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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
25,621
shares
|
$375,347
0.11% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,473
shares
|
$358,529
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
24,000
shares
|
$351,600
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
23,875
shares
|
$349,768
0.01% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
23,831
shares
|
$349,124
0.14% of portfolio
|
Q3 2024
Added 94.71%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
23,723
shares
|
$347,541
0.0% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
23,113
shares
|
$338,605
0.11% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$336,950
0.03% of portfolio
|
Q3 2024
Reduced 79.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,991
shares
|
$336,818
0.0% of portfolio
|
Q3 2024
Added 83.72%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
22,900
shares
|
$335,485
0.14% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
22,820
shares
|
$334,313
0.23% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
22,573
shares
|
$330,694
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
22,000
shares
|
$322,300
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
21,620
shares
|
$316,733
0.03% of portfolio
|
Q3 2024
Reduced 29.78%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
21,258
shares
|
$311,429
0.18% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,227
shares
|
$296,325
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
19,944
shares
|
$292,179
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,700
shares
|
$288,605
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
19,426
shares
|
$284,590
0.07% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$273,867
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,686
shares
|
$273,749
0.1% of portfolio
|
Q3 2021
Reduced 9.47%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
18,373
shares
|
$269,164
0.21% of portfolio
|
Q3 2024
Added 47.9%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
17,847
shares
|
$261,458
0.06% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,612
shares
|
$258,015
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
17,332
shares
|
$253,913
0.0% of portfolio
|
Q3 2024
Added 1.37%
|