Latest Institutional Transactions on Pimco Corporate & Income Opportunity Fund (PTY)

PTY Quotes by TradingView

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
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

BUY
 -
10K
New
$135K - $168K
10K $148K
May 11, 2022 Q1 2022
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-947
Closed
$12.8K - $15.9K
0 $0
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-18.3K
Closed
$246K - $307K
0 $0
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

SELL
 -
-11K
Closed
$148K - $185K
0 $0
May 06, 2022 Q1 2022
Valley National Advisers Inc

SELL
 -
-159
Closed
$2.14K - $2.67K
0 $0
May 06, 2022 Q1 2022
Camden Capital, LLC

SELL
 -
-18.2K
Closed
$245K - $305K
0 $0
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-11.6K
Closed
$157K - $195K
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-175
Closed
$2.36K - $2.94K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-850
Closed
$11.5K - $14.3K
0 $0
May 03, 2022 Q1 2022
Fort Pitt Capital Group, LLC

SELL
 -
-18.2K
Closed
$246K - $306K
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-9.24K
- 58.13%
$124K - $155K
6.65K $98.5K
Apr 28, 2022 Q1 2022
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-17.3K
Closed
$233K - $290K
0 $0
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
850
New
$11.5K - $14.3K
850 $12.6K
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-500
Closed
$6.74K - $8.4K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-775
Closed
$10.4K - $13K
0 $0
Apr 22, 2022 Q1 2022
Danda Trouve Investment Management, Inc.

BUY
 -
2.94K
+ 85.96%
$39.6K - $49.3K
6.36K $94.2K
Q4 2021
Jul 24, 2024 Q4 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-86K
Closed
$1.39M - $1.6M
0 $0
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-607
Closed
$9.8K - $11.3K
0 $0
Oct 26, 2022 Q4 2021
Balentine LLC

Atlanta, GA
BUY
 -
10K
New
$162K - $186K
10K $148K
Mar 22, 2022 Q4 2021
Ascendant Capital Management, LLC

Los Angeles, CA
SELL
 -
-73K
Closed
$1.18M - $1.36M
0 $0
Feb 11, 2022 Q4 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-20.1K
Closed
$324K - $374K
0 $0
Feb 09, 2022 Q4 2021
Tctc Holdings, LLC

Dallas, TX
SELL
 -
-1K
Closed
$16.1K - $18.6K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.15K
Closed
$18.5K - $21.3K
0 $0
Feb 07, 2022 Q4 2021
Triton Wealth Management, Pllc

SELL
 -
-281
- 2.41%
$4.54K - $5.24K
11.4K $168K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-320
Closed
$5.17K - $5.96K
0 $0
Feb 02, 2022 Q4 2021
Aurora Private Wealth, Inc.

SELL
 -
-69.8K
Closed
$1.13M - $1.3M
0 $0
Jan 31, 2022 Q4 2021
Toth Financial Advisory Corp

SELL
 -
-108
- 49.09%
$1.74K - $2.01K
112 $1.66K
Jan 26, 2022 Q4 2021
Terra Nova Asset Management LLC

SELL
 -
-95.2K
Closed
$1.54M - $1.77M
0 $0
Jan 07, 2022 Q4 2021
Future Financial Wealth Managment LLC

BUY
 -
500
+ 4.35%
$8.07K - $9.32K
12K $178K
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

BUY
 -
2.5K
New
$40.4K - $46.6K
2.5K $37K
Q3 2021
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.5K
New
$44.9K - $54.2K
2.5K $37K
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-141
Closed
$2.53K - $3.05K
0 $0
Nov 10, 2021 Q3 2021
Oakworth Capital, Inc.

BUY
 -
3.89K
New
$69.7K - $84.1K
3.89K $57.5K
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
50K
New
$897K - $1.08M
50K $741K
Nov 03, 2021 Q3 2021
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-7
Closed
$126 - $152
0 $0
Nov 01, 2021 Q3 2021
Bt Wealth Management LLC

SELL
 -
-10K
Closed
$179K - $217K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.26K
Closed
$22.6K - $27.3K
0 $0
Oct 25, 2021 Q3 2021
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-1.96K
- 9.47%
$35.1K - $42.3K
18.7K $277K
Q2 2021
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-17.7K
Closed
$319K - $362K
0 $0
Aug 04, 2021 Q2 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-11.1K
Closed
$199K - $226K
0 $0
Aug 04, 2021 Q2 2021
Motco

SELL
 -
-500
Closed
$9.02K - $10.2K
0 $0
Aug 03, 2021 Q2 2021
Carmichael Hill & Associates, Inc.

SELL
 -
-600
Closed
$10.8K - $12.3K
0 $0
Jul 14, 2021 Q2 2021
Evanson Asset Management, LLC

SELL
 -
-22.1K
Closed
$399K - $452K
0 $0
Q1 2021
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-643
Closed
$11.4K - $11.7K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-1.09K
Closed
$19.4K - $19.9K
0 $0
Apr 27, 2021 Q1 2021
Savior LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2020
Mar 26, 2021 Q4 2020
Bard Financial Services, Inc.

BUY
 -
11K
New
$177K - $198K
11K $163K
Mar 10, 2021 Q4 2020
Soa Wealth Advisors, Llc.

BUY
 -
700
New
$11.2K - $12.6K
700 $10.4K
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-72K
Closed
$1.16M - $1.3M
0 $0

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