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 204 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
159,469
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
156,641
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
151,374
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
138,911
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
132,122
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.93%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
128,419
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
119,191
shares
|
$1.71 Million
1.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,326
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
102,569
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
102,368
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
102,305
shares
|
$1.47 Million
0.86% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
98,888
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
86,307
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
86,253
shares
|
$1.24 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
83,682
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
81,140
shares
|
$1.16 Million
0.52% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
80,065
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
72,004
shares
|
$1.03 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
70,100
shares
|
$1.01 Million
0.94% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,967
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
69,091
shares
|
$991,455
0.0% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
67,951
shares
|
$975,096
0.01% of portfolio
|
Q4 2024
Added 42.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
66,520
shares
|
$954,562
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
66,280
shares
|
$951,118
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
64,972
shares
|
$932,348
0.04% of portfolio
|
Q3 2024
Reduced 1.53%
|