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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$332K
BRWA
52
B. Riley Wealth Advisors
Florida
$325K +$175K +13,313 +121%
BWS
53
BCR Wealth Strategies
Alabama
$322K +$318K +24,230 New
HWAM
54
Hennion & Walsh Asset Management
New Jersey
$292K +$1.29K +98 +0.4%
WJWM
55
Williams Jones Wealth Management
New York
$291K
NAS
56
NWF Advisory Services
California
$291K -$3.94K -300 -1%
NA
57
Nottingham Advisors
New York
$283K +$279K +21,269 New
KAS
58
Kestra Advisory Services
Texas
$272K +$5.09K +388 +2%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$264K
NA
60
NewEdge Advisors
Louisiana
$255K +$3.94K +300 +2%
MWA
61
Merkkuri Wealth Advisors
New York
$253K +$250K +19,070 New
KWA
62
Kingswood Wealth Advisors
California
$235K -$264K -20,139 -53%
Corient Private Wealth
63
Corient Private Wealth
Florida
$230K
ACM
64
Advisors Capital Management
New Jersey
$224K +$221K +16,850 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$219K -$16.6K -1,261 -7%
SC
66
Scotia Capital
Ontario, Canada
$215K -$651K -49,585 -75%
OIA
67
Optimum Investment Advisors
Illinois
$213K
Truist Financial
68
Truist Financial
North Carolina
$212K -$56.4K -4,295 -21%
Jane Street
69
Jane Street
New York
$209K -$338K -25,778 -62%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$207K +$34.1K +2,600 +20%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$206K
BRA
72
Biechele Royce Advisors
Indiana
$205K +$202K +15,400 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$200K
CIC
74
Carnegie Investment Counsel
Ohio
$199K
TWC
75
TD Waterhouse Canada
Ontario, Canada
$188K +$86.6K +6,600 +88%