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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
$418K -$89.2K -6,583 -18%
RJA
52
Raymond James & Associates
Florida
$376K -$18.4K -1,361 -5%
RP
53
Riverbridge Partners
Minnesota
$363K -$337K -24,895 -49%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$353K
WJWM
55
Williams Jones Wealth Management
New York
$337K +$27.2K +2,010 +9%
NA
56
NewEdge Advisors
Louisiana
$314K +$41.9K +3,092 +16%
KAS
57
Kestra Advisory Services
Texas
$302K +$12.7K +940 +5%
NA
58
Nottingham Advisors
New York
$300K
NAS
59
NWF Advisory Services
California
$287K -$21K -1,552 -7%
Walleye Capital
60
Walleye Capital
New York
$281K -$232K -17,130 -46%
MWA
61
Merkkuri Wealth Advisors
New York
$269K
JEST
62
JTC Employer Solutions Trustee
Jersey
$261K +$251K +18,500 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$229K +$8.22K +607 +4%
OIA
64
Optimum Investment Advisors
Illinois
$226K
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$224K -$8.52K -629 -4%
BRA
66
Biechele Royce Advisors
Indiana
$217K
CIC
67
Carnegie Investment Counsel
Ohio
$212K
SC
68
Scotia Capital
Ontario, Canada
$204K -$23.6K -1,742 -11%
TWC
69
TD Waterhouse Canada
Ontario, Canada
$200K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$195K -$81.9K -6,050 -30%
OBWG
71
Onyx Bridge Wealth Group
New York
$187K
CA
72
Crumly & Associates
Illinois
$177K
PNC
73
Park National Corp
Ohio
$174K +$167K +12,324 New
IA
74
IFP Advisors
Florida
$169K +$12.1K +892 +8%
PWM
75
Perigon Wealth Management
California
$163K +$9.21K +680 +6%