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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$14.22 +0.05 (+0.32%)
Closing price 03:59 PM Eastern
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$14.25 +0.02 (+0.17%)
As of 05:17 PM Eastern
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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)
133
Total
Institutional Inflows
(last 12 months)
$117.89M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$20.86M
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PTY Institutional Buying and Selling by Quarter

Pimco Corporate & Income Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.26,005$362K0.0%N/A0.014%
8/15/2025 Equitable Holdings Inc.239,400$3.33M0.0%+54.5%0.132%
8/15/2025 Captrust Financial Advisors14,990$209K0.0%+10.0%0.008%
8/15/2025 MML Investors Services LLC53,572$745K0.0%+6.6%0.030%
8/15/2025 Modern Wealth Management LLC13,826$192K0.0%+6.0%0.008%
8/15/2025 Great Valley Advisor Group Inc.18,088$252K0.0%-5.5%0.010%
8/15/2025 Balyasny Asset Management L.P.93,692$1.30M0.0%N/A0.052%
8/15/2025 Bank of America Corp DE636,884$8.86M0.0%+10.1%0.351%
8/14/2025 Jane Street Group LLC56,090$780K0.0%+71.7%0.031%
8/14/2025 Ausdal Financial Partners Inc.54,578$759K0.1%+11.0%0.030%
8/14/2025 Raymond James Financial Inc.726,392$10.10M0.0%-8.5%0.400%
8/14/2025 Diversify Wealth Management LLC51,410$715K0.0%+17.0%0.028%
8/14/2025 Objective Capital Management LLC26,536$369K0.4%-39.7%0.015%
8/14/2025 NewEdge Advisors LLC81,408$1.13M0.0%-8.0%0.045%
8/13/2025 StoneX Group Inc.10,241$143K0.0%-38.7%0.006%
8/13/2025 Guggenheim Capital LLC56,931$792K0.0%N/A0.031%
8/13/2025 Invesco Ltd.1,179,006$16.40M0.0%N/A0.649%
8/13/2025 Beacon Pointe Advisors LLC40,239$560K0.0%-4.1%0.022%
8/13/2025 Orleans Capital Management Corp LA104,655$1.46M0.8%+2.1%0.058%
8/13/2025 Lido Advisors LLC28,675$399K0.0%N/A0.016%
8/13/2025 Scotia Capital Inc.10,341$144K0.0%N/A0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.1,963,850$27.32M0.0%+12.9%1.081%
8/12/2025 J.W. Cole Advisors Inc.71,608$996K0.0%+4.5%0.039%
8/12/2025 Steward Partners Investment Advisory LLC333,526$4.64M0.0%+425.1%0.184%
8/12/2025 Tableaux LLC2,289$32K0.0%N/A0.001%
8/11/2025 Wealthspire Advisors LLC127,095$1.77M0.0%+33.5%0.070%
8/11/2025 Plotkin Financial Advisors LLC126,685$1.76M1.0%+3.3%0.070%
8/8/2025 Rockefeller Capital Management L.P.34,708$483K0.0%+2.2%0.019%
8/8/2025 Kingsview Wealth Management LLC20,126$280K0.0%+83.5%0.011%
8/8/2025 Cetera Investment Advisers1,466,153$20.39M0.0%+1.8%0.807%
8/8/2025 Creative Planning14,312$199K0.0%-16.8%0.008%
8/7/2025 Nwam LLC41,786$582K0.0%+11.4%0.023%
8/7/2025 Samalin Investment Counsel LLC86,888$1.21M0.5%+3.8%0.048%
8/7/2025 Cahill Financial Advisors Inc.59,740$831K0.1%-25.3%0.033%
8/7/2025 Allworth Financial LP15,547$216K0.0%+210.1%0.009%
8/6/2025 Wedbush Securities Inc.13,385$186K0.0%-24.5%0.007%
8/5/2025 Sigma Planning Corp42,198$587K0.0%-19.2%0.023%
8/5/2025 Integrity Financial Corp WA42,804$600K0.3%+8.3%0.024%
8/4/2025 Integrity Alliance LLC.102,953$1.43M0.1%+3.5%0.057%
8/4/2025 Spire Wealth Management4,479$62K0.0%-40.3%0.002%
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8/4/2025 Evergreen Wealth Management LLC327,266$4.55M2.6%+2.9%0.180%
8/1/2025 Envestnet Asset Management Inc.688,430$9.58M0.0%+13.2%0.379%
7/30/2025 D.A. Davidson & CO.28,152$392K0.0%-10.7%0.016%
7/29/2025 Madison Wealth Partners Inc39,535$550K0.1%-11.2%0.022%
7/29/2025 International Assets Investment Management LLC10,021$139K0.0%N/A0.006%
7/28/2025 Patten & Patten Inc. TN16,152$225K0.0%N/A0.009%
7/28/2025 Harbour Investments Inc.16,400$228K0.0%+15.5%0.009%
7/28/2025 Axxcess Wealth Management LLC460,307$6.40M0.1%+2.3%0.253%
7/25/2025 Atria Wealth Solutions Inc.10,048$141K0.0%-78.1%0.006%
7/25/2025 Apollon Wealth Management LLC11,095$154K0.0%N/A0.006%
