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 |
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,331
shares
|
$226,021
0.0% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,487
shares
|
$214,340
0.0% of portfolio
|
Q1 2025
Added 47.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
15,000
shares
|
$207,600
0.1% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
14,803
shares
|
$204,873
0.15% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,643
shares
|
$202,659
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,271
shares
|
$197,510
0.0% of portfolio
|
Q1 2025
Added 135.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,200
shares
|
$196,528
0.01% of portfolio
|
Q4 2023
Added 52492.59%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,095
shares
|
$195,074
0.02% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,058
shares
|
$194,562
0.0% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
13,868
shares
|
$191,933
0.15% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
13,730
shares
|
$190,023
0.03% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,492
shares
|
$186,729
0.01% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,034
shares
|
$180,390
0.01% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$174,716
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
12,186
shares
|
$168,654
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
11,836
shares
|
$163,810
0.15% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,546
shares
|
$159,796
0.0% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,187
shares
|
$154,828
0.05% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,096
shares
|
$153,568
0.01% of portfolio
|
Q1 2025
Added 100772.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,966
shares
|
$151,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,608
shares
|
$146,814
0.01% of portfolio
|
Q1 2025
Reduced 96.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,484
shares
|
$145,098
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,426
shares
|
$144,295
0.02% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,200
shares
|
$141,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,161
shares
|
$140,628
0.0% of portfolio
|
Q4 2024
New holding
|