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 210 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,511,951
shares
|
$34.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,450,532
shares
|
$34 Million
0.01% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,739,460
shares
|
$24.1 Million
0.02% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
1,491,197
shares
|
$20.7 Million
2.06% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,439,621
shares
|
$20 Million
0.04% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,082,365
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
794,004
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
676,867
shares
|
$9.39 Million
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
608,033
shares
|
$8.43 Million
0.0% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
589,725
shares
|
$8.18 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
578,604
shares
|
$8.03 Million
0.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
491,975
shares
|
$6.82 Million
0.05% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
454,333
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
449,754
shares
|
$6.24 Million
0.18% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
425,251
shares
|
$5.9 Million
2.29% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
323,736
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
319,427
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 141.77%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
318,128
shares
|
$4.41 Million
2.75% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
272,394
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
234,824
shares
|
$3.26 Million
0.11% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
206,365
shares
|
$2.86 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
192,736
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
176,332
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
168,243
shares
|
$2.33 Million
0.29% of portfolio
|
Q1 2025
Added 181.05%
|