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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,426
shares
|
$19,108
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,267
shares
|
$16,977
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,156
shares
|
$15,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
850
shares
|
$11,390
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
850
shares
|
$11,390
0.0% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
800
shares
|
$10,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
745
shares
|
$9,983
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
700
shares
|
$9,380
0.01% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
700
shares
|
$9,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
700
shares
|
$9,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
602
shares
|
$8,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$6,753
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$6,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
383
shares
|
$5,132
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
303
shares
|
$4,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$4,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$4,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$4,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
300
shares
|
$4,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
226
shares
|
$3,028
0.0% of portfolio
|
Q4 2024
Added 276.67%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
209
shares
|
$2,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
200
shares
|
$2,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
151
shares
|
$2,023
0.0% of portfolio
|
Q4 2022
Reduced 87.53%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$1,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 99.86%
|
|