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PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

PIMCO Corporate & Income Opportunity Fund logo
$13.10 +0.02 (+0.15%)
As of 01:58 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)
109
Total
Institutional Inflows
(last 12 months)
$97.07M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$14.49M
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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
4/14/2025 Farther Finance Advisors LLC5,876$85K0.0%+117.6%0.003%
4/14/2025 Miracle Mile Advisors LLC15,487$224K0.0%+47.7%0.009%
4/10/2025 Accel Wealth Management425,251$6.15M2.2%+7.3%0.234%
4/9/2025 NBC Securities Inc.11,096$160K0.0%+100,772.7%0.006%
4/8/2025 Rothschild Investment LLC2,694$39K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC101,045$1.46M0.0%-1.5%0.056%
3/18/2025Objective Capital Management LLC43,100$619K0.4%N/A0.024%
3/17/2025Wealth Enhancement Advisory Services LLC17,055$245K0.0%+53.0%0.009%
2/25/2025B. Riley Wealth Advisors Inc.25,025$363K0.0%-48.7%0.016%
2/24/2025Ameriflex Group Inc.40,086$591K0.3%N/A0.026%
2/18/2025Continuum Advisory LLC3,072$44K0.0%+30.3%0.002%
2/17/2025Williams Jones Wealth Management LLC.14,058$202K0.0%+11.1%0.009%
2/17/2025Vermillion & White Wealth Management Group LLC1,890$27K0.0%N/A0.001%
2/17/2025Strategic Wealth Partners Ltd.206,365$3.04M0.3%-7.1%0.135%
2/17/2025Main Street Group LTD12,877$185K0.1%+68.4%0.008%
2/17/2025NorthRock Partners LLC22,790$327K0.0%N/A0.015%
2/17/2025Cetera Investment Advisers910,415$13.08M0.0%-0.4%0.595%
2/17/2025Cahill Financial Advisors Inc.80,065$1.15M0.2%-8.5%0.052%
2/17/2025Captrust Financial Advisors14,643$210K0.0%-15.5%0.010%
2/17/2025Citadel Advisors LLC34,640$498K0.0%N/A0.023%
2/17/2025Bank of America Corp DE565,486$8.13M0.0%+6.9%0.369%
2/14/2025Triumph Capital Management42,500$611K0.2%-8.2%0.028%
2/14/2025Beacon Pointe Advisors LLC41,277$593K0.0%-8.4%0.027%
2/14/2025IHT Wealth Management LLC10,161$146K0.0%N/A0.007%
2/14/2025Stifel Financial Corp159,469$2.29M0.0%+20.7%0.104%
2/14/2025OneDigital Investment Advisors LLC66,520$956K0.0%-5.4%0.043%
2/14/2025TD Waterhouse Canada Inc.6,000$86K0.0%-45.5%0.004%
2/14/2025Concourse Financial Group Securities Inc.506,538$7.42M0.4%+21.1%0.331%
2/13/2025NewEdge Advisors LLC86,307$1.24M0.0%-11.2%0.056%
2/13/2025Belpointe Asset Management LLC29,117$416K0.0%+7.8%0.019%
2/13/2025Mariner LLC56,493$812K0.0%+7.5%0.037%
2/13/2025Rockefeller Capital Management L.P.46,415$667K0.0%+34.9%0.030%
2/13/2025Integrity Financial Corp WA33,996$489K0.3%+8.8%0.022%
2/13/2025Envestnet Asset Management Inc.545,915$7.85M0.0%+2.2%0.357%
2/13/2025Oarsman Capital Inc.4,333$62K0.0%-23.8%0.003%
2/13/2025Wells Fargo & Company MN132,122$1.90M0.0%-54.9%0.086%
2/12/2025Orleans Capital Management Corp LA102,305$1.52M0.9%+1.9%0.067%
2/12/2025StoneX Group Inc.16,636$239K0.0%N/A0.011%
2/12/2025C2C Wealth Management LLC70,100$1.01M0.9%+1.4%0.046%
2/12/2025Brown Brothers Harriman & Co.4,035$58K0.0%N/A0.003%
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2/12/2025Ausdal Financial Partners Inc.35,033$503K0.0%+11.2%0.023%
2/11/2025Modern Wealth Management LLC13,034$193K0.0%+5.9%0.009%
2/11/2025LPL Financial LLC2,235,344$32.12M0.0%+10.5%1.460%
2/11/2025Samalin Investment Counsel LLC81,140$1.17M0.5%+3.7%0.053%
2/10/2025Axxcess 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%
2/10/2025GWN Securities Inc.37,638$549K0.1%N/A0.025%
2/10/2025Collaborative Wealth Managment Inc.28,963$416K0.2%-3.3%0.019%
