Purchases and Sales Made in Q4 2024 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
706KNew |
$10.1M - $10.5M
|
706K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
410K+ 35.35% |
$5.85M - $6.07M
|
1.57M
$22.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
288K+ 2712.16% |
$4.11M - $4.26M
|
298K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 12.14% |
$3.92M - $4.07M
|
2.54M
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 10.5% |
$3.03M - $3.15M
|
2.24M
$32M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
174KNew |
$2.49M - $2.58M
|
174K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88.2K+ 21.09% |
$1.26M - $1.31M
|
507K
$7.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
86.3KNew |
$1.23M - $1.28M
|
86.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
60.6K+ 14.76% |
$865K - $898K
|
471K
$6.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$855K - $887K
|
59.9K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.1KNew |
$830K - $861K
|
58.1K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 3.82% |
$765K - $793K
|
1.46M
$20.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
43.1KNew |
$615K - $638K
|
43.1K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
42.5KNew |
$607K - $629K
|
42.5K
$608K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
40.1KNew |
$572K - $594K
|
40.1K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40KNew |
$571K - $592K
|
40K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
37.6KNew |
$537K - $557K
|
37.6K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.4K+ 6.87% |
$519K - $539K
|
565K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.6KNew |
$495K - $513K
|
34.6K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33.7K+ 141.36% |
$481K - $499K
|
57.5K
$823K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
29.6K+ 8.08% |
$423K - $439K
|
396K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.6KNew |
$394K - $409K
|
27.6K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 20.67% |
$390K - $404K
|
159K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$360K - $374K
|
25.2K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24KNew |
$342K - $355K
|
24K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.8KNew |
$325K - $338K
|
22.8K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$299K - $310K
|
20.9K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.1K+ 42.1% |
$287K - $298K
|
68K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.2K+ 4.26% |
$259K - $269K
|
445K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.5KNew |
$250K - $259K
|
17.5K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
17.3K+ 51.41% |
$247K - $256K
|
51K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 8.15% |
$244K - $253K
|
227K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$238K - $246K
|
16.6K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 6.74% |
$236K - $244K
|
261K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 19.93% |
$235K - $243K
|
98.9K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16.3K+ 81.72% |
$233K - $241K
|
36.2K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7K+ 28.99% |
$225K - $233K
|
70K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 45.34% |
$195K - $202K
|
43.8K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 34.94% |
$172K - $178K
|
46.4K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 2.2% |
$168K - $174K
|
546K
$7.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$151K - $157K
|
10.6K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5KNew |
$150K - $155K
|
10.5K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$145K - $150K
|
10.2K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.27KNew |
$132K - $137K
|
9.27K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.82K+ 3.03% |
$126K - $131K
|
300K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.51K+ 4.33% |
$92.9K - $96.3K
|
157K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.15K+ 54.43% |
$87.9K - $91.1K
|
17.5K
$250K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.91K+ 52.97% |
$84.3K - $87.5K
|
17.1K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.91K+ 2.73% |
$84.3K - $87.5K
|
222K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.23K+ 68.37% |
$74.7K - $77.4K
|
12.9K
$184K
|