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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,025
shares
|
$42,017
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,919
shares
|
$40,544
0.0% of portfolio
|
Q1 2025
Added 360.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,847
shares
|
$39,544
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,694
shares
|
$37,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,500
shares
|
$34,725
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,247
shares
|
$31,210
0.0% of portfolio
|
Q1 2025
Reduced 86.19%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,200
shares
|
$30,558
0.0% of portfolio
|
Q3 2022
Reduced 76.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$27,780
0.0% of portfolio
|
Q4 2022
Reduced 55.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,000
shares
|
$27,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,965
shares
|
$27,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,937
shares
|
$26,904
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,800
shares
|
$25,002
0.01% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,620
shares
|
$22,501
0.0% of portfolio
|
Q1 2025
Added 97.56%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,600
shares
|
$22,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,500
shares
|
$20,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,390
shares
|
$19,307
0.0% of portfolio
|
Q3 2022
Reduced 31.02%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,376
shares
|
$19,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,206
shares
|
$16,751
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,204
shares
|
$16,723
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,115
shares
|
$15,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
980
shares
|
$13,612
0.0% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
850
shares
|
$11,806
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
800
shares
|
$11,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
745
shares
|
$10,348
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
715
shares
|
$9,931
0.0% of portfolio
|
Q1 2025
Reduced 63.01%
|