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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
   COHEN & STEERS INC 83 - 2023-12-31 1,356,340 $16,602,000 0
   NICOLA WEALTH MANAGEMENT LTD. 106 - 2024-03-31 54,000 $963,000 0
   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
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 485 - 2024-03-31 15,000 $198,000 0
   Onyx Bridge Wealth Group LLC 237 - 2024-03-31 13,241 $172,000 0
   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
   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
   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
   Bank of New Hampshire 326 - 2024-03-31 2,945 $39,000 0
   FNY Investment Advisers LLC 346 - 2024-03-31 1,600 $21,000 0
   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
   HOLLENCREST SECURITIES LLC 814 - 2024-03-31 400 $5,000 0
   TOTH FINANCIAL ADVISORY CORP 516 - 2024-03-31 400 $5,000 0
   NBC SECURITIES INC. 1906 - 2024-03-31 250 $3,000 0
   WOLFF WIESE MAGANA LLC 564 - 2024-03-31 81 $1,000 0
   PRINCIPAL SECURITIES INC. 3014 - 2024-03-31 59 $1,000 0
   PROEQUITIES INC. 9841 - 2024-03-31 0 $0 0

  25 Records found
  1    
  Page 1 of 1
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