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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.42KNew |
$77K - $80.3K
|
5.42K
$75.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.27K+ 11.23% |
$74.9K - $78.1K
|
52.2K
$724K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5K+ 1.13% |
$71.2K - $74.2K
|
450K
$6.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5K+ 47.68% |
$71.1K - $74.2K
|
15.5K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.85K+ 3.04% |
$69K - $71.9K
|
164K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 9.45% |
$61.7K - $64.3K
|
50.3K
$697K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.2K+ 5.84% |
$59.8K - $62.3K
|
76.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.42K+ 2.87% |
$48.7K - $50.8K
|
123K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 117.63% |
$45.2K - $47.1K
|
5.88K
$81.5K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.03KNew |
$43K - $44.9K
|
3.03K
$42K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3K+ 4.51% |
$42.7K - $44.5K
|
69.5K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.9K+ 27.36% |
$41.2K - $43K
|
13.5K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.8K+ 14.08% |
$39.8K - $41.5K
|
22.7K
$314K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$38.3K - $40K
|
2.69K
$37.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.68K+ 3.88% |
$38.2K - $39.8K
|
71.8K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56K+ 3.16% |
$36.4K - $38K
|
83.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.3K+ 4.44% |
$32.6K - $34K
|
54K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.29K+ 360.41% |
$32.5K - $33.9K
|
2.92K
$40.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.28K+ 1.31% |
$32.4K - $33.8K
|
176K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.26K+ 0.84% |
$32.1K - $33.5K
|
272K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16K+ 2.51% |
$30.8K - $32.1K
|
88.5K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.0% |
$29.9K - $31.1K
|
72.2K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$28.4K - $29.7K
|
2K
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$27.9K - $29.1K
|
1.97K
$27.3K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 3.93% |
$23K - $24K
|
42.9K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.54K+ 12.27% |
$21.9K - $22.8K
|
14.1K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 92.54% |
$21.3K - $22.3K
|
3.12K
$43.3K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.5K+ 5.18% |
$21.3K - $22.2K
|
30.5K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38KNew |
$19.6K - $20.4K
|
1.38K
$19.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1K+ 5.99% |
$14.3K - $14.9K
|
17.7K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
914+ 2.12% |
$13K - $13.6K
|
44K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
860+ 6.68% |
$12.2K - $12.8K
|
13.7K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
800+ 97.56% |
$11.4K - $11.9K
|
1.62K
$22.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
700+ 1.7% |
$9.95K - $10.4K
|
42K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
628+ 5.95% |
$8.93K - $9.31K
|
11.2K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
588+ 2.24% |
$8.36K - $8.72K
|
26.8K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
548+ 1.25% |
$7.79K - $8.13K
|
44.5K
$618K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
494+ 2.36% |
$7.02K - $7.33K
|
21.4K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
469+ 1.29% |
$6.67K - $6.96K
|
36.7K
$509K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
447+ 0.67% |
$6.36K - $6.63K
|
66.7K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
400New |
$5.69K - $5.93K
|
400
$5.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
390+ 3.89% |
$5.55K - $5.78K
|
10.4K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
380+ 10.64% |
$5.4K - $5.64K
|
3.95K
$54.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
225+ 1.02% |
$3.2K - $3.34K
|
22.3K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
190+ 2.6% |
$2.7K - $2.82K
|
7.5K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 0.15% |
$2.13K - $2.22K
|
102K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
112+ 0.92% |
$1.59K - $1.66K
|
12.3K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
77+ 0.36% |
$1.09K - $1.14K
|
21.3K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
57+ 0.34% |
$811 - $845
|
16.7K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47+ 2.49% |
$668 - $697
|
1.94K
$26.9K
|