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PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

PIMCO Corporate & Income Opportunity Fund logo
$14.40 +0.03 (+0.17%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
85
Total
Institutional Inflows
(last 12 months)
$81.55M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$9.49M
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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
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%
12/13/2024B. Riley Wealth Advisors Inc.48,769$704K0.0%+205.4%0.032%
11/25/2024Sanctuary Advisors LLC54,243$795K0.0%+5.1%0.035%
11/20/2024Virtu Financial LLC10,665$153K0.0%-18.6%0.007%
11/18/2024Sunbelt Securities Inc.25,645$369K0.0%-20.2%0.017%
11/15/2024M&T Bank Corp126,310$1.82M0.0%+14.7%0.083%
11/15/2024MML Investors Services LLC41,549$598K0.0%-9.6%0.027%
11/15/2024XTX Topco Ltd11,292$162K0.0%-27.9%0.007%
11/15/2024Jane Street Group LLC22,991$331K0.0%+83.7%0.015%
11/15/2024Stifel Financial Corp132,158$1.90M0.0%-4.8%0.086%
11/15/2024HighTower Advisors LLC42,042$605K0.0%+8.4%0.027%
11/14/2024Plotkin Financial Advisors LLC118,693$1.71M1.0%N/A0.078%
11/13/2024Avestar Capital LLC23,000$331K0.0%-79.3%0.015%
11/13/2024D.A. Davidson & CO.23,723$341K0.0%-17.4%0.015%
11/13/2024Horizon Kinetics Asset Management LLC11,400$164K0.0%N/A0.007%
11/13/2024Independent Advisor Alliance10,608$153K0.0%N/A0.007%
11/12/2024Cahill Financial Advisors Inc.87,464$1.26M0.2%-4.7%0.057%
11/12/2024Covenant Asset Management LLC100,736$1.45M0.2%+14.2%0.066%
11/7/2024Semus Wealth Partners LLC22,820$328K0.2%-23.5%0.015%
11/6/2024Evergreen Wealth Management LLC291,156$4.19M2.5%+11.3%0.190%
11/6/2024OneDigital Investment Advisors LLC70,320$1.01M0.0%+1.2%0.046%
11/6/2024Oppenheimer & Co. Inc.47,818$688K0.0%N/A0.031%
11/5/2024Verus Capital Partners LLC21,620$311K0.0%-29.8%0.014%
11/5/2024Patron Partners LLC21,258$306K0.2%+20.0%0.014%
11/4/2024Beam Wealth Advisors Inc.16,575$239K0.1%-4.0%0.011%
11/4/2024Disciplined Investments LLC15,000$216K0.1%-50.0%0.010%
11/4/2024Axxcess Wealth Management LLC426,592$6.14M0.2%-15.6%0.279%
11/4/2024Sigma Planning Corp46,289$666K0.0%+8.2%0.030%
11/2/2024 XML Financial LLC1,402,406$20.18M1.9%+7.1%0.916%
10/31/2024Concurrent Investment Advisors LLC15,481$223K0.0%N/A0.010%
10/30/2024Beacon Financial Advisory LLC10,511$151K0.1%N/A0.007%
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10/29/2024Farther Finance Advisors LLC2,700$39K0.0%N/A0.002%
10/28/2024TPG Advisors LLC18,373$264K0.2%+47.9%0.012%
10/28/2024US Bancorp DE1,933$28K0.0%-75.3%0.001%
10/25/2024Golden State Equity Partners174,393$2.51M0.6%-3.8%0.114%
10/25/2024GSB Wealth Management LLC19,426$280K0.1%-8.5%0.013%
10/24/2024J.W. Cole Advisors Inc.23,875$344K0.0%-12.4%0.016%
10/24/2024PFG Investments LLC617,682$8.89M0.6%-0.6%0.404%
10/22/2024Private Advisor Group LLC410,507$5.91M0.0%+16.0%0.268%
10/21/2024Integrity Financial Corp WA31,244$450K0.3%+4.7%0.020%
10/17/2024AlphaMark Advisors LLC8,053$116K0.0%-16.6%0.005%
10/16/2024Cornerstone Wealth Management LLC66,389$955K0.1%-1.8%0.043%
10/15/2024NBC Securities Inc.12,127$174K0.0%-7.5%0.008%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC151,374$2.18M0.1%N/A0.099%
10/11/2024Creative Planning20,227$291K0.0%+11.1%0.013%
10/11/2024 Accelerate Investment Advisors LLC13,717$197K0.2%N/A0.009%
10/10/2024Concourse Financial Group Securities Inc.418,306$6.07M0.4%+6.2%0.273%
10/8/2024Strategic Wealth Partners Ltd.222,065$3.20M0.3%+1.7%0.145%
10/8/2024Dynamic Advisor Solutions LLC209,757$3.02M0.1%+3.1%0.137%
9/5/2024Sanctuary Advisors LLC51,622$729K0.0%N/A0.034%
8/22/2024Cetera Investment Advisers854,575$12.23M0.0%+7.0%0.558%
8/21/2024Truist Financial Corp268,396$3.84M0.0%+458.4%0.175%
8/19/2024B. Riley Wealth Advisors Inc.15,971$230K0.0%N/A0.010%
