Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
218K
+ 41.69%
$2.84M - $3.23M
741K $10.8M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
139K
+ 8.72%
$1.82M - $2.07M
1.74M $25.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
133K
+ 8.55%
$1.74M - $1.98M
1.69M $24.6M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
70.7K
+ 428.99%
$921K - $1.05M
87.2K $1.27M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
68.6K
+ 27.68%
$894K - $1.02M
316K $4.6M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
62K
+ 368.48%
$807K - $919K
78.8K $1.14M
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
51.3K
New
$669K - $761K
51.3K $746K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
45K
+ 15.12%
$587K - $668K
343K $4.98M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
40.8K
New
$532K - $605K
40.8K $593K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
39.5K
+ 14.28%
$514K - $586K
316K $4.59M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
28.6K
+ 3.06%
$373K - $424K
962K $14M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
22.4K
+ 9.64%
$291K - $332K
254K $3.7M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
21.9K
New
$285K - $325K
21.9K $318K
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
20.2K
New
$263K - $299K
20.2K $293K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
19.2K
New
$251K - $285K
19.2K $279K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
17.1K
+ 5.32%
$223K - $254K
339K $4.93M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
15.8K
+ 1.02%
$205K - $234K
1.56M $22.7M
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
15K
+ 143.36%
$195K - $222K
25.5K $370K
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
14K
New
$182K - $208K
14K $203K
Nov 07, 2023 Q3 2023
Copperwynd Financial, LLC

BUY
 -
13.9K
New
$181K - $206K
13.9K $201K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
13.6K
+ 1.61%
$177K - $202K
859K $12.5M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
13.5K
New
$176K - $200K
13.5K $196K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
13.1K
New
$171K - $194K
13.1K $190K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.9K
+ 28.63%
$155K - $176K
53.4K $776K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
11.3K
New
$147K - $167K
11.3K $164K
Oct 18, 2023 Q3 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
11.2K
New
$146K - $166K
11.2K $163K
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
10.5K
New
$137K - $156K
10.5K $153K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
5.46K
+ 12.79%
$71.2K - $81K
48.1K $700K
Nov 14, 2023 Q3 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
5.38K
+ 2.16%
$70.1K - $79.8K
255K $3.7M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.16K
+ 7.15%
$67.3K - $76.6K
77.3K $1.12M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.61K
+ 3.78%
$60K - $68.3K
126K $1.84M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4.61K
+ 61.4%
$60K - $68.3K
12.1K $176K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.16K
+ 13.66%
$54.3K - $61.8K
34.6K $503K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
4.05K
+ 16.07%
$52.8K - $60.1K
29.3K $425K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
4K
+ 21.51%
$52.1K - $59.3K
22.6K $328K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
3.86K
+ 34.64%
$50.3K - $57.3K
15K $218K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.84K
+ 4.41%
$37K - $42.1K
67.1K $975K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.79K
+ 1.54%
$36.3K - $41.4K
184K $2.67M
Oct 25, 2023 Q3 2023
Sawyer & Company, Inc

BUY
 -
2.73K
New
$35.6K - $40.5K
2.73K $39.7K
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
2.35K
+ 5.28%
$30.7K - $34.9K
47K $683K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.13K
+ 8.48%
$27.7K - $31.5K
27.2K $395K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
1.82K
+ 4.74%
$23.7K - $27K
40.2K $584K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.76K
+ 2.38%
$23K - $26.1K
75.9K $1.1M
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
1.39K
+ 5.66%
$18.2K - $20.7K
26K $378K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.35K
+ 0.77%
$17.6K - $20K
176K $2.56M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.24K
+ 3.33%
$16.1K - $18.4K
38.4K $558K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.05K
New
$13.7K - $15.5K
1.05K $15.2K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
500
New
$6.52K - $7.42K
500 $7.27K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
500
+ 0.98%
$6.52K - $7.42K
51.7K $751K

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