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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-465- 2.06% |
$6.64K - $6.89K
|
22.1K
$316K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
498+ 0.42% |
$7.11K - $7.38K
|
119K
$1.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.12KNew |
$15.9K - $16.5K
|
1.12K
$15.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.7K- 48.69% |
$339K - $352K
|
25K
$357K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
150+ 1.28% |
$2.14K - $2.22K
|
11.8K
$169K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
40.1KNew |
$572K - $594K
|
40.1K
$572K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
544+ 2.12% |
$7.77K - $8.06K
|
26.2K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 8.42% |
$54.2K - $56.2K
|
41.3K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.19K- 5.72% |
$59.8K - $62.1K
|
69.1K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.8KNew |
$325K - $338K
|
22.8K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.78K- 8.17% |
$54K - $56K
|
42.5K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.27KNew |
$132K - $137K
|
9.27K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.4K+ 6.87% |
$519K - $539K
|
565K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 1.09% |
$1.61K - $1.67K
|
10.5K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.1KNew |
$830K - $861K
|
58.1K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 5.25% |
$345K - $357K
|
436K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$145K - $150K
|
10.2K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
480+ 3.82% |
$6.85K - $7.11K
|
13K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 1.39% |
$53K - $54.9K
|
270K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 7.47% |
$21.6K - $22.4K
|
18.7K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.4K+ 11.08% |
$20K - $20.8K
|
14.1K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
714+ 30.28% |
$10.2K - $10.6K
|
3.07K
$43.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
42.5KNew |
$607K - $629K
|
42.5K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
325New |
$4.64K - $4.81K
|
325
$4.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.5KNew |
$250K - $259K
|
17.5K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.6KNew |
$495K - $513K
|
34.6K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 12.14% |
$3.92M - $4.07M
|
2.54M
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.23K+ 68.37% |
$74.7K - $77.4K
|
12.9K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.89KNew |
$27K - $28K
|
1.89K
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.7K- 7.07% |
$224K - $233K
|
206K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.69K- 15.51% |
$38.4K - $39.8K
|
14.6K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88.2K+ 21.09% |
$1.26M - $1.31M
|
507K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.1K+ 7.77% |
$30K - $31.1K
|
29.1K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.75K+ 8.81% |
$39.3K - $40.8K
|
34K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 45.45% |
$71.4K - $74.1K
|
6K
$85.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 0.6% |
$1.51K - $1.57K
|
17.5K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.8K- 5.4% |
$54.3K - $56.3K
|
66.5K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 34.94% |
$172K - $178K
|
46.4K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.02K- 0.44% |
$57.4K - $59.5K
|
910K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.4K- 8.46% |
$106K - $110K
|
80.1K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 20.67% |
$390K - $404K
|
159K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 7.51% |
$56.3K - $58.4K
|
56.5K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 10.57% |
$62.7K - $65K
|
45.9K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 11.22% |
$156K - $162K
|
86.3K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.04KNew |
$57.6K - $59.8K
|
4.04K
$57.6K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1K+ 1.45% |
$14.3K - $14.8K
|
70.1K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 19.93% |
$235K - $243K
|
98.9K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$238K - $246K
|
16.6K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.94K+ 1.93% |
$27.6K - $28.7K
|
102K
$1.46M
|