PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

$14.30

-0.01 (-0.07%)

(As of 09/12/2024 ET)

Current Institutional Ownership Percentage: 10.25%
Number of Institutional Buyers (last 12 months): 82
Total Institutional Inflows (last 12 months): $79.84M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $7.12M

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.

PTY Institutional Buying and Selling by Quarter

Ad Behind the Markets

The $15 Stock Powering NVIDIA, TESLA and Microsoft

The Biggest AI firms in the world...Tesla... Microsoft... NVIDIA... Are all relying on a little-known supplier, which provides a crucial building block for AI.

Click here for the ticker >>>

PIMCO Corporate & Income Opportunity Fund Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	51,622	$729K	0.0%	N/A	0.034%
8/22/2024	Cetera Investment Advisers	854,575	$12.23M	0.0%	+7.0%	0.558%
8/21/2024	Truist Financial Corp	268,396	$3.84M	0.0%	+458.4%	0.175%
8/19/2024	B. Riley Wealth Advisors Inc.	15,971	$230K	0.0%	N/A	0.010%
8/16/2024	Sunbelt Securities Inc.	32,121	$460K	0.0%	+97.8%	0.021%
8/16/2024	Northwestern Mutual Wealth Management Co.	716,571	$10.25M	0.0%	+27.0%	0.468%
Get the Latest News and Ratings for PTY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for PIMCO Corporate & Income Opportunity Fund and its competitors with MarketBeat's FREE daily newsletter.
8/16/2024	Copperwynd Financial LLC	25,239	$361K	0.1%	+3.0%	0.016%
8/14/2024	Insigneo Advisory Services LLC	10,036	$142K	0.0%	N/A	0.007%
8/14/2024	Certified Advisory Corp	11,290	$162K	0.0%	N/A	0.007%
8/14/2024	EverSource Wealth Advisors LLC	6,700	$96K	0.0%	+204.5%	0.004%
8/13/2024	TPG Advisors LLC	12,423	$178K	0.2%	N/A	0.008%
8/13/2024	AE Wealth Management LLC	19,043	$273K	0.0%	+17.1%	0.012%
8/12/2024	XTX Topco Ltd	15,660	$224K	0.0%	-46.5%	0.010%
8/12/2024	WCG Wealth Advisors LLC	14,038	$201K	0.0%	N/A	0.009%
8/12/2024	Disciplined Investments LLC	30,000	$429K	0.2%	-40.0%	0.020%
8/10/2024	Axxcess Wealth Management LLC	505,457	$7.23M	0.2%	N/A	0.330%
8/10/2024	Madison Wealth Partners Inc	41,334	$591K	0.2%	+9.8%	0.027%
8/9/2024	Collaborative Wealth Managment Inc.	30,116	$431K	0.2%	+120.2%	0.020%
8/9/2024	Rathbones Group PLC	16,500	$236K	0.0%	+17.9%	0.011%
8/8/2024	J.W. Cole Advisors Inc.	27,241	$390K	0.0%	+62.9%	0.018%
8/8/2024	Envestnet Asset Management Inc.	527,690	$7.55M	0.0%	+81.3%	0.345%
8/8/2024	Parallel Advisors LLC	100,445	$1.44M	0.0%	+7.5%	0.066%
8/7/2024	Choreo LLC	33,428	$480K	0.0%	+20.8%	0.022%
8/7/2024	Wedbush Securities Inc.	10,875	$156K	0.0%	-7.6%	0.007%
8/7/2024	PFG Investments LLC	621,532	$8.89M	0.6%	-12.9%	0.406%
8/7/2024	Cahill Financial Advisors Inc.	91,758	$1.31M	0.2%	-14.1%	0.060%
8/5/2024	Private Advisor Group LLC	353,887	$5.06M	0.0%	+7.6%	0.231%
7/31/2024	Semus Wealth Partners LLC	29,830	$427K	0.3%	-9.1%	0.019%
7/31/2024	Commonwealth Equity Services LLC	1,092,233	$15.63M	0.0%	+11.6%	0.714%
7/31/2024	IFG Advisory LLC	11,803	$169K	0.0%	N/A	0.008%
7/30/2024	Integrity Financial Corp WA	29,849	$427K	0.3%	+14.7%	0.019%
7/30/2024	International Assets Investment Management LLC	3,300	$47K	0.0%	N/A	0.002%
7/30/2024	Golden State Equity Partners	181,316	$2.60M	0.5%	N/A	0.118%
