Free Trial
MarketBeat All Access — Now with A.I. InsightsTry It Free

Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$14.55 +0.05 (+0.34%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$14.54 -0.02 (-0.10%)
As of 10/8/2025 07:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
135
Total
Institutional Inflows
(last 12 months)
$119.08M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$20.86M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
10/8/2025Accel Wealth Management470,402$6.79M2.0%+8.3%0.259%
9/9/2025NWF Advisory Services Inc.45,640$635K0.1%+3.4%0.025%
9/4/2025Osaic Holdings Inc.787,260$10.95M0.0%+16.3%0.434%
8/19/2025B. Riley Wealth Advisors Inc.26,005$362K0.0%N/A0.014%
8/15/2025Equitable Holdings Inc.239,400$3.33M0.0%+54.5%0.132%
8/15/2025Captrust Financial Advisors14,990$209K0.0%+10.0%0.008%
8/15/2025MML Investors Services LLC53,572$745K0.0%+6.6%0.030%
8/15/2025Modern Wealth Management LLC13,826$192K0.0%+6.0%0.008%
8/15/2025Great Valley Advisor Group Inc.18,088$252K0.0%-5.5%0.010%
8/15/2025Balyasny Asset Management L.P.93,692$1.30M0.0%N/A0.052%
8/15/2025Bank of America Corp DE636,884$8.86M0.0%+10.1%0.351%
8/14/2025Jane Street Group LLC56,090$780K0.0%+71.7%0.031%
8/14/2025Ausdal Financial Partners Inc.54,578$759K0.1%+11.0%0.030%
8/14/2025Raymond James Financial Inc.726,392$10.10M0.0%-8.5%0.400%
8/14/2025Diversify Wealth Management LLC51,410$715K0.0%+17.0%0.028%
8/14/2025Objective Capital Management LLC26,536$369K0.4%-39.7%0.015%
8/14/2025NewEdge Advisors LLC81,408$1.13M0.0%-8.0%0.045%
8/13/2025StoneX Group Inc.10,241$143K0.0%-38.7%0.006%
8/13/2025Guggenheim Capital LLC56,931$792K0.0%N/A0.031%
8/13/2025Invesco Ltd.1,179,006$16.40M0.0%N/A0.649%
8/13/2025Beacon Pointe Advisors LLC40,239$560K0.0%-4.1%0.022%
8/13/2025Orleans Capital Management Corp LA104,655$1.46M0.8%+2.1%0.058%
8/13/2025Lido Advisors LLC28,675$399K0.0%N/A0.016%
8/13/2025Scotia Capital Inc.10,341$144K0.0%N/A0.006%
8/13/2025Northwestern Mutual Wealth Management Co.1,963,850$27.32M0.0%+12.9%1.081%
8/12/2025J.W. Cole Advisors Inc.71,608$996K0.0%+4.5%0.039%
8/12/2025Steward Partners Investment Advisory LLC333,526$4.64M0.0%+425.1%0.184%
8/12/2025Tableaux LLC2,289$32K0.0%N/A0.001%
8/11/2025Wealthspire Advisors LLC127,095$1.77M0.0%+33.5%0.070%
8/11/2025Plotkin Financial Advisors LLC126,685$1.76M1.0%+3.3%0.070%
8/8/2025Rockefeller Capital Management L.P.34,708$483K0.0%+2.2%0.019%
8/8/2025Kingsview Wealth Management LLC20,126$280K0.0%+83.5%0.011%
8/8/2025Cetera Investment Advisers1,466,153$20.39M0.0%+1.8%0.807%
8/8/2025Creative Planning14,312$199K0.0%-16.8%0.008%
8/7/2025Nwam LLC41,786$582K0.0%+11.4%0.023%
8/7/2025Samalin Investment Counsel LLC86,888$1.21M0.5%+3.8%0.048%
8/7/2025Cahill Financial Advisors Inc.59,740$831K0.1%-25.3%0.033%
8/7/2025Allworth Financial LP15,547$216K0.0%+210.1%0.009%
8/6/2025Wedbush Securities Inc.13,385$186K0.0%-24.5%0.007%
8/5/2025Sigma Planning Corp42,198$587K0.0%-19.2%0.023%
8/5/2025Integrity Financial Corp WA42,804$600K0.3%+8.3%0.024%
8/4/2025Integrity Alliance LLC.102,953$1.43M0.1%+3.5%0.057%
8/4/2025Spire Wealth Management4,479$62K0.0%-40.3%0.002%
8/4/2025Evergreen Wealth Management LLC327,266$4.55M2.6%+2.9%0.180%
8/1/2025Envestnet Asset Management Inc.688,430$9.58M0.0%+13.2%0.379%
7/30/2025D.A. Davidson & CO.28,152$392K0.0%-10.7%0.016%
7/29/2025Madison Wealth Partners Inc39,535$550K0.1%-11.2%0.022%
7/29/2025International Assets Investment Management LLC10,021$139K0.0%N/A0.006%
7/28/2025Patten & Patten Inc. TN16,152$225K0.0%N/A0.009%
7/28/2025Harbour Investments Inc.16,400$228K0.0%+15.5%0.009%
7/28/2025Axxcess Wealth Management LLC460,307$6.40M0.1%+2.3%0.253%
