Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
870
+ 4.9%
$10.8K - $12.2K
18.6K $270K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
629
+ 2.95%
$7.8K - $8.81K
22K $319K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
523
+ 3.21%
$6.49K - $7.32K
16.8K $244K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
470
+ 1.22%
$5.83K - $6.58K
39K $566K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
453
+ 1.23%
$5.62K - $6.34K
37.1K $540K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
380
+ 2.25%
$4.71K - $5.32K
17.3K $251K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
168
New
$2.08K - $2.35K
168 $2.44K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
133
+ 1.24%
$1.65K - $1.86K
10.9K $158K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
106
+ 0.28%
$1.31K - $1.48K
38.4K $558K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
94
+ 2.2%
$1.17K - $1.32K
4.37K $63.5K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
32
+ 38.1%
$397 - $448
116 $1.69K
Jul 20, 2023 Q2 2023
Johnson Midwest Financial, LLC

BUY
 -
25
+ 0.37%
$310 - $350
6.83K $99.2K
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 -
21
+ 0.03%
$260 - $294
76.7K $1.11M
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
19
+ 1.28%
$236 - $266
1.5K $21.8K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
14
+ 0.03%
$174 - $196
52.8K $767K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
2
New
$24.8 - $28
2 $29.1
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-27
- 0.15%
$335 - $378
18.5K $269K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-101
- 0.9%
$1.25K - $1.41K
11.1K $161K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-221
- 1.5%
$2.74K - $3.09K
14.6K $211K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-246
- 74.1%
$3.05K - $3.44K
86 $1.25K
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

SELL
 -
-254
- 1.97%
$3.15K - $3.56K
12.6K $183K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-270
- 53.78%
$3.35K - $3.78K
232 $3.37K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-457
- 1.01%
$5.67K - $6.4K
44.6K $648K
Aug 10, 2023 Q2 2023
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-600
- 3.44%
$7.44K - $8.4K
16.8K $244K
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

SELL
 -
-692
- 3.84%
$8.58K - $9.69K
17.3K $251K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-874
- 8.17%
$10.8K - $12.2K
9.83K $143K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-1.05K
- 15.07%
$13K - $14.7K
5.9K $85.7K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-1.21K
- 4.62%
$15.1K - $17K
25.1K $364K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-1.27K
- 7.14%
$15.7K - $17.8K
16.5K $239K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.96K
- 4.1%
$24.3K - $27.4K
45.8K $665K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-2K
- 12.5%
$24.8K - $28K
14K $203K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-2.22K
- 8.8%
$27.5K - $31K
23K $334K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-3.61K
- 0.42%
$44.7K - $50.5K
845K $12.3M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-3.96K
- 19.12%
$49.1K - $55.4K
16.7K $243K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-4K
- 7.24%
$49.6K - $56K
51.3K $745K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-4.06K
- 4.61%
$50.3K - $56.8K
83.9K $1.22M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-4.61K
- 10.24%
$57.1K - $64.5K
40.4K $587K
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

SELL
 -
-6.67K
- 40.02%
$82.7K - $93.4K
10K $145K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-7.82K
- 27.36%
$96.9K - $109K
20.7K $301K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-7.85K
- 10.89%
$97.4K - $110K
64.3K $934K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-9.43K
- 4.77%
$117K - $132K
188K $2.74M
Jul 28, 2023 Q2 2023
Cresta Advisors, Ltd.

Laredo, TX
SELL
 -
-12.3K
- 5.47%
$153K - $172K
213K $3.09M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-12.5K
- 31.04%
$155K - $175K
27.8K $403K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-14.1K
- 12.97%
$174K - $197K
94.4K $1.37M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-18.1K
- 30.16%
$225K - $254K
42K $610K
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-24.6K
- 39.17%
$305K - $344K
38.2K $555K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

SELL
 -
-28.8K
- 13.74%
$357K - $404K
181K $2.63M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

SELL
 -
-54.7K
- 71.77%
$678K - $765K
21.5K $313K
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-130K
- 19.91%
$1.61M - $1.82M
523K $7.6M

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