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PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

PIMCO Corporate & Income Opportunity Fund logo
$14.44 +0.01 (+0.03%)
As of 11:20 AM 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)
108
Total
Institutional Inflows
(last 12 months)
$97.09M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$14.46M
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PTY Institutional Buying and Selling by Quarter

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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
3/18/2025Objective Capital Management LLC43,100$619K0.4%N/A0.024%
3/17/2025 Wealth Enhancement Advisory Services LLC17,055$245K0.0%+53.0%0.009%
2/25/2025 B. Riley Wealth Advisors Inc.25,025$363K0.0%-48.7%0.016%
2/24/2025 Ameriflex Group Inc.40,086$591K0.3%N/A0.026%
2/18/2025 Continuum Advisory LLC3,072$44K0.0%+30.3%0.002%
2/17/2025 Williams Jones Wealth Management LLC.14,058$202K0.0%+11.1%0.009%
2/17/2025 Vermillion & White Wealth Management Group LLC1,890$27K0.0%N/A0.001%
2/17/2025 Strategic Wealth Partners Ltd.206,365$3.04M0.3%-7.1%0.135%
2/17/2025 Main Street Group LTD12,877$185K0.1%+68.4%0.008%
2/17/2025 NorthRock Partners LLC22,790$327K0.0%N/A0.015%
2/17/2025 Cetera Investment Advisers910,415$13.08M0.0%-0.4%0.595%
2/17/2025 Cahill Financial Advisors Inc.80,065$1.15M0.2%-8.5%0.052%
2/17/2025 Captrust Financial Advisors14,643$210K0.0%-15.5%0.010%
2/17/2025 Citadel Advisors LLC34,640$498K0.0%N/A0.023%
2/17/2025 Bank of America Corp DE565,486$8.13M0.0%+6.9%0.369%
2/14/2025 Triumph Capital Management42,500$611K0.2%-8.2%0.028%
2/14/2025 Beacon Pointe Advisors LLC41,277$593K0.0%-8.4%0.027%
2/14/2025 IHT Wealth Management LLC10,161$146K0.0%N/A0.007%
2/14/2025 Stifel Financial Corp159,469$2.29M0.0%+20.7%0.104%
2/14/2025 OneDigital Investment Advisors LLC66,520$956K0.0%-5.4%0.043%
2/14/2025 TD Waterhouse Canada Inc.6,000$86K0.0%-45.5%0.004%
2/14/2025 Concourse Financial Group Securities Inc.506,538$7.42M0.4%+21.1%0.331%
2/13/2025 NewEdge Advisors LLC86,307$1.24M0.0%-11.2%0.056%
2/13/2025 Belpointe Asset Management LLC29,117$416K0.0%+7.8%0.019%
2/13/2025 Mariner LLC56,493$812K0.0%+7.5%0.037%
2/13/2025 Rockefeller Capital Management L.P.46,415$667K0.0%+34.9%0.030%
2/13/2025 Integrity Financial Corp WA33,996$489K0.3%+8.8%0.022%
2/13/2025 Envestnet Asset Management Inc.545,915$7.85M0.0%+2.2%0.357%
2/13/2025 Oarsman Capital Inc.4,333$62K0.0%-23.8%0.003%
2/13/2025 Wells Fargo & Company MN132,122$1.90M0.0%-54.9%0.086%
2/12/2025 Orleans Capital Management Corp LA102,305$1.52M0.9%+1.9%0.067%
2/12/2025 StoneX Group Inc.16,636$239K0.0%N/A0.011%
2/12/2025 C2C Wealth Management LLC70,100$1.01M0.9%+1.4%0.046%
2/12/2025 Brown Brothers Harriman & Co.4,035$58K0.0%N/A0.003%
2/12/2025 Ausdal Financial Partners Inc.35,033$503K0.0%+11.2%0.023%
2/11/2025 Modern Wealth Management LLC13,034$193K0.0%+5.9%0.009%
2/11/2025 LPL Financial LLC2,235,344$32.12M0.0%+10.5%1.460%
2/11/2025 Samalin Investment Counsel LLC81,140$1.17M0.5%+3.7%0.053%
2/10/2025 Axxcess Wealth Management LLC444,750$6.39M0.2%+4.3%0.291%
2/10/2025 Parallel Advisors LLC102,569$1.47M0.0%+2.1%0.067%
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2/10/2025 GWN Securities Inc.37,638$549K0.1%N/A0.025%
