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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
59.6K+ 107.38% |
$758K - $866K
|
115K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52KNew |
$661K - $755K
|
52K
$722K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.7K+ 10.09% |
$301K - $344K
|
259K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 64.0% |
$232K - $264K
|
46.7K
$648K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 48.41% |
$160K - $182K
|
38.5K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.67K+ 7.26% |
$33.9K - $38.7K
|
39.4K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 31.64% |
$23.6K - $27K
|
7.74K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
528+ 2.47% |
$6.71K - $7.67K
|
21.9K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
434+ 0.26% |
$5.52K - $6.3K
|
169K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 0.38% |
$4.89K - $5.59K
|
101K
$1.41M
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
529K+ 58.13% |
$7.53M - $7.85M
|
1.44M
$20M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 9.63% |
$3.06M - $3.19M
|
2.45M
$34M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 141.77% |
$2.66M - $2.78M
|
319K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 10.83% |
$2.42M - $2.52M
|
1.74M
$24.2M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
167KNew |
$2.38M - $2.48M
|
167K
$2.32M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
99.5KNew |
$1.41M - $1.47M
|
99.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.4K+ 9.67% |
$1.36M - $1.42M
|
1.08M
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
88.4KNew |
$1.26M - $1.31M
|
88.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88K+ 12.47% |
$1.25M - $1.31M
|
794K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77.2K+ 134.14% |
$1.1M - $1.14M
|
135K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70K+ 277.34% |
$995K - $1.04M
|
95.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
62.6K+ 23.97% |
$890K - $928K
|
324K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.1K+ 11.38% |
$883K - $921K
|
608K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.1K+ 56.72% |
$798K - $832K
|
155K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.5K+ 242.53% |
$690K - $719K
|
68.5K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.8KNew |
$566K - $590K
|
39.8K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
35.2K+ 2.42% |
$501K - $523K
|
1.49M
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$465K - $484K
|
32.7K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
28.8K+ 7.26% |
$410K - $427K
|
425K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 51.92% |
$366K - $381K
|
75.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.1KNew |
$314K - $327K
|
22.1K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.43% |
$297K - $309K
|
492K
$6.83M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 44.97% |
$280K - $292K
|
63.5K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$272K - $284K
|
19.1K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 4.32% |
$267K - $279K
|
454K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
18.2K+ 6.05% |
$258K - $269K
|
318K
$4.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.4K+ 59.26% |
$233K - $243K
|
44K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15.5K+ 120.19% |
$220K - $230K
|
28.4K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$214K - $223K
|
15.1K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15K+ 22.12% |
$214K - $223K
|
83K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5KNew |
$206K - $215K
|
14.5K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.1K+ 40.34% |
$201K - $210K
|
49.2K
$683K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
13.4K+ 15.51% |
$190K - $198K
|
99.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 2.32% |
$187K - $195K
|
579K
$8.04M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$156K - $163K
|
11K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.2KNew |
$145K - $151K
|
10.2K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$144K - $150K
|
10.1K
$141K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 22.98% |
$139K - $145K
|
52.3K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 22.7% |
$121K - $126K
|
45.8K
$637K
|
|