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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
First Foundation Advisors
California
$353K -$448K -35,000 -56%
SWM
52
Stockman Wealth Management
Montana
$348K -$438K -34,154 -56%
TA
53
Tectonic Advisors
Texas
$347K +$84.6K +6,603 +33%
RJA
54
Raymond James & Associates
Florida
$342K +$93K +7,262 +38%
JSW
55
Journey Strategic Wealth
New Jersey
$331K +$28.1K +2,197 +10%
ACIM
56
Azimuth Capital Investment Management
Michigan
$327K +$320K +25,000 New
BBHC
57
Brown Brothers Harriman & Co
New York
$327K +$320K +25,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$304K
DADC
59
D.A. Davidson & Co
Montana
$294K +$141K +11,000 +95%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$289K
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$281K -$7.35K -574 -3%
KWA
62
Kingswood Wealth Advisors
California
$280K +$274K +21,411 New
GFG
63
Goldstone Financial Group
Illinois
$265K +$260K +20,287 New
IFG
64
Independent Financial Group
California
$251K -$6.73K -525 -3%
RRA
65
Round Rock Advisors
Connecticut
$247K
HWM
66
HB Wealth Management
Georgia
$242K +$5.04K +393 +2%
NAS
67
NWF Advisory Services
California
$232K
Corient Private Wealth
68
Corient Private Wealth
Florida
$226K
CAN
69
Cetera Advisor Networks
California
$224K +$58.7K +4,584 +37%
BRA
70
Biechele Royce Advisors
Indiana
$215K +$211K +16,460 New
NA
71
NewEdge Advisors
Louisiana
$215K +$64.1K +5,000 +44%
SPP
72
Single Point Partners
Massachusetts
$214K
HighTower Advisors
73
HighTower Advisors
Illinois
$197K +$2.29K +179 +1%
AFO
74
Allie Family Office
Florida
$196K
CIC
75
Carnegie Investment Counsel
Ohio
$196K