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 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 0.5% |
$1.63K - $1.86K
|
25.7K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
82+ 0.39% |
$1.04K - $1.19K
|
21.3K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 27.24% |
$928 - $1.06K
|
341
$4.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49+ 2.53% |
$623 - $711
|
1.99K
$28.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.32% |
$610 - $697
|
14.9K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
31+ 2.57% |
$394 - $450
|
1.24K
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.22% |
$280 - $319
|
10.2K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 2.64% |
$203 - $232
|
621
$8.87K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14New |
$178 - $203
|
14
$200
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$140 - $160
|
11
$157
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.01% |
$50.8 - $58.1
|
69.5K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$25.4 - $29
|
2
$28.6
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 0.22% |
$941 - $1.07K
|
33.5K
$479K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 13.27% |
$1.65K - $1.89K
|
850
$12.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 1.27% |
$1.79K - $2.05K
|
11K
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 0.87% |
$2.16K - $2.47K
|
19.4K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-320- 2.6% |
$4.07K - $4.65K
|
12K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-323- 1.98% |
$4.11K - $4.69K
|
16K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-563- 0.32% |
$7.16K - $8.17K
|
176K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-635- 2.08% |
$8.07K - $9.22K
|
29.8K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-805- 1.21% |
$10.2K - $11.7K
|
65.9K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.06K- 5.52% |
$13.4K - $15.3K
|
18.1K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.6K- 54.81% |
$20.3K - $23.2K
|
1.32K
$18.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 4.14% |
$22.1K - $25.2K
|
40.2K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2K- 50.63% |
$25.4K - $29K
|
1.95K
$27.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.63K- 13.36% |
$33.4K - $38.2K
|
17.1K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 16.84% |
$36.8K - $42.1K
|
14.3K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3K- 9.06% |
$38.1K - $43.6K
|
30.1K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.02K- 40.29% |
$38.4K - $43.9K
|
4.48K
$64K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.26K- 4.27% |
$41.4K - $47.3K
|
73K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.37K- 10.68% |
$42.8K - $48.9K
|
28.2K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.35K- 24.53% |
$55.3K - $63.2K
|
13.4K
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.99K- 11.21% |
$63.4K - $72.5K
|
39.5K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.62K- 3.42% |
$71.4K - $81.5K
|
159K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.08K- 18.84% |
$77.3K - $88.3K
|
26.2K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.06K- 7.98% |
$89.8K - $103K
|
81.4K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.32K- 4.03% |
$106K - $121K
|
198K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 19.16% |
$127K - $145K
|
42.2K
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.43% |
$147K - $169K
|
63.6K
$908K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.4K- 63.48% |
$221K - $252K
|
10K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.5K- 39.71% |
$222K - $254K
|
26.5K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 4.19% |
$242K - $277K
|
435K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.3K- 25.35% |
$258K - $294K
|
59.7K
$853K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 20.4% |
$392K - $448K
|
120K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.8K- 78.08% |
$455K - $520K
|
10K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.9K- 8.99% |
$774K - $884K
|
616K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-67.6K- 8.52% |
$859K - $982K
|
726K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 39.69% |
$1.61M - $1.84M
|
193K
$2.75M
|