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 223 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,600,746
shares
|
$36.2 Million
0.01% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,568,701
shares
|
$35.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,963,850
shares
|
$27.3 Million
0.02% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,512,364
shares
|
$21 Million
1.86% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,466,153
shares
|
$20.4 Million
0.04% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,179,006
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
932,377
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
726,392
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
688,430
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
636,884
shares
|
$8.86 Million
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
616,005
shares
|
$8.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
598,332
shares
|
$8.32 Million
0.49% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
578,015
shares
|
$8.04 Million
0.05% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
476,207
shares
|
$6.62 Million
0.0% of portfolio
|
Q2 2025
Added 74.82%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
460,307
shares
|
$6.4 Million
0.16% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
435,279
shares
|
$6.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
434,285
shares
|
$6.04 Million
2.08% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
391,171
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
333,526
shares
|
$4.64 Million
0.04% of portfolio
|
Q2 2025
Added 425.13%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
327,266
shares
|
$4.55 Million
2.55% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
258,527
shares
|
$3.6 Million
0.11% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
239,400
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 54.48%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
198,042
shares
|
$2.75 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
193,331
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|