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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 61.82% |
$6.27M - $6.41M
|
1.16M
$16.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$2.14M - $2.19M
|
151K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 6.25% |
$1.88M - $1.92M
|
2.26M
$33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 6.49% |
$1.75M - $1.78M
|
2.02M
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100KNew |
$1.42M - $1.45M
|
100K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
92.7K+ 7.08% |
$1.31M - $1.34M
|
1.4M
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.5K+ 15.83% |
$1.25M - $1.28M
|
648K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.4K+ 40.43% |
$1.2M - $1.22M
|
293K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83.4KNew |
$1.18M - $1.21M
|
83.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
65.5KNew |
$928K - $948K
|
65.5K
$955K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.2K+ 13.45% |
$880K - $900K
|
525K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.9K+ 7.0% |
$848K - $866K
|
914K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
56.6K+ 16.0% |
$802K - $819K
|
411K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.8KNew |
$733K - $749K
|
51.8K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
50.3K+ 15.91% |
$713K - $728K
|
367K
$5.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.8KNew |
$677K - $692K
|
47.8K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.1K+ 120.76% |
$639K - $653K
|
82.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.5KNew |
$545K - $557K
|
38.5K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 64.54% |
$540K - $552K
|
97.2K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33.6K+ 80.76% |
$476K - $487K
|
75.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 5.94% |
$420K - $429K
|
529K
$7.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
29.6K+ 11.3% |
$418K - $428K
|
291K
$4.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 6.25% |
$348K - $356K
|
418K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$347K - $354K
|
24.5K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$282K - $289K
|
19.9K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 4.16% |
$260K - $266K
|
460K
$6.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.6K+ 13.28% |
$249K - $255K
|
150K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 170.17% |
$241K - $246K
|
27K
$394K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 14.69% |
$229K - $234K
|
126K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.5KNew |
$219K - $224K
|
15.5K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13.7KNew |
$194K - $198K
|
13.7K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6KNew |
$178K - $182K
|
12.6K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.5K+ 14.19% |
$177K - $181K
|
101K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12KNew |
$169K - $173K
|
12K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11.6K+ 94.71% |
$164K - $168K
|
23.8K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.4KNew |
$161K - $165K
|
11.4K
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
11.3K+ 50.56% |
$160K - $164K
|
33.7K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.1KNew |
$157K - $160K
|
11.1K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.6KNew |
$150K - $153K
|
10.6K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.5KNew |
$149K - $152K
|
10.5K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 83.72% |
$148K - $152K
|
23K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 51.72% |
$146K - $149K
|
30.1K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10KNew |
$142K - $145K
|
10K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.5K+ 45.45% |
$106K - $109K
|
24K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.23K+ 10.18% |
$102K - $105K
|
78.2K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.46K+ 1.22% |
$91.5K - $93.5K
|
534K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 605.43% |
$90K - $92K
|
7.41K
$108K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.35K+ 3.12% |
$89.9K - $91.8K
|
210K
$3.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.95K+ 47.9% |
$84.3K - $86.1K
|
18.4K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.82K+ 5.63% |
$82.5K - $84.3K
|
109K
$1.59M
|