Purchases and Sales Made in Q3 2024 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q3 2024. 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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.46K+ 1.22% |
$91.5K - $93.5K
|
534K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 605.43% |
$90K - $92K
|
7.41K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.35K+ 3.12% |
$89.9K - $91.8K
|
210K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.95K+ 47.9% |
$84.3K - $86.1K
|
18.4K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.82K+ 5.63% |
$82.5K - $84.3K
|
109K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$80.5K - $82.2K
|
5.68K
$78.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 51.52% |
$79.3K - $81.1K
|
16.5K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.7K+ 11.69% |
$66.6K - $68K
|
44.9K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 1.8% |
$66.6K - $68K
|
266K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.64K+ 1.67% |
$51.5K - $52.6K
|
222K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.54K+ 20.0% |
$50.2K - $51.3K
|
21.3K
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.51K+ 8.2% |
$49.7K - $50.8K
|
46.3K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 8.39% |
$46.1K - $47.1K
|
42K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.2KNew |
$45.3K - $46.3K
|
3.2K
$44.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77KNew |
$39.2K - $40.1K
|
2.77K
$38.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$38.2K - $39.1K
|
2.7K
$37.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 11.11% |
$28.6K - $29.3K
|
20.2K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5KNew |
$21.2K - $21.7K
|
1.5K
$20.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.4K+ 4.67% |
$19.8K - $20.2K
|
31.2K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.12K+ 17.14% |
$15.8K - $16.2K
|
7.65K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
991+ 2.4% |
$14K - $14.3K
|
42.3K
$588K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
800+ 1.15% |
$11.3K - $11.6K
|
70.3K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
680+ 1.31% |
$9.63K - $9.84K
|
52.5K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
602New |
$8.52K - $8.71K
|
602
$8.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
554+ 1.46% |
$7.84K - $8.02K
|
38.5K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
531+ 1.57% |
$7.52K - $7.68K
|
34.4K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.81% |
$5.72K - $5.85K
|
6.33K
$88K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
382+ 1.51% |
$5.41K - $5.53K
|
25.6K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
308+ 0.91% |
$4.36K - $4.46K
|
34.1K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300New |
$4.25K - $4.34K
|
300
$4.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
253+ 2.5% |
$3.58K - $3.66K
|
10.4K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235+ 1.37% |
$3.33K - $3.4K
|
17.3K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
218+ 0.98% |
$3.09K - $3.15K
|
22.6K
$314K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
185+ 1.13% |
$2.62K - $2.68K
|
16.5K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 0.31% |
$2.12K - $2.17K
|
48.3K
$671K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 0.36% |
$1.69K - $1.72K
|
33.5K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
108+ 0.9% |
$1.53K - $1.56K
|
12.1K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 0.65% |
$1.03K - $1.06K
|
11.4K
$158K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$850 - $868
|
60
$833
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
52+ 9.87% |
$736 - $752
|
579
$8.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 15.35% |
$439 - $449
|
233
$3.24K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 2.5% |
$396 - $405
|
1.15K
$15.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25+ 0.2% |
$354 - $362
|
12.3K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$14.2 - $14.5
|
1
$13.9
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$14.2 - $14.5
|
100K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128- 0.06% |
$1.81K - $1.85K
|
216K
$3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147- 1.3% |
$2.08K - $2.13K
|
11.1K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 0.51% |
$2.17K - $2.21K
|
30K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.48% |
$2.48K - $2.53K
|
11.6K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-317- 0.88% |
$4.49K - $4.59K
|
35.9K
$498K
|