Purchases and Sales Made in Q4 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 Q4 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
Feb 23, 2022 Q4 2021
C2 C Wealth Management, LLC

BUY
 -
58.5K
New
$945K - $1.09M
58.5K $850K
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
54.8K
+ 12.44%
$886K - $1.02M
496K $7.2M
Feb 15, 2022 Q4 2021
Hb Wealth Management, LLC

BUY
 -
47.2K
New
$763K - $880K
47.2K $686K
Feb 17, 2022 Q4 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
43.6K
New
$704K - $812K
43.6K $633K
Feb 14, 2022 Q4 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
41.9K
+ 44.14%
$677K - $781K
137K $1.99M
Jan 19, 2022 Q4 2021
Bridge Advisory, LLC

BUY
 -
36.7K
New
$592K - $683K
36.7K $533K
Feb 04, 2022 Q4 2021
Envestnet Asset Management Inc

BUY
 -
33.5K
+ 34.23%
$542K - $625K
132K $1.91M
Feb 14, 2022 Q4 2021
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
25K
+ 125.57%
$404K - $466K
45K $653K
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
24.7K
New
$399K - $460K
24.7K $359K
Feb 17, 2022 Q4 2021
Virtu Financial LLC

New York, NY
BUY
 -
22.7K
New
$367K - $424K
22.7K $331K
Feb 10, 2022 Q4 2021
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
20.7K
New
$334K - $385K
20.7K $301K
Jan 18, 2022 Q4 2021
Accel Wealth Management

BUY
 -
20.7K
+ 15.1%
$334K - $385K
158K $2.29M
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.8K
+ 1.61%
$319K - $368K
1.25M $18.1M
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19K
New
$307K - $355K
19K $277K
Feb 02, 2022 Q4 2021
Fort Pitt Capital Group, LLC

BUY
 -
18.2K
New
$294K - $340K
18.2K $265K
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.9K
+ 14.5%
$290K - $334K
142K $2.06M
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
17.3K
New
$279K - $322K
17.3K $251K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
16.4K
+ 51.69%
$265K - $305K
48.1K $699K
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

BUY
 -
15.6K
+ 4.69%
$252K - $290K
348K $5.06M
Feb 15, 2022 Q4 2021
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
13.9K
New
$224K - $258K
13.9K $202K
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

BUY
 -
13.1K
+ 1.91%
$211K - $244K
698K $10.1M
Feb 14, 2022 Q4 2021
Nomura Holdings Inc

Tokyo, M0
BUY
 -
12K
New
$194K - $224K
12K $174K
Feb 11, 2022 Q4 2021
Cooper Financial Group

BUY
 -
11.9K
New
$192K - $221K
11.9K $173K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11K
New
$178K - $205K
11K $160K
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
10.8K
+ 63.4%
$175K - $202K
27.9K $405K
Feb 15, 2022 Q4 2021
Penserra Capital Management LLC

Orinda, CA
BUY
 -
10.6K
+ 1.41%
$171K - $197K
765K $11.1M
Oct 26, 2022 Q4 2021
Balentine LLC

Atlanta, GA
BUY
 -
10K
New
$162K - $186K
10K $145K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
BUY
 -
10K
New
$162K - $186K
10K $145K
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

BUY
 -
9.69K
+ 67.76%
$156K - $181K
24K $349K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
8.49K
New
$137K - $158K
8.49K $123K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

BUY
 -
8.18K
New
$132K - $152K
8.18K $119K
Feb 11, 2022 Q4 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.08K
+ 47.92%
$114K - $132K
21.9K $318K
Feb 10, 2022 Q4 2021
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
6.65K
New
$107K - $124K
6.65K $96.6K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
6.44K
+ 64.11%
$104K - $120K
16.5K $239K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
BUY
 -
6.34K
+ 16.26%
$102K - $118K
45.3K $659K
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.28K
+ 52.28%
$101K - $117K
18.3K $266K
Jan 31, 2022 Q4 2021
Cwm, LLC

BUY
 -
3.2K
New
$51.6K - $59.6K
3.2K $46.5K
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.12K
+ 6.01%
$50.4K - $58.1K
55.1K $800K
Mar 17, 2022 Q4 2021
Optimum Investment Advisors

BUY
 -
3K
+ 60.0%
$48.4K - $55.9K
8K $116K
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.92K
+ 11.47%
$47.2K - $54.5K
28.4K $413K
Jan 21, 2022 Q4 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.57K
+ 4.82%
$41.5K - $47.9K
56K $813K
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

BUY
 -
2.5K
New
$40.4K - $46.6K
2.5K $36.3K
Feb 07, 2022 Q4 2021
M&T Bank Corp

BUY
 -
2.2K
+ 3.7%
$35.4K - $40.9K
61.5K $894K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
1.69K
+ 3.23%
$27.3K - $31.5K
54K $785K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.58K
+ 9.3%
$25.5K - $29.4K
18.5K $269K
May 13, 2022 Q4 2021
Commons Capital, LLC

Needham, MA
BUY
 -
1.35K
New
$21.9K - $25.2K
1.35K $19.7K
Jan 26, 2022 Q4 2021
Johnson Midwest Financial, LLC

BUY
 -
1.32K
+ 24.77%
$21.3K - $24.5K
6.63K $96.3K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.13K
+ 6.02%
$18.2K - $21K
19.8K $288K
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

BUY
 -
1.1K
+ 6.13%
$17.8K - $20.5K
19.1K $277K

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