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 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.46K+ 16.96% |
$94.8K - $108K
|
51.4K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.51K+ 9.07% |
$82.8K - $94.6K
|
78.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.29K+ 14.45% |
$79.9K - $91.3K
|
49.8K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.41K+ 11.01% |
$68.8K - $78.6K
|
54.6K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.52K+ 64.63% |
$57.4K - $65.6K
|
11.5K
$164K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.47K+ 15.78% |
$56.9K - $64.9K
|
32.8K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.28K+ 11.41% |
$54.4K - $62.2K
|
41.8K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.1K+ 5.03% |
$52.1K - $59.5K
|
85.5K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.07K+ 3.32% |
$51.7K - $59.1K
|
127K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.49K+ 3.51% |
$44.4K - $50.7K
|
103K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.42K+ 15.1% |
$43.5K - $49.7K
|
26.1K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.35KNew |
$42.6K - $48.6K
|
3.35K
$47.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
3.3K+ 8.35% |
$41.9K - $47.9K
|
42.8K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.29K+ 6.55% |
$41.9K - $47.8K
|
53.6K
$765K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.19K+ 3.81% |
$40.5K - $46.3K
|
86.9K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.16K+ 14.31% |
$40.1K - $45.8K
|
25.2K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.11K+ 4.54% |
$39.5K - $45.1K
|
71.6K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94K+ 19.0% |
$37.4K - $42.7K
|
18.4K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.67K+ 7.26% |
$33.9K - $38.7K
|
39.4K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.44K+ 16.18% |
$31K - $35.4K
|
17.5K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.29KNew |
$29.1K - $33.2K
|
2.29K
$32.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 15.49% |
$28K - $31.9K
|
16.4K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.2K+ 2.15% |
$28K - $31.9K
|
105K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 31.64% |
$23.6K - $27K
|
7.74K
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.6KNew |
$20.3K - $23.2K
|
1.6K
$22.8K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.51K+ 3.41% |
$19.2K - $21.9K
|
45.6K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 10.03% |
$17.4K - $19.8K
|
15K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 9.51% |
$16.6K - $19K
|
15K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.29K+ 1.16% |
$16.3K - $18.7K
|
112K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 2.09% |
$13.9K - $15.8K
|
53.3K
$762K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
980+ 3.92% |
$12.5K - $14.2K
|
26K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
929+ 8.3% |
$11.8K - $13.5K
|
12.1K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
784+ 6.01% |
$9.96K - $11.4K
|
13.8K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
761+ 2.24% |
$9.67K - $11K
|
34.7K
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
628+ 2.34% |
$7.98K - $9.12K
|
27.4K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
595+ 0.31% |
$7.56K - $8.64K
|
193K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
555+ 2.84% |
$7.05K - $8.06K
|
20.1K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
545+ 16.79% |
$6.93K - $7.91K
|
3.79K
$54.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
528+ 2.47% |
$6.71K - $7.67K
|
21.9K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
511+ 2.63% |
$6.49K - $7.42K
|
19.9K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
507+ 42.04% |
$6.44K - $7.36K
|
1.71K
$24.5K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
500+ 0.98% |
$6.36K - $7.26K
|
51.5K
$735K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
434+ 0.26% |
$5.52K - $6.3K
|
169K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
427+ 2.59% |
$5.43K - $6.2K
|
16.9K
$242K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 0.38% |
$4.89K - $5.59K
|
101K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
300New |
$3.81K - $4.36K
|
300
$4.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
268+ 2.26% |
$3.41K - $3.89K
|
12.1K
$173K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
241+ 1.08% |
$3.06K - $3.5K
|
22.6K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
170+ 0.99% |
$2.16K - $2.47K
|
17.3K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
145+ 0.66% |
$1.84K - $2.11K
|
22.1K
$316K
|