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 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.27K- 0.77% |
$30.3K - $33.7K
|
292K
$4.24M
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.75K- 11.21% |
$23.4K - $26K
|
13.9K
$202K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 10.0% |
$2.67K - $2.97K
|
1.8K
$26.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.14K- 30.42% |
$74.4K - $86.5K
|
14K
$204K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.93K- 86.89% |
$47.7K - $55.4K
|
593
$8.62K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.75K- 7.26% |
$33.3K - $38.7K
|
35.1K
$510K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 14.35% |
$25.3K - $29.4K
|
12.5K
$181K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.9K- 5.07% |
$23.1K - $26.8K
|
35.6K
$518K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 47.62% |
$121 - $141
|
11
$160
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.2K- 57.77% |
$237K - $270K
|
13.3K
$193K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.37K- 1.55% |
$56.9K - $64.7K
|
278K
$4.04M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4K- 7.24% |
$49.6K - $56K
|
51.3K
$745K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.96K- 4.1% |
$24.3K - $27.4K
|
45.8K
$665K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-246- 74.1% |
$3.05K - $3.44K
|
86
$1.25K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.7K- 93.0% |
$20.8K - $24.4K
|
128
$1.86K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-581- 10.41% |
$7.09K - $8.35K
|
5K
$72.7K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-400Closed |
$4.88K - $5.75K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 55.06% |
$28.7K - $32.7K
|
2K
$29.1K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.45K- 55.06% |
$28.7K - $32.7K
|
2K
$29.1K
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 6.49% |
$12.6K - $14.3K
|
15.4K
$224K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.06K- 87.53% |
$12.4K - $14.1K
|
151
$2.19K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-7K- 76.07% |
$80.4K - $101K
|
2.2K
$32K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1KClosed |
$11.5K - $14.4K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-625- 31.02% |
$7.19K - $9.01K
|
1.39K
$20.2K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-746KClosed |
$9.34M - $11.8M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-36.3KClosed |
$454K - $575K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.8KClosed |
$422K - $535K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.5K- 99.6% |
$232K - $294K
|
75
$1.09K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-11.8KClosed |
$148K - $187K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-9.48KClosed |
$119K - $150K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.8KClosed |
$35K - $44.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2KClosed |
$25K - $31.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.8K- 6.47% |
$22.5K - $28.5K
|
26K
$378K
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.35KClosed |
$16.9K - $21.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.1KClosed |
$13.8K - $17.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-825- 6.19% |
$10.3K - $13.1K
|
12.5K
$182K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-306Closed |
$3.83K - $4.85K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$1K - $1.27K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13Closed |
$163 - $206
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19KClosed |
$257K - $320K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.3KClosed |
$246K - $307K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-18.2KClosed |
$246K - $306K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-18.2KClosed |
$245K - $305K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-17.3KClosed |
$233K - $290K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-12KClosed |
$162K - $201K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.6KClosed |
$157K - $195K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11KClosed |
$148K - $185K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-9.24K- 58.13% |
$124K - $155K
|
6.65K
$96.6K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.54KClosed |
$20.7K - $25.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-947Closed |
$12.8K - $15.9K
|
0
$0
|