2/10/2025 Collaborative Wealth Managment Inc.28,963$416K0.2%-3.3%0.019%
2/10/2025 Commonwealth Equity Services LLC986,916$14.18M0.0%-0.5%0.645%
2/10/2025 Madison Wealth Partners Inc43,978$632K0.2%+3.9%0.029%
2/10/2025 CFO4Life Group LLC17,458$251K0.0%+54.4%0.011%
2/10/2025 Hollencrest Capital Management41,247$593K0.0%-14.7%0.027%
2/7/2025 Prosperity Wealth Management Inc.72,004$1.04M0.4%-4.3%0.047%
2/7/2025 Independent Advisor Alliance298,314$4.29M0.1%+2,712.2%0.195%
2/7/2025 PNC Financial Services Group Inc.6,072$87K0.0%-14.1%0.004%
2/6/2025 Raymond James Financial Inc.705,963$10.15M0.0%N/A0.461%
2/6/2025 M&T Bank Corp128,419$1.85M0.0%+1.7%0.084%
2/6/2025 Steward Partners Investment Advisory LLC43,810$630K0.0%+45.3%0.029%
2/5/2025 TPG Advisors LLC19,873$286K0.2%+8.2%0.013%
2/5/2025 Private Trust Co. NA12,555$180K0.0%+18.9%0.008%
2/5/2025 Oppenheimer & Co. Inc.67,951$976K0.0%+42.1%0.044%
2/4/2025 Wealthspire Advisors LLC25,235$363K0.0%N/A0.016%
2/3/2025 Capital Advisory Group Advisory Services LLC36,242$521K0.2%+81.7%0.024%
2/3/2025 Zullo Investment Group Inc.57,519$827K0.3%+141.4%0.038%
2/3/2025 Private Advisor Group LLC471,110$6.77M0.0%+14.8%0.308%
1/31/2025 Semus Wealth Partners LLC18,140$261K0.2%-20.5%0.012%
1/31/2025 Atria Wealth Solutions Inc.37,365$537K0.0%-20.3%0.024%
1/31/2025 D.A. Davidson & CO.25,204$362K0.0%+6.2%0.016%
1/31/2025 Truist Financial Corp261,135$3.75M0.0%+6.7%0.171%
1/31/2025 Evergreen Wealth Management LLC299,976$4.31M2.5%+3.0%0.196%
1/31/2025 Sanctuary Advisors LLC69,967$1.03M0.0%+29.0%0.046%
1/31/2025 J.W. Cole Advisors Inc.19,998$287K0.0%-16.2%0.013%
1/30/2025 Strategic Financial Concepts LLC13,267$191K0.0%N/A0.009%
1/30/2025 Principal Securities Inc.156,641$2.25M0.1%+4.3%0.102%
1/30/2025 Covenant Asset Management LLC102,368$1.47M0.2%+1.6%0.067%
1/29/2025 Sovran Advisors LLC59,862$858K0.1%N/A0.039%
1/28/2025 Strategic Financial Concepts LLC23,963$344K0.0%N/A0.016%
1/27/2025 Elm3 Financial Group LLC86,253$1.24M1.1%N/A0.056%
1/27/2025 Choreo LLC31,275$449K0.0%-6.8%0.020%
1/24/2025 SYM FINANCIAL Corp19,043$274K0.0%-93.5%0.012%
1/23/2025 Institute for Wealth Management LLC.12,870$185K0.0%+16.2%0.008%
1/22/2025 PFG Investments LLC610,423$8.77M0.5%-1.2%0.399%
1/21/2025 Dynamic Advisor Solutions LLC226,862$3.26M0.1%+8.2%0.148%
1/21/2025 Accel Wealth Management396,452$5.70M2.2%+8.1%0.259%
1/17/2025 Red Door Wealth Management LLC40,000$575K0.1%N/A0.026%
1/17/2025 Avior Wealth Management LLC33,790$486K0.0%-10.6%0.022%
1/17/2025 Janney Montgomery Scott LLC49,509$711K0.0%+10.2%0.032%
1/17/2025 XML Financial LLC1,455,963$20.92M1.9%+3.8%0.951%
1/17/2025 Alpha Cubed Investments LLC10,594$152K0.0%N/A0.007%
1/16/2025 Diversify Wealth Management LLC27,599$397K0.0%N/A0.018%
1/15/2025 Taylor & Morgan Wealth Management LLC20,911$300K0.2%N/A0.014%
1/13/2025 Miracle Mile Advisors LLC10,487$151K0.0%N/A0.007%
1/13/2025 Accelerate Investment Advisors LLC14,516$209K0.2%+5.8%0.009%
1/7/2025 Bank of New Hampshire3,425$49K0.0%+79.3%0.002%
12/13/2024 B. Riley Wealth Advisors Inc.48,769$704K0.0%+205.4%0.032%
11/25/2024 Sanctuary Advisors LLC54,243$795K0.0%+5.1%0.035%
Caught on Camera: Elon Musk’s “Area 51” (Ad)

