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 195 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,262,287
shares
|
$33.5 Million
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,235,344
shares
|
$33.1 Million
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,569,486
shares
|
$23.3 Million
0.02% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,455,963
shares
|
$21.6 Million
1.94% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
986,916
shares
|
$14.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
914,434
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
705,963
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
630,526
shares
|
$9.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
610,423
shares
|
$9.05 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
534,150
shares
|
$7.92 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
529,124
shares
|
$7.84 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,513
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
471,110
shares
|
$6.98 Million
0.04% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
459,661
shares
|
$6.81 Million
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
444,750
shares
|
$6.59 Million
0.16% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
418,306
shares
|
$6.2 Million
0.37% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
396,452
shares
|
$5.88 Million
2.22% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
299,976
shares
|
$4.45 Million
2.55% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
298,314
shares
|
$4.42 Million
0.06% of portfolio
|
Q4 2024
Added 2712.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
293,178
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2024
Added 40.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
266,429
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
261,135
shares
|
$3.87 Million
0.01% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
226,862
shares
|
$3.36 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
222,065
shares
|
$3.29 Million
0.34% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,936
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Added 2.73%
|