Free Trial

PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free PTY Stock Alerts
$14.18
+0.03 (+0.21%)
(As of 05/17/2024 08:54 PM ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for PIMCO Corporate & Income Opportunity Fund (NYSE:PTY)

Current
Institutional Ownership
Percentage
10.25%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$64.19M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$8.23M
Get PTY Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Corporate & Income Opportunity Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PTY Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Opportunity Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 XML Financial LLC1,183,918$17.61M1.8%+7.3%0.773%
5/14/2024 Sheaff Brock Investment Advisors LLC60,611$901K0.1%+92.3%0.040%
5/10/2024 Osaic Holdings Inc.704,031$10.47M0.0%+18.7%0.460%
5/10/2024 Nwam LLC38,222$547K0.0%-9.2%0.025%
5/8/2024 Avantax Advisory Services Inc.15,951$237K0.0%-9.2%0.010%
5/8/2024 Semus Wealth Partners LLC32,812$488K0.4%-8.7%0.021%
5/7/2024 Verus Capital Partners LLC30,477$453K0.1%-6.5%0.020%
5/6/2024 SYM FINANCIAL Corp291,872$4.34M0.7%-0.8%0.191%
5/3/2024 Patron Partners LLC17,639$262K0.2%N/A0.012%
5/2/2024 Choreo LLC27,677$412K0.0%-24.5%0.018%
5/2/2024 Hollencrest Capital Management47,987$714K0.0%+26.3%0.031%
5/1/2024 Janney Montgomery Scott LLC41,855$622K0.0%+5.4%0.027%
5/1/2024 Concourse Financial Group Securities Inc.391,396$5.87M0.4%+4.4%0.256%
4/30/2024 Private Advisor Group LLC328,838$4.89M0.0%+0.7%0.215%
4/30/2024 J.W. Cole Advisors Inc.16,719$249K0.0%N/A0.011%
4/30/2024 SpiderRock Advisors LLC17,000$247K0.0%N/A0.011%
4/29/2024Commonwealth Equity Services LLC978,650$14.55M0.0%+6.8%0.639%
4/25/2024 Cambridge Investment Research Advisors Inc.436,881$6.50M0.0%+18.8%0.285%
4/24/2024 Spire Wealth Management23,537$350K0.0%+41.6%0.015%
4/23/2024 Global Retirement Partners LLC4,057$60K0.0%+59.3%0.003%
4/23/2024 Covenant Asset Management LLC81,532$1.21M0.2%+37.5%0.053%
4/23/2024 Raymond James Financial Services Advisors Inc.466,159$6.93M0.0%+1.5%0.305%
4/22/2024 Strategic Financial Concepts LLC18,267$272K0.1%+35.6%0.012%
4/22/2024 PFG Investments LLC713,512$10.61M0.6%N/A0.466%
4/19/2024 Accel Wealth Management291,511$4.34M1.8%+14.1%0.190%
4/19/2024 Cornerstone Wealth Management LLC67,186$999K0.1%-2.9%0.044%
4/18/2024 AlphaMark Advisors LLC9,440$140K0.0%+19.4%0.006%
4/15/2024 Disciplined Investments LLC50,000$744K0.4%N/A0.033%
4/12/2024 Dynamic Advisor Solutions LLC194,680$2.90M0.1%+0.6%0.127%
3/22/2024 PNC Financial Services Group Inc.40,647$538K0.0%-12.0%0.027%
3/8/2024 ICA Group Wealth Management LLC2,847$38K0.0%N/A0.002%
2/26/2024Virtu Financial LLC13,746$182K0.0%-73.2%0.010%
2/17/2024 Madison Wealth Partners Inc37,483$496K0.2%N/A0.028%
2/14/2024 XML Financial LLC1,103,619$14.61M1.5%+14.7%0.816%
2/13/2024 Exencial Wealth Advisors LLC85,503$1.13M0.0%+2.5%0.063%
2/13/2024 Cetera Advisor Networks LLC385,532$5.10M0.0%+12.5%0.285%
2/13/2024 Copperwynd Financial LLC15,250$202K0.1%+10.0%0.011%
2/13/2024 Cornerstone Advisory LLC64,501$854K0.1%+120.3%0.048%
2/12/2024Dodds Wealth LLC29,761$394K0.2%N/A0.022%
2/12/2024 Avestar Capital LLC57,300$764K0.1%+110.8%0.042%
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad)

For over four decades, Louis Navellier has found the very best tech stocks... Before the rest of the market.

