Institutional Ownership Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,536,851
shares
|
$36.2 Million
0.0% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,235,344
shares
|
$31.9 Million
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,569,486
shares
|
$22.4 Million
0.02% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,455,963
shares
|
$20.8 Million
1.94% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
986,916
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
910,415
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
705,963
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
630,526
shares
|
$9 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
610,423
shares
|
$8.72 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
565,486
shares
|
$8.08 Million
0.0% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
545,915
shares
|
$7.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
506,538
shares
|
$7.23 Million
0.44% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
471,110
shares
|
$6.73 Million
0.04% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
444,750
shares
|
$6.35 Million
0.16% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
435,534
shares
|
$6.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
396,452
shares
|
$5.66 Million
2.22% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
299,976
shares
|
$4.28 Million
2.55% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
298,314
shares
|
$4.26 Million
0.06% of portfolio
|
Q4 2024
Added 2712.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
270,138
shares
|
$3.86 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
261,135
shares
|
$3.73 Million
0.01% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
226,862
shares
|
$3.24 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,936
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
206,365
shares
|
$2.95 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
174,051
shares
|
$2.49 Million
0.49% of portfolio
|
Q4 2024
New holding
|