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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,577
shares
|
$52,403
0.0% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,570
shares
|
$52,300
0.0% of portfolio
|
Q1 2024
Added 42.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,500
shares
|
$51,275
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,200
shares
|
$46,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,847
shares
|
$41,708
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,770
shares
|
$40,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,700
shares
|
$39,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,500
shares
|
$36,625
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,358
shares
|
$34,544
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
2,200
shares
|
$32,230
0.0% of portfolio
|
Q3 2022
Reduced 76.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$29,300
0.0% of portfolio
|
Q4 2022
Reduced 55.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,933
shares
|
$28,318
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,910
shares
|
$27,981
0.01% of portfolio
|
Q2 2024
Reduced 67.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,800
shares
|
$26,370
0.01% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,622
shares
|
$23,762
0.0% of portfolio
|
Q3 2024
Reduced 88.31%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,600
shares
|
$23,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,507
shares
|
$22,077
0.0% of portfolio
|
Q2 2024
Reduced 46.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$21,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,390
shares
|
$20,363
0.0% of portfolio
|
Q3 2022
Reduced 31.02%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,206
shares
|
$17,667
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,147
shares
|
$16,803
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
940
shares
|
$13,771
0.01% of portfolio
|
Q4 2023
Added 11.9%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$12,452
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
820
shares
|
$12,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
745
shares
|
$10,914
0.0% of portfolio
|
Q4 2022
New holding
|