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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
23,723
shares
|
$344,695
0.0% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
23,613
shares
|
$343,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
23,113
shares
|
$335,831
0.11% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$334,190
0.03% of portfolio
|
Q3 2024
Reduced 79.28%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
22,900
shares
|
$332,737
0.14% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
22,820
shares
|
$331,574
0.23% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
22,573
shares
|
$327,985
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
22,000
shares
|
$319,660
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
21,620
shares
|
$314,138
0.03% of portfolio
|
Q3 2024
Reduced 29.78%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
21,258
shares
|
$308,878
0.18% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,227
shares
|
$293,898
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
|
$289,786
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
19,868
shares
|
$288,682
0.0% of portfolio
|
Q2 2024
Added 77.11%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
19,700
shares
|
$286,241
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
19,426
shares
|
$282,259
0.07% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
19,043
shares
|
$276,694
0.0% of portfolio
|
Q2 2024
Added 17.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$271,623
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,686
shares
|
$271,507
0.1% of portfolio
|
Q3 2021
Reduced 9.47%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
18,373
shares
|
$266,959
0.21% of portfolio
|
Q3 2024
Added 47.9%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
17,847
shares
|
$259,316
0.06% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
17,097
shares
|
$248,419
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,000
shares
|
$247,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
16,745
shares
|
$243,304
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
16,575
shares
|
$240,834
0.07% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,478
shares
|
$239,425
0.01% of portfolio
|
Q3 2024
Added 51.52%
|