Latest Institutional Transactions on Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information on the latest institutional transactions involving Pimco Corporate & Income Opportunity Fund (PTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
86.3KNew |
$1.23M - $1.28M
|
86.3K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48+ 0.46% |
$685 - $711
|
10.6K
$154K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 6.77% |
$32.4K - $33.6K
|
31.3K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-81- 0.38% |
$1.16K - $1.2K
|
21.2K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 2.44% |
$400 - $415
|
1.18K
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
174KNew |
$2.49M - $2.58M
|
174K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$14.3 - $14.8
|
7.31K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-273K- 93.48% |
$3.9M - $4.04M
|
19K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.07% |
$171 - $178
|
591
$8.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.8K+ 16.21% |
$25.6K - $26.6K
|
12.9K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.1K- 99.91% |
$173K - $179K
|
11
$160
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.26K- 1.18% |
$104K - $108K
|
610K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
503+ 2.59% |
$7.18K - $7.45K
|
19.9K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 276.67% |
$2.37K - $2.46K
|
226
$3.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 1.74% |
$1.84K - $1.91K
|
7.28K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 8.15% |
$244K - $253K
|
227K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
29.6K+ 8.08% |
$423K - $439K
|
396K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
229+ 2.84% |
$3.27K - $3.39K
|
8.28K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 3.82% |
$765K - $793K
|
1.46M
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.59K+ 10.22% |
$65.6K - $68K
|
49.5K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40KNew |
$571K - $592K
|
40K
$583K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4K- 10.58% |
$57.1K - $59.2K
|
33.8K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 0.16% |
$1.56K - $1.61K
|
66.3K
$966K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$151K - $157K
|
10.6K
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38KNew |
$19.7K - $20.5K
|
1.38K
$20.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.6KNew |
$394K - $409K
|
27.6K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$299K - $310K
|
20.9K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 15.02% |
$500 - $518
|
268
$3.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5KNew |
$150K - $155K
|
10.5K
$153K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
799+ 5.82% |
$11.4K - $11.8K
|
14.5K
$212K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
700New |
$10K - $10.4K
|
700
$10.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.52K+ 79.32% |
$21.6K - $22.4K
|
3.43K
$49.9K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.8K+ 205.36% |
$464K - $475K
|
48.8K
$711K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.2KNew |
$768K - $785K
|
54.2K
$791K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.44K- 18.64% |
$34.6K - $35.4K
|
10.7K
$155K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.48K- 20.16% |
$91.7K - $93.7K
|
25.6K
$374K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.41K- 9.6% |
$62.5K - $63.8K
|
41.5K
$606K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 14.69% |
$229K - $234K
|
126K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$14.2 - $14.5
|
1
$14.6
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.66K- 4.8% |
$94.3K - $96.4K
|
132K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.1K+ 120.76% |
$639K - $653K
|
82.5K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$347K - $354K
|
24.5K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 64.54% |
$540K - $552K
|
97.2K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 8.39% |
$46.1K - $47.1K
|
42K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 51.72% |
$146K - $149K
|
30.1K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4.83K- 6.53% |
$68.3K - $69.8K
|
69.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
253+ 2.5% |
$3.58K - $3.66K
|
10.4K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
531+ 1.57% |
$7.52K - $7.68K
|
34.4K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 3.31% |
$35.5K - $36.2K
|
73.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 6.25% |
$1.88M - $1.92M
|
2.26M
$33M
|
|