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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
50.3K+ 15.91% |
$713K - $728K
|
367K
$5.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.86K- 39.92% |
$68.8K - $70.3K
|
7.31K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77KNew |
$39.2K - $40.1K
|
2.77K
$40.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-980- 7.48% |
$13.9K - $14.2K
|
12.1K
$176K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 11.11% |
$28.6K - $29.3K
|
20.2K
$294K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5KNew |
$21.2K - $21.7K
|
1.5K
$21.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13.7KNew |
$194K - $198K
|
13.7K
$199K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$2.14M - $2.19M
|
151K
$2.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 6.25% |
$348K - $356K
|
418K
$6.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$850 - $868
|
60
$872
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.64K+ 1.67% |
$51.5K - $52.6K
|
222K
$3.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.35K+ 3.12% |
$89.9K - $91.8K
|
210K
$3.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-382- 1.2% |
$5.41K - $5.53K
|
31.5K
$458K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$40.5K - $45.2K
|
11K
$160K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 8.27% |
$2.19M - $2.45M
|
2.13M
$30.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16KNew |
$215K - $240K
|
16K
$232K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.9K+ 97.75% |
$214K - $239K
|
32.1K
$467K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.26% |
$30.4K - $33.9K
|
19.7K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
276K+ 123.94% |
$3.73M - $4.16M
|
499K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$6.75K - $7.53K
|
500
$7.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.21KNew |
$16.3K - $18.2K
|
1.21K
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.2K- 31.57% |
$286K - $319K
|
46K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$135K - $151K
|
10K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.6KNew |
$319K - $355K
|
23.6K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
521+ 3.14% |
$7.03K - $7.84K
|
17.1K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$169K - $188K
|
12.5K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 204.55% |
$60.7K - $67.7K
|
6.7K
$97.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700Closed |
$9.44K - $10.5K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.6K+ 2.27% |
$223K - $249K
|
745K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14.7K+ 54.66% |
$199K - $221K
|
41.6K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500- 41.67% |
$6.75K - $7.53K
|
700
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18KNew |
$242K - $270K
|
18K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.78K+ 17.07% |
$37.4K - $41.8K
|
19K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 7.03% |
$54.4K - $60.7K
|
53.4K
$775K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14KNew |
$189K - $211K
|
14K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 46.54% |
$184K - $205K
|
15.7K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
40K+ 341.73% |
$540K - $602K
|
51.7K
$751K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 26.69% |
$34.7K - $38.8K
|
7.07K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.29K- 46.12% |
$17.4K - $19.4K
|
1.51K
$21.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$177K - $197K
|
13.1K
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16.7KNew |
$226K - $252K
|
16.7K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.65K+ 30.92% |
$76.2K - $85K
|
23.9K
$347K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22KNew |
$297K - $331K
|
22K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
6.65K+ 6.43% |
$89.7K - $100K
|
110K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.02K- 15.63% |
$40.8K - $45.5K
|
16.3K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$44.5K - $49.7K
|
3.3K
$47.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-42- 0.36% |
$567 - $632
|
11.7K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.65K- 22.34% |
$89.7K - $100K
|
23.1K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.1K+ 21.01% |
$109K - $122K
|
46.7K
$678K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$1.35K - $1.51K
|
100
$1.45K
|
|