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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 3.82% |
$765K - $793K
|
1.46M
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40KNew |
$571K - $592K
|
40K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
29.6K+ 8.08% |
$423K - $439K
|
396K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.6KNew |
$394K - $409K
|
27.6K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$299K - $310K
|
20.9K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 8.15% |
$244K - $253K
|
227K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$151K - $157K
|
10.6K
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5KNew |
$150K - $155K
|
10.5K
$152K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.59K+ 10.22% |
$65.6K - $68K
|
49.5K
$719K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.52K+ 79.32% |
$21.6K - $22.4K
|
3.43K
$49.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38KNew |
$19.7K - $20.5K
|
1.38K
$20.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
799+ 5.82% |
$11.4K - $11.8K
|
14.5K
$211K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
700New |
$10K - $10.4K
|
700
$10.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
503+ 2.59% |
$7.18K - $7.45K
|
19.9K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
229+ 2.84% |
$3.27K - $3.39K
|
8.28K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 276.67% |
$2.37K - $2.46K
|
226
$3.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 15.02% |
$500 - $518
|
268
$3.89K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 61.82% |
$6.27M - $6.41M
|
1.16M
$16.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$2.14M - $2.19M
|
151K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 6.25% |
$1.88M - $1.92M
|
2.26M
$32.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 6.49% |
$1.75M - $1.78M
|
2.02M
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100KNew |
$1.42M - $1.45M
|
100K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.5K+ 15.83% |
$1.25M - $1.28M
|
648K
$9.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.4K+ 40.43% |
$1.2M - $1.22M
|
293K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83.4KNew |
$1.18M - $1.21M
|
83.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
65.5KNew |
$928K - $948K
|
65.5K
$952K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.2K+ 13.45% |
$880K - $900K
|
525K
$7.62M
|
|
|
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
$5.96M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.2KNew |
$768K - $785K
|
54.2K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.8KNew |
$733K - $749K
|
51.8K
$752K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.8KNew |
$677K - $692K
|
47.8K
$694K
|
|
|
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
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 64.54% |
$540K - $552K
|
97.2K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33.6K+ 80.76% |
$476K - $487K
|
75.3K
$1.09M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.8K+ 205.36% |
$464K - $475K
|
48.8K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 5.94% |
$420K - $429K
|
529K
$7.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
29.6K+ 11.3% |
$418K - $428K
|
291K
$4.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 6.25% |
$348K - $356K
|
418K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$347K - $354K
|
24.5K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$282K - $289K
|
19.9K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 4.16% |
$260K - $266K
|
460K
$6.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.6K+ 13.28% |
$249K - $255K
|
150K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 170.17% |
$241K - $246K
|
27K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 14.69% |
$229K - $234K
|
126K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.5KNew |
$219K - $224K
|
15.5K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6KNew |
$178K - $182K
|
12.6K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.5K+ 14.19% |
$177K - $181K
|
101K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12KNew |
$169K - $173K
|
12K
$174K
|
|