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 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
981
+ 5.09%
$15.8K - $18.3K
20.3K $295K
Jan 26, 2022 Q4 2021
Andrew Hill Investment Advisors, Inc.

Naples, FL
BUY
 -
947
New
$15.3K - $17.6K
947 $13.8K
Jan 24, 2022 Q4 2021
Avantax Advisory Services, Inc.

BUY
 -
898
+ 8.44%
$14.5K - $16.7K
11.5K $168K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
775
New
$12.5K - $14.4K
775 $11.3K
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
BUY
 -
700
+ 3.37%
$11.3K - $13K
21.5K $312K
Feb 01, 2022 Q4 2021
Tfg Advisers LLC

BUY
 -
545
+ 3.23%
$8.8K - $10.2K
17.4K $253K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
520
+ 5.71%
$8.4K - $9.69K
9.62K $140K
Jan 07, 2022 Q4 2021
Future Financial Wealth Managment LLC

BUY
 -
500
+ 4.35%
$8.07K - $9.32K
12K $174K
Feb 11, 2022 Q4 2021
Krs Capital Management, LLC

BUY
 -
500
New
$8.07K - $9.32K
500 $7.27K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
400
+ 28.57%
$6.46K - $7.45K
1.8K $26.2K
Feb 04, 2022 Q4 2021
Outfitter Financial LLC

BUY
 -
300
New
$4.85K - $5.59K
300 $4.36K
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

BUY
 -
276
+ 0.44%
$4.46K - $5.14K
63.3K $920K
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
220
New
$3.55K - $4.1K
220 $3.2K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
200
+ 11.81%
$3.23K - $3.73K
1.89K $27.5K
Jan 28, 2022 Q4 2021
Widmann Financial Services, Inc.

BUY
 -
175
New
$2.83K - $3.26K
175 $2.54K
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

BUY
 -
79
+ 0.1%
$1.28K - $1.47K
80.7K $1.17M
Feb 09, 2022 Q4 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
37
+ 1.33%
$598 - $689
2.81K $40.9K
Feb 01, 2022 Q4 2021
Danda Trouve Investment Management, Inc.

BUY
 -
22
+ 0.65%
$355 - $410
3.42K $49.7K
Jan 19, 2022 Q4 2021
Bogart Wealth, LLC

BUY
 -
6
+ 2.05%
$96.9 - $112
298 $4.33K
Feb 11, 2022 Q4 2021
Laffer Tengler Investments

Nashville, TN
BUY
 -
1
+ 1.67%
$16.2 - $18.6
61 $886
Aug 10, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-1
- 0.45%
$16.2 - $18.6
219 $3.18K
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-46
Closed
$743 - $857
0 $0
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-72
- 0.44%
$1.16K - $1.34K
16.4K $238K
Jan 31, 2022 Q4 2021
Toth Financial Advisory Corp

SELL
 -
-108
- 49.09%
$1.74K - $2.01K
112 $1.63K
Feb 14, 2022 Q4 2021
Camden Capital, LLC

SELL
 -
-133
- 0.73%
$2.15K - $2.48K
18.2K $264K
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-200
- 1.79%
$3.23K - $3.73K
11K $160K
Feb 07, 2022 Q4 2021
Triton Wealth Management, Pllc

SELL
 -
-281
- 2.41%
$4.54K - $5.24K
11.4K $165K
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-300
- 2.86%
$4.85K - $5.59K
10.2K $148K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-320
Closed
$5.17K - $5.96K
0 $0
Feb 04, 2022 Q4 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-466
- 1.18%
$7.53K - $8.68K
38.9K $566K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-475
Closed
$7.67K - $8.85K
0 $0
Feb 11, 2022 Q4 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-600
- 1.59%
$9.69K - $11.2K
37.2K $541K
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-607
Closed
$9.8K - $11.3K
0 $0
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-628
- 6.63%
$10.1K - $11.7K
8.84K $128K
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-753
- 3.89%
$12.2K - $14K
18.6K $270K
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-787
- 0.82%
$12.7K - $14.7K
95.2K $1.38M
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-1K
Closed
$16.1K - $18.6K
0 $0
Feb 09, 2022 Q4 2021
Tctc Holdings, LLC

Dallas, TX
SELL
 -
-1K
Closed
$16.1K - $18.6K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.15K
Closed
$18.5K - $21.3K
0 $0
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.62K
- 1.56%
$26.2K - $30.3K
103K $1.49M
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-1.73K
- 2.73%
$27.9K - $32.2K
61.7K $897K
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-1.83K
- 4.98%
$29.5K - $34K
34.8K $506K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-3.94K
- 21.55%
$63.6K - $73.4K
14.3K $208K
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-4.45K
Closed
$71.9K - $82.9K
0 $0
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-5.04K
- 7.77%
$81.3K - $93.8K
59.8K $868K
Feb 10, 2022 Q4 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-5.92K
- 23.39%
$95.6K - $110K
19.4K $282K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-6.46K
- 33.72%
$104K - $120K
12.7K $184K
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-8.03K
- 10.72%
$130K - $150K
66.9K $972K
Feb 01, 2022 Q4 2021
Xml Financial, LLC

SELL
 -
-8.13K
- 29.45%
$131K - $151K
19.5K $283K

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