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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 31.64% |
$23.6K - $27K
|
7.74K
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52KNew |
$661K - $755K
|
52K
$722K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.67K+ 7.26% |
$33.9K - $38.7K
|
39.4K
$547K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 64.0% |
$232K - $264K
|
46.7K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
59.6K+ 107.38% |
$758K - $866K
|
115K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.7K+ 10.09% |
$301K - $344K
|
259K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
434+ 0.26% |
$5.52K - $6.3K
|
169K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 1.27% |
$1.79K - $2.05K
|
11K
$152K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 0.38% |
$4.89K - $5.59K
|
101K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 48.41% |
$160K - $182K
|
38.5K
$535K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
528+ 2.47% |
$6.71K - $7.67K
|
21.9K
$305K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$291K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 11.71% |
$1.85K - $1.93K
|
980
$13.6K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
99.5KNew |
$1.41M - $1.47M
|
99.5K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.73K- 5.94% |
$24.6K - $25.7K
|
27.4K
$380K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
167KNew |
$2.38M - $2.48M
|
167K
$2.32M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.42KNew |
$77K - $80.3K
|
5.42K
$75.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.97K- 64.41% |
$84.9K - $88.6K
|
3.3K
$45.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.26K+ 0.84% |
$32.1K - $33.5K
|
272K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
112+ 0.92% |
$1.59K - $1.66K
|
12.3K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 0.98% |
$354K - $369K
|
2.51M
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 2.32% |
$187K - $195K
|
579K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16K+ 2.51% |
$30.8K - $32.1K
|
88.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5KNew |
$206K - $215K
|
14.5K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 0.2% |
$284 - $297
|
10.2K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 23.02% |
$185K - $193K
|
43.5K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.42K+ 2.87% |
$48.7K - $50.8K
|
123K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
57+ 0.34% |
$811 - $845
|
16.7K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.8K- 4.49% |
$25.6K - $26.7K
|
38.3K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$27.9K - $29.1K
|
1.97K
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 8.04% |
$21.4K - $22.3K
|
17.2K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$214K - $223K
|
15.1K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.1K+ 40.34% |
$201K - $210K
|
49.2K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.03KNew |
$43K - $44.9K
|
3.03K
$42K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 92.54% |
$21.3K - $22.3K
|
3.12K
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.1KNew |
$314K - $327K
|
22.1K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.6K- 80.14% |
$663K - $691K
|
11.5K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 10.83% |
$2.42M - $2.52M
|
1.74M
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 26.86% |
$177K - $185K
|
33.9K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 13.16% |
$415K - $433K
|
193K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.52K+ 50.01% |
$92.7K - $96.7K
|
19.6K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38KNew |
$19.6K - $20.4K
|
1.38K
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 9.45% |
$61.7K - $64.3K
|
50.3K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56K+ 3.16% |
$36.4K - $38K
|
83.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$465K - $484K
|
32.7K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47+ 2.49% |
$668 - $697
|
1.94K
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.96% |
$14.5K - $15.1K
|
13.6K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 0.05% |
$611 - $638
|
80K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
225+ 1.02% |
$3.2K - $3.34K
|
22.3K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-507KClosed |
$7.2M - $7.51M
|
0
$0
|
|