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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.03KNew |
$27.1K - $30.1K
|
2.03K
$29.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5K+ 42.02% |
$20K - $22.3K
|
5.07K
$73.5K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
383New |
$5.12K - $5.7K
|
383
$5.55K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 1.33% |
$4.01K - $4.46K
|
22.9K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
282+ 2.43% |
$3.77K - $4.19K
|
11.9K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
282+ 2.2% |
$3.77K - $4.19K
|
13.1K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
174+ 0.92% |
$2.32K - $2.59K
|
19.2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$962 - $1.07K
|
72
$1.04K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
139KNew |
$1.68M - $1.96M
|
139K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 75.91% |
$234K - $273K
|
44.8K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
19.2KNew |
$233K - $270K
|
19.2K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$203K - $236K
|
16.7K
$242K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.2K+ 52492.59% |
$172K - $200K
|
14.2K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.9KNew |
$132K - $154K
|
10.9K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2KNew |
$124K - $144K
|
10.2K
$148K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.85KNew |
$34.5K - $40.1K
|
2.85K
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$24.3K - $28.2K
|
2K
$29K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6KNew |
$19.4K - $22.6K
|
1.6K
$23.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.44KNew |
$17.4K - $20.2K
|
1.44K
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
820New |
$9.95K - $11.6K
|
820
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
504New |
$6.11K - $7.11K
|
504
$7.31K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
169New |
$2.05K - $2.38K
|
169
$2.45K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.9% |
$1.21K - $1.41K
|
940
$13.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.21% |
$340 - $395
|
13.1K
$190K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.5KNew |
$137K - $156K
|
10.5K
$152K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
2.73KNew |
$35.6K - $40.5K
|
2.73K
$39.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$6.52K - $7.42K
|
500
$7.25K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
118+ 1.09% |
$1.54K - $1.75K
|
11K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
16+ 0.23% |
$208 - $237
|
6.84K
$99.2K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.6KNew |
$157K - $177K
|
12.6K
$183K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.32KNew |
$28.7K - $32.4K
|
2.32K
$33.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2KNew |
$24.8K - $28K
|
2K
$29K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
168New |
$2.08K - $2.35K
|
168
$2.44K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$24.8 - $28
|
2
$29
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6KNew |
$154K - $181K
|
12.6K
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.5KNew |
$42.7K - $50.3K
|
3.5K
$50.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
647New |
$7.9K - $9.3K
|
647
$9.38K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
232New |
$2.83K - $3.33K
|
232
$3.36K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
35.5KNew |
$416K - $473K
|
35.5K
$514K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26.1KNew |
$306K - $348K
|
26.1K
$379K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22.2K+ 103.03% |
$260K - $296K
|
43.7K
$634K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
15KNew |
$175K - $200K
|
15K
$217K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$117K - $133K
|
10K
$145K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.5K+ 33.72% |
$52.8K - $60K
|
17.8K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.75KNew |
$44K - $50.1K
|
3.75K
$54.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$35.8K - $40.8K
|
3.06K
$44.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.44KNew |
$16.8K - $19.2K
|
1.44K
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1KNew |
$11.7K - $13.3K
|
1K
$14.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
745New |
$8.74K - $9.94K
|
745
$10.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
547New |
$6.42K - $7.3K
|
547
$7.93K
|
|