Purchases and Sales Made in Q4 2024 in Pimco Corporate & Income Opportunity Fund (PTY)
This table provides information about the institutional ownership of Pimco Corporate & Income Opportunity Fund (PTY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
640+ 1.38% |
$9.14K - $9.48K
|
46.9K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
634New |
$9.05K - $9.39K
|
634
$9.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
574+ 3.59% |
$8.2K - $8.5K
|
16.6K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
574+ 2.24% |
$8.2K - $8.5K
|
26.2K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
503+ 2.59% |
$7.18K - $7.45K
|
19.9K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
452+ 1.08% |
$6.45K - $6.69K
|
42.5K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
408+ 2.46% |
$5.83K - $6.04K
|
17K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
350New |
$5K - $5.18K
|
350
$5.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
244+ 0.29% |
$3.48K - $3.61K
|
83.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
229+ 2.84% |
$3.27K - $3.39K
|
8.28K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 276.67% |
$2.37K - $2.46K
|
226
$3.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
164+ 0.76% |
$2.34K - $2.43K
|
21.8K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 0.91% |
$1.57K - $1.63K
|
12.2K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
90+ 0.23% |
$1.29K - $1.33K
|
38.6K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48+ 0.46% |
$685 - $711
|
10.6K
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 15.02% |
$500 - $518
|
268
$3.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 2.44% |
$400 - $415
|
1.18K
$17.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.28% |
$200 - $207
|
5.01K
$74.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.07% |
$171 - $178
|
591
$8.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$14.3 - $14.8
|
7.31K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-81- 0.38% |
$1.16K - $1.2K
|
21.2K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 0.16% |
$1.56K - $1.61K
|
66.3K
$982K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 1.74% |
$1.84K - $1.91K
|
7.28K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 4.19% |
$2.14K - $2.22K
|
3.43K
$50.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 1.39% |
$3.28K - $3.41K
|
16.3K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 14.14% |
$14.3K - $14.8K
|
6.07K
$89.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 3.34% |
$14.3K - $14.8K
|
29K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 6.77% |
$32.4K - $33.6K
|
31.3K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.26K- 4.33% |
$46.6K - $48.3K
|
72K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.88K- 16.24% |
$55.4K - $57.4K
|
20K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4K- 10.58% |
$57.1K - $59.2K
|
33.8K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.68K- 20.51% |
$66.8K - $69.3K
|
18.1K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.83K- 0.49% |
$69K - $71.5K
|
987K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.09K- 14.67% |
$101K - $105K
|
41.2K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.26K- 1.18% |
$104K - $108K
|
610K
$9.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.54K- 20.34% |
$136K - $141K
|
37.4K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 44.64% |
$153K - $158K
|
13.3K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.1K- 99.91% |
$173K - $179K
|
11
$163
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 2.66% |
$246K - $255K
|
631K
$9.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-273K- 93.48% |
$3.9M - $4.04M
|
19K
$282K
|