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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.18MNew |
$15M - $17.1M
|
1.18M
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
270K+ 425.13% |
$3.43M - $3.92M
|
334K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
224K+ 12.9% |
$2.85M - $3.26M
|
1.96M
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 74.82% |
$2.59M - $2.96M
|
476K
$6.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 27.8% |
$2.18M - $2.49M
|
787K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 6.13% |
$1.91M - $2.18M
|
2.6M
$37.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
129KNew |
$1.64M - $1.87M
|
129K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.7KNew |
$1.19M - $1.36M
|
93.7K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
86K+ 17.49% |
$1.09M - $1.25M
|
578K
$8.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.4K+ 54.48% |
$1.07M - $1.23M
|
239K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.4K+ 13.22% |
$1.02M - $1.17M
|
688K
$9.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
67.4K+ 20.83% |
$857K - $979K
|
391K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
59.6K+ 107.38% |
$758K - $866K
|
115K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.3K+ 10.07% |
$741K - $846K
|
637K
$9.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
56.9KNew |
$724K - $827K
|
56.9K
$813K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.8K+ 2.26% |
$721K - $824K
|
2.57M
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
55.3KNew |
$703K - $803K
|
55.3K
$790K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52KNew |
$661K - $755K
|
52K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.1KNew |
$560K - $640K
|
44.1K
$629K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31.9K+ 33.47% |
$405K - $463K
|
127K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$397K - $453K
|
31.2K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7KNew |
$364K - $416K
|
28.7K
$409K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 1.84% |
$337K - $385K
|
1.47M
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.7K+ 10.09% |
$301K - $344K
|
259K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 71.69% |
$298K - $340K
|
56.1K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.2K+ 1.42% |
$269K - $307K
|
1.51M
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21K+ 15.6% |
$267K - $305K
|
156K
$2.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.5KNew |
$248K - $284K
|
19.5K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
19.2KNew |
$244K - $278K
|
19.2K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19K+ 22.95% |
$242K - $277K
|
102K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 12.1% |
$241K - $275K
|
176K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 64.0% |
$232K - $264K
|
46.7K
$667K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.2KNew |
$205K - $235K
|
16.2K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 48.41% |
$160K - $182K
|
38.5K
$550K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.3K+ 12.35% |
$156K - $179K
|
112K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$156K - $178K
|
12.3K
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$141K - $161K
|
11.1K
$158K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.6K+ 2.35% |
$134K - $153K
|
460K
$6.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 210.07% |
$134K - $153K
|
15.5K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$132K - $151K
|
10.4K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3KNew |
$131K - $150K
|
10.3K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$130K - $149K
|
10.2K
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$127K - $146K
|
10K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
9.9K+ 13.71% |
$126K - $144K
|
82.1K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.16K+ 83.53% |
$116K - $133K
|
20.1K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
9.14K+ 2.87% |
$116K - $133K
|
327K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
9.03K+ 2.12% |
$115K - $131K
|
434K
$6.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.61K+ 1.46% |
$109K - $125K
|
598K
$8.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.24KNew |
$105K - $120K
|
8.24K
$118K
|