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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 15.02% |
$500 - $518
|
268
$3.89K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 2.44% |
$400 - $415
|
1.18K
$17K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.28% |
$200 - $207
|
5.01K
$72.7K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.07% |
$171 - $178
|
591
$8.57K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$14.3 - $14.8
|
7.31K
$106K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$2.14M - $2.19M
|
151K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
65.5KNew |
$928K - $948K
|
65.5K
$950K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.2K+ 13.45% |
$880K - $900K
|
525K
$7.61M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.8KNew |
$733K - $749K
|
51.8K
$751K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.5KNew |
$545K - $557K
|
38.5K
$558K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$347K - $354K
|
24.5K
$355K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.5KNew |
$219K - $224K
|
15.5K
$224K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12KNew |
$169K - $173K
|
12K
$174K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.4KNew |
$161K - $165K
|
11.4K
$165K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 83.72% |
$148K - $152K
|
23K
$333K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10KNew |
$142K - $145K
|
10K
$146K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.5K+ 45.45% |
$106K - $109K
|
24K
$348K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.82K+ 5.63% |
$82.5K - $84.3K
|
109K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.2KNew |
$45.3K - $46.3K
|
3.2K
$46.4K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77KNew |
$39.2K - $40.1K
|
2.77K
$40.2K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$38.2K - $39.1K
|
2.7K
$39.2K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5KNew |
$21.2K - $21.7K
|
1.5K
$21.8K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
602New |
$8.52K - $8.71K
|
602
$8.73K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
308+ 0.91% |
$4.36K - $4.46K
|
34.1K
$494K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300New |
$4.25K - $4.34K
|
300
$4.35K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 0.65% |
$1.03K - $1.06K
|
11.4K
$165K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$14.2 - $14.5
|
1
$14.5
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
40K+ 341.73% |
$540K - $602K
|
51.7K
$750K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.6KNew |
$319K - $355K
|
23.6K
$342K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22KNew |
$297K - $331K
|
22K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18KNew |
$242K - $270K
|
18K
$261K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16.7KNew |
$226K - $252K
|
16.7K
$243K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.6K+ 2.27% |
$223K - $249K
|
745K
$10.8M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.1KNew |
$190K - $212K
|
14.1K
$204K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14KNew |
$189K - $211K
|
14K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$135K - $151K
|
10K
$146K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.1K+ 21.01% |
$109K - $122K
|
46.7K
$676K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 204.55% |
$60.7K - $67.7K
|
6.7K
$97.2K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$44.5K - $49.7K
|
3.3K
$47.9K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.21KNew |
$16.3K - $18.2K
|
1.21K
$17.5K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$6.75K - $7.53K
|
500
$7.25K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$1.35K - $1.51K
|
100
$1.45K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78.4K+ 20.33% |
$1.05M - $1.17M
|
464K
$6.73M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59K+ 209.57% |
$788K - $877K
|
87.1K
$1.26M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
50.2KNew |
$671K - $747K
|
50.2K
$728K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
44.8KNew |
$599K - $666K
|
44.8K
$650K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 92.26% |
$389K - $432K
|
60.6K
$879K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
17KNew |
$227K - $253K
|
17K
$247K
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$66.8K - $74.4K
|
5K
$72.5K
|