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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.88K+ 3.92% |
$94.8K - $99.4K
|
182K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.5K+ 6.7% |
$75.7K - $79.5K
|
87.6K
$1.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.44K+ 20.76% |
$74.9K - $78.6K
|
31.6K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.22K+ 4.67% |
$71.8K - $75.4K
|
117K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.7K+ 3.02% |
$64.7K - $67.9K
|
160K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 2.75% |
$60K - $63K
|
163K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.35K+ 21.65% |
$60K - $62.9K
|
24.5K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 5.6% |
$49K - $51.5K
|
67.2K
$900K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.52K+ 3.42% |
$48.5K - $50.9K
|
106K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
3.52K+ 13.25% |
$48.4K - $50.8K
|
30.1K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06K+ 21.37% |
$42.1K - $44.2K
|
17.4K
$233K
|
|
|
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 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.79K+ 10.73% |
$38.4K - $40.3K
|
28.8K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.64K+ 10.11% |
$36.3K - $38.1K
|
28.7K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.62K+ 2.03% |
$36.1K - $37.9K
|
131K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 33.58% |
$31K - $32.5K
|
8.95K
$120K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.22KNew |
$30.6K - $32.1K
|
2.22K
$29.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.11K+ 20.2% |
$29K - $30.4K
|
12.5K
$168K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.8KNew |
$24.8K - $26K
|
1.8K
$24.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.74KNew |
$24K - $25.2K
|
1.74K
$23.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.65K+ 9.45% |
$22.8K - $23.9K
|
19.2K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 10.53% |
$21.8K - $22.9K
|
16.6K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 2.56% |
$18.9K - $19.8K
|
54.9K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.34K+ 3.38% |
$18.4K - $19.3K
|
40.9K
$548K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 10.18% |
$17K - $17.8K
|
13.3K
$179K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.16KNew |
$15.9K - $16.7K
|
1.16K
$15.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07K+ 6.14% |
$14.7K - $15.4K
|
18.4K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
746+ 2.6% |
$10.3K - $10.8K
|
29.4K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
735+ 9.5% |
$10.1K - $10.6K
|
8.47K
$113K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
700+ 2.13% |
$9.64K - $10.1K
|
33.5K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
700New |
$9.64K - $10.1K
|
700
$9.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
683+ 1.04% |
$9.4K - $9.87K
|
66.6K
$893K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
670+ 3.43% |
$9.23K - $9.68K
|
20.2K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
668+ 4.07% |
$9.2K - $9.65K
|
17.1K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
639+ 1.15% |
$8.8K - $9.23K
|
56K
$750K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
601+ 13.42% |
$8.28K - $8.68K
|
5.08K
$68.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
542+ 2.47% |
$7.46K - $7.83K
|
22.5K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
538+ 2.7% |
$7.41K - $7.77K
|
20.5K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500+ 3.5% |
$6.89K - $7.23K
|
14.8K
$198K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 2.71% |
$6.89K - $7.23K
|
18.9K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
414+ 2.56% |
$5.7K - $5.98K
|
16.6K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
407+ 2.25% |
$5.6K - $5.88K
|
18.5K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
406+ 0.5% |
$5.59K - $5.87K
|
81.8K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
378+ 2.07% |
$5.21K - $5.46K
|
18.6K
$250K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
303New |
$4.17K - $4.38K
|
303
$4.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$4.13K - $4.34K
|
300
$4.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 18.52% |
$4.13K - $4.34K
|
1.92K
$25.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300New |
$4.13K - $4.34K
|
300
$4.02K
|
|