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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cornerstone Advisory
Maryland
$1.08M +$1.06M +82,849 New
First Trust Advisors
27
First Trust Advisors
Illinois
$1.02M -$49K -3,826 -5%
AWS
28
Atria Wealth Solutions
New York
$886K -$28.4K -2,220 -3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$839K +$823K +64,256 New
ASFA
30
All Season Financial Advisors
Colorado
$834K +$2.46K +192 +0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$808K +$32.8K +2,559 +4%
PI
32
PFG Investments
New York
$780K +$44.3K +3,459 +6%
PVM
33
Palogic Value Management
Texas
$777K -$275K -21,500 -27%
WA
34
WESPAC Advisors
California
$759K +$130K +10,134 +21%
PAG
35
Private Advisor Group
New Jersey
$755K +$212K +16,513 +40%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$722K -$132K -10,323 -15%
RP
37
Riverbridge Partners
Minnesota
$713K -$53.4K -4,170 -7%
NWM
38
Nicola Wealth Management
British Columbia, Canada
$705K
AP
39
Americana Partners
Texas
$693K +$353K +27,578 +108%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$647K +$182K +14,236 +40%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$614K -$139K -10,841 -19%
JWCA
42
J.W. Cole Advisors
Florida
$593K +$17.1K +1,333 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$573K -$219K -17,080 -28%
FM
44
Family Management
New York
$530K -$845K -65,961 -62%
SS
45
Sunbelt Securities
Texas
$519K
PWMA
46
Pension & Wealth Management Advisors
Massachusetts
$391K -$36.1K -2,821 -12%
PGWM
47
Parisi Gray Wealth Management
New Jersey
$374K +$256K +20,000 +197%
PWM
48
Perigon Wealth Management
California
$372K +$18.1K +1,412 +5%
SIC
49
Samalin Investment Counsel
New York
$368K +$109K +8,536 +43%
AA
50
ACT Advisors
North Carolina
$359K +$10.3K +803 +3%