Purchases and Sales Made in Q1 2023 in Pimco Corporate & Income Opportunity Fund (PTY)

PTY Quotes by TradingView

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 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
595
+ 2.87%
$7.26K - $8.55K
21.3K $311K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
505
+ 3.2%
$6.17K - $7.26K
16.3K $238K
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
494
+ 2.74%
$6.03K - $7.1K
18.5K $270K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
490
+ 1.23%
$5.98K - $7.04K
40.3K $588K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
474
+ 2.7%
$5.79K - $6.81K
18K $262K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
473
+ 7.31%
$5.78K - $6.8K
6.95K $101K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
381
+ 9.78%
$4.65K - $5.47K
4.28K $62.4K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
348
+ 2.14%
$4.25K - $5K
16.6K $242K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
332
New
$4.05K - $4.77K
332 $4.84K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
232
New
$2.83K - $3.33K
232 $3.38K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
181
+ 0.48%
$2.21K - $2.6K
37.6K $547K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
93
+ 0.33%
$1.14K - $1.34K
28.6K $416K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
68
+ 0.15%
$830 - $977
45K $656K
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
24
+ 0.35%
$293 - $345
6.8K $99.2K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 2.44%
$24.4 - $28.7
84 $1.22K
May 02, 2023 Q1 2023
Tfg Advisers LLC

SELL
 -
-106
- 0.82%
$1.29K - $1.52K
12.9K $188K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-168
Closed
$2.05K - $2.41K
0 $0
May 09, 2023 Q1 2023
Ghe, LLC

SELL
 -
-220
- 0.1%
$2.69K - $3.16K
210K $3.06M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

SELL
 -
-397
- 0.52%
$4.85K - $5.7K
76.2K $1.11M
Apr 27, 2023 Q1 2023
Covenant Asset Management, LLC

SELL
 -
-400
- 1.21%
$4.88K - $5.75K
32.8K $478K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-400
Closed
$4.88K - $5.75K
0 $0
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-462
- 4.13%
$5.64K - $6.64K
10.7K $157K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-490
- 1.22%
$5.98K - $7.04K
39.8K $581K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-491
- 1.91%
$6K - $7.06K
25.2K $367K
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-581
- 10.41%
$7.09K - $8.35K
5K $72.9K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-600
- 23.08%
$7.33K - $8.62K
2K $29.2K
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-666
- 1.05%
$8.13K - $9.57K
62.8K $916K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-786
- 61.02%
$9.6K - $11.3K
502 $7.32K
May 11, 2023 Q1 2023
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-839
- 4.6%
$10.2K - $12.1K
17.4K $254K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-1.38K
- 8.53%
$16.8K - $19.8K
14.8K $215K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.46K
- 3.14%
$17.8K - $21K
45K $657K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-1.48K
- 3.28%
$18.1K - $21.3K
43.7K $638K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-1.57K
- 3.91%
$19.1K - $22.5K
38.5K $561K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-1.66K
- 1.85%
$20.2K - $23.8K
87.9K $1.28M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-1.7K
- 93.0%
$20.8K - $24.4K
128 $1.87K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1.7K
- 4.1%
$20.8K - $24.5K
39.8K $581K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-2.81K
- 6.83%
$34.3K - $40.3K
38.3K $558K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-3.26K
- 11.46%
$39.8K - $46.9K
25.2K $367K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.26K
- 10.4%
$52K - $61.2K
36.7K $535K
May 01, 2023 Q1 2023
Lincoln National Corp

SELL
 -
-4.71K
- 21.78%
$57.5K - $67.7K
16.9K $247K
May 16, 2023 Q1 2023
Hollencrest Capital Management

SELL
 -
-4.88K
- 9.73%
$59.6K - $70.1K
45.3K $660K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-5.12K
- 11.29%
$62.6K - $73.6K
40.3K $587K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-5.46K
- 23.53%
$66.7K - $78.5K
17.8K $259K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

SELL
 -
-5.69K
- 9.73%
$69.5K - $81.8K
52.8K $769K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-6.46K
- 3.7%
$78.9K - $92.9K
168K $2.45M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-7.31K
- 6.32%
$89.3K - $105K
108K $1.58M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-8.63K
- 4.51%
$105K - $124K
183K $2.66M
Apr 25, 2023 Q1 2023
Evergreen Wealth Management, LLC

Williamston, MI
SELL
 -
-13.4K
- 5.24%
$163K - $192K
242K $3.53M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-13.5K
- 22.07%
$165K - $194K
47.7K $696K

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