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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 1430 - 2023-12-31 5,543,843 $67,857,000 -665,434
   WELLS FARGO & CO/MN 969 - 2024-03-31 2,008,127 $26,447,000 248,492
   UBS Group AG 1026 - 2023-12-31 1,907,751 $23,351,000 232,889
   COHEN & STEERS INC 83 - 2023-12-31 1,356,340 $16,602,000 0
   INVESCO LTD 1589 - 2023-12-31 1,129,211 $13,822,000 414,259
   BANK OF AMERICA CORP /DE/ 2123 - 2023-12-31 1,080,733 $13,228,000 83,267
   SOL CAPITAL MANAGEMENT CO 11 - 2024-03-31 1,003,865 $13,221,000 136,175
   Penserra Capital Management LLC 56 - 2023-12-31 1,039,484 $12,723,000 71,945
   RIVERNORTH CAPITAL MANAGEMENT, INC. 62 - 2023-12-31 634,202 $7,763,000 -88,729
   ROYAL BANK OF CANADA 1621 - 2023-12-31 625,430 $7,655,000 45,604
   COMMONWEALTH EQUITY SERVICES LLC. 935 - 2024-03-31 559,784 $7,372,000 -111,729
   Cornerstone Advisory LLP 33 - 2024-03-31 444,571 $5,855,000 -2,938
   GUGGENHEIM CAPITAL LLC 524 - 2023-12-31 410,407 $5,023,000 299
   SHAKER FINANCIAL SERVICES, LLC 10 - 2023-12-31 316,056 $3,876,000 200,921
   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
   ICON ADVISERS INC/CO 95 *New 2023-12-31 155,702 $1,906,000 155,702
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1447 - 2024-03-31 113,858 $1,500,000 15,776
   SCOTIA CAPITAL INC. 404 - 2023-12-31 116,450 $1,425,000 -65,193
   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
   STIFEL FINANCIAL CORP 2000 - 2023-12-31 100,022 $1,224,000 -49,407
   FIRST TRUST ADVISORS LP 1967 - 2023-12-31 83,018 $1,016,000 709
   NICOLA WEALTH MANAGEMENT LTD. 106 - 2024-03-31 54,000 $963,000 0
   WEDBUSH MORGAN SECURITIES INC 340 - 2023-12-31 78,451 $960,000 -15,981
   Palogic Value Management L.P. 78 - 2023-12-31 69,352 $849,000 -3,890
   Bramshill Investments LLC 96 *New 2023-12-31 68,355 $837,000 68,355
   Atria Wealth Solutions Inc. 986 - 2023-12-31 61,025 $750,000 -1,970
   Private Advisor Group LLC 1316 - 2024-03-31 55,052 $725,000 7,824
   Samalin Investment Counsel LLC 81 - 2023-12-31 57,620 $705,000 18,096
   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
   Rockefeller Capital Management L.P. 1267 - 2023-12-31 53,995 $661,000 -18,793
   Gridiron Partners LLC 44 - 2023-12-31 51,085 $625,000 0
   ENVESTNET ASSET MANAGEMENT INC 3222 - 2023-12-31 48,430 $593,000 -15,211
   Sunbelt Securities Inc. 287 - 2024-03-31 44,442 $585,000 5,446
   DAVIDSON D A & CO 903 - 2023-12-31 45,790 $560,000 21,825
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1299 - 2023-12-31 29,528 $361,000 -12,351
   BB&T CORP 2135 - 2023-12-31 29,405 $360,000 4,414
   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
   FINANCIAL NETWORK 2328 - 2023-12-31 21,311 $261,000 3,835
   NATIONAL BANK OF CANADA /FI/ 1244 - 2023-12-31 19,850 $246,000 -2,190
   Goss Wealth Management LLC 1621 - 2023-12-31 18,950 $242,000 2,500
   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
   Kestra Advisory Services LLC 2029 - 2023-12-31 17,954 $220,000 5,887
   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
   JOURNEY STRATEGIC WEALTH LLC 207 - 2023-12-31 16,000 $196,000 -20,317
   WESPAC ADVISORS, LLC 164 - 2024-03-31 14,183 $187,000 -236
   ELEQUIN CAPITAL LP 125 - 2023-12-31 14,557 $178,000 12,357
   COMERICA BANK 2282 - 2023-12-31 14,526 $178,000 -2,727
   Onyx Bridge Wealth Group LLC 237 - 2024-03-31 13,241 $172,000 0
   Farther Finance Advisors LLC 608 *New 2023-12-31 13,750 $168,000 13,750
   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
   LM Advisors LLC 208 - 2023-12-31 12,663 $155,000 0
   FAMILY MANAGEMENT CORP 137 - 2023-12-31 12,527 $153,000 -1,519
   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
   NOMURA HOLDINGS INC 925 *New 2023-12-31 11,250 $138,000 11,250
   Ethos Financial Group LLC 225 - 2024-03-31 10,000 $133,000 0
   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
   Tradition Wealth Management LLC 938 - 2023-12-31 1,046 $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
   FIXED INCOME SECURITIES INC 1380 - 2023-12-31 852 $10,000 -168
   HOLLENCREST SECURITIES LLC 814 - 2024-03-31 400 $5,000 0
  100 Records found
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