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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16,317
shares
|
$237,086
0.01% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,993
shares
|
$232,378
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,971
shares
|
$232,058
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
15,660
shares
|
$227,539
0.02% of portfolio
|
Q2 2024
Reduced 46.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,481
shares
|
$224,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
15,000
shares
|
$217,950
0.11% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,200
shares
|
$206,326
0.01% of portfolio
|
Q4 2023
Added 52492.59%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
14,030
shares
|
$203,855
0.0% of portfolio
|
Q4 2023
Reduced 30.42%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
13,868
shares
|
$201,502
0.14% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
13,717
shares
|
$199,308
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,290
shares
|
$193,103
0.0% of portfolio
|
Q3 2023
Reduced 57.77%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
13,109
shares
|
$190,473
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$183,426
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
12,556
shares
|
$182,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,514
shares
|
$181,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,307
shares
|
$178,820
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
12,127
shares
|
$176,205
0.01% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
12,076
shares
|
$175,464
0.06% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
11,970
shares
|
$173,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
11,686
shares
|
$169,797
0.16% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,628
shares
|
$168,954
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
11,400
shares
|
$165,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
11,363
shares
|
$165,104
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,305
shares
|
$164,261
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,149
shares
|
$161,994
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|