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 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$2.14M - $2.19M
|
151K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5KNew |
$21.2K - $21.7K
|
1.5K
$20.8K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.26% |
$30.4K - $33.9K
|
19.7K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.6KNew |
$319K - $355K
|
23.6K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.21KNew |
$16.3K - $18.2K
|
1.21K
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$6.75K - $7.53K
|
500
$6.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 204.55% |
$60.7K - $67.7K
|
6.7K
$93.1K
|
|
|
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
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18KNew |
$242K - $270K
|
18K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500- 41.67% |
$6.75K - $7.53K
|
700
$9.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14KNew |
$189K - $211K
|
14K
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.29K- 46.12% |
$17.4K - $19.4K
|
1.51K
$20.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16.7KNew |
$226K - $252K
|
16.7K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22KNew |
$297K - $331K
|
22K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$44.5K - $49.7K
|
3.3K
$45.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.65K- 22.34% |
$89.7K - $100K
|
23.1K
$321K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$1.35K - $1.51K
|
100
$1.39K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.1K+ 21.01% |
$109K - $122K
|
46.7K
$648K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.1KNew |
$190K - $212K
|
14.1K
$195K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$962 - $1.07K
|
72
$1K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
44.8KNew |
$599K - $666K
|
44.8K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78.4K+ 20.33% |
$1.05M - $1.17M
|
464K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59K+ 209.57% |
$788K - $877K
|
87.1K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
282+ 2.43% |
$3.77K - $4.19K
|
11.9K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
174+ 0.92% |
$2.32K - $2.59K
|
19.2K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
50.2KNew |
$671K - $747K
|
50.2K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.75K- 11.21% |
$23.4K - $26K
|
13.9K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$66.8K - $74.4K
|
5K
$69.5K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
383New |
$5.12K - $5.7K
|
383
$5.32K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
282+ 2.2% |
$3.77K - $4.19K
|
13.1K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
17KNew |
$227K - $253K
|
17K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.03KNew |
$27.1K - $30.1K
|
2.03K
$28.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 1.33% |
$4.01K - $4.46K
|
22.9K
$318K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 10.0% |
$2.67K - $2.97K
|
1.8K
$25K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
169New |
$2.05K - $2.38K
|
169
$2.35K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.85KNew |
$34.5K - $40.1K
|
2.85K
$39.5K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.9% |
$1.21K - $1.41K
|
940
$13.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.2K+ 52492.59% |
$172K - $200K
|
14.2K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.75K- 7.26% |
$33.3K - $38.7K
|
35.1K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$24.3K - $28.2K
|
2K
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
19.2KNew |
$233K - $270K
|
19.2K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$203K - $236K
|
16.7K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
139KNew |
$1.68M - $1.96M
|
139K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 14.35% |
$25.3K - $29.4K
|
12.5K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.21% |
$340 - $395
|
13.1K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6KNew |
$19.4K - $22.6K
|
1.6K
$22.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.9KNew |
$132K - $154K
|
10.9K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 47.62% |
$121 - $141
|
11
$153
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
504New |
$6.11K - $7.11K
|
504
$7K
|
|