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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.07% |
$171 - $178
|
591
$8.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$14.3 - $14.8
|
7.31K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-81- 0.38% |
$1.16K - $1.2K
|
21.2K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 0.6% |
$1.51K - $1.57K
|
17.5K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 0.16% |
$1.56K - $1.61K
|
66.3K
$974K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 1.74% |
$1.84K - $1.91K
|
7.28K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 4.19% |
$2.14K - $2.22K
|
3.43K
$50.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 1.39% |
$3.28K - $3.41K
|
16.3K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 3.34% |
$14.3K - $14.8K
|
29K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 14.14% |
$14.3K - $14.8K
|
6.07K
$89.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 23.76% |
$19.3K - $20K
|
4.33K
$63.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 7.47% |
$21.6K - $22.4K
|
18.7K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 6.77% |
$32.4K - $33.6K
|
31.3K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.69K- 15.51% |
$38.4K - $39.8K
|
14.6K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.26K- 4.33% |
$46.6K - $48.3K
|
72K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.78K- 8.17% |
$54K - $56K
|
42.5K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 8.42% |
$54.2K - $56.2K
|
41.3K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.8K- 5.4% |
$54.3K - $56.3K
|
66.5K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.88K- 16.24% |
$55.4K - $57.4K
|
20K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4K- 10.58% |
$57.1K - $59.2K
|
33.8K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.02K- 0.44% |
$57.4K - $59.5K
|
910K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.19K- 5.72% |
$59.8K - $62.1K
|
69.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.68K- 20.51% |
$66.8K - $69.3K
|
18.1K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.83K- 0.49% |
$69K - $71.5K
|
987K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 45.45% |
$71.4K - $74.1K
|
6K
$88.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.09K- 14.67% |
$101K - $105K
|
41.2K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.26K- 1.18% |
$104K - $108K
|
610K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.4K- 8.46% |
$106K - $110K
|
80.1K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.54K- 20.34% |
$136K - $141K
|
37.4K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 44.64% |
$153K - $158K
|
13.3K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 11.22% |
$156K - $162K
|
86.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.1K- 99.91% |
$173K - $179K
|
11
$162
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.7K- 7.07% |
$224K - $233K
|
206K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 2.66% |
$246K - $255K
|
631K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 5.25% |
$345K - $357K
|
436K
$6.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-161K- 54.93% |
$2.3M - $2.39M
|
132K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-273K- 93.48% |
$3.9M - $4.04M
|
19K
$280K
|