Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.62K
+ 4.53%
$19K - $21.6K
37.4K $543K
Feb 15, 2023 Q4 2022
Virtu Financial LLC

New York, NY
BUY
 -
1.53K
+ 7.57%
$17.9K - $20.4K
21.7K $316K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
1.51K
+ 16.43%
$17.7K - $20.1K
10.7K $156K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
1.44K
New
$16.8K - $19.2K
1.44K $20.9K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1.28K
+ 14211.11%
$15K - $17.1K
1.29K $18.7K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.06K
+ 6.22%
$12.4K - $14.1K
18.1K $262K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
1K
New
$11.7K - $13.3K
1K $14.5K
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
923
+ 4.21%
$10.8K - $12.3K
22.9K $332K
Feb 06, 2023 Q4 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
873
+ 28.87%
$10.2K - $11.6K
3.9K $56.6K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
862
+ 4.68%
$10.1K - $11.5K
19.3K $280K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
760
New
$8.91K - $10.1K
760 $11K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
745
New
$8.74K - $9.94K
745 $10.8K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
581
+ 11.62%
$6.82K - $7.75K
5.58K $81.1K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
547
New
$6.42K - $7.3K
547 $7.95K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
500
New
$5.87K - $6.67K
500 $7.27K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
400
+ 18.18%
$4.69K - $5.34K
2.6K $37.8K
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
396
+ 2.49%
$4.65K - $5.28K
16.3K $237K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
375
+ 10.86%
$4.4K - $5K
3.83K $55.6K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
368
+ 0.91%
$4.32K - $4.91K
41K $595K
Jan 27, 2023 Q4 2022
Equius Partners, Inc.

BUY
 -
347
+ 2.83%
$4.07K - $4.63K
12.6K $183K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
300
+ 300.0%
$3.52K - $4K
400 $5.81K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
232
+ 1.01%
$2.72K - $3.09K
23.2K $337K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
176
+ 0.69%
$2.06K - $2.35K
25.5K $371K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
168
New
$1.97K - $2.24K
168 $2.44K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
168
New
$1.97K - $2.24K
168 $2.44K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
82
New
$962 - $1.09K
82 $1.19K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
64
+ 0.41%
$751 - $854
15.8K $229K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
38
+ 0.15%
$446 - $507
25.6K $373K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
38
+ 0.68%
$446 - $507
5.64K $81.9K
Jan 26, 2023 Q4 2022
Johnson Midwest Financial, LLC

BUY
 -
35
+ 0.52%
$411 - $467
6.78K $98.5K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-183
- 1.17%
$2.15K - $2.44K
15.4K $224K
Jan 20, 2023 Q4 2022
Beam Wealth Advisors, Inc.

SELL
 -
-524
- 2.9%
$6.15K - $6.99K
17.5K $255K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-714
- 1.13%
$8.38K - $9.52K
62.2K $904K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-750
- 23.01%
$8.8K - $10K
2.51K $36.5K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-864
Closed
$10.1K - $11.5K
0 $0
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-895
- 4.67%
$10.5K - $11.9K
18.3K $265K
Feb 07, 2023 Q4 2022
C2 C Wealth Management, LLC

SELL
 -
-980
- 1.29%
$11.5K - $13.1K
75.2K $1.09M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.02K
- 1.85%
$12K - $13.7K
54.4K $790K
Feb 13, 2023 Q4 2022
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-1.06K
- 87.53%
$12.4K - $14.1K
151 $2.19K
Feb 02, 2023 Q4 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-1.07K
- 6.49%
$12.6K - $14.3K
15.4K $224K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1.21K
- 2.92%
$14.2K - $16.2K
40.3K $586K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.3K
- 2.8%
$15.2K - $17.3K
45.2K $657K
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.6K
- 3.33%
$18.8K - $21.4K
46.5K $676K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-1.8K
- 5.95%
$21.1K - $24K
28.5K $414K
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-1.89K
- 15.61%
$22.2K - $25.2K
10.2K $148K
Feb 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-2.13K
- 3.25%
$25K - $28.4K
63.5K $922K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-2.45K
- 55.06%
$28.7K - $32.7K
2K $29.1K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-2.45K
- 55.06%
$28.7K - $32.7K
2K $29.1K
Jan 24, 2023 Q4 2022
Covenant Asset Management, LLC

SELL
 -
-2.67K
- 7.44%
$31.3K - $35.6K
33.2K $482K

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