Purchases and Sales Made in Q1 2022 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO CORPORATE & INCOME OPPORTUNITY FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
746KNew |
$10.1M - $12.5M
|
746K
$10.8M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
328K+ 18205.5% |
$4.42M - $5.5M
|
329K
$4.79M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
245K+ 2544.81% |
$3.3M - $4.11M
|
255K
$3.7M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219K+ 62.8% |
$2.95M - $3.67M
|
567K
$8.23M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.2K+ 19.61% |
$1.15M - $1.43M
|
520K
$7.55M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.3KNew |
$745K - $928K
|
55.3K
$803K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48.5KNew |
$653K - $814K
|
48.5K
$704K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.9K+ 29.6% |
$525K - $654K
|
170K
$2.48M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.6KNew |
$520K - $648K
|
38.6K
$561K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.5K+ 4.95% |
$465K - $580K
|
732K
$10.6M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.8KNew |
$455K - $567K
|
33.8K
$491K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
33KNew |
$445K - $554K
|
33K
$479K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30K+ 227.58% |
$405K - $504K
|
43.2K
$628K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
19.9K+ 24.67% |
$268K - $334K
|
101K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6KNew |
$251K - $313K
|
18.6K
$270K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.1KNew |
$231K - $288K
|
17.1K
$249K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4K+ 11.6% |
$222K - $276K
|
158K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.4K+ 32.54% |
$207K - $258K
|
62.6K
$909K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15.2KNew |
$205K - $256K
|
15.2K
$221K
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
13.9KNew |
$188K - $234K
|
13.9K
$202K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 19.48% |
$176K - $219K
|
79.9K
$1.16M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
12KNew |
$161K - $201K
|
12K
$174K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
11.6KNew |
$156K - $195K
|
11.6K
$169K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 0.88% |
$137K - $171K
|
1.16M
$16.9M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$135K - $168K
|
10K
$145K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9.48KNew |
$128K - $159K
|
9.48K
$138K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.47K+ 1.91% |
$128K - $159K
|
505K
$7.34M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
8.76KNew |
$118K - $147K
|
8.76K
$127K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
8.49K+ 5.06% |
$114K - $142K
|
176K
$2.56M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.58K+ 31.61% |
$102K - $127K
|
31.6K
$459K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 37.22% |
$93.3K - $116K
|
25.5K
$371K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.62K+ 14.44% |
$75.8K - $94.4K
|
44.6K
$647K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.5K+ 7.29% |
$60.7K - $75.6K
|
66.2K
$962K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.45KNew |
$60K - $74.7K
|
4.45K
$64.7K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.45KNew |
$60K - $74.7K
|
4.45K
$64.7K
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.29K+ 23.72% |
$44.3K - $55.2K
|
17.2K
$249K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.2KNew |
$43.1K - $53.7K
|
3.2K
$46.5K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.06K+ 21.32% |
$41.2K - $51.3K
|
17.4K
$253K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.03K+ 3.71% |
$40.8K - $50.8K
|
84.5K
$1.23M
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.94K+ 85.96% |
$39.6K - $49.3K
|
6.36K
$92.4K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.82K+ 15.23% |
$38K - $47.4K
|
21.3K
$310K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.8KNew |
$37.7K - $47K
|
2.8K
$40.7K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.27K+ 4.06% |
$30.7K - $38.2K
|
58.2K
$846K
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.22K+ 11.45% |
$29.9K - $37.3K
|
21.6K
$314K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.8K+ 3.08% |
$24.3K - $30.2K
|
60.3K
$876K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 20.81% |
$23K - $28.6K
|
9.89K
$144K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.28K+ 4.51% |
$17.3K - $21.5K
|
29.7K
$431K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.1KNew |
$14.8K - $18.5K
|
1.1K
$16K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
889+ 2.04% |
$12K - $14.9K
|
44.5K
$646K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
850New |
$11.5K - $14.3K
|
850
$12.4K
|