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PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

PIMCO Corporate & Income Opportunity Fund logo
$13.66 -0.13 (-0.91%)
As of 03:00 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)
121
Total
Institutional Inflows
(last 12 months)
$111.42M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$19.71M
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PTY Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Opportunity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2025 Jane Street Group LLC32,670$472K0.0%N/A0.018%
5/19/2025 Smith Asset Management Co. LLC167,163$2.42M2.3%N/A0.092%
5/16/2025 Cape Investment Advisory Inc.5,415$78K0.0%N/A0.003%
5/16/2025 Plotkin Financial Advisors LLC122,615$1.77M1.1%+2.9%0.068%
5/16/2025 NewEdge Advisors LLC88,471$1.28M0.0%+2.5%0.049%
5/16/2025 Integrated Wealth Concepts LLC14,468$209K0.0%N/A0.008%
5/15/2025 Royal Bank of Canada272,394$3.94M0.0%+0.8%0.150%
5/15/2025 MAI Capital Management3,300$48K0.0%-64.4%0.002%
5/14/2025 Samalin Investment Counsel LLC83,701$1.21M0.5%+3.2%0.046%
5/14/2025 Apexium Financial LP22,052$320K0.0%N/A0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.1,739,460$25.15M0.0%+10.8%0.958%
5/14/2025 Kestra Advisory Services LLC192,736$2.79M0.0%-13.2%0.106%
5/14/2025 Capital Analysts LLC19,555$283K0.0%+50.0%0.011%
5/13/2025 Raymond James Financial Inc.794,004$11.48M0.0%+12.5%0.437%
5/13/2025 HighTower Advisors LLC52,257$756K0.0%+23.0%0.029%
5/12/2025 Financial Engines Advisors L.L.C.81,397$1.18M0.0%-2.7%0.045%
5/12/2025 Independent Advisor Alliance10,608$153K0.0%-96.4%0.006%
5/12/2025 Integrity Financial Corp WA39,507$576K0.3%+16.2%0.022%
5/12/2025 AlphaCore 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%
5/9/2025 Wealthspire 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%
5/9/2025 Commonwealth Equity Services LLC1,082,365$15.65M0.0%+9.7%0.596%
5/9/2025 PNC Financial Services Group Inc.14,271$206K0.0%+135.0%0.008%
5/8/2025 Collaborative Wealth Managment Inc.30,463$440K0.2%+5.2%0.017%
5/7/2025 Sheaff Brock Investment Advisors LLC10,126$146K0.0%N/A0.006%
5/7/2025 LPL Financial LLC2,450,532$35.44M0.0%+9.6%1.349%
5/7/2025 Semus Wealth Partners LLC14,803$214K0.1%-18.4%0.008%
5/7/2025 Cornerstone Advisory LLC10,000$138K0.0%-9.1%0.006%
5/7/2025 Objective Capital Management LLC44,014$636K0.8%+2.1%0.024%
5/6/2025 Assetmark Inc.2,919$42K0.0%+360.4%0.002%
5/6/2025 Cetera 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%
5/6/2025 Wedbush 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%
5/6/2025 Choreo LLC25,575$373K0.0%-18.2%0.014%
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5/5/2025 J.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%
5/5/2025 Private Advisor Group LLC491,975$7.11M0.0%+4.4%0.271%
5/5/2025 Nwam LLC37,505$542K0.0%-2.8%0.021%
5/5/2025 Evergreen Wealth Management LLC318,128$4.60M2.7%+6.1%0.175%
5/5/2025 Hollencrest Capital Management42,866$620K0.0%+3.9%0.024%
5/2/2025 Kingsview Wealth Management LLC10,966$159K0.0%N/A0.006%
5/2/2025 Sigma 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%
5/1/2025 Stephens Inc. AR10,200$147K0.0%N/A0.006%
5/1/2025 Diversify 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%
4/30/2025 M&T Bank Corp125,022$1.81M0.0%-2.6%0.069%
4/30/2025 Alpha 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%
4/29/2025 OneDigital 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%
4/25/2025 Sovran Advisors LLC168,243$2.22M0.3%+181.1%0.093%
4/24/2025 Sunbelt Securities Inc.32,267$467K0.0%+23.2%0.018%
4/24/2025 TPG Advisors LLC22,671$328K0.3%+14.1%0.012%
4/23/2025 Western Wealth Management LLC33,620$486K0.0%-2.4%0.019%
4/23/2025 Golden State Equity Partners176,332$2.55M0.5%+1.3%0.097%
4/23/2025 C2C Wealth Management LLC72,200$1.04M1.0%+3.0%0.040%
4/23/2025 Oppenheimer & Co. Inc.82,981$1.20M0.0%+22.1%0.046%
4/22/2025 XML Financial LLC1,491,197$21.56M2.0%+2.4%0.821%
4/22/2025 Cambridge Investment Research Advisors Inc.454,333$6.57M0.0%+4.3%0.250%
4/22/2025 PFG Investments LLC589,725$8.53M0.5%-3.4%0.325%
4/21/2025 Institute for Wealth Management LLC.13,730$199K0.0%+6.7%0.008%
4/21/2025 Accelerate Investment Advisors LLC25,937$375K0.3%+78.7%0.014%
4/18/2025 Prosperity Wealth Management Inc.76,207$1.10M0.5%+5.8%0.042%
4/17/2025 NBT Bank N A NY88,400$1.28M0.1%N/A0.049%
4/17/2025 Janney Montgomery Scott LLC75,214$1.09M0.0%+51.9%0.041%
4/17/2025 Dynamic Advisor Solutions LLC234,824$3.40M0.1%+3.5%0.129%
4/16/2025 Wealth Enhancement Advisory Services LLC28,462$412K0.0%+66.9%0.016%
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%
3/18/2025 Objective Capital Management LLC43,100$619K0.4%N/A0.024%
3/17/2025 Wealth Enhancement Advisory Services LLC17,055$245K0.0%+53.0%0.009%
2/25/2025B. 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%
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2/17/2025 Vermillion & 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%
2/17/2025 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%
(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, 183 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 ($21.56M), 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 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 162 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: Cetera Investment Advisers ($1.08M), LPL Financial LLC ($1.02M), Raymond James Financial Inc. ($794.00K), PFG Investments LLC ($769.44K), XML Financial LLC ($599.00K), Axxcess Wealth Management LLC ($528.62K), and Envestnet Asset Management Inc. ($396.53K).

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

Institutional investors have bought a total of 12,373,608 shares in the last 24 months. This purchase volume represents approximately $176.03M in transactions.

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

Of the 79 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 ($288.32K), Independent Advisor Alliance ($287.71K), Wells Fargo & Company MN ($161.06K), Cornerstone Advisory LLC ($156.90K), PFG Investments LLC ($123.79K), Avestar Capital LLC ($88K), and Axxcess Wealth Management LLC ($78.87K).

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

Institutional investors have sold a total of 1,976,248 shares in the last 24 months. This volume of shares sold represents approximately $27.95M in transactions.



This page (NYSE:PTY) was last updated on 5/21/2025 by MarketBeat.com Staff
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