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 190 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,262,287
shares
|
$32.8 Million
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
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
|
Jan 17, 2025 Q4 2024 |
1,455,963
shares
|
$21.1 Million
1.94% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,159,559
shares
|
$16.8 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
|
$9.41 Million
0.02% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
610,423
shares
|
$8.86 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
534,150
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
529,124
shares
|
$7.68 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
459,661
shares
|
$6.67 Million
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
426,592
shares
|
$6.19 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
|
$6.07 Million
0.37% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
410,507
shares
|
$5.96 Million
0.04% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
396,452
shares
|
$5.76 Million
2.22% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
293,178
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2024
Added 40.43%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
291,872
shares
|
$4.24 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
291,156
shares
|
$4.23 Million
2.52% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
266,429
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
244,636
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
226,862
shares
|
$3.29 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
222,065
shares
|
$3.22 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%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
151,374
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
New holding
|