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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.91K+ 2.73% |
$84.3K - $87.5K
|
222K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.23K+ 68.37% |
$74.7K - $77.4K
|
12.9K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.59K+ 10.22% |
$65.6K - $68K
|
49.5K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 10.57% |
$62.7K - $65K
|
45.9K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.04KNew |
$57.6K - $59.8K
|
4.04K
$56K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 7.51% |
$56.3K - $58.4K
|
56.5K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 1.39% |
$53K - $54.9K
|
270K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.53K+ 11.2% |
$50.4K - $52.3K
|
35K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.9K+ 3.7% |
$41.4K - $42.9K
|
81.1K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.75K+ 8.81% |
$39.3K - $40.8K
|
34K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 2.12% |
$30.3K - $31.5K
|
103K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.11K+ 1.67% |
$30.1K - $31.2K
|
128K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.1K+ 7.77% |
$30K - $31.1K
|
29.1K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 18.95% |
$28.6K - $29.6K
|
12.6K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.94K+ 1.93% |
$27.6K - $28.7K
|
102K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.89KNew |
$27K - $28K
|
1.89K
$26.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.8K+ 16.21% |
$25.6K - $26.6K
|
12.9K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.65K+ 3.91% |
$23.6K - $24.5K
|
44K
$611K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.63K+ 1.62% |
$23.3K - $24.2K
|
102K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.52K+ 79.32% |
$21.6K - $22.4K
|
3.43K
$47.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.5K+ 8.16% |
$21.4K - $22.2K
|
19.9K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 6.24% |
$21.1K - $21.9K
|
25.2K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.4K+ 11.08% |
$20K - $20.8K
|
14.1K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38KNew |
$19.7K - $20.5K
|
1.38K
$19.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.12KNew |
$15.9K - $16.5K
|
1.12K
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1K+ 1.45% |
$14.3K - $14.8K
|
70.1K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
957New |
$13.7K - $14.2K
|
957
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
799+ 5.82% |
$11.4K - $11.8K
|
14.5K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
727+ 5.91% |
$10.4K - $10.8K
|
13K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
714+ 30.28% |
$10.2K - $10.6K
|
3.07K
$42.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
700New |
$10K - $10.4K
|
700
$9.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
654+ 10.33% |
$9.34K - $9.69K
|
6.99K
$97K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
640+ 1.38% |
$9.14K - $9.48K
|
46.9K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
634New |
$9.05K - $9.39K
|
634
$8.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
574+ 3.59% |
$8.2K - $8.5K
|
16.6K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
574+ 2.24% |
$8.2K - $8.5K
|
26.2K
$364K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
544+ 2.12% |
$7.77K - $8.06K
|
26.2K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
503+ 2.59% |
$7.18K - $7.45K
|
19.9K
$277K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
498+ 0.42% |
$7.11K - $7.38K
|
119K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
480+ 3.82% |
$6.85K - $7.11K
|
13K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
452+ 1.08% |
$6.45K - $6.69K
|
42.5K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
408+ 2.46% |
$5.83K - $6.04K
|
17K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
350New |
$5K - $5.18K
|
350
$4.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
325New |
$4.64K - $4.81K
|
325
$4.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
254+ 1.54% |
$3.63K - $3.76K
|
16.7K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
244+ 0.29% |
$3.48K - $3.61K
|
83.7K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
229+ 2.84% |
$3.27K - $3.39K
|
8.28K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 276.67% |
$2.37K - $2.46K
|
226
$3.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
164+ 0.76% |
$2.34K - $2.43K
|
21.8K
$303K
|