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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Americana Partners
Texas
$1.3M +$5.61K +434 +0.4%
LIM
27
Leavell Investment Management
Alabama
$1.26M +$80.8K +6,250 +7%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.13M +$37.4K +2,890 +3%
AWS
29
Atria Wealth Solutions
New York
$1.11M +$288K +22,250 +36%
IFG
30
Independent Financial Group
California
$1.11M +$192K +14,839 +21%
PVM
31
Palogic Value Management
Texas
$1.06M +$141K +10,901 +16%
VVP
32
Venture Visionary Partners
Ohio
$1.03M +$1.02M +78,573 New
NWM
33
Nicola Wealth Management
British Columbia, Canada
$963K
WS
34
Wedbush Securities
California
$952K -$80.1K -6,198 -8%
SC
35
Scotia Capital
Ontario, Canada
$867K -$655K -50,655 -43%
SIC
36
Samalin Investment Counsel
New York
$782K +$22.7K +1,759 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$740K +$28.4K +2,196 +4%
PAG
38
Private Advisor Group
New Jersey
$725K +$101K +7,824 +17%
FFA
39
First Foundation Advisors
California
$704K -$225K -17,366 -25%
RP
40
Riverbridge Partners
Minnesota
$691K +$31.9K +2,467 +5%
DADC
41
D.A. Davidson & Co
Montana
$647K +$42.7K +3,301 +7%
SS
42
Sunbelt Securities
Texas
$585K +$70.4K +5,446 +14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$567K -$69.2K -5,348 -11%
Jane Street
44
Jane Street
New York
$547K +$537K +41,535 New
JWCA
45
J.W. Cole Advisors
Florida
$537K +$11.8K +912 +2%
KWA
46
Kingswood Wealth Advisors
California
$499K +$490K +37,858 New
GFG
47
Goldstone Financial Group
Illinois
$491K +$109K +8,446 +29%
PWMA
48
Pension & Wealth Management Advisors
Massachusetts
$461K -$302K -23,358 -40%
GP
49
Gridiron Partners
Pennsylvania
$410K -$258K -19,955 -39%
TA
50
Tectonic Advisors
Texas
$380K +$10.9K +841 +3%