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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.22M -$578K -49,407 -33%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.2M +$424K +36,258 +59%
AP
28
Americana Partners
Texas
$1.2M +$10.6K +903 +0.9%
LIM
29
Leavell Investment Management
Alabama
$1.1M -$415K -35,438 -29%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.02M +$8.3K +709 +0.9%
WS
31
Wedbush Securities
California
$960K -$187K -15,981 -17%
NWM
32
Nicola Wealth Management
British Columbia, Canada
$874K
FFA
33
First Foundation Advisors
California
$866K +$512K +43,735 +162%
PVM
34
Palogic Value Management
Texas
$849K -$45.5K -3,890 -5%
IFG
35
Independent Financial Group
California
$848K +$248K +21,173 +44%
BI
36
Bramshill Investments
Florida
$837K +$800K +68,355 New
AWS
37
Atria Wealth Solutions
New York
$750K -$23.1K -1,970 -3%
PWMA
38
Pension & Wealth Management Advisors
Massachusetts
$714K +$83.4K +7,132 +14%
SIC
39
Samalin Investment Counsel
New York
$705K +$212K +18,096 +46%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$661K -$220K -18,793 -26%
GP
41
Gridiron Partners
Pennsylvania
$625K +$598K +51,085 New
RP
42
Riverbridge Partners
Minnesota
$612K +$2.67K +228 +0.5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$593K -$178K -15,211 -24%
PAG
44
Private Advisor Group
New Jersey
$578K -$140K -11,980 -20%
DADC
45
D.A. Davidson & Co
Montana
$560K +$255K +21,825 +91%
BAM
46
Belpointe Asset Management
Nevada
$523K +$145K +12,420 +41%
JWCA
47
J.W. Cole Advisors
Florida
$487K -$8.41K -719 -2%
SS
48
Sunbelt Securities
Texas
$477K -$1.85K -158 -0.4%
NAS
49
NWF Advisory Services
California
$414K +$190K +16,197 +92%
PGWM
50
Parisi Gray Wealth Management
New Jersey
$391K +$23.4K +2,002 +7%