Purchases and Sales Made in Q2 2025 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
59.6K+ 107.38% |
$758K - $866K
|
115K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52KNew |
$661K - $755K
|
52K
$722K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.7K+ 10.09% |
$301K - $344K
|
259K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 64.0% |
$232K - $264K
|
46.7K
$648K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 48.41% |
$160K - $182K
|
38.5K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.67K+ 7.26% |
$33.9K - $38.7K
|
39.4K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 31.64% |
$23.6K - $27K
|
7.74K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
528+ 2.47% |
$6.71K - $7.67K
|
21.9K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
434+ 0.26% |
$5.52K - $6.3K
|
169K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 0.38% |
$4.89K - $5.59K
|
101K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 1.27% |
$1.79K - $2.05K
|
11K
$152K
|