8/16/2024Sunbelt Securities Inc.32,121$460K0.0%+97.8%0.021%
8/16/2024Northwestern Mutual Wealth Management Co.716,571$10.25M0.0%+27.0%0.468%
8/16/2024Copperwynd Financial LLC25,239$361K0.1%+3.0%0.016%
8/14/2024Insigneo Advisory Services LLC10,036$142K0.0%N/A0.007%
8/14/2024 Certified Advisory Corp11,290$162K0.0%N/A0.007%
8/14/2024EverSource Wealth Advisors LLC6,700$96K0.0%+204.5%0.004%
8/13/2024TPG Advisors LLC12,423$178K0.2%N/A0.008%
8/13/2024AE Wealth Management LLC19,043$273K0.0%+17.1%0.012%
8/12/2024XTX Topco Ltd15,660$224K0.0%-46.5%0.010%
8/12/2024WCG Wealth Advisors LLC14,038$201K0.0%N/A0.009%
8/12/2024Disciplined Investments LLC30,000$429K0.2%-40.0%0.020%
8/10/2024Axxcess Wealth Management LLC505,457$7.23M0.2%N/A0.330%
8/10/2024Madison Wealth Partners Inc41,334$591K0.2%+9.8%0.027%
8/9/2024Collaborative Wealth Managment Inc.30,116$431K0.2%+120.2%0.020%
8/9/2024Rathbones Group PLC16,500$236K0.0%+17.9%0.011%
8/8/2024J.W. Cole Advisors Inc.27,241$390K0.0%+62.9%0.018%
8/8/2024Envestnet Asset Management Inc.527,690$7.55M0.0%+81.3%0.345%
8/8/2024Parallel Advisors LLC100,445$1.44M0.0%+7.5%0.066%
8/7/2024Choreo LLC33,428$480K0.0%+20.8%0.022%
8/7/2024Wedbush Securities Inc.10,875$156K0.0%-7.6%0.007%
8/7/2024PFG Investments LLC621,532$8.89M0.6%-12.9%0.406%
8/7/2024Cahill Financial Advisors Inc.91,758$1.31M0.2%-14.1%0.060%
8/5/2024Private Advisor Group LLC353,887$5.06M0.0%+7.6%0.231%
7/31/2024Semus Wealth Partners LLC29,830$427K0.3%-9.1%0.019%
7/31/2024Commonwealth Equity Services LLC1,092,233$15.63M0.0%+11.6%0.714%
7/31/2024IFG Advisory LLC11,803$169K0.0%N/A0.008%
7/30/2024Integrity Financial Corp WA29,849$427K0.3%+14.7%0.019%
7/30/2024 International Assets Investment Management LLC3,300$47K0.0%N/A0.002%
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7/30/2024Golden State Equity Partners181,316$2.60M0.5%N/A0.118%
7/26/2024Cambridge Investment Research Advisors Inc.441,311$6.32M0.0%+1.0%0.288%
7/25/2024Dodds Wealth LLC23,113$334K0.1%-22.3%0.015%
7/23/2024All Season Financial Advisors Inc.33,742$483K0.4%-5.0%0.022%
7/23/2024Concourse Financial Group Securities Inc.393,702$5.68M0.4%+0.6%0.257%
7/23/2024 XML Financial LLC1,309,697$18.74M1.9%+10.6%0.856%
7/19/2024Western Wealth Management LLC36,201$518K0.0%-5.6%0.024%
7/19/2024Raymond James & Associates103,503$1.48M0.0%+5.7%0.068%
7/15/2024Dynamic Advisor Solutions LLC203,410$2.91M0.1%+4.5%0.133%
7/12/2024Accel Wealth Management316,465$4.53M1.8%+8.6%0.207%
(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, 152 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 ($20.92M), Commonwealth Equity Services LLC ($15.63M), Cetera Investment Advisers ($12.23M), 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 129 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 ($1.02M), LPL Financial LLC ($728.72K), Cetera Investment Advisers ($550.81K), Axxcess Wealth Management LLC ($505.46K), and Private Advisor Group LLC ($410.51K).

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

Institutional investors have bought a total of 13,313,618 shares in the last 24 months. This purchase volume represents approximately $177.98M in transactions.

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

Of the 77 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: Cornerstone Advisory LLC ($243.68K), PFG Investments LLC ($95.83K), Avestar Capital LLC ($88K), Rockefeller Capital Management L.P. ($81.77K), Axxcess Wealth Management LLC ($78.87K), M&T Bank Corp ($76.65K), 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 1,457,195 shares in the last 24 months. This volume of shares sold represents approximately $19.50M in transactions.


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This page (NYSE:PTY) was last updated on 1/20/2025 by MarketBeat.com Staff
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