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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
95,106
shares
|
$1.27 Million
0.42% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
89,753
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
88,730
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Added 62.57%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
87,600
shares
|
$1.17 Million
1.09% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
85,469
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
81,814
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
74,612
shares
|
$999,800
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
71,144
shares
|
$953,329
0.0% of portfolio
|
Q3 2025
Added 42.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,967
shares
|
$937,557
0.01% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
69,524
shares
|
$931,621
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
67,171
shares
|
$900,091
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
66,605
shares
|
$892,507
0.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
65,730
shares
|
$880,782
0.62% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
65,248
shares
|
$874,323
0.0% of portfolio
|
Q3 2025
Added 22.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
62,898
shares
|
$842,833
0.02% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
62,643
shares
|
$839,416
0.03% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
55,964
shares
|
$749,917
0.47% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
54,942
shares
|
$736,222
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
53,139
shares
|
$712,062
0.09% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
51,785
shares
|
$693,919
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
51,557
shares
|
$690,863
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ghe, LLC
|
Nov 13, 2025 Q3 2025 |
51,450
shares
|
$689,430
0.3% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
50,979
shares
|
$683,118
0.5% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
46,365
shares
|
$621,291
0.21% of portfolio
|
Q3 2025
Added 17.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$613,050
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|