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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.3M +$82.4M +4,052,989 New
AWA
2
Artemis Wealth Advisors
New York
$40.4M +$40.9M +2,010,974 New
Bank of America
3
Bank of America
North Carolina
$10.3M +$10.4M +512,793 New
Cohen & Steers
4
Cohen & Steers
New York
$7.62M +$7.72M +379,709 New
UBS Group
5
UBS Group
Switzerland
$7.37M +$7.47M +367,296 New
RCM
6
Rivernorth Capital Management
Florida
$5.57M +$5.64M +277,597 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M +$4.82M +237,106 New
FM
8
Family Management
New York
$3.64M +$3.69M +181,428 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.87M +$2.9M +142,830 New
EW
10
Element Wealth
Mississippi
$2.72M +$2.75M +135,509 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.42M +$2.45M +120,376 New
FFA
12
First Foundation Advisors
California
$2.4M +$2.44M +119,820 New
WS
13
Wedbush Securities
California
$1.99M +$2.02M +99,320 New
CA
14
Crumly & Associates
Illinois
$1.71M +$1.73M +85,230 New
SWM
15
Stockman Wealth Management
Montana
$1.55M +$1.57M +77,342 New
GA
16
Greytown Advisors
Florida
$900K +$908K +44,662 New
CIBC World Market
17
CIBC World Market
Ontario, Canada
$668K +$676K +33,271 New
UMC
18
United Maritime Capital
New York
$532K +$539K +26,500 New
Stifel Financial
19
Stifel Financial
Missouri
$472K +$478K +23,540 New
Truist Financial
20
Truist Financial
North Carolina
$425K +$431K +21,200 New
SCM
21
SOL Capital Management
Maryland
$388K +$392K +19,310 New
First Trust Advisors
22
First Trust Advisors
Illinois
$313K +$317K +15,589 New
LWM
23
Liberty Wealth Management
California
$254K +$254K +12,500 New
NA
24
NewEdge Advisors
Louisiana
$251K +$254K +12,500 New
AIP
25
Almanack Investment Partners
Pennsylvania
$242K +$244K +12,000 New
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