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
$87.2M +$2M +129,047 +2%
RCM
2
Rivernorth Capital Management
Florida
$63M +$23.2M +1,498,158 +49%
UBS Group
3
UBS Group
Switzerland
$20.8M -$31.6M -2,046,468 -58%
Invesco
4
Invesco
Georgia
$20.6M +$4.83M +312,273 +27%
AWA
5
Artemis Wealth Advisors
New York
$19.5M -$1.93M -124,870 -8%
Cohen & Steers
6
Cohen & Steers
New York
$19.1M +$2.49M +161,134 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19M +$3.91M +252,895 +23%
SCM
8
SOL Capital Management
Maryland
$15.8M +$6.9M +445,998 +64%
Bank of America
9
Bank of America
North Carolina
$10.8M -$4.53M -292,651 -27%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.6M -$1.92M -124,281 -21%
MP
11
Mangrove Partners
Connecticut
$6M +$6.7M +433,359 New
PCM
12
Penserra Capital Management
California
$5.94M -$110K -7,137 -2%
LSC
13
Logan Stone Capital
Illinois
$4.84M +$3.25M +209,838 +150%
COLIM
14
City of London Investment Management
United Kingdom
$4.3M – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.69M +$165K +10,641 +4%
FM
16
Family Management
New York
$3.54M +$256K +16,575 +7%
EW
17
Element Wealth
Mississippi
$2.79M +$207K +13,363 +7%
Stifel Financial
18
Stifel Financial
Missouri
$2.76M +$3.08M +198,960 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.44M +$37.3K +2,415 +1%
SFS
20
Shaker Financial Services
Virginia
$2.32M +$1.18M +76,415 +84%
LIM
21
Leavell Investment Management
Alabama
$2.12M -$93K -6,011 -4%
FFA
22
First Foundation Advisors
California
$2M +$102K +6,583 +5%
SWM
23
Stockman Wealth Management
Montana
$1.39M +$27.5K +1,780 +2%
GC
24
Guggenheim Capital
Illinois
$1.3M +$419K +27,113 +40%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.13M -$50.2K -3,249 -4%
1
2 3 4