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 211 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $335 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 |
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
69,520
shares
|
$962,156
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,499
shares
|
$948,026
0.03% of portfolio
|
Q1 2025
Added 242.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
66,727
shares
|
$923,501
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
63,530
shares
|
$879,255
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
63,513
shares
|
$879,019
0.01% of portfolio
|
Q1 2025
Added 44.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,493
shares
|
$781,863
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
55,531
shares
|
$768,549
0.29% of portfolio
|
Q1 2025
Added 30.66%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
54,000
shares
|
$747,360
0.42% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,257
shares
|
$723,236
0.0% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
52,197
shares
|
$722,406
0.02% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
51,785
shares
|
$716,704
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
50,950
shares
|
$705,148
0.33% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
50,278
shares
|
$695,847
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,210
shares
|
$694,906
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
45,846
shares
|
$634,508
0.01% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$633,180
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
44,526
shares
|
$616,239
0.18% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
44,014
shares
|
$609,153
0.84% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
43,955
shares
|
$608,337
0.04% of portfolio
|
Q1 2025
Added 59.26%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
42,866
shares
|
$593,265
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
42,500
shares
|
$588,200
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,977
shares
|
$580,961
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
40,086
shares
|
$554,790
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
39,775
shares
|
$550,486
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
39,507
shares
|
$546,776
0.35% of portfolio
|
Q1 2025
Added 16.21%
|