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Get Institutions for : 
Pimco Dynamic Income Opportunities Fund (PDO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    5
Total shares held : 
 21,729,296  
% of shares held : 
 0%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 441,343  
% of shares held change : 
 0%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 288,283
 1.33%
 
Increased Positions :
36
 1,820,924
 8.38%
 
Unchanged Positions :
23
 1,643,711
 7.56%
 
Decreased Positions :
35
-1,300,544
-5.99%
 
Closed Positions :
17
-367,320
-1.69%
 
Guru Positions :
0
 0%
 

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1415 - 2024-03-31 5,562,813 $73,262,000 18,970
   UBS Group AG 1030 - 2024-03-31 2,083,714 $27,443,000 175,963
   WELLS FARGO & CO/MN 969 - 2024-03-31 2,008,127 $26,447,000 248,492
   COHEN & STEERS INC 81 - 2024-03-31 1,356,340 $17,863,000 0
   Penserra Capital Management LLC 92 - 2024-03-31 1,167,822 $15,380,000 128,338
   SOL CAPITAL MANAGEMENT CO 11 - 2024-03-31 1,003,865 $13,221,000 136,175
   BANK OF AMERICA CORP /DE/ 2365 - 2024-03-31 880,300 $11,594,000 -200,433
   INVESCO LTD 1747 - 2024-03-31 822,087 $10,827,000 -307,124
   COMMONWEALTH EQUITY SERVICES LLC. 935 - 2024-03-31 559,784 $7,372,000 -111,729
   ROYAL BANK OF CANADA 1730 - 2024-03-31 511,842 $6,741,000 -113,588
   Cornerstone Advisory LLP 33 - 2024-03-31 444,571 $5,855,000 -2,938
   GUGGENHEIM CAPITAL LLC 518 - 2024-03-31 408,538 $5,380,000 -1,869
   Element Wealth LLC 11 - 2024-03-31 262,234 $3,454,000 -413
   LPL FINANCIAL CORP 2064 - 2024-03-31 257,671 $3,394,000 98,376
   Capital Investment Advisors LLC 145 - 2024-03-31 252,223 $3,322,000 20,979
   Advisor Group Holdings Inc. 1336 - 2024-03-31 248,243 $3,269,000 36,570
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1394 - 2024-03-31 235,545 $3,102,000 5,571
   PFG Investments LLC 123 - 2024-03-31 217,109 $2,859,000 217,109
   Consolidated Portfolio Review Corp 45 - 2024-03-31 189,279 $2,493,000 -1,597
   HIGHTOWER ADVISORS, LLC 1308 - 2024-03-31 187,190 $2,468,000 41,357
   U.S. Capital Wealth Advisors LLC 260 - 2024-03-31 130,015 $1,712,000 -5,830
   Belpointe Asset Management LLC 171 - 2024-03-31 116,810 $1,538,000 74,058
   Bramshill Investments LLC 29 - 2024-03-31 115,088 $1,516,000 46,733
   STIFEL FINANCIAL CORP 1920 - 2024-03-31 114,719 $1,511,000 14,697
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1447 - 2024-03-31 113,858 $1,500,000 15,776
   Americana Partners LLC 161 - 2024-03-31 98,968 $1,303,000 434
   LEAVELL T & ASSOCIATES INC 230 - 2024-03-31 94,707 $1,259,000 6,250
   FIRST TRUST ADVISORS LP 1950 - 2024-03-31 85,908 $1,131,000 2,890
   Atria Wealth Solutions Inc. 861 - 2024-03-31 83,275 $1,108,000 22,250
   Palogic Value Management L.P. 73 - 2024-03-31 80,253 $1,057,000 10,901
   Venture Visionary Partners LLC 264 *New 2024-03-31 78,573 $1,035,000 78,573
   NICOLA WEALTH MANAGEMENT LTD. 106 - 2024-03-31 54,000 $963,000 0
   WEDBUSH MORGAN SECURITIES INC 401 - 2024-03-31 72,253 $952,000 -6,198
   SCOTIA CAPITAL INC. 522 - 2024-03-31 65,795 $867,000 -50,655
   Samalin Investment Counsel LLC 71 - 2024-03-31 59,379 $782,000 1,759
   Rockefeller Capital Management L.P. 1349 - 2024-03-31 56,191 $740,000 2,196
   Private Advisor Group LLC 1316 - 2024-03-31 55,052 $725,000 7,824
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 198 - 2024-03-31 53,424 $704,000 -17,366
   RIVERBRIDGE PARTNERS LLC 126 - 2024-03-31 52,469 $691,000 2,467
   DAVIDSON D A & CO 883 - 2024-03-31 49,091 $647,000 3,301
   Sunbelt Securities Inc. 287 - 2024-03-31 44,442 $585,000 5,446
   ENVESTNET ASSET MANAGEMENT INC 3327 - 2024-03-31 43,082 $567,000 -5,348
   JANE STREET GROUP LLC 3754 - 2024-03-31 41,535 $547,000 41,535
   J.W. COLE ADVISORS INC. 513 - 2024-03-31 40,737 $537,000 912
