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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386K+ 19.64% |
$5.31M - $5.57M
|
2.35M
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223K+ 66.72% |
$3.06M - $3.22M
|
556K
$7.45M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180K+ 1200.05% |
$2.48M - $2.6M
|
195K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 6.69% |
$2.4M - $2.51M
|
2.77M
$37.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
161K+ 282.84% |
$2.22M - $2.33M
|
218K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 23.19% |
$1.85M - $1.94M
|
712K
$9.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 54.74% |
$1.46M - $1.53M
|
299K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.1K+ 35.14% |
$1.16M - $1.22M
|
324K
$4.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
74.6KNew |
$1.03M - $1.08M
|
74.6K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.7K+ 5.24% |
$850K - $892K
|
1.24M
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.5K+ 8.46% |
$847K - $888K
|
788K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.7K+ 104.7% |
$809K - $849K
|
115K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.6K+ 12.78% |
$766K - $804K
|
491K
$6.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
47K+ 90.38% |
$647K - $679K
|
99K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
39.4KNew |
$543K - $570K
|
39.4K
$528K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
36.1K+ 8.32% |
$497K - $522K
|
470K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34.2K+ 62.57% |
$470K - $493K
|
88.7K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
31K+ 2.05% |
$427K - $448K
|
1.54M
$20.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.2KNew |
$402K - $422K
|
29.2K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 4.16% |
$394K - $414K
|
717K
$9.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 4.42% |
$387K - $406K
|
665K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.9K+ 6.63% |
$357K - $375K
|
417K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.4K+ 0.99% |
$350K - $368K
|
2.59M
$34.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
24.5K+ 21.84% |
$337K - $353K
|
136K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24KNew |
$331K - $347K
|
24K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$315K - $331K
|
22.9K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.8K+ 31.3% |
$314K - $330K
|
95.8K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 28.27% |
$305K - $320K
|
100K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.1K+ 220.69% |
$304K - $319K
|
32.1K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 42.93% |
$294K - $309K
|
71.1K
$953K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
20.9K+ 109.09% |
$288K - $302K
|
40.1K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
20K+ 141.89% |
$275K - $289K
|
34.1K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.2KNew |
$236K - $248K
|
17.2K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.8KNew |
$231K - $243K
|
16.8K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
14.8KNew |
$203K - $213K
|
14.8K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9K+ 3.03% |
$192K - $201K
|
474K
$6.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 32.44% |
$172K - $180K
|
51K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 11.88% |
$167K - $175K
|
114K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 22.31% |
$164K - $172K
|
65.2K
$874K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11.4K+ 1841.71% |
$157K - $165K
|
12.1K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
10.8KNew |
$149K - $157K
|
10.8K
$145K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 4.03% |
$143K - $150K
|
269K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$140K - $147K
|
10.2K
$137K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
10K+ 11.31% |
$138K - $145K
|
98.4K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.94K+ 5.16% |
$137K - $144K
|
203K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.66K+ 92.89% |
$133K - $140K
|
20.1K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
9.59K+ 2.93% |
$132K - $139K
|
337K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.97K+ 44.54% |
$123K - $130K
|
29.1K
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.16K+ 86.88% |
$98.6K - $103K
|
15.4K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.99K+ 17.75% |
$96.2K - $101K
|
46.4K
$621K
|
|