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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-507KClosed |
$7.2M - $7.51M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-288K- 96.44% |
$4.09M - $4.27M
|
10.6K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.6K- 80.14% |
$663K - $691K
|
11.5K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 13.16% |
$415K - $433K
|
193K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 0.98% |
$354K - $369K
|
2.51M
$34.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20.7K- 3.39% |
$294K - $307K
|
590K
$8.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 86.19% |
$199K - $208K
|
2.25K
$31.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 23.02% |
$185K - $193K
|
43.5K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 26.86% |
$177K - $185K
|
33.9K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.88K- 17.21% |
$97.9K - $102K
|
33.1K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.17K- 84.75% |
$87.7K - $91.5K
|
1.11K
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.97K- 64.41% |
$84.9K - $88.6K
|
3.3K
$45.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.7K- 18.23% |
$81.1K - $84.5K
|
25.6K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 2.65% |
$48.3K - $50.4K
|
125K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.34K- 18.4% |
$47.5K - $49.5K
|
14.8K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.29K- 2.73% |
$32.5K - $33.9K
|
81.4K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.18K- 10.02% |
$31K - $32.4K
|
19.6K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.8K- 4.49% |
$25.6K - $26.7K
|
38.3K
$531K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.52K- 1.49% |
$21.7K - $22.6K
|
101K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 8.04% |
$21.4K - $22.3K
|
17.2K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.44K- 2.22% |
$20.5K - $21.4K
|
63.5K
$881K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.38K- 99.86% |
$19.6K - $20.5K
|
2
$27.7
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 63.01% |
$17.3K - $18.1K
|
715
$9.92K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 2.81% |
$15.4K - $16.1K
|
37.5K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.96% |
$14.5K - $15.1K
|
13.6K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 9.09% |
$14.2K - $14.8K
|
10K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-839- 2.43% |
$11.9K - $12.4K
|
33.6K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-774- 4.06% |
$11K - $11.5K
|
18.3K
$253K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-500- 2.51% |
$7.11K - $7.42K
|
19.4K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-496- 2.92% |
$7.05K - $7.36K
|
16.5K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-342- 1.95% |
$4.86K - $5.07K
|
17.2K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-236- 1.42% |
$3.36K - $3.5K
|
16.3K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-181- 5.28% |
$2.57K - $2.68K
|
3.25K
$45K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 0.05% |
$611 - $638
|
80K
$1.11M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.7K- 48.69% |
$339K - $352K
|
25K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.7K- 7.07% |
$224K - $233K
|
206K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 44.64% |
$153K - $158K
|
13.3K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 45.45% |
$71.4K - $74.1K
|
6K
$83.2K
|
|
|
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
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 23.76% |
$19.3K - $20K
|
4.33K
$60.1K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-88K- 79.28% |
$1.25M - $1.27M
|
23K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15K- 50.0% |
$212K - $217K
|
15K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.37K- 27.89% |
$61.9K - $63.2K
|
11.3K
$157K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.44K- 18.64% |
$34.6K - $35.4K
|
10.7K
$148K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.48% |
$2.48K - $2.53K
|
11.6K
$161K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.65K- 22.34% |
$89.7K - $100K
|
23.1K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.26% |
$30.4K - $33.9K
|
19.7K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.29K- 46.12% |
$17.4K - $19.4K
|
1.51K
$20.9K
|
|
|
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
$9.71K
|
|