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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 4.03% |
$143K - $150K
|
269K
$3.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
36.1K+ 8.32% |
$497K - $522K
|
470K
$6.3M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
20.1K+ 21.09% |
$255K - $291K
|
115K
$1.54M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 74.82% |
$2.59M - $2.96M
|
476K
$6.38M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24.6KNew |
$312K - $357K
|
24.6K
$329K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
500+ 0.98% |
$6.36K - $7.26K
|
51.5K
$689K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14New |
$178 - $203
|
14
$188
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 13.27% |
$1.65K - $1.89K
|
850
$11.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.7KNew |
$1.19M - $1.36M
|
93.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$140 - $160
|
11
$147
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2K- 50.63% |
$25.4K - $29K
|
1.95K
$26.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3KNew |
$131K - $150K
|
10.3K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$130K - $149K
|
10.2K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.35KNew |
$42.6K - $48.6K
|
3.35K
$44.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49+ 2.53% |
$623 - $711
|
1.99K
$26.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
507+ 42.04% |
$6.44K - $7.36K
|
1.71K
$23K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-323- 1.98% |
$4.11K - $4.69K
|
16K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-635- 2.08% |
$8.07K - $9.22K
|
29.8K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$156K - $178K
|
12.3K
$164K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.01% |
$50.8 - $58.1
|
69.5K
$932K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$127K - $146K
|
10K
$134K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.8K- 78.08% |
$455K - $520K
|
10K
$135K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$141K - $161K
|
11.1K
$149K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
628+ 2.34% |
$7.98K - $9.12K
|
27.4K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3K- 9.06% |
$38.1K - $43.6K
|
30.1K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$25.4 - $29
|
2
$26.8
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-320- 2.6% |
$4.07K - $4.65K
|
12K
$161K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 20.4% |
$392K - $448K
|
120K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.6KNew |
$20.3K - $23.2K
|
1.6K
$21.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 27.24% |
$928 - $1.06K
|
341
$4.57K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$397K - $453K
|
31.2K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
300New |
$3.81K - $4.36K
|
300
$4.02K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 1.27% |
$1.79K - $2.05K
|
11K
$147K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
21KNew |
$266K - $304K
|
21K
$281K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-403- 1.43% |
$5.73K - $5.98K
|
27.8K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$27.9K - $29.1K
|
1.97K
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.03KNew |
$43K - $44.9K
|
3.03K
$40.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5KNew |
$206K - $215K
|
14.5K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.6K- 80.14% |
$663K - $691K
|
11.5K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38KNew |
$19.6K - $20.4K
|
1.38K
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-288K- 96.44% |
$4.09M - $4.27M
|
10.6K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.8KNew |
$566K - $590K
|
39.8K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.3K+ 4.44% |
$32.6K - $34K
|
54K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 63.01% |
$17.3K - $18.1K
|
715
$9.58K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 9.09% |
$14.2K - $14.8K
|
10K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$144K - $150K
|
10.1K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 86.19% |
$199K - $208K
|
2.25K
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 3.93% |
$23K - $24K
|
42.9K
$574K
|
|