7/26/2024	Cambridge Investment Research Advisors Inc.	441,311	$6.32M	0.0%	+1.0%	0.288%
7/25/2024	Dodds Wealth LLC	23,113	$334K	0.1%	-22.3%	0.015%
7/23/2024	All Season Financial Advisors Inc.	33,742	$483K	0.4%	-5.0%	0.022%
7/23/2024	Concourse Financial Group Securities Inc.	393,702	$5.68M	0.4%	+0.6%	0.257%
7/23/2024	XML Financial LLC	1,309,697	$18.74M	1.9%	+10.6%	0.856%
7/19/2024	Western Wealth Management LLC	36,201	$518K	0.0%	-5.6%	0.024%
7/19/2024	Raymond James & Associates	103,503	$1.48M	0.0%	+5.7%	0.068%
Trillion Dollar Blockchain Shift Could Trigger THIS Coin (Ad) It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development… YES, I WANT THE #1 CRYPTO NOW
7/15/2024	Dynamic Advisor Solutions LLC	203,410	$2.91M	0.1%	+4.5%	0.133%
7/12/2024	Accel Wealth Management	316,465	$4.53M	1.8%	+8.6%	0.207%
7/1/2024	Bank of New Hampshire	1,910	$27K	0.0%	-67.4%	0.001%
5/24/2024	Cetera Advisors LLC	87,103	$1.30M	0.0%	+209.6%	0.057%
5/24/2024	Cetera Investment Advisers	798,564	$11.88M	0.0%	+162.9%	0.522%
5/20/2024	Independent Wealth Network Inc.	38,556	$573K	0.3%	+19.1%	0.025%
5/20/2024	Strategic Wealth Partners Ltd.	216,353	$3.22M	0.4%	+11.4%	0.141%
5/17/2024	XML Financial LLC	1,183,918	$17.61M	1.8%	+7.3%	0.773%
5/14/2024	Sheaff Brock Investment Advisors LLC	60,611	$901K	0.1%	+92.3%	0.040%
5/10/2024	Osaic Holdings Inc.	704,031	$10.47M	0.0%	+18.7%	0.460%
5/10/2024	Nwam LLC	38,222	$547K	0.0%	-9.2%	0.025%
5/8/2024	Avantax Advisory Services Inc.	15,951	$237K	0.0%	-9.2%	0.010%
5/8/2024	Semus Wealth Partners LLC	32,812	$488K	0.4%	-8.7%	0.021%
5/7/2024	Verus Capital Partners LLC	30,477	$453K	0.1%	-6.5%	0.020%
5/6/2024	SYM FINANCIAL Corp	291,872	$4.34M	0.7%	-0.8%	0.191%
5/3/2024	Patron Partners LLC	17,639	$262K	0.2%	N/A	0.012%
5/2/2024	Choreo LLC	27,677	$412K	0.0%	-24.5%	0.018%
5/2/2024	Hollencrest Capital Management	47,987	$714K	0.0%	+26.3%	0.031%
5/1/2024	Janney Montgomery Scott LLC	41,855	$622K	0.0%	+5.4%	0.027%
5/1/2024	Concourse Financial Group Securities Inc.	391,396	$5.87M	0.4%	+4.4%	0.256%
4/30/2024	Private Advisor Group LLC	328,838	$4.89M	0.0%	+0.7%	0.215%
4/30/2024	J.W. Cole Advisors Inc.	16,719	$249K	0.0%	N/A	0.011%
4/30/2024	SpiderRock Advisors LLC	17,000	$247K	0.0%	N/A	0.011%
4/29/2024	Commonwealth Equity Services LLC	978,650	$14.55M	0.0%	+6.8%	0.639%
4/25/2024	Cambridge Investment Research Advisors Inc.	436,881	$6.50M	0.0%	+18.8%	0.285%
4/24/2024	Spire Wealth Management	23,537	$350K	0.0%	+41.6%	0.015%
4/23/2024	Global Retirement Partners LLC	4,057	$60K	0.0%	+59.3%	0.003%
4/23/2024	Covenant Asset Management LLC	81,532	$1.21M	0.2%	+37.5%	0.053%
4/23/2024	Raymond James Financial Services Advisors Inc.	466,159	$6.93M	0.0%	+1.5%	0.305%
4/22/2024	Strategic Financial Concepts LLC	18,267	$272K	0.1%	+35.6%	0.012%
4/22/2024	PFG Investments LLC	713,512	$10.61M	0.6%	N/A	0.466%
4/19/2024	Accel Wealth Management	291,511	$4.34M	1.8%	+14.1%	0.190%
4/19/2024	Cornerstone Wealth Management LLC	67,186	$999K	0.1%	-2.9%	0.044%
4/18/2024	AlphaMark Advisors LLC	9,440	$140K	0.0%	+19.4%	0.006%
4/15/2024	Disciplined Investments LLC	50,000	$744K	0.4%	N/A	0.033%
4/12/2024	Dynamic Advisor Solutions LLC	194,680	$2.90M	0.1%	+0.6%	0.127%
3/22/2024	PNC Financial Services Group Inc.	40,647	$538K	0.0%	-12.0%	0.027%
