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 214 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
72,200
shares
|
$1 Million
0.98% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71,774
shares
|
$996,940
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,967
shares
|
$971,841
0.01% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
69,520
shares
|
$965,632
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,499
shares
|
$951,451
0.03% of portfolio
|
Q1 2025
Added 242.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
66,727
shares
|
$926,838
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
63,530
shares
|
$882,431
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
63,513
shares
|
$882,195
0.01% of portfolio
|
Q1 2025
Added 44.97%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
54,000
shares
|
$750,060
0.42% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,257
shares
|
$725,849
0.0% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
52,197
shares
|
$725,016
0.02% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
52,000
shares
|
$722,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
51,785
shares
|
$719,293
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
50,950
shares
|
$707,695
0.33% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
50,278
shares
|
$698,361
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,210
shares
|
$697,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
49,164
shares
|
$682,887
0.06% of portfolio
|
Q1 2025
Added 40.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
46,677
shares
|
$648,343
0.0% of portfolio
|
Q2 2025
Added 64.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
45,846
shares
|
$636,800
0.01% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$635,467
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
44,526
shares
|
$618,466
0.18% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
44,014
shares
|
$611,354
0.84% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
43,955
shares
|
$610,534
0.04% of portfolio
|
Q1 2025
Added 59.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
43,489
shares
|
$604,062
0.0% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
42,866
shares
|
$595,408
0.03% of portfolio
|
Q1 2025
Added 3.93%
|