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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,200
shares
|
$141,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,181
shares
|
$141,414
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,126
shares
|
$140,650
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$138,900
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$134,344
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$115,036
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,735
shares
|
$107,439
0.0% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,501
shares
|
$104,188
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,987
shares
|
$97,049
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$95,049
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,700
shares
|
$93,063
0.01% of portfolio
|
Q2 2024
Added 204.55%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
6,358
shares
|
$88,312
0.14% of portfolio
|
Q1 2022
Added 85.96%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,109
shares
|
$84,854
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,000
shares
|
$83,340
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,415
shares
|
$75,214
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,014
shares
|
$69,644
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,035
shares
|
$56,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,950
shares
|
$54,865
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,500
shares
|
$48,615
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,425
shares
|
$47,573
0.01% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,300
shares
|
$45,837
0.0% of portfolio
|
Q1 2025
Reduced 64.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,246
shares
|
$45,086
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$44,448
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,123
shares
|
$43,378
0.0% of portfolio
|
Q1 2025
Added 92.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,072
shares
|
$42,670
0.01% of portfolio
|
Q4 2024
Added 30.28%
|