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 191 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$272,558
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
18,686
shares
|
$272,441
0.1% of portfolio
|
Q3 2021
Reduced 9.47%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
18,373
shares
|
$267,878
0.21% of portfolio
|
Q3 2024
Added 47.9%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
17,847
shares
|
$260,209
0.06% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,612
shares
|
$256,782
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
17,332
shares
|
$252,700
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,000
shares
|
$247,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
16,745
shares
|
$244,142
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
16,575
shares
|
$241,663
0.07% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,478
shares
|
$240,249
0.01% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16,317
shares
|
$237,901
0.01% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,993
shares
|
$233,177
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,481
shares
|
$225,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
15,000
shares
|
$218,700
0.11% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
14,516
shares
|
$211,643
0.18% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,200
shares
|
$207,036
0.01% of portfolio
|
Q4 2023
Added 52492.59%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
13,868
shares
|
$202,195
0.14% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,870
shares
|
$187,644
0.02% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,656
shares
|
$184,524
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$184,057
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
12,556
shares
|
$183,066
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,307
shares
|
$179,436
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
12,076
shares
|
$176,068
0.06% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
11,686
shares
|
$170,381
0.16% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,628
shares
|
$169,536
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|