Institutional Ownership Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY). We have compiled data on the 182 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,129,261
shares
|
$31 Million
0.0% of portfolio
|
Q2 2024
Added 8.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,022,960
shares
|
$29.4 Million
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,402,406
shares
|
$20.4 Million
1.89% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,159,559
shares
|
$16.9 Million
0.01% of portfolio
|
Q3 2024
Added 61.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
991,746
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
914,434
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
647,734
shares
|
$9.42 Million
0.02% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
617,682
shares
|
$8.99 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
534,150
shares
|
$7.77 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
499,460
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2024
Added 123.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
459,661
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
426,592
shares
|
$6.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
418,306
shares
|
$6.09 Million
0.37% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
410,507
shares
|
$5.97 Million
0.04% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
366,804
shares
|
$5.34 Million
2.0% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
293,178
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Added 40.43%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
291,872
shares
|
$4.25 Million
0.67% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
291,156
shares
|
$4.24 Million
2.52% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
261,728
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
244,636
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
222,065
shares
|
$3.23 Million
0.34% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
216,031
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
209,757
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151,374
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
New holding
|