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 204 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,643
shares
|
$210,127
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
14,516
shares
|
$208,304
0.18% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,200
shares
|
$203,770
0.01% of portfolio
|
Q4 2023
Added 52492.59%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,058
shares
|
$201,732
0.0% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
13,868
shares
|
$199,005
0.14% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,036
shares
|
$187,066
0.01% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,034
shares
|
$187,037
0.01% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
12,877
shares
|
$184,784
0.08% of portfolio
|
Q4 2024
Added 68.37%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,870
shares
|
$184,684
0.02% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$181,154
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,555
shares
|
$180,164
0.02% of portfolio
|
Q4 2024
Added 18.95%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
12,186
shares
|
$174,869
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
11,836
shares
|
$169,846
0.17% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
11,000
shares
|
$157,850
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
10,594
shares
|
$152,023
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,559
shares
|
$151,521
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,487
shares
|
$150,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,484
shares
|
$150,445
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,161
shares
|
$145,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,036
shares
|
$144,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$138,793
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,272
shares
|
$133,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$118,846
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,311
shares
|
$104,912
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,278
shares
|
$104,439
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|