7/24/2025 Zullo Investment Group Inc.155,678$2.17M0.9%+15.6%0.086%
7/23/2025 RMG Wealth Management LLC19,167$265K0.0%N/A0.011%
7/23/2025 Elm3 Financial Group LLC111,940$1.56M1.3%+12.4%0.062%
7/22/2025 Belpointe Asset Management LLC10,000$139K0.0%-63.5%0.006%
7/22/2025 Beacon Financial Advisory LLC12,116$169K0.0%+8.3%0.007%
7/22/2025 Accel Wealth Management434,285$6.04M2.0%+2.1%0.239%
7/22/2025 Apexium Financial LP25,207$354K0.0%+14.3%0.014%
7/21/2025 Ameritas Advisory Services LLC8,244$115K0.0%N/A0.005%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC120,499$1.68M0.0%-20.4%0.066%
7/18/2025 TPG Advisors LLC26,095$363K0.3%+15.1%0.014%
7/18/2025 PFG Investments LLC598,332$8.32M0.5%+1.5%0.329%
7/18/2025 Consolidated Portfolio Review Corp128,837$1.79M0.2%N/A0.071%
7/18/2025 Institute for Wealth Management LLC.15,036$209K0.0%+9.5%0.008%
7/18/2025 Truist Financial Corp391,171$5.44M0.0%+20.8%0.215%
7/17/2025 C2C Wealth Management LLC82,100$1.14M1.0%+13.7%0.045%
7/17/2025 XML Financial LLC1,512,364$21.04M1.8%+1.4%0.833%
7/17/2025 Presper Financial Architects LLC55,325$770K0.6%N/A0.030%
7/17/2025 Janney Montgomery Scott LLC63,609$885K0.0%-15.4%0.035%
7/17/2025 Covenant Asset Management LLC111,597$1.55M0.2%+1.2%0.061%
7/16/2025 Arlington Capital Management Inc.31,211$434K0.4%N/A0.017%
7/15/2025 Main Street Group LTD32,827$457K0.1%+15.8%0.018%
7/14/2025 Sowell Financial Services LLC10,399$145K0.0%N/A0.006%
7/11/2025 Farther Finance Advisors LLC7,735$108K0.0%+31.6%0.004%
7/11/2025 UMB Bank n.a.52,000$723K0.0%N/A0.029%
7/10/2025 Wealth Enhancement Advisory Services LLC46,677$649K0.0%+64.0%0.026%
7/10/2025 Capital Advisory Group Advisory Services LLC39,376$548K0.2%+7.3%0.022%
7/9/2025 Dynamic Advisor Solutions LLC258,527$3.60M0.1%+10.1%0.142%
7/9/2025 Triumph Capital Management115,161$1.60M0.5%+107.4%0.063%
7/7/2025 Accelerate Investment Advisors LLC38,493$535K0.4%+48.4%0.021%
7/2/2025 Capital Market Strategies LLC20,965$292K0.2%N/A0.012%
5/20/2025 Belpointe Asset Management LLC27,386$396K0.0%-5.9%0.015%
5/20/2025 Integrity Alliance LLC.99,460$1.44M0.1%N/A0.055%
5/19/2025 Jane Street Group LLC32,670$472K0.0%N/A0.018%
5/19/2025Smith Asset Management Co. LLC167,163$2.42M2.3%N/A0.092%
5/16/2025 Cape Investment Advisory Inc.5,415$78K0.0%N/A0.003%
5/16/2025 Plotkin Financial Advisors LLC122,615$1.77M1.1%+2.9%0.068%
5/16/2025 NewEdge Advisors LLC88,471$1.28M0.0%+2.5%0.049%
5/16/2025 Integrated Wealth Concepts LLC14,468$209K0.0%N/A0.008%
5/15/2025 Royal Bank of Canada272,394$3.94M0.0%+0.8%0.150%
5/15/2025 MAI Capital Management3,300$48K0.0%-64.4%0.002%
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5/14/2025 Samalin Investment Counsel LLC83,701$1.21M0.5%+3.2%0.046%
5/14/2025 Apexium Financial LP22,052$320K0.0%N/A0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.1,739,460$25.15M0.0%+10.8%0.958%
5/14/2025 Kestra Advisory Services LLC192,736$2.79M0.0%-13.2%0.106%
5/14/2025 Capital Analysts LLC19,555$283K0.0%+50.0%0.011%
5/13/2025 Raymond James Financial Inc.794,004$11.48M0.0%+12.5%0.437%
5/13/2025 HighTower Advisors LLC52,257$756K0.0%+23.0%0.029%
5/12/2025 Financial Engines Advisors L.L.C.81,397$1.18M0.0%-2.7%0.045%
5/12/2025 Independent Advisor Alliance10,608$153K0.0%-96.4%0.006%
5/12/2025 Integrity Financial Corp WA39,507$576K0.3%+16.2%0.022%
(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, 196 institutional investors and hedge funds held shares of Pimco Corporate & Income Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($35.44M), Northwestern Mutual Wealth Management Co. ($27.32M), XML Financial LLC ($21.04M), Cetera Investment Advisers ($20.39M), Invesco Ltd. ($16.40M), Commonwealth Equity Services LLC ($15.65M), and Penserra Capital Management LLC ($10.87M).Learn more on Pimco Corporate & Income Opportunity Fund's institutional investors.

