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 |
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
23,000
shares
|
$318,320
0.03% of portfolio
|
Q3 2024
Reduced 79.28%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
22,900
shares
|
$316,936
0.16% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
22,671
shares
|
$313,766
0.26% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
22,108
shares
|
$305,974
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
22,052
shares
|
$305,199
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
22,000
shares
|
$304,480
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
21,405
shares
|
$296,245
0.24% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
21,254
shares
|
$294,155
0.17% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,700
shares
|
$272,648
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
19,602
shares
|
$271,291
0.03% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
19,555
shares
|
$270,641
0.01% of portfolio
|
Q1 2025
Added 50.01%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,429
shares
|
$268,897
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,145
shares
|
$264,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,716
shares
|
$259,029
0.0% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$258,724
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
18,686
shares
|
$258,614
0.1% of portfolio
|
Q3 2021
Reduced 9.47%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
18,269
shares
|
$252,842
0.03% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
17,847
shares
|
$247,002
0.06% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,735
shares
|
$245,452
0.01% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
17,458
shares
|
$241,618
0.04% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
17,164
shares
|
$237,549
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,000
shares
|
$235,280
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
16,745
shares
|
$231,750
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
16,636
shares
|
$230,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
16,487
shares
|
$228,180
0.08% of portfolio
|
Q1 2025
Reduced 2.92%
|