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 187 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
11,292
shares
|
$165,427
0.01% of portfolio
|
Q3 2024
Reduced 27.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,149
shares
|
$163,332
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,075
shares
|
$162,248
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$161,150
0.0% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$161,150
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
10,665
shares
|
$156,242
0.01% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,608
shares
|
$155,407
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,555
shares
|
$154,630
0.02% of portfolio
|
Q1 2024
Added 31.79%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,511
shares
|
$153,986
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,371
shares
|
$151,935
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,042
shares
|
$147,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,036
shares
|
$147,027
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$141,694
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
8,053
shares
|
$117,976
0.04% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
7,648
shares
|
$112,043
0.05% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$108,512
0.0% of portfolio
|
Q3 2024
Added 605.43%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,310
shares
|
$107,091
0.0% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,072
shares
|
$103,604
0.0% of portfolio
|
Q2 2024
Reduced 26.69%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$100,249
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,700
shares
|
$98,155
0.01% of portfolio
|
Q2 2024
Added 204.55%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
6,358
shares
|
$93,144
0.14% of portfolio
|
Q1 2022
Added 85.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,333
shares
|
$92,778
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6,109
shares
|
$89,496
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,683
shares
|
$83,255
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$73,250
0.0% of portfolio
|
Q1 2023
Reduced 10.41%
|