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 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-850Closed |
$11.5K - $14.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-775Closed |
$10.4K - $13K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-500Closed |
$6.74K - $8.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-300Closed |
$4.04K - $5.04K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-219Closed |
$2.95K - $3.68K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-187- 1.64% |
$2.52K - $3.14K
|
11.2K
$163K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-175Closed |
$2.36K - $2.94K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-159Closed |
$2.14K - $2.67K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-95.2KClosed |
$1.54M - $1.77M
|
0
$0
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-86KClosed |
$1.39M - $1.6M
|
0
$0
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-73KClosed |
$1.18M - $1.36M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-69.8KClosed |
$1.13M - $1.3M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$324K - $374K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.15KClosed |
$18.5K - $21.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$16.1K - $18.6K
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-607Closed |
$9.8K - $11.3K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-320Closed |
$5.17K - $5.96K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-281- 2.41% |
$4.54K - $5.24K
|
11.4K
$165K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-108- 49.09% |
$1.74K - $2.01K
|
112
$1.63K
|
|
Q3 2021 | |||||||
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-10KClosed |
$179K - $217K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.96K- 9.47% |
$35.1K - $42.3K
|
18.7K
$272K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.26KClosed |
$22.6K - $27.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-141Closed |
$2.53K - $3.05K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-7Closed |
$126 - $152
|
0
$0
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-22.1KClosed |
$399K - $452K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.7KClosed |
$319K - $362K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.1KClosed |
$199K - $226K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-600Closed |
$10.8K - $12.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-500Closed |
$9.02K - $10.2K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.09KClosed |
$19.4K - $19.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-643Closed |
$11.4K - $11.7K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72KClosed |
$1.16M - $1.3M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-4.16KClosed |
$66.8K - $74.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$22.1K - $24.8K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-707Closed |
$11.4K - $12.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-80KClosed |
$1.22M - $1.31M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-62KClosed |
$949K - $1.02M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.9KClosed |
$59.7K - $64.1K
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-3.6KClosed |
$55K - $59.1K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-2.56KClosed |
$39.1K - $42K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2020 | |||||||
Jul 09, 2020
Q2 2020
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-30KClosed |
$362K - $491K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-22.4KClosed |
$271K - $367K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-15.5KClosed |
$188K - $254K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.95KClosed |
$71.8K - $97.3K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.5KClosed |
$30.2K - $40.9K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.56KClosed |
$18.9K - $25.6K
|
0
$0
|