7/25/2025Atria Wealth Solutions Inc.10,048$141K0.0%-78.1%0.006%
7/25/2025Apollon Wealth Management LLC11,095$154K0.0%N/A0.006%
7/24/2025Zullo Investment Group Inc.155,678$2.17M0.9%+15.6%0.086%
7/23/2025RMG Wealth Management LLC19,167$265K0.0%N/A0.011%
7/23/2025Elm3 Financial Group LLC111,940$1.56M1.3%+12.4%0.062%
7/22/2025Belpointe Asset Management LLC10,000$139K0.0%-63.5%0.006%
7/22/2025Beacon Financial Advisory LLC12,116$169K0.0%+8.3%0.007%
7/22/2025Accel Wealth Management434,285$6.04M2.0%+2.1%0.239%
7/22/2025Apexium Financial LP25,207$354K0.0%+14.3%0.014%
7/21/2025Ameritas Advisory Services LLC8,244$115K0.0%N/A0.005%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC120,499$1.68M0.0%-20.4%0.066%
7/18/2025TPG Advisors LLC26,095$363K0.3%+15.1%0.014%
7/18/2025PFG Investments LLC598,332$8.32M0.5%+1.5%0.329%
7/18/2025Consolidated Portfolio Review Corp128,837$1.79M0.2%N/A0.071%
7/18/2025Institute for Wealth Management LLC.15,036$209K0.0%+9.5%0.008%
7/18/2025Truist Financial Corp391,171$5.44M0.0%+20.8%0.215%
7/17/2025C2C Wealth Management LLC82,100$1.14M1.0%+13.7%0.045%
7/17/2025XML Financial LLC1,512,364$21.04M1.8%+1.4%0.833%
7/17/2025Presper Financial Architects LLC55,325$770K0.6%N/A0.030%
7/17/2025Janney Montgomery Scott LLC63,609$885K0.0%-15.4%0.035%
7/17/2025Covenant Asset Management LLC111,597$1.55M0.2%+1.2%0.061%
7/16/2025Arlington Capital Management Inc.31,211$434K0.4%N/A0.017%
7/15/2025Main Street Group LTD32,827$457K0.1%+15.8%0.018%
7/14/2025Sowell Financial Services LLC10,399$145K0.0%N/A0.006%
7/11/2025Farther Finance Advisors LLC7,735$108K0.0%+31.6%0.004%
7/11/2025UMB Bank n.a.52,000$723K0.0%N/A0.029%
7/10/2025Wealth Enhancement Advisory Services LLC46,677$649K0.0%+64.0%0.026%
7/10/2025Capital Advisory Group Advisory Services LLC39,376$548K0.2%+7.3%0.022%
7/9/2025Dynamic Advisor Solutions LLC258,527$3.60M0.1%+10.1%0.142%
7/9/2025Triumph Capital Management115,161$1.60M0.5%+107.4%0.063%
7/7/2025Accelerate Investment Advisors LLC38,493$535K0.4%+48.4%0.021%
7/2/2025Capital Market Strategies LLC20,965$292K0.2%N/A0.012%
5/20/2025Belpointe Asset Management LLC27,386$396K0.0%-5.9%0.015%
5/20/2025Integrity Alliance LLC.99,460$1.44M0.1%N/A0.055%
5/19/2025Jane Street Group LLC32,670$472K0.0%N/A0.018%
5/19/2025Smith Asset Management Co. LLC167,163$2.42M2.3%N/A0.092%
5/16/2025Cape Investment Advisory Inc.5,415$78K0.0%N/A0.003%
5/16/2025Plotkin Financial Advisors LLC122,615$1.77M1.1%+2.9%0.068%
5/16/2025NewEdge Advisors LLC88,471$1.28M0.0%+2.5%0.049%
5/16/2025Integrated Wealth Concepts LLC14,468$209K0.0%N/A0.008%
5/15/2025Royal Bank of Canada272,394$3.94M0.0%+0.8%0.150%
5/15/2025MAI Capital Management3,300$48K0.0%-64.4%0.002%
5/14/2025Samalin Investment Counsel LLC83,701$1.21M0.5%+3.2%0.046%
5/14/2025Apexium Financial LP22,052$320K0.0%N/A0.012%
5/14/2025Northwestern Mutual Wealth Management Co.1,739,460$25.15M0.0%+10.8%0.958%
5/14/2025Kestra Advisory Services LLC192,736$2.79M0.0%-13.2%0.106%
5/14/2025Capital Analysts LLC19,555$283K0.0%+50.0%0.011%
5/13/2025Raymond James Financial Inc.794,004$11.48M0.0%+12.5%0.437%
5/13/2025HighTower Advisors LLC52,257$756K0.0%+23.0%0.029%
(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, 197 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 Osaic Holdings Inc. ($10.95M).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 173 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 8,369,860 shares in the last 24 months. This purchase volume represents approximately $119.08M 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.


Related Companies

This page (NYSE:PTY) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel