Wealth Management | Jun 2024 | 13k | $168k |
| Farther Finance Advisors | Jun 2024 | 12k | $157k |
| WESPAC Advisors | Jun 2024 | 11k | $142k |
| Single Point Partners | Jun 2024 | 10k | $138k |
| Darren Munn | Jun 2024 | 8.0k | $106k |
| Asset Dedication | Jun 2024 | 1.7k | $23k |
| Plante Moran Financial Advisors | Jun 2024 | 1.0k | $13k |
| Hilltop National Bank | Jun 2024 | 750.00 | $10k |
| Triad Wealth Partners | Jun 2024 | 85.00 | $1.1k |