Purchases and Sales Made in Q1 2025 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q1 2025. 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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
529K+ 58.13% |
$7.53M - $7.85M
|
1.44M
$20M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 9.63% |
$3.06M - $3.19M
|
2.45M
$34M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 141.77% |
$2.66M - $2.78M
|
319K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 10.83% |
$2.42M - $2.52M
|
1.74M
$24.2M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
167KNew |
$2.38M - $2.48M
|
167K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
108K+ 181.05% |
$1.54M - $1.61M
|
168K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
99.5KNew |
$1.41M - $1.47M
|
99.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.4K+ 9.67% |
$1.36M - $1.42M
|
1.08M
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
88.4KNew |
$1.26M - $1.31M
|
88.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88K+ 12.47% |
$1.25M - $1.31M
|
794K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77.2K+ 134.14% |
$1.1M - $1.14M
|
135K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70K+ 277.34% |
$995K - $1.04M
|
95.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
62.6K+ 23.97% |
$890K - $928K
|
324K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.1K+ 11.38% |
$883K - $921K
|
608K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.1K+ 56.72% |
$798K - $832K
|
155K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.5K+ 242.53% |
$690K - $719K
|
68.5K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.3K+ 7.35% |
$659K - $687K
|
677K
$9.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.8KNew |
$566K - $590K
|
39.8K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
35.2K+ 2.42% |
$501K - $523K
|
1.49M
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$465K - $484K
|
32.7K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
28.8K+ 7.26% |
$410K - $427K
|
425K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 51.92% |
$366K - $381K
|
75.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.1KNew |
$314K - $327K
|
22.1K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.43% |
$297K - $309K
|
492K
$6.83M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 44.97% |
$280K - $292K
|
63.5K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$272K - $284K
|
19.1K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 4.32% |
$267K - $279K
|
454K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
18.2K+ 6.05% |
$258K - $269K
|
318K
$4.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.4K+ 59.26% |
$233K - $243K
|
44K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15.5K+ 120.19% |
$220K - $230K
|
28.4K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$214K - $223K
|
15.1K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15K+ 22.12% |
$214K - $223K
|
83K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5KNew |
$206K - $215K
|
14.5K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.1K+ 40.34% |
$201K - $210K
|
49.2K
$683K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
13.4K+ 15.51% |
$190K - $198K
|
99.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 2.32% |
$187K - $195K
|
579K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
13K+ 30.66% |
$185K - $193K
|
55.5K
$771K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
11.4K+ 78.68% |
$162K - $169K
|
25.9K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 66.88% |
$162K - $169K
|
28.5K
$395K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 100772.73% |
$158K - $164K
|
11.1K
$154K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$156K - $163K
|
11K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.2KNew |
$145K - $151K
|
10.2K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$144K - $150K
|
10.1K
$141K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 22.98% |
$139K - $145K
|
52.3K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 22.7% |
$121K - $126K
|
45.8K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.2K+ 135.03% |
$117K - $122K
|
14.3K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.96K+ 3.51% |
$113K - $118K
|
235K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.94K+ 7.76% |
$113K - $118K
|
110K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.52K+ 50.01% |
$92.7K - $96.7K
|
19.6K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 25.05% |
$89.8K - $93.6K
|
31.5K
$438K
|