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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
59,862
shares
|
$859,019
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
58,140
shares
|
$834,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
57,519
shares
|
$825,397
0.34% of portfolio
|
Q4 2024
Added 141.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,493
shares
|
$810,674
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
51,785
shares
|
$743,114
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
51,705
shares
|
$741,966
0.41% of portfolio
|
Q2 2024
Added 341.73%
|
|
|
Ghe, LLC
|
Mar 03, 2025 Q4 2024 |
50,950
shares
|
$731,132
0.29% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
50,210
shares
|
$720,513
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
49,509
shares
|
$710,454
0.0% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
46,929
shares
|
$673,431
0.02% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
46,415
shares
|
$666,055
0.0% of portfolio
|
Q4 2024
Added 34.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
45,939
shares
|
$659,224
0.0% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45,750
shares
|
$656,512
0.07% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
43,978
shares
|
$631,084
0.18% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,810
shares
|
$628,673
0.01% of portfolio
|
Q4 2024
Added 45.34%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
43,100
shares
|
$618,485
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
42,500
shares
|
$609,875
0.23% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
42,500
shares
|
$609,875
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,494
shares
|
$609,788
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
41,277
shares
|
$592,324
0.01% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
41,247
shares
|
$591,894
0.02% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
40,086
shares
|
$575,234
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
40,000
shares
|
$574,000
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
38,588
shares
|
$553,737
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
37,638
shares
|
$540,105
0.15% of portfolio
|
Q4 2024
New holding
|