Latest Institutional Purchases of Pimco Corporate & Income Opportunity Fund (PTY)
This list provides information on the latest institutional transactions involving Pimco Corporate & Income Opportunity Fund (PTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.18MNew |
$15M - $17.1M
|
1.18M
$16.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
270K+ 425.13% |
$3.43M - $3.92M
|
334K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
224K+ 12.9% |
$2.85M - $3.26M
|
1.96M
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 74.82% |
$2.59M - $2.96M
|
476K
$6.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 6.13% |
$1.91M - $2.18M
|
2.6M
$36.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
129KNew |
$1.64M - $1.87M
|
129K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.7KNew |
$1.19M - $1.36M
|
93.7K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
86K+ 17.49% |
$1.09M - $1.25M
|
578K
$8.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.4K+ 54.48% |
$1.07M - $1.23M
|
239K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.4K+ 13.22% |
$1.02M - $1.17M
|
688K
$9.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
67.4K+ 20.83% |
$857K - $979K
|
391K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
59.6K+ 107.38% |
$758K - $866K
|
115K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.3K+ 10.07% |
$741K - $846K
|
637K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
56.9KNew |
$724K - $827K
|
56.9K
$792K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.8K+ 2.26% |
$721K - $824K
|
2.57M
$35.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
55.3KNew |
$703K - $803K
|
55.3K
$770K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52KNew |
$661K - $755K
|
52K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.1KNew |
$560K - $640K
|
44.1K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31.9K+ 33.47% |
$405K - $463K
|
127K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$397K - $453K
|
31.2K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7KNew |
$364K - $416K
|
28.7K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 1.84% |
$337K - $385K
|
1.47M
$20.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.7K+ 10.09% |
$301K - $344K
|
259K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 71.69% |
$298K - $340K
|
56.1K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.2K+ 1.42% |
$269K - $307K
|
1.51M
$21M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21K+ 15.6% |
$267K - $305K
|
156K
$2.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.5KNew |
$248K - $284K
|
19.5K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
19.2KNew |
$244K - $278K
|
19.2K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19K+ 22.95% |
$242K - $277K
|
102K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 12.1% |
$241K - $275K
|
176K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 64.0% |
$232K - $264K
|
46.7K
$649K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.2KNew |
$205K - $235K
|
16.2K
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 48.41% |
$160K - $182K
|
38.5K
$535K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.3K+ 12.35% |
$156K - $179K
|
112K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$156K - $178K
|
12.3K
$170K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$141K - $161K
|
11.1K
$154K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.6K+ 2.35% |
$134K - $153K
|
460K
$6.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 210.07% |
$134K - $153K
|
15.5K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$132K - $151K
|
10.4K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3KNew |
$131K - $150K
|
10.3K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$130K - $149K
|
10.2K
$142K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$127K - $146K
|
10K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
9.9K+ 13.71% |
$126K - $144K
|
82.1K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.16K+ 83.53% |
$116K - $133K
|
20.1K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
9.14K+ 2.87% |
$116K - $133K
|
327K
$4.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
9.03K+ 2.12% |
$115K - $131K
|
434K
$6.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.61K+ 1.46% |
$109K - $125K
|
598K
$8.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.24KNew |
$105K - $120K
|
8.24K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.46K+ 16.96% |
$94.8K - $108K
|
51.4K
$715K
|