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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.3M -$6.52M -481,610 -9%
Wells Fargo
2
Wells Fargo
California
$31.7M +$1.32M +97,733 +5%
UBS Group
3
UBS Group
Switzerland
$26.5M -$731K -53,991 -3%
Cohen & Steers
4
Cohen & Steers
New York
$19.1M +$99.2K +7,322 +0.5%
SCM
5
SOL Capital Management
Maryland
$17.6M +$1.03M +76,420 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.8M +$83.6K +6,176 +0.7%
Invesco
7
Invesco
Georgia
$12.3M +$955K +70,514 +9%
Bank of America
8
Bank of America
North Carolina
$10.7M -$1.59M -117,268 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.28M +$723K +53,363 +9%
GC
10
Guggenheim Capital
Illinois
$8.26M +$1.31M +97,046 +20%
CM
11
Cercano Management
Washington
$6.88M +$3.05M +224,888 +86%
CA
12
Cornerstone Advisory
Maryland
$6.02M -$152K -11,231 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.79M +$719K +53,066 +25%
CIA
14
Capital Investment Advisors
Georgia
$3.56M -$7.84K -579 -0.2%
EW
15
Element Wealth
Mississippi
$3.54M -$95.7K -7,067 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.14M +$115K +8,458 +4%
LPL Financial
17
LPL Financial
California
$2.94M +$501K +36,967 +22%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.62M +$42.6K +3,145 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.15M +$636K +46,968 +45%
LIM
20
Leavell Investment Management
Alabama
$2.09M +$453K +33,428 +29%
BAM
21
Belpointe Asset Management
Nevada
$1.76M +$39K +2,878 +2%
IFG
22
Independent Financial Group
California
$1.67M +$242K +17,883 +18%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.65M
Stifel Financial
24
Stifel Financial
Missouri
$1.55M +$21.8K +1,610 +1%
PAG
25
Private Advisor Group
New Jersey
$1.4M +$191K +14,111 +17%