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 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
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.17K- 29.78% |
$130K - $133K
|
21.6K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-698- 4.04% |
$9.88K - $10.1K
|
16.6K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.54K+ 20.0% |
$50.2K - $51.3K
|
21.3K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
382+ 1.51% |
$5.41K - $5.53K
|
25.6K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.51K+ 8.2% |
$49.7K - $50.8K
|
46.3K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
92.7K+ 7.08% |
$1.31M - $1.34M
|
1.4M
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 0.31% |
$2.12K - $2.17K
|
48.3K
$702K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 1.53% |
$14.3K - $14.6K
|
65K
$944K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.48% |
$2.48K - $2.53K
|
11.6K
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.5KNew |
$219K - $224K
|
15.5K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.5KNew |
$149K - $152K
|
10.5K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.7K+ 11.69% |
$66.6K - $68K
|
44.9K
$653K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 2.5% |
$396 - $405
|
1.15K
$16.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.6K+ 13.28% |
$249K - $255K
|
150K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.95K+ 47.9% |
$84.3K - $86.1K
|
18.4K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$38.2K - $39.1K
|
2.7K
$39.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 4.16% |
$260K - $266K
|
460K
$6.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.9K- 75.32% |
$83.5K - $85.4K
|
1.93K
$28.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.81K- 8.52% |
$25.6K - $26.2K
|
19.4K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.92K- 3.82% |
$98K - $100K
|
174K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 15.35% |
$439 - $449
|
233
$3.39K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
991+ 2.4% |
$14K - $14.3K
|
42.3K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.37K- 12.36% |
$47.7K - $48.7K
|
23.9K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.85K- 0.62% |
$54.5K - $55.7K
|
618K
$8.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147- 1.3% |
$2.08K - $2.13K
|
11.1K
$162K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
56.6K+ 16.0% |
$802K - $819K
|
411K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
108+ 0.9% |
$1.53K - $1.56K
|
12.1K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
52+ 9.87% |
$736 - $752
|
579
$8.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.4K+ 4.67% |
$19.8K - $20.2K
|
31.2K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 9.2% |
$1.42M - $1.45M
|
992K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.82K+ 5.63% |
$82.5K - $84.3K
|
109K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
308+ 0.91% |
$4.36K - $4.46K
|
34.1K
$495K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.2K+ 13.45% |
$880K - $900K
|
525K
$7.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.2KNew |
$45.3K - $46.3K
|
3.2K
$46.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10KNew |
$142K - $145K
|
10K
$146K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12KNew |
$169K - $173K
|
12K
$174K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.79% |
$17.2K - $17.6K
|
66.4K
$965K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.6K- 16.56% |
$22.6K - $23.1K
|
8.05K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.81% |
$5.72K - $5.85K
|
6.33K
$92K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11.6K+ 94.71% |
$164K - $168K
|
23.8K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$282K - $289K
|
19.9K
$290K
|