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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
45,961
shares
|
$667,813
0.0% of portfolio
|
Q2 2024
Reduced 31.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$664,747
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,918
shares
|
$652,658
0.0% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
42,325
shares
|
$614,982
0.19% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
41,638
shares
|
$605,000
0.29% of portfolio
|
Q2 2024
Added 54.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
38,788
shares
|
$563,589
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
38,498
shares
|
$559,375
0.03% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
38,498
shares
|
$559,375
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
37,790
shares
|
$549,088
0.02% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
37,351
shares
|
$542,710
0.01% of portfolio
|
Q2 2024
Added 102.49%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,884
shares
|
$521,394
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,645
shares
|
$517,921
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,397
shares
|
$499,788
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$494,746
0.43% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
33,650
shares
|
$488,934
0.12% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,547
shares
|
$487,437
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
32,121
shares
|
$466,718
0.05% of portfolio
|
Q2 2024
Added 97.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
31,504
shares
|
$457,753
0.05% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
31,244
shares
|
$453,975
0.28% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
29,963
shares
|
$435,362
0.2% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
27,017
shares
|
$392,557
0.03% of portfolio
|
Q3 2024
Added 170.17%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
25,621
shares
|
$372,273
0.11% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
24,000
shares
|
$348,720
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
23,875
shares
|
$346,903
0.01% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
23,831
shares
|
$346,264
0.14% of portfolio
|
Q3 2024
Added 94.71%
|