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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$4.13K - $4.34K
|
300
$4.02K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
247+ 1.09% |
$3.4K - $3.57K
|
22.8K
$306K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
236+ 0.94% |
$3.25K - $3.41K
|
25.4K
$341K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
209New |
$2.88K - $3.02K
|
209
$2.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.75K - $2.89K
|
200
$2.68K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
147+ 0.29% |
$2.02K - $2.12K
|
51.6K
$691K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 1.01% |
$1.6K - $1.68K
|
11.6K
$156K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
107+ 8.11% |
$1.47K - $1.55K
|
1.43K
$19.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
100New |
$1.38K - $1.45K
|
100
$1.34K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
85+ 0.4% |
$1.17K - $1.23K
|
21.4K
$287K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 2.59% |
$441 - $462
|
1.27K
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
9+ 0.05% |
$124 - $130
|
17.1K
$229K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 74.82% |
$2.59M - $2.96M
|
476K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.7KNew |
$1.19M - $1.36M
|
93.7K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$397K - $453K
|
31.2K
$418K
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24.6KNew |
$312K - $357K
|
24.6K
$329K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$281K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
20.1K+ 21.09% |
$255K - $291K
|
115K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$156K - $178K
|
12.3K
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$141K - $161K
|
11.1K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3KNew |
$131K - $150K
|
10.3K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$130K - $149K
|
10.2K
$137K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$127K - $146K
|
10K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.35KNew |
$42.6K - $48.6K
|
3.35K
$44.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.6KNew |
$20.3K - $23.2K
|
1.6K
$21.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
628+ 2.34% |
$7.98K - $9.12K
|
27.4K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
507+ 42.04% |
$6.44K - $7.36K
|
1.71K
$23K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
500+ 0.98% |
$6.36K - $7.26K
|
51.5K
$689K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
300New |
$3.81K - $4.36K
|
300
$4.02K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 27.24% |
$928 - $1.06K
|
341
$4.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49+ 2.53% |
$623 - $711
|
1.99K
$26.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14New |
$178 - $203
|
14
$188
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$140 - $160
|
11
$147
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.01% |
$50.8 - $58.1
|
69.5K
$932K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$25.4 - $29
|
2
$26.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.8KNew |
$566K - $590K
|
39.8K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5KNew |
$206K - $215K
|
14.5K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.2KNew |
$145K - $151K
|
10.2K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$144K - $150K
|
10.1K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.03KNew |
$43K - $44.9K
|
3.03K
$40.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.9K+ 27.36% |
$41.2K - $43K
|
13.5K
$181K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$38.3K - $40K
|
2.69K
$36.1K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.3K+ 4.44% |
$32.6K - $34K
|
54K
$724K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$28.4K - $29.7K
|
2K
$26.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$27.9K - $29.1K
|
1.97K
$26.3K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 3.93% |
$23K - $24K
|
42.9K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38KNew |
$19.6K - $20.4K
|
1.38K
$18.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
400New |
$5.69K - $5.93K
|
400
$5.36K
|
|