A detailed history of Captrust Financial Advisors transactions in Pimco Corporate & Income Opportunity Fund stock. As of the latest transaction made, Captrust Financial Advisors holds 17,097 shares of PTY stock, worth $248,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,097
Previous 16,576 3.14%
Holding current value
$248,761
Previous $246,000 0.81%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$13.49 - $15.05 $7,028 - $7,841
521 Added 3.14%
17,097 $244,000
Q1 2024

May 15, 2024

SELL
$13.36 - $14.87 $29,712 - $33,070
-2,224 Reduced 11.83%
16,576 $246,000
Q4 2023

Feb 14, 2024

SELL
$12.13 - $14.1 $548,057 - $637,066
-45,182 Reduced 70.62%
18,800 $248,000
Q3 2023

Nov 14, 2023

SELL
$13.03 - $14.83 $1.67 Million - $1.9 Million
-127,990 Reduced 66.67%
63,982 $836,000
Q2 2023

Aug 14, 2023

BUY
$12.4 - $14.0 $116,597 - $131,642
9,403 Added 5.15%
191,972 $2.69 Million
Q1 2023

May 15, 2023

SELL
$12.21 - $14.37 $105,347 - $123,984
-8,628 Reduced 4.51%
182,569 $2.28 Million
Q4 2022

Feb 15, 2023

BUY
$11.73 - $13.34 $2 Million - $2.27 Million
170,129 Added 807.52%
191,197 $2.3 Million
Q3 2022

Nov 16, 2022

BUY
$11.5 - $14.42 $242,282 - $303,800
21,068 New
21,068 $248,000
Q2 2022

Aug 16, 2022

BUY
$12.51 - $15.84 $270,140 - $342,048
21,594 New
21,594 $270,000

Others Institutions Holding PTY

About PIMCO CORPORATE & INCOME OPPORTUNITY FUND


  • Ticker PTY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • PIMCO Corporate & Income Opportunity Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in corporate debt obligations rated in the lowest inves...
More about PTY
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