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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
700
shares
|
$9,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
700
shares
|
$9,723
0.01% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
605
shares
|
$8,403
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
602
shares
|
$8,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$7,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
500
shares
|
$6,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
400
shares
|
$5,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
383
shares
|
$5,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
268
shares
|
$3,722
0.0% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
226
shares
|
$3,139
0.0% of portfolio
|
Q4 2024
Added 276.67%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
151
shares
|
$2,097
0.0% of portfolio
|
Q4 2022
Reduced 87.53%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 99.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|