Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 9.2% |
$1.42M - $1.45M
|
992K
$14.4M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-88K- 79.28% |
$1.25M - $1.27M
|
23K
$334K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.9K- 15.6% |
$1.12M - $1.14M
|
427K
$6.2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.8K- 8.85% |
$336K - $344K
|
245K
$3.55M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15K- 50.0% |
$212K - $217K
|
15K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.3K- 88.31% |
$173K - $177K
|
1.62K
$23.6K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.17K- 29.78% |
$130K - $133K
|
21.6K
$314K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.01K- 23.5% |
$99.3K - $101K
|
22.8K
$332K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.92K- 3.82% |
$98K - $100K
|
174K
$2.53M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.9K- 75.32% |
$83.5K - $85.4K
|
1.93K
$28.1K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.01K- 17.45% |
$71K - $72.5K
|
23.7K
$345K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.86K- 39.92% |
$68.8K - $70.3K
|
7.31K
$106K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.29K- 4.68% |
$60.8K - $62.1K
|
87.5K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.85K- 0.62% |
$54.5K - $55.7K
|
618K
$8.97M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.37K- 12.36% |
$47.7K - $48.7K
|
23.9K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 3.31% |
$35.5K - $36.2K
|
73.3K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.68% |
$32.6K - $33.3K
|
46.9K
$682K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.81K- 8.52% |
$25.6K - $26.2K
|
19.4K
$282K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.6K- 16.56% |
$22.6K - $23.1K
|
8.05K
$117K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.79% |
$17.2K - $17.6K
|
66.4K
$965K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 1.53% |
$14.3K - $14.6K
|
65K
$944K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 8.33% |
$14.2K - $14.5K
|
11K
$160K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-980- 7.48% |
$13.9K - $14.2K
|
12.1K
$176K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-698- 4.04% |
$9.88K - $10.1K
|
16.6K
$241K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-523- 3.17% |
$7.41K - $7.57K
|
16K
$232K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-413- 1.08% |
$5.85K - $5.98K
|
37.8K
$549K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-382- 1.2% |
$5.41K - $5.53K
|
31.5K
$458K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-317- 0.88% |
$4.49K - $4.59K
|
35.9K
$521K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.48% |
$2.48K - $2.53K
|
11.6K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 0.51% |
$2.17K - $2.21K
|
30K
$435K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147- 1.3% |
$2.08K - $2.13K
|
11.1K
$162K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128- 0.06% |
$1.81K - $1.85K
|
216K
$3.14M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$14.2 - $14.5
|
100K
$1.46M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.2K- 31.57% |
$286K - $319K
|
46K
$668K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 46.54% |
$184K - $205K
|
15.7K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.65K- 22.34% |
$89.7K - $100K
|
23.1K
$336K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 7.03% |
$54.4K - $60.7K
|
53.4K
$775K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.95K- 67.41% |
$53.3K - $59.4K
|
1.91K
$27.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.02K- 15.63% |
$40.8K - $45.5K
|
16.3K
$237K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$40.5K - $45.2K
|
11K
$160K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 26.69% |
$34.7K - $38.8K
|
7.07K
$103K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.26% |
$30.4K - $33.9K
|
19.7K
$286K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.29K- 46.12% |
$17.4K - $19.4K
|
1.51K
$21.9K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700Closed |
$9.44K - $10.5K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500- 41.67% |
$6.75K - $7.53K
|
700
$10.2K
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-42- 0.36% |
$567 - $632
|
11.7K
$170K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.16K- 36.3% |
$82.3K - $91.6K
|
10.8K
$157K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.05K- 1.55% |
$54.1K - $60.2K
|
258K
$3.74M
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.82K- 3.68% |
$37.7K - $41.9K
|
73.9K
$1.07M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.27K- 0.77% |
$30.3K - $33.7K
|
292K
$4.24M
|