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 |
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
37,638
shares
|
$520,909
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
37,505
shares
|
$519,069
0.05% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
36,711
shares
|
$508,080
0.2% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,645
shares
|
$493,326
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
35,033
shares
|
$484,856
0.05% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
34,640
shares
|
$479,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$471,252
0.43% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
33,947
shares
|
$469,826
0.0% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
33,790
shares
|
$467,653
0.02% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
33,620
shares
|
$465,300
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
33,118
shares
|
$458,353
0.07% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,670
shares
|
$452,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,267
shares
|
$446,575
0.05% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,517
shares
|
$436,195
0.0% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
30,463
shares
|
$421,607
0.21% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
29,117
shares
|
$402,979
0.03% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
28,728
shares
|
$397,595
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
28,462
shares
|
$393,914
0.0% of portfolio
|
Q1 2025
Added 66.88%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
28,354
shares
|
$392,419
0.18% of portfolio
|
Q1 2025
Added 120.19%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
26,783
shares
|
$370,676
0.11% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
25,937
shares
|
$358,968
0.31% of portfolio
|
Q1 2025
Added 78.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
25,575
shares
|
$353,958
0.01% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
25,025
shares
|
$346,346
0.01% of portfolio
|
Q4 2024
Reduced 48.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
24,000
shares
|
$332,160
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
23,113
shares
|
$319,883
0.11% of portfolio
|
Q2 2024
Reduced 22.34%
|