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, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500New |
$5.87K - $6.67K
|
500
$7.25K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
347+ 2.83% |
$4.07K - $4.63K
|
12.6K
$183K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
168New |
$1.97K - $2.24K
|
168
$2.44K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
23.7KNew |
$273K - $342K
|
23.7K
$344K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
17.9KNew |
$206K - $258K
|
17.9K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$155K - $194K
|
13.5K
$196K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5.13K+ 112.9% |
$59K - $74K
|
9.67K
$140K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$21K - $26.4K
|
1.83K
$26.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
71.4KNew |
$894K - $1.13M
|
71.4K
$1.04M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.1KNew |
$477K - $604K
|
38.1K
$553K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$204K - $258K
|
16.3K
$236K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$186K - $236K
|
14.9K
$216K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
10.2KNew |
$128K - $162K
|
10.2K
$148K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.24K+ 9.82% |
$40.5K - $51.3K
|
36.2K
$525K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$19.1K - $24.2K
|
1.53K
$22.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
840New |
$10.5K - $13.3K
|
840
$12.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
420+ 97.67% |
$5.25K - $6.65K
|
850
$12.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
268New |
$3.35K - $4.25K
|
268
$3.89K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
13.9KNew |
$188K - $234K
|
13.9K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$135K - $168K
|
10K
$145K
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.94K+ 85.96% |
$39.6K - $49.3K
|
6.36K
$92.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
850New |
$11.5K - $14.3K
|
850
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
185New |
$2.49K - $3.11K
|
185
$2.68K
|
|
| Q4 2021 | |||||||
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$162K - $186K
|
10K
$145K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2.5KNew |
$40.4K - $46.6K
|
2.5K
$36.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500+ 4.35% |
$8.07K - $9.32K
|
12K
$174K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$897K - $1.08M
|
50K
$725K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.89KNew |
$69.7K - $84.1K
|
3.89K
$56.3K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
11KNew |
$177K - $198K
|
11K
$160K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
700New |
$11.2K - $12.6K
|
700
$10.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
87.2KNew |
$1.05M - $1.43M
|
87.2K
$1.27M
|
|
| Q4 2019 | |||||||
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.11KNew |
$111K - $116K
|
6.11K
$88.6K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.7KNew |
$965K - $1.05M
|
55.7K
$808K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$192K - $247K
|
13.8K
$200K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
200New |
$2.78K - $3.6K
|
200
$2.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$316K - $331K
|
18.2K
$263K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
72.2KNew |
$1.15M - $1.22M
|
72.2K
$1.05M
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70New |
$1.14K - $1.2K
|
70
$1.02K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
20KNew |
N/A
|
20K
$290K
|
|