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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,694
shares
|
$250,499
0.01% of portfolio
|
Q2 2020
Reduced 11.13%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,647
shares
|
$249,869
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
18,495
shares
|
$247,833
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
18,399
shares
|
$246,546
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
17,847
shares
|
$239,149
0.05% of portfolio
|
Q4 2022
Added 33.72%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
17,458
shares
|
$233,937
0.04% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,371
shares
|
$232,771
0.0% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
17,167
shares
|
$230,037
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,078
shares
|
$228,845
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
17,068
shares
|
$228,711
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,000
shares
|
$227,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
16,800
shares
|
$225,120
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
16,745
shares
|
$224,383
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
16,619
shares
|
$222,694
0.03% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
16,566
shares
|
$221,984
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,008
shares
|
$214,507
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,870
shares
|
$212,658
0.0% of portfolio
|
Q3 2025
Reduced 60.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15,406
shares
|
$206,440
0.02% of portfolio
|
Q3 2025
Added 86.88%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
15,356
shares
|
$205,770
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
15,000
shares
|
$201,000
0.09% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,771
shares
|
$197,931
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,751
shares
|
$197,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,178
shares
|
$189,985
0.06% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
13,336
shares
|
$178,702
0.13% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,206
shares
|
$176,960
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|