Purchases and Sales Made in Q3 2025 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO CORPORATE & INCOME OPPORTUNITY FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386K+ 19.64% |
$5.31M - $5.57M
|
2.35M
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223K+ 66.72% |
$3.06M - $3.22M
|
556K
$7.45M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180K+ 1200.05% |
$2.48M - $2.6M
|
195K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 6.69% |
$2.4M - $2.51M
|
2.77M
$37.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
161K+ 282.84% |
$2.22M - $2.33M
|
218K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 23.19% |
$1.85M - $1.94M
|
712K
$9.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 54.74% |
$1.46M - $1.53M
|
299K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.1K+ 35.14% |
$1.16M - $1.22M
|
324K
$4.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
74.6KNew |
$1.03M - $1.08M
|
74.6K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.7K+ 5.24% |
$850K - $892K
|
1.24M
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.5K+ 8.46% |
$847K - $888K
|
788K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.7K+ 104.7% |
$809K - $849K
|
115K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.6K+ 12.78% |
$766K - $804K
|
491K
$6.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
47K+ 90.38% |
$647K - $679K
|
99K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
39.4KNew |
$543K - $570K
|
39.4K
$528K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
36.1K+ 8.32% |
$497K - $522K
|
470K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34.2K+ 62.57% |
$470K - $493K
|
88.7K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
31K+ 2.05% |
$427K - $448K
|
1.54M
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 6.13% |
$402K - $422K
|
505K
$6.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.2KNew |
$402K - $422K
|
29.2K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 4.16% |
$394K - $414K
|
717K
$9.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 4.42% |
$387K - $406K
|
665K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.9K+ 6.63% |
$357K - $375K
|
417K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.4K+ 0.99% |
$350K - $368K
|
2.59M
$34.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
24.5K+ 21.84% |
$337K - $353K
|
136K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24KNew |
$331K - $347K
|
24K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$315K - $331K
|
22.9K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.8K+ 31.3% |
$314K - $330K
|
95.8K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 28.27% |
$305K - $320K
|
100K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.1K+ 220.69% |
$304K - $319K
|
32.1K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 42.93% |
$294K - $309K
|
71.1K
$953K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
20.9K+ 109.09% |
$288K - $302K
|
40.1K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
20K+ 141.89% |
$275K - $289K
|
34.1K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.2KNew |
$236K - $248K
|
17.2K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.8KNew |
$231K - $243K
|
16.8K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
14.8KNew |
$203K - $213K
|
14.8K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9K+ 3.03% |
$192K - $201K
|
474K
$6.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 32.44% |
$172K - $180K
|
51K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 11.88% |
$167K - $175K
|
114K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 22.31% |
$164K - $172K
|
65.2K
$874K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11.4K+ 1841.71% |
$157K - $165K
|
12.1K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
10.8KNew |
$149K - $157K
|
10.8K
$145K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 4.03% |
$143K - $150K
|
269K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$140K - $147K
|
10.2K
$137K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
10K+ 11.31% |
$138K - $145K
|
98.4K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.94K+ 5.16% |
$137K - $144K
|
203K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.66K+ 92.89% |
$133K - $140K
|
20.1K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
9.59K+ 2.93% |
$132K - $139K
|
337K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.97K+ 44.54% |
$123K - $130K
|
29.1K
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.16K+ 86.88% |
$98.6K - $103K
|
15.4K
$206K
|
|