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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-273K- 93.48% |
$3.9M - $4.04M
|
19K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 2.66% |
$246K - $255K
|
631K
$9.35M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.1K- 99.91% |
$173K - $179K
|
11
$163
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 44.64% |
$153K - $158K
|
13.3K
$197K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.54K- 20.34% |
$136K - $141K
|
37.4K
$554K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.26K- 1.18% |
$104K - $108K
|
610K
$9.05M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.68K- 20.51% |
$66.8K - $69.3K
|
18.1K
$269K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4K- 10.58% |
$57.1K - $59.2K
|
33.8K
$501K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.88K- 16.24% |
$55.4K - $57.4K
|
20K
$297K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.26K- 4.33% |
$46.6K - $48.3K
|
72K
$1.07M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 6.77% |
$32.4K - $33.6K
|
31.3K
$464K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 14.14% |
$14.3K - $14.8K
|
6.07K
$90K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 1.39% |
$3.28K - $3.41K
|
16.3K
$241K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 4.19% |
$2.14K - $2.22K
|
3.43K
$50.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 1.74% |
$1.84K - $1.91K
|
7.28K
$108K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 0.16% |
$1.56K - $1.61K
|
66.3K
$983K
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-81- 0.38% |
$1.16K - $1.2K
|
21.2K
$314K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 9.2% |
$1.42M - $1.45M
|
992K
$14.7M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-88K- 79.28% |
$1.25M - $1.27M
|
23K
$341K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.9K- 15.6% |
$1.12M - $1.14M
|
427K
$6.33M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15K- 50.0% |
$212K - $217K
|
15K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.3K- 88.31% |
$173K - $177K
|
1.62K
$24.1K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.28K- 15.52% |
$117K - $120K
|
45.1K
$668K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.66K- 4.8% |
$94.3K - $96.4K
|
132K
$1.96M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.48K- 20.16% |
$91.7K - $93.7K
|
25.6K
$380K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.9K- 75.32% |
$83.5K - $85.4K
|
1.93K
$28.7K
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4.83K- 6.53% |
$68.3K - $69.8K
|
69.1K
$1.02M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.41K- 9.6% |
$62.5K - $63.8K
|
41.5K
$616K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.37K- 27.89% |
$61.9K - $63.2K
|
11.3K
$167K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.29K- 4.68% |
$60.8K - $62.1K
|
87.5K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 3.31% |
$35.5K - $36.2K
|
73.3K
$1.09M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.44K- 18.64% |
$34.6K - $35.4K
|
10.7K
$158K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.43K- 7.51% |
$20.3K - $20.7K
|
17.6K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.37K- 9.79% |
$19.5K - $19.9K
|
12.7K
$188K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 1.53% |
$14.3K - $14.6K
|
65K
$964K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 8.33% |
$14.2K - $14.5K
|
11K
$163K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-523- 3.17% |
$7.41K - $7.57K
|
16K
$237K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-382- 1.2% |
$5.41K - $5.53K
|
31.5K
$467K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-317- 0.88% |
$4.49K - $4.59K
|
35.9K
$532K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.48% |
$2.48K - $2.53K
|
11.6K
$172K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 0.51% |
$2.17K - $2.21K
|
30K
$444K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147- 1.3% |
$2.08K - $2.13K
|
11.1K
$165K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128- 0.06% |
$1.81K - $1.85K
|
216K
$3.2M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$14.2 - $14.5
|
100K
$1.49M
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.65K- 22.34% |
$89.7K - $100K
|
23.1K
$343K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$40.5K - $45.2K
|
11K
$163K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.26% |
$30.4K - $33.9K
|
19.7K
$292K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.02K- 1.73% |
$27.3K - $30.5K
|
115K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.29K- 46.12% |
$17.4K - $19.4K
|
1.51K
$22.3K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700Closed |
$9.44K - $10.5K
|
0
$0
|