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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
   RIVERNORTH CAPITAL MANAGEMENT, INC. 62 - 2023-12-31 634,202 $7,763,000 -88,729
   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
   Element Wealth LLC 11 - 2024-03-31 262,234 $3,454,000 -413
   Consolidated Portfolio Review Corp 45 - 2024-03-31 189,279 $2,493,000 -1,597
   U.S. Capital Wealth Advisors LLC 260 - 2024-03-31 130,015 $1,712,000 -5,830
   SCOTIA CAPITAL INC. 404 - 2023-12-31 116,450 $1,425,000 -65,193
   STIFEL FINANCIAL CORP 2000 - 2023-12-31 100,022 $1,224,000 -49,407
   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
   Atria Wealth Solutions Inc. 986 - 2023-12-31 61,025 $750,000 -1,970
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 198 - 2024-03-31 53,424 $704,000 -17,366
   Rockefeller Capital Management L.P. 1267 - 2023-12-31 53,995 $661,000 -18,793
   ENVESTNET ASSET MANAGEMENT INC 3222 - 2023-12-31 48,430 $593,000 -15,211
   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
   Williams Jones Wealth Management LLC. 425 - 2024-03-31 21,890 $288,000 -820
   NATIONAL BANK OF CANADA /FI/ 1244 - 2023-12-31 19,850 $246,000 -2,190
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2067 - 2024-03-31 17,751 $234,000 -3,047
   JANNEY MONTGOMERY SCOTT LLC 2563 - 2024-03-31 15,077 $199,000 -2,032
   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
   COMERICA BANK 2282 - 2023-12-31 14,526 $178,000 -2,727
   Parisi Gray Wealth Management 104 - 2024-03-31 12,285 $162,000 -19,636
   FAMILY MANAGEMENT CORP 137 - 2023-12-31 12,527 $153,000 -1,519
   Perigon Wealth Management LLC 820 - 2024-03-31 10,595 $140,000 -19,786
   FIXED INCOME SECURITIES INC 1380 - 2023-12-31 852 $10,000 -168

  28 Records found
  1    
  Page 1 of 1
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