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 228 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
202,593
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
197,950
shares
|
$2.65 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
194,877
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Added 1200.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
182,483
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
175,018
shares
|
$2.35 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
163,063
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
160,378
shares
|
$2.15 Million
0.86% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
160,326
shares
|
$2.15 Million
1.97% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
145,946
shares
|
$1.96 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
138,911
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
136,391
shares
|
$1.83 Million
1.61% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
131,458
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
125,018
shares
|
$1.68 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
120,499
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
117,987
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
116,813
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
114,815
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 104.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
114,152
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,326
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
108,200
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
106,477
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
100,419
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
99,000
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 90.38%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
98,400
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
95,780
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2025
Added 31.3%
|
|