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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$13.97 +0.03 (+0.22%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$13.98 +0.01 (+0.07%)
As of 08/1/2025 08:00 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.
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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)
130
Total
Institutional Inflows
(last 12 months)
$106.51M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$20.91M
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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
8/1/2025 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%
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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%
5/14/2025 Apexium 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%
5/12/2025Financial Engines Advisors L.L.C.81,397$1.18M0.0%-2.7%0.045%
5/12/2025Independent Advisor Alliance10,608$153K0.0%-96.4%0.006%
5/12/2025Integrity Financial Corp WA39,507$576K0.3%+16.2%0.022%
5/12/2025AlphaCore Capital LLC39,775$580K0.0%N/A0.022%
5/12/2025 Cresta Advisors Ltd.54,000$781K0.4%+4.4%0.030%
5/9/2025 Exencial Wealth Advisors LLC63,530$919K0.0%-2.2%0.035%
5/9/2025Wealthspire Advisors LLC95,223$1.38M0.0%+277.3%0.052%
5/9/2025 Atria Wealth Solutions Inc.45,846$668K0.0%+22.7%0.025%
5/9/2025Commonwealth Equity Services LLC1,082,365$15.65M0.0%+9.7%0.596%
5/9/2025PNC Financial Services Group Inc.14,271$206K0.0%+135.0%0.008%
5/8/2025Collaborative Wealth Managment Inc.30,463$440K0.2%+5.2%0.017%
5/7/2025Sheaff Brock Investment Advisors LLC10,126$146K0.0%N/A0.006%
5/7/2025LPL Financial LLC2,450,532$35.44M0.0%+9.6%1.349%
5/7/2025Semus Wealth Partners LLC14,803$214K0.1%-18.4%0.008%
5/7/2025 Cornerstone Advisory LLC10,000$138K0.0%-9.1%0.006%
5/7/2025Objective Capital Management LLC44,014$636K0.8%+2.1%0.024%
5/6/2025Assetmark Inc.2,919$42K0.0%+360.4%0.002%
5/6/2025Cetera Investment Advisers1,439,621$20.82M0.0%+58.1%0.793%
5/6/2025 Elm3 Financial Group LLC99,634$1.44M1.3%+15.5%0.055%
5/6/2025Wedbush Securities Inc.17,735$256K0.0%+6.0%0.010%
5/6/2025 Triumph Capital Management55,531$803K0.3%+30.7%0.031%
5/6/2025 SYM FINANCIAL Corp18,269$264K0.0%-4.1%0.010%
5/6/2025Choreo LLC25,575$373K0.0%-18.2%0.014%
5/5/2025J.W. Cole Advisors Inc.68,499$990K0.0%+242.5%0.038%
5/5/2025 IFP Advisors Inc2,247$32K0.0%-86.2%0.001%
5/5/2025 Covenant Asset Management LLC110,312$1.60M0.4%+7.8%0.061%
5/5/2025Private Advisor Group LLC491,975$7.11M0.0%+4.4%0.271%
5/5/2025Nwam LLC37,505$542K0.0%-2.8%0.021%
5/5/2025Evergreen Wealth Management LLC318,128$4.60M2.7%+6.1%0.175%
5/5/2025Hollencrest Capital Management42,866$620K0.0%+3.9%0.024%
5/2/2025Kingsview Wealth Management LLC10,966$159K0.0%N/A0.006%
5/2/2025Sigma Planning Corp52,197$755K0.0%+11.2%0.029%
5/2/2025 Signaturefd LLC2,000$29K0.0%N/A0.001%
5/1/2025 Zullo Investment Group Inc.134,674$1.95M0.8%+134.1%0.074%
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5/1/2025 Stephens Inc. AR10,200$147K0.0%N/A0.006%
5/1/2025Diversify Wealth Management LLC43,955$601K0.0%+59.3%0.024%
4/30/2025 Axxcess Wealth Management LLC449,754$6.50M0.2%+1.1%0.248%
4/30/2025M&T Bank Corp125,022$1.81M0.0%-2.6%0.069%
4/30/2025Alpha Cubed Investments LLC13,492$195K0.0%+27.4%0.007%
4/29/2025 Envestnet Asset Management Inc.608,033$8.79M0.0%+11.4%0.335%
4/29/2025OneDigital Investment Advisors LLC69,520$1.01M0.0%+4.5%0.038%
4/28/2025 D.A. Davidson & CO.31,517$456K0.0%+25.0%0.017%
4/28/2025 Private Trust Co. NA14,095$204K0.0%+12.3%0.008%
4/25/2025 Red Door Wealth Management LLC33,118$479K0.1%-17.2%0.018%
(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, 192 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. ($25.15M), XML Financial LLC ($21.04M), Cetera Investment Advisers ($20.82M), Commonwealth Equity Services LLC ($15.65M), Raymond James Financial Inc. ($11.48M), 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: Cetera Investment Advisers ($1.08M), Raymond James Financial Inc. ($794.00K), PFG Investments LLC ($778.05K), XML Financial LLC ($620.16K), LPL Financial LLC ($560.83K), Axxcess Wealth Management LLC ($539.17K), and Envestnet Asset Management Inc. ($476.93K).

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

Institutional investors have bought a total of 7,425,498 shares in the last 24 months. This purchase volume represents approximately $106.51M in transactions.

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

Of the 58 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), PFG Investments LLC ($123.79K), Avestar Capital LLC ($88K), Axxcess Wealth Management LLC ($78.87K), 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 1,456,106 shares in the last 24 months. This volume of shares sold represents approximately $20.91M in transactions.


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This page (NYSE:PTY) was last updated on 8/2/2025 by MarketBeat.com Staff
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