Latest Institutional Purchases of Pimco Corporate & Income Opportunity Fund (PTY)
This list provides information on the latest institutional transactions involving Pimco Corporate & Income Opportunity Fund (PTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
28.8K+ 7.26% |
$410K - $427K
|
425K
$5.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 100772.73% |
$158K - $164K
|
11.1K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5K+ 47.68% |
$71.1K - $74.2K
|
15.5K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 117.63% |
$45.2K - $47.1K
|
5.88K
$76.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$38.3K - $40K
|
2.69K
$34.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
494+ 2.36% |
$7.02K - $7.33K
|
21.4K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
469+ 1.29% |
$6.67K - $6.96K
|
36.7K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 2.47% |
$412 - $430
|
1.2K
$15.6K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
706KNew |
$10.1M - $10.5M
|
706K
$9.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
410K+ 35.35% |
$5.85M - $6.07M
|
1.57M
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
288K+ 2712.16% |
$4.11M - $4.26M
|
298K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 12.14% |
$3.92M - $4.07M
|
2.54M
$32.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 10.5% |
$3.03M - $3.15M
|
2.24M
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
174KNew |
$2.49M - $2.58M
|
174K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88.2K+ 21.09% |
$1.26M - $1.31M
|
507K
$6.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
86.3KNew |
$1.23M - $1.28M
|
86.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
60.6K+ 14.76% |
$865K - $898K
|
471K
$6.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$855K - $887K
|
59.9K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.1KNew |
$830K - $861K
|
58.1K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 3.82% |
$765K - $793K
|
1.46M
$18.9M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
43.1KNew |
$615K - $638K
|
43.1K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
42.5KNew |
$607K - $629K
|
42.5K
$551K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
40.1KNew |
$572K - $594K
|
40.1K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40KNew |
$571K - $592K
|
40K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
37.6KNew |
$537K - $557K
|
37.6K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.4K+ 6.87% |
$519K - $539K
|
565K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.6KNew |
$495K - $513K
|
34.6K
$449K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$492K - $510K
|
34.5K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33.7K+ 141.36% |
$481K - $499K
|
57.5K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.6KNew |
$394K - $409K
|
27.6K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 20.67% |
$390K - $404K
|
159K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$360K - $374K
|
25.2K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.8KNew |
$325K - $338K
|
22.8K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.1K+ 42.1% |
$287K - $298K
|
68K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.2K+ 4.26% |
$259K - $269K
|
445K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.5KNew |
$250K - $259K
|
17.5K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
17.3K+ 51.41% |
$247K - $256K
|
51K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 8.15% |
$244K - $253K
|
227K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$238K - $246K
|
16.6K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 6.74% |
$236K - $244K
|
261K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 19.93% |
$235K - $243K
|
98.9K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7K+ 28.99% |
$225K - $233K
|
70K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 45.34% |
$195K - $202K
|
43.8K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 34.94% |
$172K - $178K
|
46.4K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 2.2% |
$168K - $174K
|
546K
$7.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$151K - $157K
|
10.6K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$145K - $150K
|
10.2K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.27KNew |
$132K - $137K
|
9.27K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.82K+ 3.03% |
$126K - $131K
|
300K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.51K+ 4.33% |
$92.9K - $96.3K
|
157K
$2.03M
|
|