Latest Institutional Transactions on Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information on the latest institutional transactions involving Pimco Corporate & Income Opportunity Fund (PTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33+ 2.6% |
$437 - $481
|
1.3K
$17.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-91.2K- 62.46% |
$1.21M - $1.33M
|
54.8K
$734K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
32.2K+ 6.84% |
$426K - $470K
|
503K
$6.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.3KNew |
$96.7K - $107K
|
7.3K
$97.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
563+ 2.51% |
$7.45K - $8.21K
|
23K
$309K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-599- 11.79% |
$7.93K - $8.74K
|
4.48K
$60K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$136K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-650- 33.33% |
$8.61K - $9.48K
|
1.3K
$17.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-22.3K- 43.8% |
$296K - $326K
|
28.7K
$384K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.76K+ 3.63% |
$129K - $142K
|
279K
$3.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 1.1% |
$5.68K - $6.26K
|
38.7K
$519K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41.9K+ 23.0% |
$554K - $611K
|
224K
$3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.4KNew |
$323K - $356K
|
24.4K
$327K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.7K+ 2.41% |
$23.4K - $24.6K
|
72.3K
$968K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.63K- 30.14% |
$22.5K - $23.6K
|
3.78K
$50.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-191- 1.23% |
$2.63K - $2.76K
|
15.4K
$206K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
209New |
$2.88K - $3.02K
|
209
$2.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 51.97% |
$22.3K - $23.5K
|
1.5K
$20.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
247+ 1.09% |
$3.4K - $3.57K
|
22.8K
$306K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.44K+ 20.76% |
$74.9K - $78.6K
|
31.6K
$424K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180K+ 1200.05% |
$2.48M - $2.6M
|
195K
$2.61M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
303New |
$4.17K - $4.38K
|
303
$4.06K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
236+ 0.94% |
$3.25K - $3.41K
|
25.4K
$341K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24- 0.03% |
$330 - $347
|
85.5K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.8K+ 31.3% |
$314K - $330K
|
95.8K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 4.42% |
$387K - $406K
|
665K
$8.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.4K+ 0.99% |
$350K - $368K
|
2.59M
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
407+ 2.25% |
$5.6K - $5.88K
|
18.5K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34.2K+ 62.57% |
$470K - $493K
|
88.7K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.65K+ 9.45% |
$22.8K - $23.9K
|
19.2K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
746+ 2.6% |
$10.3K - $10.8K
|
29.4K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39- 0.11% |
$537 - $564
|
34.7K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 2.56% |
$18.9K - $19.8K
|
54.9K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.6K- 1.98% |
$215K - $225K
|
772K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.35K+ 21.65% |
$60K - $62.9K
|
24.5K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.04K- 5.63% |
$96.9K - $102K
|
118K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386K+ 19.64% |
$5.31M - $5.57M
|
2.35M
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
670+ 3.43% |
$9.23K - $9.68K
|
20.2K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-720- 2.13% |
$9.91K - $10.4K
|
33.1K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-387K- 26.37% |
$5.32M - $5.59M
|
1.08M
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.67K- 1.32% |
$23K - $24.1K
|
125K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
406+ 0.5% |
$5.59K - $5.87K
|
81.8K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$315K - $331K
|
22.9K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.52K+ 3.42% |
$48.5K - $50.9K
|
106K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.5K+ 8.46% |
$847K - $888K
|
788K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-92- 0.05% |
$1.27K - $1.33K
|
198K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.4K- 32.6% |
$198K - $208K
|
29.7K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06K+ 21.37% |
$42.1K - $44.2K
|
17.4K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 42.93% |
$294K - $309K
|
71.1K
$953K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 0.92% |
$1.29K - $1.36K
|
10.1K
$135K
|
|