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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
23,000
shares
|
$319,470
0.03% of portfolio
|
Q3 2024
Reduced 79.28%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
22,900
shares
|
$318,081
0.16% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
22,671
shares
|
$314,900
0.26% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
22,333
shares
|
$310,205
0.02% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
22,052
shares
|
$306,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
22,000
shares
|
$305,580
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
21,933
shares
|
$304,649
0.21% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
21,254
shares
|
$295,218
0.17% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
20,965
shares
|
$291,203
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,700
shares
|
$273,633
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
19,602
shares
|
$272,271
0.03% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
19,555
shares
|
$271,618
0.01% of portfolio
|
Q1 2025
Added 50.01%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,429
shares
|
$269,868
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,145
shares
|
$265,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$259,659
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
18,686
shares
|
$259,548
0.1% of portfolio
|
Q3 2021
Reduced 9.47%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
18,269
shares
|
$253,756
0.03% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,847
shares
|
$247,894
0.05% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,735
shares
|
$246,339
0.01% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
17,458
shares
|
$242,491
0.04% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,211
shares
|
$239,060
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
17,164
shares
|
$238,407
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,000
shares
|
$236,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
16,745
shares
|
$232,588
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,693
shares
|
$231,865
0.02% of portfolio
|
Q1 2025
Added 0.34%
|