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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15.5K+ 120.19% |
$220K - $230K
|
28.4K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.18K- 10.02% |
$31K - $32.4K
|
19.6K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
700+ 1.7% |
$9.95K - $10.4K
|
42K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 141.77% |
$2.66M - $2.78M
|
319K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.1K+ 56.72% |
$798K - $832K
|
155K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 2.37% |
$199 - $208
|
605
$8.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88K+ 12.47% |
$1.25M - $1.31M
|
794K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.68K+ 3.88% |
$38.2K - $39.8K
|
71.8K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.85K+ 3.04% |
$69K - $71.9K
|
164K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 44.97% |
$280K - $292K
|
63.5K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-288K- 96.44% |
$4.09M - $4.27M
|
10.6K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
5.51K+ 16.21% |
$78.4K - $81.7K
|
39.5K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.29K- 2.73% |
$32.5K - $33.9K
|
81.4K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 22.98% |
$139K - $145K
|
52.3K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.2K+ 135.03% |
$117K - $122K
|
14.3K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.4K+ 9.67% |
$1.36M - $1.42M
|
1.08M
$15M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
380+ 10.64% |
$5.4K - $5.64K
|
3.95K
$54.9K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 0.15% |
$2.13K - $2.22K
|
102K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 22.7% |
$121K - $126K
|
45.8K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70K+ 277.34% |
$995K - $1.04M
|
95.2K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.44K- 2.22% |
$20.5K - $21.4K
|
63.5K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-496- 2.92% |
$7.05K - $7.36K
|
16.5K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.8KNew |
$566K - $590K
|
39.8K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.3K+ 4.44% |
$32.6K - $34K
|
54K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$272K - $284K
|
19.1K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.5K+ 5.18% |
$21.3K - $22.2K
|
30.5K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 63.01% |
$17.3K - $18.1K
|
715
$9.93K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
800+ 97.56% |
$11.4K - $11.9K
|
1.62K
$22.5K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
914+ 2.12% |
$13K - $13.6K
|
44K
$611K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 9.09% |
$14.2K - $14.8K
|
10K
$139K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 9.63% |
$3.06M - $3.19M
|
2.45M
$34M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.34K- 18.4% |
$47.5K - $49.5K
|
14.8K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$144K - $150K
|
10.1K
$141K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.29K+ 360.41% |
$32.5K - $33.9K
|
2.92K
$40.5K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-774- 4.06% |
$11K - $11.5K
|
18.3K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.7K- 18.23% |
$81.1K - $84.5K
|
25.6K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-342- 1.95% |
$4.86K - $5.07K
|
17.2K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
13.4K+ 15.51% |
$190K - $198K
|
99.6K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1K+ 5.99% |
$14.3K - $14.9K
|
17.7K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-236- 1.42% |
$3.36K - $3.5K
|
16.3K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
529K+ 58.13% |
$7.53M - $7.85M
|
1.44M
$20M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 2.81% |
$15.4K - $16.1K
|
37.5K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.43% |
$297K - $309K
|
492K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
588+ 2.24% |
$8.36K - $8.72K
|
26.8K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.94K+ 7.76% |
$113K - $118K
|
110K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.5K+ 242.53% |
$690K - $719K
|
68.5K
$951K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 86.19% |
$199K - $208K
|
2.25K
$31.2K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
18.2K+ 6.05% |
$258K - $269K
|
318K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 3.93% |
$23K - $24K
|
42.9K
$595K
|