Click for his six specific AI stock in the crosshairs
2/12/2024Focus Financial Network Inc. ADV138,911$1.86M0.1%N/A0.103%
2/12/2024 Parallel Advisors LLC93,459$1.24M0.0%+25.5%0.069%
2/9/2024 Advisory Services Network LLC12,462$165K0.0%-14.4%0.009%
2/9/2024 Cambridge Investment Research Advisors Inc.367,766$4.87M0.0%+7.3%0.272%
2/9/2024 D.A. Davidson & CO.36,706$486K0.0%+25.5%0.027%
2/9/2024 PNC Financial Services Group Inc.40,647$538K0.0%-12.0%0.030%
2/8/2024 Sheaff Brock Investment Advisors LLC31,526$417K0.0%+23.5%0.023%
2/8/2024 Beacon Pointe Advisors LLC57,565$762K0.0%-14.2%0.043%
2/7/2024 Avantax Advisory Services Inc.17,576$233K0.0%-77.7%0.013%
2/7/2024 Collaborative Wealth Managment Inc.15,254$202K0.1%-7.7%0.011%
2/7/2024 Principal Securities Inc.116,262$1.54M0.1%N/A0.086%
2/7/2024 Concourse Financial Group Securities Inc.374,921$5.01M0.4%+10.2%0.277%
2/6/2024 Private Advisor Group LLC326,392$4.32M0.0%+3.3%0.241%
2/6/2024 Spire Wealth Management16,627$226K0.0%-20.1%0.012%
2/6/2024 Evergreen Wealth Management LLC261,606$3.46M2.5%+2.7%0.193%
2/6/2024 SYM FINANCIAL Corp294,137$3.89M0.6%-4.1%0.218%
2/6/2024 M&T Bank Corp95,580$1.27M0.0%+8.6%0.071%
2/5/2024 Choreo LLC36,646$490K0.0%N/A0.027%
2/2/2024Golden State Equity Partners175,288$2.32M0.6%-0.6%0.130%
2/2/2024 Truist Financial Corp48,446$641K0.0%-44.4%0.036%
2/2/2024 Bank of New Hampshire5,860$78K0.0%-33.1%0.004%
2/1/2024 Sigma Planning Corp14,429$191K0.0%-62.4%0.011%
2/1/2024 CWM LLC3,540$47K0.0%-18.3%0.003%
1/31/2024 Western Wealth Management LLC41,399$548K0.0%-9.8%0.031%
1/30/2024 Prosperity Wealth Management Inc.17,608$233K0.2%N/A0.013%
1/30/2024 Avior Wealth Management LLC264,500$3.50M0.2%N/A0.196%
1/25/2024 International Assets Investment Management LLC107,800$1.43M0.0%+42.0%0.080%
1/25/2024Instrumental Wealth LLC11,994$165K0.2%+7.1%0.009%
1/24/2024 Stratos Wealth Partners LTD.22,175$294K0.0%-18.4%0.016%
1/24/2024 Prime Capital Investment Advisors LLC11,626$154K0.0%N/A0.009%
1/24/2024 International Assets Investment Management LLC107,800$1.43M0.0%+42.0%0.080%
1/24/2024 All Season Financial Advisors Inc.33,377$442K0.4%-29.0%0.025%
1/23/2024 Semus Wealth Partners LLC35,926$476K0.4%-8.2%0.027%
1/22/2024 Covenant Asset Management LLC59,285$785K0.1%+83.8%0.044%
1/19/2024 Realta Investment Advisors10,208$135K0.0%N/A0.008%
1/19/2024 AlphaMark Advisors LLC7,904$105K0.0%N/A0.006%
1/18/2024 Strategic Financial Concepts LLC13,467$178K0.1%-5.6%0.010%
1/18/2024 TFB Advisors LLC44,792$593K0.3%+75.9%0.033%
1/18/2024 Global Retirement Partners LLC2,547$35K0.0%N/A0.002%
1/18/2024 Accel Wealth Management255,580$3.38M1.7%+2.6%0.189%
1/17/2024 Cresta Advisors Ltd.51,705$685K0.5%-18.7%0.038%
1/16/2024 Raymond James Financial Services Advisors Inc.459,455$6.08M0.0%+35.5%0.340%
1/16/2024 Raymond James & Associates86,823$1.15M0.0%+12.3%0.064%
1/12/2024 Independent Wealth Network Inc.32,382$429K0.2%+115.8%0.024%
1/11/2024 Dynamic Advisor Solutions LLC193,489$2.63M0.1%+5.3%0.143%
1/10/2024 Cornerstone Wealth Management LLC69,161$916K0.1%+32.4%0.051%
12/11/2023 Sunbelt Securities Inc.3,460$45K0.0%-31.6%0.003%
11/16/2023 Penserra Capital Management LLC831,441$10.87M0.2%-0.5%0.615%
11/14/2023 Samalin Investment Counsel LLC48,145$629K0.4%+12.8%0.036%
11/13/2023 GSB Wealth Management LLC19,555$256K0.1%-11.0%0.014%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
11/13/2023 Hollencrest Capital Management38,289$500K0.1%-15.5%0.028%
11/13/2023 Certified Advisory Corp21,692$284K0.0%-21.9%0.016%
11/13/2023 Stifel Financial Corp137,486$1.80M0.0%-2.0%0.102%
11/13/2023 Mariner LLC40,809$533K0.0%N/A0.030%
11/13/2023 LPL Financial LLC1,691,572$22.11M0.0%+8.6%1.251%
11/13/2023 TFB Advisors LLC25,463$333K0.4%+143.4%0.019%
11/13/2023 Rathbones Group PLC14,000$183K0.0%N/A0.010%
11/13/2023 Envestnet Asset Management Inc.254,346$3.32M0.0%+9.6%0.188%
11/13/2023 Kestra Advisory Services LLC126,477$1.65M0.0%-7.2%0.094%
11/9/2023 Collaborative Wealth Managment Inc.16,519$216K0.1%-10.8%0.012%
(Data available from 1/1/2016 forward)

PTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTY shares?

During the previous two years, 143 institutional investors and hedge funds held shares of PIMCO Corporate & Income Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($22.11M), XML Financial LLC ($17.61M), Commonwealth Equity Services LLC ($14.55M), Penserra Capital Management LLC ($10.87M), PFG Investments LLC ($10.61M), Osaic Holdings Inc. ($10.47M), and Raymond James Financial Services Advisors Inc. ($6.93M).Learn more on PTY's institutional investors.

What percentage of PIMCO Corporate & Income Opportunity Fund stock is owned by institutional investors?

10.25% of PIMCO Corporate & Income Opportunity Fund stock is owned by institutional investors. Learn more on PTY's institutional investor holdings.

Which institutional investors have been buying PIMCO Corporate & Income Opportunity Fund stock?

Of the 123 institutional investors that purchased PIMCO Corporate & Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PFG Investments LLC ($2.27M), International Assets Investment Management LLC ($1.30M), XML Financial LLC ($843.96K), LPL Financial LLC ($728.72K), Raymond James Financial Services Advisors Inc. ($402.99K), Private Advisor Group LLC ($399.49K), and Cambridge Investment Research Advisors Inc. ($358.05K).

How much institutional buying is happening at PIMCO Corporate & Income Opportunity Fund?

Institutional investors have bought a total of 11,534,315 shares in the last 24 months. This purchase volume represents approximately $148.85M in transactions.

Which PIMCO Corporate & Income Opportunity Fund major shareholders have been selling company stock?

Of the 67 institutional investors that sold PIMCO Corporate & Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($255.90K), Cornerstone Advisory LLC ($243.68K), Rockefeller Capital Management L.P. ($239.62K), All Season Financial Advisors Inc. ($81.29K), M&T Bank Corp ($76.65K), Beacon Pointe Advisors LLC ($65.80K), and Avantax Advisory Services Inc. ($62.83K).

How much institutional selling is happening at PIMCO Corporate & Income Opportunity Fund?

Institutional investors have sold a total of 1,873,723 shares in the last 24 months. This volume of shares sold represents approximately $23.65M in transactions.


Related Companies:
This page (NYSE:PTY) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Elon’s New Device is About to Shock the World
InvestorPlace
"The Biggest Drug Ever" Is Coming
Behind the Markets
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders