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 |
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,126
shares
|
$140,143
0.01% of portfolio
|
Q1 2025
New holding
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$138,400
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,672
shares
|
$133,860
0.06% of portfolio
|
Q3 2022
Added 112.9%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,272
shares
|
$128,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,282
shares
|
$114,622
0.05% of portfolio
|
Q4 2024
Added 2.84%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,501
shares
|
$103,813
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,987
shares
|
$96,700
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$94,707
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,700
shares
|
$92,728
0.01% of portfolio
|
Q2 2024
Added 204.55%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
6,358
shares
|
$87,994
0.14% of portfolio
|
Q1 2022
Added 85.96%
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
6,109
shares
|
$84,548
0.01% of portfolio
|
Q4 2019
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,000
shares
|
$83,040
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,876
shares
|
$81,323
0.0% of portfolio
|
Q1 2025
Added 117.63%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,014
shares
|
$69,393
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,035
shares
|
$55,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,950
shares
|
$54,668
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,500
shares
|
$48,440
0.02% of portfolio
|
Q1 2023
New holding
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
3,425
shares
|
$47,402
0.01% of portfolio
|
Q4 2024
Added 79.32%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,246
shares
|
$44,924
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$44,288
0.03% of portfolio
|
Q3 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,123
shares
|
$43,222
0.0% of portfolio
|
Q1 2025
Added 92.54%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,072
shares
|
$42,516
0.01% of portfolio
|
Q4 2024
Added 30.28%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,919
shares
|
$40,398
0.0% of portfolio
|
Q1 2025
Added 360.41%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,847
shares
|
$39,402
0.02% of portfolio
|
Q4 2023
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,694
shares
|
$37,284
0.0% of portfolio
|
Q1 2025
New holding
|