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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$942K +$286K +21,226 +39%
WS
27
Wedbush Securities
California
$893K +$166K +12,303 +21%
AWS
28
Atria Wealth Solutions
New York
$870K -$40.4K -3,000 -4%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$848K -$1.72M -127,889 -66%
ASFA
30
All Season Financial Advisors
Colorado
$789K +$174K +12,941 +26%
FFA
31
First Foundation Advisors
California
$769K -$1.15M -85,317 -58%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$756K +$279K +20,748 +52%
SWM
33
Stockman Wealth Management
Montana
$754K -$517K -38,419 -39%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$735K -$1.22M -90,436 -60%
RP
35
Riverbridge Partners
Minnesota
$728K +$22.2K +1,651 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$718K -$31K -2,302 -4%
Jane Street
37
Jane Street
New York
$713K +$774K +57,496 New
CCP
38
Carmel Capital Partners
California
$703K +$181K +13,480 +31%
PI
39
PFG Investments
New York
$698K +$757K +56,280 New
NWM
40
Nicola Wealth Management
British Columbia, Canada
$670K
WA
41
WESPAC Advisors
California
$595K +$646K +48,015 New
JWCA
42
J.W. Cole Advisors
Florida
$547K +$82.6K +6,134 +16%
PAG
43
Private Advisor Group
New Jersey
$511K +$207K +15,388 +60%
SS
44
Sunbelt Securities
Texas
$495K +$535K +39,754 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$438K -$33.9K -2,516 -7%
HF
46
HRT Financial
New York
$388K +$7.43K +552 +2%
PWM
47
Perigon Wealth Management
California
$336K -$14.4K -1,070 -4%
AA
48
ACT Advisors
North Carolina
$331K +$9.79K +727 +3%
AP
49
Americana Partners
Texas
$316K +$343K +25,465 New
PWMA
50
Pension & Wealth Management Advisors
Massachusetts
$290K +$26.1K +1,937 +9%