2/10/2025Commonwealth Equity Services LLC986,916$14.18M0.0%-0.5%0.645%
2/10/2025Madison Wealth Partners Inc43,978$632K0.2%+3.9%0.029%
2/10/2025CFO4Life Group LLC17,458$251K0.0%+54.4%0.011%
2/10/2025Hollencrest Capital Management41,247$593K0.0%-14.7%0.027%
2/7/2025Prosperity Wealth Management Inc.72,004$1.04M0.4%-4.3%0.047%
2/7/2025Independent Advisor Alliance298,314$4.29M0.1%+2,712.2%0.195%
2/7/2025PNC Financial Services Group Inc.6,072$87K0.0%-14.1%0.004%
2/6/2025Raymond James Financial Inc.705,963$10.15M0.0%N/A0.461%
2/6/2025M&T Bank Corp128,419$1.85M0.0%+1.7%0.084%
2/6/2025Steward Partners Investment Advisory LLC43,810$630K0.0%+45.3%0.029%
2/5/2025TPG Advisors LLC19,873$286K0.2%+8.2%0.013%
2/5/2025Private Trust Co. NA12,555$180K0.0%+18.9%0.008%
2/5/2025Oppenheimer & Co. Inc.67,951$976K0.0%+42.1%0.044%
2/4/2025Wealthspire Advisors LLC25,235$363K0.0%N/A0.016%
2/3/2025Capital Advisory Group Advisory Services LLC36,242$521K0.2%+81.7%0.024%
2/3/2025Zullo Investment Group Inc.57,519$827K0.3%+141.4%0.038%
2/3/2025Private Advisor Group LLC471,110$6.77M0.0%+14.8%0.308%
1/31/2025Semus Wealth Partners LLC18,140$261K0.2%-20.5%0.012%
1/31/2025Atria Wealth Solutions Inc.37,365$537K0.0%-20.3%0.024%
1/31/2025D.A. Davidson & CO.25,204$362K0.0%+6.2%0.016%
1/31/2025Truist Financial Corp261,135$3.75M0.0%+6.7%0.171%
1/31/2025Evergreen Wealth Management LLC299,976$4.31M2.5%+3.0%0.196%
1/31/2025Sanctuary Advisors LLC69,967$1.03M0.0%+29.0%0.046%
1/31/2025J.W. Cole Advisors Inc.19,998$287K0.0%-16.2%0.013%
1/30/2025Strategic Financial Concepts LLC13,267$191K0.0%N/A0.009%
1/30/2025Principal Securities Inc.156,641$2.25M0.1%+4.3%0.102%
1/30/2025Covenant Asset Management LLC102,368$1.47M0.2%+1.6%0.067%
1/29/2025Sovran Advisors LLC59,862$858K0.1%N/A0.039%
1/28/2025Strategic Financial Concepts LLC23,963$344K0.0%N/A0.016%
1/27/2025Elm3 Financial Group LLC86,253$1.24M1.1%N/A0.056%
1/27/2025Choreo LLC31,275$449K0.0%-6.8%0.020%
1/24/2025SYM FINANCIAL Corp19,043$274K0.0%-93.5%0.012%
1/23/2025Institute for Wealth Management LLC.12,870$185K0.0%+16.2%0.008%
1/22/2025PFG Investments LLC610,423$8.77M0.5%-1.2%0.399%
1/21/2025Dynamic 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%
1/17/2025Red Door Wealth Management LLC40,000$575K0.1%N/A0.026%
1/17/2025Avior Wealth Management LLC33,790$486K0.0%-10.6%0.022%
1/17/2025Janney Montgomery Scott LLC49,509$711K0.0%+10.2%0.032%
1/17/2025XML Financial LLC1,455,963$20.92M1.9%+3.8%0.951%
1/17/2025Alpha Cubed Investments LLC10,594$152K0.0%N/A0.007%
1/16/2025Diversify Wealth Management LLC27,599$397K0.0%N/A0.018%
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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%
1/13/2025Accelerate 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%
(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, 171 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 150 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 12,835,542 shares in the last 24 months. This purchase volume represents approximately $177.24M in transactions.

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

Of the 75 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 1,730,854 shares in the last 24 months. This volume of shares sold represents approximately $24.12M in transactions.


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This page (NYSE:PTY) was last updated on 4/16/2025 by MarketBeat.com Staff
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