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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
$63.2M +$375K +28,106 +0.6%
UBS Group
2
UBS Group
Switzerland
$47.3M +$1.49M +111,882 +3%
Wells Fargo
3
Wells Fargo
California
$35M -$953K -71,393 -3%
SCM
4
SOL Capital Management
Maryland
$22.5M +$1.5M +112,101 +7%
CM
5
Cercano Management
Washington
$22.5M +$3.95M +295,858 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.3M +$2.15M +161,069 +13%
Cohen & Steers
7
Cohen & Steers
New York
$17.6M +$160K +11,977 +0.9%
Invesco
8
Invesco
Georgia
$12.6M +$600K +44,983 +5%
GC
9
Guggenheim Capital
Illinois
$10.4M +$368K +27,566 +4%
Bank of America
10
Bank of America
North Carolina
$9.3M +$605K +45,367 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.11M +$52.2K +3,914 +0.6%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.16M +$1.29M +96,867 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$6.77M +$424K +31,767 +7%
CA
14
Cornerstone Advisory
Maryland
$4.8M -$682K -51,098 -13%
JWCA
15
J.W. Cole Advisors
Florida
$4.6M +$216K +16,209 +5%
LIM
16
Leavell Investment Management
Alabama
$4.07M +$467K +34,989 +13%
EW
17
Element Wealth
Mississippi
$3.07M -$285K -21,331 -9%
CPRC
18
Consolidated Portfolio Review Corp
New York
$3.03M +$112K +8,386 +4%
CIA
19
Capital Investment Advisors
Georgia
$2.92M -$63.3K -4,742 -2%
LPL Financial
20
LPL Financial
California
$2.89M -$348K -26,113 -11%
PAG
21
Private Advisor Group
New Jersey
$2.7M +$389K +29,144 +17%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$2.36M +$2.33M +174,862 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.25M +$271K +20,326 +14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.04M +$56.6K +4,239 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.04M +$372K +27,888 +23%
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