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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,987
shares
|
$100,263
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
6,843
shares
|
$98,197
0.2% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,700
shares
|
$96,145
0.01% of portfolio
|
Q2 2024
Added 204.55%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
6,358
shares
|
$91,237
0.14% of portfolio
|
Q1 2022
Added 85.96%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
6,109
shares
|
$87,664
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,072
shares
|
$87,133
0.0% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$86,100
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,014
shares
|
$71,950
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,333
shares
|
$62,178
0.01% of portfolio
|
Q4 2024
Reduced 23.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,035
shares
|
$57,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,570
shares
|
$51,229
0.0% of portfolio
|
Q1 2024
Added 42.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,500
shares
|
$50,225
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,427
shares
|
$49,177
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,425
shares
|
$49,148
0.01% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
3,200
shares
|
$45,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,072
shares
|
$44,083
0.01% of portfolio
|
Q4 2024
Added 30.28%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,847
shares
|
$40,854
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,700
shares
|
$38,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,500
shares
|
$35,875
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,200
shares
|
$31,570
0.0% of portfolio
|
Q3 2022
Reduced 76.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$28,700
0.0% of portfolio
|
Q4 2022
Reduced 55.06%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,933
shares
|
$27,738
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,890
shares
|
$27,121
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,800
shares
|
$25,830
0.01% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,622
shares
|
$23,275
0.0% of portfolio
|
Q3 2024
Reduced 88.31%
|