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 |
|---|---|---|---|---|---|---|---|
|
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
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 3.31% |
$35.5K - $36.2K
|
73.3K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$14.2 - $14.5
|
100K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.4KNew |
$161K - $165K
|
11.4K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.01K- 17.45% |
$71K - $72.5K
|
23.7K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-88K- 79.28% |
$1.25M - $1.27M
|
23K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.23K+ 10.18% |
$102K - $105K
|
78.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.8K- 8.85% |
$336K - $344K
|
245K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.5K+ 45.45% |
$106K - $109K
|
24K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128- 0.06% |
$1.81K - $1.85K
|
216K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.12K+ 17.14% |
$15.8K - $16.2K
|
7.65K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.3K- 88.31% |
$173K - $177K
|
1.62K
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.8KNew |
$733K - $749K
|
51.8K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6KNew |
$178K - $182K
|
12.6K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.9K+ 7.0% |
$848K - $866K
|
914K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-523- 3.17% |
$7.41K - $7.57K
|
16K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
602New |
$8.52K - $8.71K
|
602
$8.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
680+ 1.31% |
$9.63K - $9.84K
|
52.5K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.5K+ 15.83% |
$1.25M - $1.28M
|
648K
$9.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.4K+ 40.43% |
$1.2M - $1.22M
|
293K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 61.82% |
$6.27M - $6.41M
|
1.16M
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 0.65% |
$1.03K - $1.06K
|
11.4K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83.4KNew |
$1.18M - $1.21M
|
83.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
554+ 1.46% |
$7.84K - $8.02K
|
38.5K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 8.33% |
$14.2K - $14.5K
|
11K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-317- 0.88% |
$4.49K - $4.59K
|
35.9K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 0.51% |
$2.17K - $2.21K
|
30K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.5KNew |
$545K - $557K
|
38.5K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.5K+ 14.19% |
$177K - $181K
|
101K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.1KNew |
$157K - $160K
|
11.1K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
218+ 0.98% |
$3.09K - $3.15K
|
22.6K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.29K- 4.68% |
$60.8K - $62.1K
|
87.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 170.17% |
$241K - $246K
|
27K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.6KNew |
$150K - $153K
|
10.6K
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.68% |
$32.6K - $33.3K
|
46.9K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 51.52% |
$79.3K - $81.1K
|
16.5K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-413- 1.08% |
$5.85K - $5.98K
|
37.8K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$80.5K - $82.2K
|
5.68K
$82.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 6.49% |
$1.75M - $1.78M
|
2.02M
$29.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.01K- 23.5% |
$99.3K - $101K
|
22.8K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 0.36% |
$1.69K - $1.72K
|
33.5K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
800+ 1.15% |
$11.3K - $11.6K
|
70.3K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
29.6K+ 11.3% |
$418K - $428K
|
291K
$4.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.46K+ 1.22% |
$91.5K - $93.5K
|
534K
$7.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.8KNew |
$677K - $692K
|
47.8K
$695K
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
11.3K+ 50.56% |
$160K - $164K
|
33.7K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25+ 0.2% |
$354 - $362
|
12.3K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15K- 50.0% |
$212K - $217K
|
15K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.9K- 15.6% |
$1.12M - $1.14M
|
427K
$6.2M
|