Who owns PIMCO Dynamic Income Opportuni?
- Ticker: PDO
- CUSIP Number: 69355m107
Tip: Access positions for across all investors
Analyze quarterly positions in PIMCO Dynamic Income Opportuni with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold PIMCO Dynamic Income Opportuni this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |