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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Boreal Capital Management
Florida
$648K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$610K -$3.75M -273,661 -85%
MP
53
McDonald Partners
Ohio
$595K
First Trust Advisors
54
First Trust Advisors
Illinois
$585K -$107K -7,803 -15%
LSC
55
Logan Stone Capital
Illinois
$570K +$604K +44,056 New
Stifel Financial
56
Stifel Financial
Missouri
$567K -$7.51K -548 -1%
KAS
57
Kestra Advisory Services
Texas
$558K -$22.8K -1,662 -4%
MWM
58
Maridea Wealth Management
New York
$484K +$27.9K +2,039 +6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$462K +$23.6K +1,721 +5%
CW
60
CreativeOne Wealth
Kansas
$461K +$1.8K +131 +0.4%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$444K +$305K +22,261 +197%
SWP
62
Stratos Wealth Partners
Ohio
$408K +$4.4K +321 +1%
CTC
63
Central Trust Company
Missouri
$407K +$432K +31,500 New
FAOAI
64
Fund Advisors of America Inc
Florida
$391K +$12.1K +885 +3%
PI
65
PFG Investments
New York
$390K -$3.11K -227 -0.7%
DC
66
Davenport & Co
Virginia
$367K -$41.1K -3,000 -10%
SC
67
Shay Capital
New York
$358K +$380K +27,720 New
GP
68
Gridiron Partners
Pennsylvania
$342K -$48.5K -3,537 -12%
WMA
69
West Michigan Advisors
Michigan
$326K +$343K +25,000 New
CA
70
Crumly & Associates
Illinois
$323K +$137K +10,000 +67%
FFA
71
First Foundation Advisors
California
$322K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$308K +$326K +23,796 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$300K +$138K +10,058 +76%
DADC
74
D.A. Davidson & Co
Montana
$294K +$15.6K +1,140 +5%
Creative Planning
75
Creative Planning
Kansas
$291K +$22.4K +1,634 +8%