Purchases and Sales Made in Q1 2023 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q1 2023. 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 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5MNew |
$18.4M - $21.6M
|
1.5M
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
340K+ 61.56% |
$4.15M - $4.89M
|
892K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
236K+ 373.28% |
$2.88M - $3.39M
|
299K
$4.34M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
225KNew |
$2.75M - $3.24M
|
225K
$3.27M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
130K+ 73.23% |
$1.58M - $1.86M
|
307K
$4.45M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
112K+ 74.83% |
$1.36M - $1.6M
|
261K
$3.79M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
90.7K+ 52.95% |
$1.11M - $1.3M
|
262K
$3.81M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.4K+ 8.45% |
$1.04M - $1.23M
|
1.1M
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81.5K+ 16.78% |
$995K - $1.17M
|
567K
$8.24M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.3K+ 10.59% |
$992K - $1.17M
|
849K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
70.1K+ 373.88% |
$855K - $1.01M
|
88.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.6K+ 4.53% |
$813K - $957K
|
1.53M
$22.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57.8K+ 7.97% |
$706K - $831K
|
783K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.3K+ 73.25% |
$699K - $823K
|
135K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
55.3KNew |
$675K - $795K
|
55.3K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41.6K+ 26.85% |
$508K - $598K
|
197K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 17.76% |
$364K - $429K
|
198K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 11.15% |
$313K - $369K
|
256K
$3.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
23.5K+ 14.04% |
$287K - $338K
|
191K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$217K - $255K
|
17.7K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 8.8% |
$215K - $253K
|
217K
$3.16M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.3KNew |
$174K - $205K
|
14.3K
$207K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.3K+ 7.29% |
$174K - $205K
|
210K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6KNew |
$154K - $181K
|
12.6K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 7.95% |
$148K - $175K
|
165K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11.3KNew |
$138K - $162K
|
11.3K
$164K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.2KNew |
$137K - $161K
|
11.2K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 178.04% |
$130K - $153K
|
16.7K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
10.6K+ 132.5% |
$129K - $152K
|
18.6K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
10.5K+ 62.95% |
$128K - $151K
|
27.2K
$395K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.9K+ 40.55% |
$121K - $142K
|
34.3K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.78K+ 3.13% |
$119K - $141K
|
323K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.66K+ 2.63% |
$106K - $124K
|
338K
$4.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.41K+ 11.79% |
$78.2K - $92.1K
|
60.8K
$883K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.06KNew |
$61.8K - $72.7K
|
5.06K
$73.5K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 21.48% |
$58.8K - $69.2K
|
27.2K
$396K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.11K+ 16.11% |
$50.2K - $59K
|
29.6K
$430K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.67K+ 95.93% |
$44.8K - $52.8K
|
7.5K
$109K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.5KNew |
$42.7K - $50.3K
|
3.5K
$50.9K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 11.65% |
$30.3K - $35.6K
|
23.7K
$345K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.48K+ 10.82% |
$30.2K - $35.6K
|
25.3K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$26.9K - $31.6K
|
2.2K
$32K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.02% |
$18.6K - $21.8K
|
76.7K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5KNew |
$18.3K - $21.6K
|
1.5K
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.39K+ 7.21% |
$17K - $20K
|
20.7K
$301K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1K+ 207.9% |
$12.2K - $14.4K
|
1.48K
$21.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 2.21% |
$12.2K - $14.4K
|
46.2K
$671K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
647New |
$7.9K - $9.3K
|
647
$9.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
624+ 2.43% |
$7.62K - $8.97K
|
26.3K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
595+ 2.87% |
$7.26K - $8.55K
|
21.3K
$310K
|