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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.2K+ 135.03% |
$117K - $122K
|
14.3K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.94K+ 7.76% |
$113K - $118K
|
110K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.52K+ 50.01% |
$92.7K - $96.7K
|
19.6K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 25.05% |
$89.8K - $93.6K
|
31.5K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.08K+ 23.21% |
$86.4K - $90.1K
|
32.3K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
5.51K+ 16.21% |
$78.4K - $81.7K
|
39.5K
$549K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.42KNew |
$77K - $80.3K
|
5.42K
$75.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.27K+ 11.23% |
$74.9K - $78.1K
|
52.2K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5K+ 1.13% |
$71.2K - $74.2K
|
450K
$6.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5K+ 47.68% |
$71.1K - $74.2K
|
15.5K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.85K+ 3.04% |
$69K - $71.9K
|
164K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 9.45% |
$61.7K - $64.3K
|
50.3K
$698K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.2K+ 5.84% |
$59.8K - $62.3K
|
76.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.42K+ 2.87% |
$48.7K - $50.8K
|
123K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.03KNew |
$43K - $44.9K
|
3.03K
$42K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3K+ 4.51% |
$42.7K - $44.5K
|
69.5K
$966K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.9K+ 27.36% |
$41.2K - $43K
|
13.5K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.8K+ 14.08% |
$39.8K - $41.5K
|
22.7K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$38.3K - $40K
|
2.69K
$37.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.68K+ 3.88% |
$38.2K - $39.8K
|
71.8K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56K+ 3.16% |
$36.4K - $38K
|
83.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.3K+ 4.44% |
$32.6K - $34K
|
54K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.29K+ 360.41% |
$32.5K - $33.9K
|
2.92K
$40.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.28K+ 1.31% |
$32.4K - $33.8K
|
176K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.26K+ 0.84% |
$32.1K - $33.5K
|
272K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16K+ 2.51% |
$30.8K - $32.1K
|
88.5K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.0% |
$29.9K - $31.1K
|
72.2K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$28.4K - $29.7K
|
2K
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$27.9K - $29.1K
|
1.97K
$27.3K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 3.93% |
$23K - $24K
|
42.9K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.54K+ 12.27% |
$21.9K - $22.8K
|
14.1K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 92.54% |
$21.3K - $22.3K
|
3.12K
$43.4K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.5K+ 5.18% |
$21.3K - $22.2K
|
30.5K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38KNew |
$19.6K - $20.4K
|
1.38K
$19.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1K+ 5.99% |
$14.3K - $14.9K
|
17.7K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
914+ 2.12% |
$13K - $13.6K
|
44K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
860+ 6.68% |
$12.2K - $12.8K
|
13.7K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
800+ 97.56% |
$11.4K - $11.9K
|
1.62K
$22.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
700+ 1.7% |
$9.95K - $10.4K
|
42K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
628+ 5.95% |
$8.93K - $9.31K
|
11.2K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
588+ 2.24% |
$8.36K - $8.72K
|
26.8K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
548+ 1.25% |
$7.79K - $8.13K
|
44.5K
$618K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
447+ 0.67% |
$6.36K - $6.63K
|
66.7K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
400New |
$5.69K - $5.93K
|
400
$5.56K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
390+ 3.89% |
$5.55K - $5.78K
|
10.4K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
380+ 10.64% |
$5.4K - $5.64K
|
3.95K
$54.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
225+ 1.02% |
$3.2K - $3.34K
|
22.3K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
190+ 2.6% |
$2.7K - $2.82K
|
7.5K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 0.15% |
$2.13K - $2.22K
|
102K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
112+ 0.92% |
$1.59K - $1.66K
|
12.3K
$171K
|