You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see this footage.) A lot of people believe the U.S. government is hiding aliens at the highly classified U.S. Air Force facility in Nevada known as “Area 51.”

Click here now because after May 1st, it could be too late.
11/20/2024 Virtu Financial LLC10,665$153K0.0%-18.6%0.007%
11/18/2024 Sunbelt Securities Inc.25,645$369K0.0%-20.2%0.017%
11/15/2024 M&T Bank Corp126,310$1.82M0.0%+14.7%0.083%
11/15/2024 MML Investors Services LLC41,549$598K0.0%-9.6%0.027%
11/15/2024 XTX Topco Ltd11,292$162K0.0%-27.9%0.007%
11/15/2024 Jane Street Group LLC22,991$331K0.0%+83.7%0.015%
11/15/2024 Stifel Financial Corp132,158$1.90M0.0%-4.8%0.086%
11/15/2024 HighTower Advisors LLC42,042$605K0.0%+8.4%0.027%
11/14/2024 Plotkin Financial Advisors LLC118,693$1.71M1.0%N/A0.078%
11/13/2024 Avestar Capital LLC23,000$331K0.0%-79.3%0.015%
(Data available from 1/1/2016 forward)

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PTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTY shares?

During the previous two years, 170 institutional investors and hedge funds held shares of PIMCO Corporate & Income Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($32.12M), XML Financial LLC ($20.92M), Commonwealth Equity Services LLC ($14.18M), Cetera Investment Advisers ($13.08M), Penserra Capital Management LLC ($10.87M), Osaic Holdings Inc. ($10.47M), and Northwestern Mutual Wealth Management Co. ($10.25M).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 149 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), LPL Financial LLC ($893.54K), Raymond James Financial Inc. ($705.96K), XML Financial LLC ($563.76K), Cetera Investment Advisers ($550.81K), Axxcess Wealth Management LLC ($523.62K), and Private Advisor Group LLC ($471.11K).

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

Institutional investors have bought a total of 13,027,001 shares in the last 24 months. This purchase volume represents approximately $179.52M in transactions.

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

Of the 74 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: SYM FINANCIAL Corp ($287.55K), Cornerstone Advisory LLC ($243.68K), Wells Fargo & Company MN ($161.06K), PFG Investments LLC ($103.09K), Avestar Capital LLC ($88K), Axxcess Wealth Management LLC ($78.87K), 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 1,729,330 shares in the last 24 months. This volume of shares sold represents approximately $24.10M in transactions.


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This page (NYSE:PTY) was last updated on 3/28/2025 by MarketBeat.com Staff
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