We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$105M +$5.06M +283,960 +5%
UBS Group
2
UBS Group
Switzerland
$60.3M +$45.4M +2,547,606 +254%
RCM
3
Rivernorth Capital Management
Florida
$51.9M +$29.9M +1,677,997 +122%
AWA
4
Artemis Wealth Advisors
New York
$26M -$1.4M -78,285 -5%
Cohen & Steers
5
Cohen & Steers
New York
$20.7M +$6.48M +363,637 +42%
Invesco
6
Invesco
Georgia
$19.9M +$3.46M +194,264 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.1M +$12.9M +721,407 +180%
Bank of America
8
Bank of America
North Carolina
$18.2M -$55.5K -3,114 -0.3%
SCM
9
SOL Capital Management
Maryland
$11.8M +$5.6M +314,170 +82%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$5.69M +319,122 +113%
PCM
11
Penserra Capital Management
California
$7.41M +$49.5K +2,779 +0.6%
COLIM
12
City of London Investment Management
United Kingdom
$5.28M +$5.54M +310,859 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.34M +$280K +15,731 +7%
FM
14
Family Management
New York
$4.06M +$1.08M +60,654 +34%
EW
15
Element Wealth
Mississippi
$3.2M +$871K +48,861 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.95M +$1.19M +66,569 +62%
LIM
17
Leavell Investment Management
Alabama
$2.7M -$91.8K -5,150 -3%
LSC
18
Logan Stone Capital
Illinois
$2.37M +$2.49M +139,547 New
FFA
19
First Foundation Advisors
California
$2.34M +$267K +15,000 +12%
SWM
20
Stockman Wealth Management
Montana
$1.67M +$18.6K +1,045 +1%
SFS
21
Shaker Financial Services
Virginia
$1.54M +$1.62M +90,890 New
WS
22
Wedbush Securities
California
$1.52M -$553K -30,993 -26%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.43M +$321K +18,026 +27%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.4M -$288K -16,158 -16%
AWS
25
Atria Wealth Solutions
New York
$1.38M +$1.43M +80,385 New
1
2 3