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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$156K - $163K
|
11K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.2KNew |
$145K - $151K
|
10.2K
$142K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-181- 5.28% |
$2.57K - $2.68K
|
3.25K
$45.1K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77.2K+ 134.14% |
$1.1M - $1.14M
|
135K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$28.4K - $29.7K
|
2K
$27.8K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.27K+ 11.23% |
$74.9K - $78.1K
|
52.2K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.4K+ 59.26% |
$233K - $243K
|
44K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5K+ 1.13% |
$71.2K - $74.2K
|
450K
$6.25M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 2.65% |
$48.3K - $50.4K
|
125K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.1K+ 11.38% |
$883K - $921K
|
608K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.9K+ 27.36% |
$41.2K - $43K
|
13.5K
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
62.6K+ 23.97% |
$890K - $928K
|
324K
$4.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.54K+ 12.27% |
$21.9K - $22.8K
|
14.1K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 25.05% |
$89.8K - $93.6K
|
31.5K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3K+ 4.51% |
$42.7K - $44.5K
|
69.5K
$966K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.88K- 17.21% |
$97.9K - $102K
|
33.1K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.08K+ 23.21% |
$86.4K - $90.1K
|
32.3K
$448K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
628+ 5.95% |
$8.93K - $9.31K
|
11.2K
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.8K+ 14.08% |
$39.8K - $41.5K
|
22.7K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
77+ 0.36% |
$1.09K - $1.14K
|
21.3K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-839- 2.43% |
$11.9K - $12.4K
|
33.6K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
190+ 2.6% |
$2.7K - $2.82K
|
7.5K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.28K+ 1.31% |
$32.4K - $33.8K
|
176K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.0% |
$29.9K - $31.1K
|
72.2K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
400New |
$5.69K - $5.93K
|
400
$5.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 4.32% |
$267K - $279K
|
454K
$6.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
548+ 1.25% |
$7.79K - $8.13K
|
44.5K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
35.2K+ 2.42% |
$501K - $523K
|
1.49M
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15K+ 22.12% |
$214K - $223K
|
83K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20.7K- 3.39% |
$294K - $307K
|
590K
$8.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
860+ 6.68% |
$12.2K - $12.8K
|
13.7K
$191K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.2K+ 5.84% |
$59.8K - $62.3K
|
76.2K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-500- 2.51% |
$7.11K - $7.42K
|
19.4K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
447+ 0.67% |
$6.36K - $6.63K
|
66.7K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
390+ 3.89% |
$5.55K - $5.78K
|
10.4K
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
88.4KNew |
$1.26M - $1.31M
|
88.4K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 51.92% |
$366K - $381K
|
75.2K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5K+ 47.68% |
$71.1K - $74.2K
|
15.5K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 2.47% |
$412 - $430
|
1.2K
$16.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
28.8K+ 7.26% |
$410K - $427K
|
425K
$5.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$38.3K - $40K
|
2.69K
$37.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.38K- 99.86% |
$19.6K - $20.5K
|
2
$27.8
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.6K- 5.26% |
$508K - $527K
|
641K
$8.91M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-711- 5.45% |
$10.2K - $10.5K
|
12.3K
$171K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
28.7KNew |
$410K - $425K
|
28.7K
$399K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.7K- 48.69% |
$339K - $352K
|
25K
$348K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.12KNew |
$15.9K - $16.5K
|
1.12K
$15.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
150+ 1.28% |
$2.14K - $2.22K
|
11.8K
$164K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 1.09% |
$1.61K - $1.67K
|
10.5K
$146K
|
|