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 210 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$6,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
500
shares
|
$6,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
400
shares
|
$5,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
383
shares
|
$5,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
268
shares
|
$3,717
0.0% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
226
shares
|
$3,134
0.0% of portfolio
|
Q4 2024
Added 276.67%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
151
shares
|
$2,094
0.0% of portfolio
|
Q4 2022
Reduced 87.53%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 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
|