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 |
|---|---|---|---|---|---|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
12,624
shares
|
$169,161
0.05% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
12,532
shares
|
$167,928
0.01% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,256
shares
|
$164,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
12,058
shares
|
$161,577
0.04% of portfolio
|
Q3 2025
Added 1841.71%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,978
shares
|
$160,505
0.06% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,920
shares
|
$159,728
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,619
shares
|
$155,694
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,436
shares
|
$153,242
0.09% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,095
shares
|
$148,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,955
shares
|
$146,797
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,920
shares
|
$146,328
0.0% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
10,839
shares
|
$145,242
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
10,608
shares
|
$142,147
0.0% of portfolio
|
Q1 2025
Reduced 96.44%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,200
shares
|
$136,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,197
shares
|
$136,639
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,126
shares
|
$135,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,109
shares
|
$135,460
0.0% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,048
shares
|
$134,643
0.0% of portfolio
|
Q2 2025
Reduced 78.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
10,021
shares
|
$134,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$129,604
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,950
shares
|
$119,930
0.01% of portfolio
|
Q3 2025
Added 33.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,470
shares
|
$113,498
0.0% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$110,978
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,053
shares
|
$94,510
0.0% of portfolio
|
Q3 2025
Reduced 93.05%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$91,696
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|