What percentage of Pimco Corporate & Income Opportunity Fund's stock is owned by institutional investors?

10.25% of Pimco Corporate & Income Opportunity Fund's 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's stock?

Of the 172 institutional investors that purchased Pimco Corporate & Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($1.18M), Cetera Investment Advisers ($1.11M), Raymond James Financial Inc. ($794.00K), PFG Investments LLC ($737.87K), XML Financial LLC ($578.78K), LPL Financial LLC ($560.83K), and Northwestern Mutual Wealth Management Co. ($546.81K).

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

Institutional investors have bought a total of 8,283,449 shares in the last 24 months. This purchase volume represents approximately $117.89M in transactions.

Which of Pimco Corporate & Income Opportunity Fund's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Pimco Corporate & Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Independent Advisor Alliance ($287.71K), SYM FINANCIAL Corp ($273.60K), Wells Fargo & Company MN ($161.06K), Avestar Capital LLC ($88K), Axxcess Wealth Management LLC ($78.87K), Raymond James Financial Inc. ($67.61K), and Atria Wealth Solutions Inc. ($45.34K).

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

Institutional investors have sold a total of 1,456,499 shares in the last 24 months. This volume of shares sold represents approximately $20.86M in transactions.


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This page (NYSE:PTY) was last updated on 9/3/2025 by MarketBeat.com Staff
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