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 |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
43,865
shares
|
$587,791
0.07% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
42,866
shares
|
$574,404
0.02% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
40,921
shares
|
$548,341
0.31% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
40,870
shares
|
$547,658
0.13% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
40,076
shares
|
$537,018
0.08% of portfolio
|
Q3 2025
Added 109.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
39,791
shares
|
$533,199
0.04% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
39,425
shares
|
$528,295
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
39,138
shares
|
$524,449
0.0% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
38,161
shares
|
$511,357
0.02% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,645
shares
|
$477,643
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
34,669
shares
|
$464,564
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
34,095
shares
|
$456,873
0.05% of portfolio
|
Q3 2025
Added 141.89%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$456,270
0.43% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
33,527
shares
|
$449,261
0.16% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
33,070
shares
|
$443,138
0.02% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
32,353
shares
|
$433,530
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
32,069
shares
|
$429,724
0.02% of portfolio
|
Q3 2025
Added 220.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
31,625
shares
|
$423,775
0.04% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
30,118
shares
|
$403,581
0.05% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
30,051
shares
|
$402,683
0.48% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
29,828
shares
|
$399,695
0.18% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
29,706
shares
|
$398,060
0.0% of portfolio
|
Q3 2025
Reduced 32.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
29,421
shares
|
$394,241
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
29,200
shares
|
$391,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
29,091
shares
|
$389,819
0.01% of portfolio
|
Q3 2025
Added 44.54%
|
|