3/8/2024	ICA Group Wealth Management LLC	2,847	$38K	0.0%	N/A	0.002%
2/26/2024	Virtu Financial LLC	13,746	$182K	0.0%	-73.2%	0.010%
2/17/2024	Madison Wealth Partners Inc	37,483	$496K	0.2%	N/A	0.028%
2/14/2024	XML Financial LLC	1,103,619	$14.61M	1.5%	+14.7%	0.816%
2/13/2024	Exencial Wealth Advisors LLC	85,503	$1.13M	0.0%	+2.5%	0.063%
2/13/2024	Cetera Advisor Networks LLC	385,532	$5.10M	0.0%	+12.5%	0.285%
2/13/2024	Copperwynd Financial LLC	15,250	$202K	0.1%	+10.0%	0.011%
2/13/2024	Cornerstone Advisory LLC	64,501	$854K	0.1%	+120.3%	0.048%
2/12/2024	Dodds Wealth LLC	29,761	$394K	0.2%	N/A	0.022%
2/12/2024	Avestar Capital LLC	57,300	$764K	0.1%	+110.8%	0.042%
2/12/2024	Focus Financial Network Inc. ADV	138,911	$1.86M	0.1%	N/A	0.103%
2/12/2024	Parallel Advisors LLC	93,459	$1.24M	0.0%	+25.5%	0.069%
2/9/2024	Advisory Services Network LLC	12,462	$165K	0.0%	-14.4%	0.009%
The $15 Stock Powering NVIDIA, TESLA and Microsoft (Ad) The Biggest AI firms in the world...Tesla... Microsoft... NVIDIA... Are all relying on a little-known supplier, which provides a crucial building block for AI. Click here for the ticker >>>
2/9/2024	Cambridge Investment Research Advisors Inc.	367,766	$4.87M	0.0%	+7.3%	0.272%
2/9/2024	D.A. Davidson & CO.	36,706	$486K	0.0%	+25.5%	0.027%
2/9/2024	PNC Financial Services Group Inc.	40,647	$538K	0.0%	-12.0%	0.030%
2/8/2024	Sheaff Brock Investment Advisors LLC	31,526	$417K	0.0%	+23.5%	0.023%
2/8/2024	Beacon Pointe Advisors LLC	57,565	$762K	0.0%	-14.2%	0.043%
2/7/2024	Avantax Advisory Services Inc.	17,576	$233K	0.0%	-77.7%	0.013%
2/7/2024	Collaborative Wealth Managment Inc.	15,254	$202K	0.1%	-7.7%	0.011%
2/7/2024	Principal Securities Inc.	116,262	$1.54M	0.1%	N/A	0.086%
2/7/2024	Concourse Financial Group Securities Inc.	374,921	$5.01M	0.4%	+10.2%	0.277%
2/6/2024	Private Advisor Group LLC	326,392	$4.32M	0.0%	+3.3%	0.241%

(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, 148 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 ($18.74M), 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 130 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 ($969.74K), LPL Financial LLC ($728.72K), Cetera Investment Advisers ($550.81K), Axxcess Wealth Management LLC ($505.46K), and Private Advisor Group LLC ($414.83K).

How much institutional buying is happening at PIMCO Corporate & Income Opportunity Fund?: Institutional investors have bought a total of 13,330,735 shares in the last 24 months. This purchase volume represents approximately $175.95M in transactions.
Which PIMCO Corporate & Income Opportunity Fund major shareholders have been selling company stock?: Of the 71 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), Rockefeller Capital Management L.P. ($239.62K), PFG Investments LLC ($91.98K), All Season Financial Advisors Inc. ($83.09K), M&T Bank Corp ($76.65K), Avantax Advisory Services Inc. ($62.83K), and Dynamic Advisor Solutions LLC ($61.19K).
How much institutional selling is happening at PIMCO Corporate & Income Opportunity Fund?: Institutional investors have sold a total of 1,587,143 shares in the last 24 months. This volume of shares sold represents approximately $20.35M in transactions.