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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 7.51% |
$56.3K - $58.4K
|
56.5K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 1.39% |
$53K - $54.9K
|
270K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.53K+ 11.2% |
$50.4K - $52.3K
|
35K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.9K+ 3.7% |
$41.4K - $42.9K
|
81.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.75K+ 8.81% |
$39.3K - $40.8K
|
34K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 2.12% |
$30.3K - $31.5K
|
103K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.11K+ 1.67% |
$30.1K - $31.2K
|
128K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.1K+ 7.77% |
$30K - $31.1K
|
29.1K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 18.95% |
$28.6K - $29.6K
|
12.6K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.94K+ 1.93% |
$27.6K - $28.7K
|
102K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.89KNew |
$27K - $28K
|
1.89K
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.8K+ 16.21% |
$25.6K - $26.6K
|
12.9K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.65K+ 3.91% |
$23.6K - $24.5K
|
44K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.63K+ 1.62% |
$23.3K - $24.2K
|
102K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.52K+ 79.32% |
$21.6K - $22.4K
|
3.43K
$49.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.5K+ 8.16% |
$21.4K - $22.2K
|
19.9K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 6.24% |
$21.1K - $21.9K
|
25.2K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.4K+ 11.08% |
$20K - $20.8K
|
14.1K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38KNew |
$19.7K - $20.5K
|
1.38K
$20K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.12KNew |
$15.9K - $16.5K
|
1.12K
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1K+ 1.45% |
$14.3K - $14.8K
|
70.1K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
957New |
$13.7K - $14.2K
|
957
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
799+ 5.82% |
$11.4K - $11.8K
|
14.5K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
727+ 5.91% |
$10.4K - $10.8K
|
13K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
714+ 30.28% |
$10.2K - $10.6K
|
3.07K
$44.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
700New |
$10K - $10.4K
|
700
$10.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
654+ 10.33% |
$9.34K - $9.69K
|
6.99K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
640+ 1.38% |
$9.14K - $9.48K
|
46.9K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
634New |
$9.05K - $9.39K
|
634
$9.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
574+ 2.24% |
$8.2K - $8.5K
|
26.2K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
574+ 3.59% |
$8.2K - $8.5K
|
16.6K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
544+ 2.12% |
$7.77K - $8.06K
|
26.2K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
503+ 2.59% |
$7.18K - $7.45K
|
19.9K
$289K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
498+ 0.42% |
$7.11K - $7.38K
|
119K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
480+ 3.82% |
$6.85K - $7.11K
|
13K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
452+ 1.08% |
$6.45K - $6.69K
|
42.5K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
408+ 2.46% |
$5.83K - $6.04K
|
17K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
350New |
$5K - $5.18K
|
350
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
325New |
$4.64K - $4.81K
|
325
$4.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
254+ 1.54% |
$3.63K - $3.76K
|
16.7K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
244+ 0.29% |
$3.48K - $3.61K
|
83.7K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
229+ 2.84% |
$3.27K - $3.39K
|
8.28K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 276.67% |
$2.37K - $2.46K
|
226
$3.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
164+ 0.76% |
$2.34K - $2.43K
|
21.8K
$316K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
150+ 1.28% |
$2.14K - $2.22K
|
11.8K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 1.09% |
$1.61K - $1.67K
|
10.5K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 0.91% |
$1.57K - $1.63K
|
12.2K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
90+ 0.23% |
$1.29K - $1.33K
|
38.6K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48+ 0.46% |
$685 - $711
|
10.6K
$153K
|