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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,977
shares
|
$583,060
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
39,775
shares
|
$552,474
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
39,507
shares
|
$548,752
0.35% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
39,376
shares
|
$546,932
0.2% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
38,493
shares
|
$534,667
0.4% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
38,286
shares
|
$531,792
0.23% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
37,505
shares
|
$520,944
0.05% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,645
shares
|
$495,109
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$472,954
0.43% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
33,947
shares
|
$471,523
0.0% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
33,790
shares
|
$469,343
0.02% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
33,620
shares
|
$466,981
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
33,118
shares
|
$460,009
0.07% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,670
shares
|
$453,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,267
shares
|
$448,188
0.05% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,517
shares
|
$437,771
0.0% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
30,463
shares
|
$423,131
0.21% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
28,728
shares
|
$399,031
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
28,354
shares
|
$393,837
0.18% of portfolio
|
Q1 2025
Added 120.19%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,386
shares
|
$380,391
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
26,783
shares
|
$372,015
0.11% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
25,575
shares
|
$355,236
0.01% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
25,025
shares
|
$347,597
0.01% of portfolio
|
Q4 2024
Reduced 48.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
24,000
shares
|
$333,360
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
23,113
shares
|
$321,039
0.11% of portfolio
|
Q2 2024
Reduced 22.34%
|