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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
683+ 1.04% |
$9.4K - $9.87K
|
66.6K
$893K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.39K- 1.4% |
$116K - $121K
|
590K
$7.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
414+ 2.56% |
$5.7K - $5.98K
|
16.6K
$222K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.79K+ 10.73% |
$38.4K - $40.3K
|
28.8K
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
85+ 0.4% |
$1.17K - $1.23K
|
21.4K
$287K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 10.18% |
$17K - $17.8K
|
13.3K
$179K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.7K- 13.48% |
$313K - $328K
|
146K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.1K+ 220.69% |
$304K - $319K
|
32.1K
$430K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.87K+ 3.3% |
$39.5K - $41.4K
|
89.8K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
3.52K+ 13.25% |
$48.4K - $50.8K
|
30.1K
$403K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.22K+ 4.67% |
$71.8K - $75.4K
|
117K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
39.4KNew |
$543K - $570K
|
39.4K
$528K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
20.9K+ 109.09% |
$288K - $302K
|
40.1K
$537K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-196- 1.62% |
$2.7K - $2.83K
|
11.9K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.99K+ 17.75% |
$96.2K - $101K
|
46.4K
$621K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.16KNew |
$15.9K - $16.7K
|
1.16K
$15.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.54K- 16.15% |
$104K - $109K
|
39.1K
$524K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
700New |
$9.64K - $10.1K
|
700
$9.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
10K+ 11.31% |
$138K - $145K
|
98.4K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
639+ 1.15% |
$8.8K - $9.23K
|
56K
$750K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2K- 4.77% |
$27.5K - $28.8K
|
39.8K
$533K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$2.75K - $2.89K
|
200
$2.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 5.6% |
$49K - $51.5K
|
67.2K
$900K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-887- 1.4% |
$12.2K - $12.8K
|
62.6K
$839K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.8KNew |
$24.8K - $26K
|
1.8K
$24.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.7K+ 3.02% |
$64.7K - $67.9K
|
160K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
601+ 13.42% |
$8.28K - $8.68K
|
5.08K
$68.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.22KNew |
$30.6K - $32.1K
|
2.22K
$29.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24KNew |
$331K - $347K
|
24K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.2KNew |
$236K - $248K
|
17.2K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-289K- 31.0% |
$3.98M - $4.18M
|
643K
$8.62M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.39K- 15.58% |
$60.4K - $63.4K
|
23.8K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.42K- 23.0% |
$47K - $49.3K
|
11.4K
$153K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
24.5K+ 21.84% |
$337K - $353K
|
136K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
538+ 2.7% |
$7.41K - $7.77K
|
20.5K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
100New |
$1.38K - $1.45K
|
100
$1.34K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-751- 0.43% |
$10.3K - $10.9K
|
175K
$2.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 1.01% |
$1.6K - $1.68K
|
11.6K
$156K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 2.71% |
$6.89K - $7.23K
|
18.9K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
31K+ 2.05% |
$427K - $448K
|
1.54M
$20.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 10.53% |
$21.8K - $22.9K
|
16.6K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.66K+ 92.89% |
$133K - $140K
|
20.1K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
20K+ 141.89% |
$275K - $289K
|
34.1K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-145- 0.65% |
$2K - $2.1K
|
22K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-187- 4.93% |
$2.57K - $2.7K
|
3.6K
$48.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
542+ 2.47% |
$7.46K - $7.83K
|
22.5K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 32.44% |
$172K - $180K
|
51K
$683K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
735+ 9.5% |
$10.1K - $10.6K
|
8.47K
$113K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$4.13K - $4.34K
|
300
$4.02K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 2.59% |
$441 - $462
|
1.27K
$17K
|
|