   KINGSWOOD WEALTH ADVISORS LLC 343 - 2024-03-31 37,858 $499,000 37,858
   CFO4Life L.P. 114 *New 2022-12-31 32,786 $419,000 32,786
   Gridiron Partners LLC 41 - 2024-03-31 31,130 $410,000 -19,955
   TECTONIC ADVISORS LLC 249 - 2024-03-31 28,858 $380,000 841
   RAYMOND JAMES & ASSOCIATES 3218 - 2024-03-31 27,826 $366,000 -1,451
   SFI Advisors LLC 51 *New 2024-03-31 26,939 $355,000 26,939
   HRT FINANCIAL LLC 1389 - 2024-03-31 26,233 $345,000 26,233
   FINANCIAL NETWORK 2206 - 2024-03-31 25,071 $330,000 3,760
   CAPTRUST FINANCIAL ADVISORS 1714 *New 2024-03-31 25,000 $329,000 25,000
   NORTHERN TRUST CORP 3728 *New 2024-03-31 23,738 $313,000 23,738
   Hennion & Walsh Asset Management Inc. 701 - 2024-03-31 21,875 $288,000 101
   Williams Jones Wealth Management LLC. 425 - 2024-03-31 21,890 $288,000 -820
   Csenge Advisory Group 576 *New 2024-03-31 20,720 $273,000 20,720
   BB&T CORP 2313 - 2024-03-31 20,228 $266,000 -9,177
   Kestra Advisory Services LLC 2069 - 2024-03-31 20,061 $264,000 2,107
   NATIONAL BANK OF CANADA /FI/ 1207 - 2024-03-31 19,850 $256,000 0
   Goss Wealth Management LLC 1714 - 2024-03-31 18,850 $248,000 -100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2067 - 2024-03-31 17,751 $234,000 -3,047
   CI Private Wealth LLC 2019 - 2024-03-31 17,299 $228,000 0
   OPTIMUM INVESTMENT ADVISORS 187 - 2024-03-31 16,000 $211,000 0
   PNC FINANCIAL SERVICES GROUP INC 2155 - 2024-03-31 15,516 $204,000 0
   JANNEY MONTGOMERY SCOTT LLC 2563 - 2024-03-31 15,077 $199,000 -2,032
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 485 - 2024-03-31 15,000 $198,000 0
   COMERICA BANK 2315 - 2024-03-31 14,526 $191,000 0
   XTX Topco Ltd 1197 *New 2024-03-31 14,400 $190,000 14,400
   WESPAC ADVISORS, LLC 164 - 2024-03-31 14,183 $187,000 -236
   Farther Finance Advisors LLC 729 - 2024-03-31 13,150 $174,000 -600
   Onyx Bridge Wealth Group LLC 237 - 2024-03-31 13,241 $172,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1597 - 2024-03-31 12,989 $171,000 -16,539
   SALIENT TRUST CO LTA 216 - 2023-03-31 13,030 $166,000 0
   Crumly & Associates Inc. 127 - 2024-03-31 12,500 $165,000 0
   Parisi Gray Wealth Management 104 - 2024-03-31 12,285 $162,000 -19,636
   WHITTIER TRUST CO 695 *New 2024-03-31 12,000 $158,000 12,000
   MARINER WEALTH ADVISORS, LLC 2846 *New 2024-03-31 11,000 $145,000 11,000
   DAVENPORT & CO LLC 1052 - 2024-03-31 10,850 $143,000 160
   Perigon Wealth Management LLC 820 - 2024-03-31 10,595 $140,000 -19,786
   Single Point Partners LLC 79 - 2024-03-31 10,405 $138,000 0
   Ethos Financial Group LLC 225 - 2024-03-31 10,000 $133,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1326 - 2024-03-31 10,973 $132,000 10,973
   MML INVESTORS SERVICES LLC 2387 - 2024-03-31 10,055 $132,000 10,055
   VIRTU FINANCIAL LLC 971 *New 2023-12-31 10,279 $126,000 10,279
   TD Waterhouse Canada Inc. 893 - 2024-03-31 7,518 $103,000 0
   HARBOUR INVESTMENTS INC. 1292 - 2023-12-31 5,610 $69,000 0
   Lindbrook Capital LLC 763 - 2024-03-31 4,000 $53,000 3,000
   HBC Financial Services PLLC 67 *New 2024-03-31 4,000 $52,000 4,000
   Bank of New Hampshire 326 - 2024-03-31 2,945 $39,000 0
   Atlantic Trust Group LLC 1874 *New 2024-03-31 2,300 $30,000 2,300
   CWM LLC 2645 - 2024-03-31 2,113 $28,000 52
   FNY Investment Advisers LLC 346 - 2024-03-31 1,600 $21,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 399 *New 2024-03-31 1,584 $21,000 1,584
   Larson Financial Group LLC 874 - 2024-03-31 1,631 $21,000 31
   AllSquare Wealth Management LLC 332 - 2024-03-31 1,200 $16,000 0
   TOMPKINS FINANCIAL CORP 479 - 2024-03-31 1,025 $13,000 0
   IFP Advisors Inc 2078 - 2023-12-31 1,000 $12,000 0
   Hobbs Group Advisors LLC 334 - 2023-12-31 1,000 $12,000 0
   HOLLENCREST SECURITIES LLC 814 - 2024-03-31 400 $5,000 0
  100 Records found
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