Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
935
+ 9.26%
$16.8K - $20.3K
11K $160K
Nov 02, 2021 Q3 2021
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
917
+ 2.38%
$16.5K - $19.9K
39.4K $572K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
910
+ 2.95%
$16.3K - $19.7K
31.7K $461K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
812
+ 1.58%
$14.6K - $17.6K
52.3K $761K
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
607
New
$10.9K - $13.1K
607 $8.82K
Nov 01, 2021 Q3 2021
Danda Trouve Investment Management, Inc.

BUY
 -
538
+ 18.82%
$9.65K - $11.7K
3.4K $49.4K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
475
New
$8.52K - $10.3K
475 $6.9K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
472
+ 5244.44%
$8.47K - $10.2K
481 $6.99K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
337
+ 2.41%
$6.05K - $7.3K
14.3K $208K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
300
+ 27.27%
$5.38K - $6.5K
1.4K $20.3K
Nov 12, 2021 Q3 2021
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
175
+ 0.7%
$3.14K - $3.79K
25.3K $368K
Oct 21, 2021 Q3 2021
Tfg Advisers LLC

BUY
 -
149
+ 0.89%
$2.67K - $3.23K
16.9K $245K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
130
+ 0.21%
$2.33K - $2.82K
63.4K $922K
Nov 05, 2021 Q3 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
96
+ 3.58%
$1.72K - $2.08K
2.78K $40.3K
Nov 16, 2021 Q3 2021
Laffer Tengler Investments

Nashville, TN
BUY
 -
60
New
$1.08K - $1.3K
60 $872
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
46
New
$825 - $996
46 $668
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

BUY
 -
14
+ 0.26%
$251 - $303
5.31K $77.2K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
13
New
$233 - $282
13 $189
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
6
+ 2.1%
$108 - $130
292 $4.24K
Nov 03, 2021 Q3 2021
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-7
Closed
$126 - $152
0 $0
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-141
Closed
$2.53K - $3.05K
0 $0
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-162
- 1.75%
$2.91K - $3.51K
9.1K $132K
Nov 10, 2021 Q3 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-179
- 13.52%
$3.21K - $3.88K
1.15K $16.6K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

SELL
 -
-247
- 0.38%
$4.43K - $5.35K
64.8K $941K
Nov 03, 2021 Q3 2021
Camden Capital, LLC

SELL
 -
-327
- 1.75%
$5.87K - $7.08K
18.3K $266K
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-472
- 98.13%
$8.47K - $10.2K
9 $131
Oct 26, 2021 Q3 2021
Triton Wealth Management, Pllc

SELL
 -
-620
- 5.06%
$11.1K - $13.4K
11.6K $169K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-800
- 15.24%
$14.4K - $17.3K
4.45K $64.7K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-800
- 15.24%
$14.4K - $17.3K
4.45K $64.7K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.26K
Closed
$22.6K - $27.3K
0 $0
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

SELL
 -
-1.31K
- 11.23%
$23.5K - $28.3K
10.3K $150K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-1.46K
- 3.84%
$26.2K - $31.7K
36.6K $532K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.59K
- 1.5%
$28.5K - $34.5K
104K $1.52M
Oct 25, 2021 Q3 2021
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-1.96K
- 9.47%
$35.1K - $42.3K
18.7K $272K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-2.08K
- 11.22%
$37.4K - $45.1K
16.5K $239K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.19K
- 5.32%
$39.3K - $47.5K
39K $567K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

SELL
 -
-2.2K
- 74.83%
$39.5K - $47.7K
740 $10.8K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.29K
- 10.6%
$41.1K - $49.7K
19.3K $281K
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-5.41K
- 5.58%
$97K - $117K
91.4K $1.33M
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-6.78K
- 36.82%
$122K - $147K
11.6K $169K
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-8.54K
- 9.14%
$153K - $185K
84.8K $1.23M
Nov 01, 2021 Q3 2021
Bt Wealth Management LLC

SELL
 -
-10K
Closed
$179K - $217K
0 $0
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-10.1K
Closed
$181K - $219K
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-10.3K
Closed
$185K - $224K
0 $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-10.7K
- 9.84%
$192K - $232K
98K $1.42M
Oct 13, 2021 Q3 2021
Hollencrest Capital Management

SELL
 -
-15K
- 25.27%
$270K - $325K
44.4K $646K
Oct 28, 2021 Q3 2021
Ahrens Investment Partners LLC

SELL
 -
-15.6K
- 52.97%
$280K - $338K
13.9K $201K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-18.6K
- 32.51%
$333K - $403K
38.6K $561K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-25.3K
Closed
$454K - $549K
0 $0

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