PDO
Pimco Dynamic Income Opportunities Fund• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Commonwealth Equity Services, Llc | $7.2M | 610.7K | 0.01% | -6.0% |
Integrity Wealth Partners, Llc | $3.5M | 292.6K | 2.69% | +25.5% |
Venture Visionary Partners Llc | $2.9M | 245.4K | 0.08% | +30.9% |
International Assets Investment Management, Llc | $2.9M | 216.5K | 0.09% | -65.7% |
Shaker Financial Services, Llc | $2.4M | 198.8K | 0.78% | +133.4% |
Capital Investment Advisors, Llc | $2.2M | 186.5K | 0.03% | -2.1% |
Wealth Enhancement Advisory Services, Llc | $2.1M | 174.3K | 0.00% | -2.9% |
Cambridge Investment Research Advisors, Inc. | $2M | 172.4K | 0.00% | -6.7% |
Kestra Advisory Services, Llc | $1.7M | 139.6K | 0.00% | +47.0% |
Independent Financial Group, Llc | $1.5M | 122.3K | 0.03% | -2.7% |
Wedbush Securities Inc | $1.4M | 115.2K | 0.03% | +4.4% |
Triumph Capital Management | $1.2M | 101.4K | 0.21% | +4.8% |
Concurrent Investment Advisors, Llc | $1.1M | 89.8K | 0.01% | -9.8% |
Americana Partners, Llc | $941K | 79.3K | 0.02% | Unchanged |
Gridiron Partners, Llc | $931K | 78.5K | 0.47% | +423.1% |
Nwf Advisory Services Inc. | $627K | 52.9K | 0.06% | +155.8% |
Carolina Wealth Management Inc | $585K | 49.3K | 0.25% | New Position |
Meadowbrook Wealth Management, Llc | $439K | 37.0K | 0.46% | -14.4% |
Davenport & Co Llc | $380K | 32.1K | 0.00% | +14.6% |
Purefi Wealth, Llc | $363K | 30.6K | 0.17% | New Position |
Integrity Advisory Solutions, Llc | $337K | 28.4K | 0.04% | +32.5% |
Samalin Investment Counsel, Llc | $321K | 27.1K | 0.10% | -45.3% |
Crumly & Associates Inc. | $320K | 27.0K | 0.06% | Unchanged |
D.A. Davidson & Co. | $254K | 21.4K | 0.00% | -7.0% |
Vestgen Advisors, Llc | $236K | 19.9K | 0.01% | +0.5% |
Sovran Advisors, Llc | $219K | 18.5K | 0.02% | +28.5% |
Traynor Capital Management, Inc. | $198K | 16.7K | 0.01% | -8.3% |
Essential Investment Partners Llc | $193K | 16.3K | 0.13% | -12.0% |
Courier Capital Llc | $193K | 16.3K | 0.01% | Exited |
Noble Wealth Management Pbc | $178K | 15.0K | 0.08% | +36.5% |
Perigon Wealth Management, Llc | $165K | 13.9K | 0.00% | -0.5% |
Onyx Bridge Wealth Group Llc | $155K | 13.1K | 0.01% | -0.6% |
B. Riley Wealth Advisors, Inc. | $136K | 11.5K | 0.01% | New Position |
Clearview Wealth Management Llc | $128K | 10.8K | 0.10% | Unchanged |
Beacon Financial Advisory Llc | $128K | 10.8K | 0.02% | +0.1% |
Ballew Advisors, Inc | $128K | 10.5K | 0.06% | +4.4% |
Burney Co/ | $126K | 10.6K | 0.00% | Unchanged |
Connecticut Wealth Management, Llc | $121K | 10.2K | 0.00% | Unchanged |
Mcalister, Sweet & Associates, Inc. | $119K | 10.1K | 0.08% | +0.2% |
Ifp Advisors, Inc | $65K | 5.5K | 0.00% | Unchanged |
Activest Wealth Management | $59K | 4.9K | 0.01% | Unchanged |
Td Waterhouse Canada Inc. | $46K | 3.9K | 0.00% | -54.1% |
Corecap Advisors, Llc | $45K | 3.8K | 0.00% | +46.1% |
Pension & Wealth Management Advisors, Inc. | $44K | 3.8K | 0.01% | Unchanged |
Bank Of New Hampshire | $44K | 3.7K | 0.01% | Unchanged |
Markowski Investments | $43K | 3.7K | 0.01% | New Position |
Financial Management Professionals, Inc. | $25K | 2.1K | 0.00% | +3.0% |
United Community Bank | $21K | 1.8K | 0.01% | New Position |
Fny Investment Advisers, Llc | $18K | 1.6K | 0.00% | Unchanged |
Toth Financial Advisory Corp | $5K | 400 | 0.00% | Unchanged |