Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pimco Dynamic Income Opportunities Fund (PDO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            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
   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
   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
   HIGHTOWER ADVISORS, LLC 1308 - 2024-03-31 187,190 $2,468,000 41,357
   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
   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
   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
   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
   TECTONIC ADVISORS LLC 249 - 2024-03-31 28,858 $380,000 841
   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
   Hennion & Walsh Asset Management Inc. 701 - 2024-03-31 21,875 $288,000 101
   Kestra Advisory Services LLC 2069 - 2024-03-31 20,061 $264,000 2,107
   DAVENPORT & CO LLC 1052 - 2024-03-31 10,850 $143,000 160
   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
   Lindbrook Capital LLC 763 - 2024-03-31 4,000 $53,000 3,000
   CWM LLC 2645 - 2024-03-31 2,113 $28,000 52
   Larson Financial Group LLC 874 - 2024-03-31 1,631 $21,000 31
   PFS Partners LLC 386 - 2024-03-31 256 $3,000 6
   Clear Point Advisors Inc. 479 - 2024-03-31 54 $1,000 2
  42 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us