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 187 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
48,337
shares
|
$708,137
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
47,818
shares
|
$700,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
46,906
shares
|
$687,172
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
46,289
shares
|
$678,133
0.02% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$670,237
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,072
shares
|
$660,304
0.01% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,918
shares
|
$658,048
0.0% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
42,325
shares
|
$620,061
0.19% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,042
shares
|
$615,915
0.0% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
41,549
shares
|
$608,692
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
38,498
shares
|
$563,995
0.03% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
38,498
shares
|
$563,995
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
|
$553,623
0.02% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,884
shares
|
$525,700
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,645
shares
|
$522,199
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
|
$503,916
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$498,832
0.43% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
33,650
shares
|
$492,972
0.12% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,547
shares
|
$491,463
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
31,504
shares
|
$461,533
0.05% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
31,244
shares
|
$457,724
0.28% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,144
shares
|
$441,609
0.0% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
29,963
shares
|
$438,957
0.2% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
27,017
shares
|
$395,799
0.03% of portfolio
|
Q3 2024
Added 170.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
25,645
shares
|
$375,699
0.04% of portfolio
|
Q3 2024
Reduced 20.16%
|