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 207 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$33.3 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
|
$29.4 Million
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,569,486
shares
|
$20.6 Million
0.02% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
1,491,197
shares
|
$19.6 Million
2.06% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
986,916
shares
|
$13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
910,415
shares
|
$12 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
|
$9.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
630,526
shares
|
$8.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
589,725
shares
|
$7.74 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
565,486
shares
|
$7.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
545,915
shares
|
$7.17 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
|
$6.89 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
|
$6.65 Million
0.44% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
471,110
shares
|
$6.19 Million
0.04% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
454,333
shares
|
$5.97 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
444,750
shares
|
$5.84 Million
0.16% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
425,251
shares
|
$5.58 Million
2.29% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
299,976
shares
|
$3.94 Million
2.55% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
298,314
shares
|
$3.92 Million
0.06% of portfolio
|
Q4 2024
Added 2712.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
270,138
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
261,135
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
234,824
shares
|
$3.08 Million
0.11% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,936
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
206,365
shares
|
$2.71 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
176,332
shares
|
$2.32 Million
0.52% of portfolio
|
Q1 2025
Added 1.31%
|