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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
16,487
shares
|
$229,004
0.08% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,331
shares
|
$226,837
0.0% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,487
shares
|
$215,114
0.0% of portfolio
|
Q1 2025
Added 47.68%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,066
shares
|
$209,266
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
15,000
shares
|
$208,350
0.1% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
14,803
shares
|
$205,613
0.15% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,468
shares
|
$200,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,271
shares
|
$198,224
0.0% of portfolio
|
Q1 2025
Added 135.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,200
shares
|
$197,238
0.01% of portfolio
|
Q4 2023
Added 52492.59%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,095
shares
|
$195,779
0.02% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
13,868
shares
|
$192,626
0.15% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
13,730
shares
|
$190,709
0.03% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,624
shares
|
$189,237
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,492
shares
|
$187,403
0.01% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
13,042
shares
|
$181,153
0.01% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$175,347
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
12,298
shares
|
$170,819
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
11,836
shares
|
$164,402
0.15% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,546
shares
|
$160,373
0.0% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,187
shares
|
$155,387
0.05% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,966
shares
|
$152,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,955
shares
|
$152,164
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,608
shares
|
$147,345
0.01% of portfolio
|
Q1 2025
Reduced 96.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,484
shares
|
$145,622
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,426
shares
|
$144,817
0.02% of portfolio
|
Q1 2025
Added 3.89%
|