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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
706KNew |
$10.1M - $10.5M
|
706K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
410K+ 35.35% |
$5.85M - $6.07M
|
1.57M
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
288K+ 2712.16% |
$4.11M - $4.26M
|
298K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 12.14% |
$3.92M - $4.07M
|
2.54M
$37.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 10.5% |
$3.03M - $3.15M
|
2.24M
$32.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
174KNew |
$2.49M - $2.58M
|
174K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88.2K+ 21.09% |
$1.26M - $1.31M
|
507K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
86.3KNew |
$1.23M - $1.28M
|
86.3K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
60.6K+ 14.76% |
$865K - $898K
|
471K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$855K - $887K
|
59.9K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.1KNew |
$830K - $861K
|
58.1K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 3.82% |
$765K - $793K
|
1.46M
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
42.5KNew |
$607K - $629K
|
42.5K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40KNew |
$571K - $592K
|
40K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
37.6KNew |
$537K - $557K
|
37.6K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.4K+ 6.87% |
$519K - $539K
|
565K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.6KNew |
$495K - $513K
|
34.6K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33.7K+ 141.36% |
$481K - $499K
|
57.5K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
29.6K+ 8.08% |
$423K - $439K
|
396K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.6KNew |
$394K - $409K
|
27.6K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 20.67% |
$390K - $404K
|
159K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$360K - $374K
|
25.2K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.8KNew |
$325K - $338K
|
22.8K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$299K - $310K
|
20.9K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.1K+ 42.1% |
$287K - $298K
|
68K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.2K+ 4.26% |
$259K - $269K
|
445K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.5KNew |
$250K - $259K
|
17.5K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
17.3K+ 51.41% |
$247K - $256K
|
51K
$751K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 8.15% |
$244K - $253K
|
227K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$238K - $246K
|
16.6K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 6.74% |
$236K - $244K
|
261K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 19.93% |
$235K - $243K
|
98.9K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16.3K+ 81.72% |
$233K - $241K
|
36.2K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7K+ 28.99% |
$225K - $233K
|
70K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 45.34% |
$195K - $202K
|
43.8K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 34.94% |
$172K - $178K
|
46.4K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 2.2% |
$168K - $174K
|
546K
$8.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$151K - $157K
|
10.6K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5KNew |
$150K - $155K
|
10.5K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$145K - $150K
|
10.2K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.27KNew |
$132K - $137K
|
9.27K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.82K+ 3.03% |
$126K - $131K
|
300K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.51K+ 4.33% |
$92.9K - $96.3K
|
157K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.15K+ 54.43% |
$87.9K - $91.1K
|
17.5K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.91K+ 2.73% |
$84.3K - $87.5K
|
222K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.23K+ 68.37% |
$74.7K - $77.4K
|
12.9K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.59K+ 10.22% |
$65.6K - $68K
|
49.5K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 10.57% |
$62.7K - $65K
|
45.9K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.04KNew |
$57.6K - $59.8K
|
4.04K
$59.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 7.51% |
$56.3K - $58.4K
|
56.5K
$833K
|