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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,075
shares
|
$160,919
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$159,830
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$159,830
0.0% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,608
shares
|
$154,134
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,555
shares
|
$153,364
0.02% of portfolio
|
Q1 2024
Added 31.79%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,511
shares
|
$152,724
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,371
shares
|
$150,690
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,042
shares
|
$145,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
10,036
shares
|
$145,823
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$140,534
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
8,053
shares
|
$117,010
0.04% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
7,648
shares
|
$111,125
0.05% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,310
shares
|
$106,214
0.0% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,072
shares
|
$102,756
0.0% of portfolio
|
Q2 2024
Reduced 26.69%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$99,428
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,700
shares
|
$97,351
0.01% of portfolio
|
Q2 2024
Added 204.55%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
6,358
shares
|
$92,381
0.14% of portfolio
|
Q1 2022
Added 85.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,333
shares
|
$92,018
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6,109
shares
|
$88,763
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,683
shares
|
$82,573
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$72,650
0.0% of portfolio
|
Q1 2023
Reduced 10.41%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,577
shares
|
$51,973
0.0% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,570
shares
|
$51,872
0.0% of portfolio
|
Q1 2024
Added 42.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,500
shares
|
$50,855
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,200
shares
|
$46,496
0.02% of portfolio
|
Q3 2024
New holding
|