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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$13.82 -0.10 (-0.72%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$13.81 -0.01 (-0.07%)
As of 07/11/2025 07:44 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)
122
Total
Institutional Inflows
(last 12 months)
$105.49M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$19.66M
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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
7/11/2025Farther 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%
5/20/2025Belpointe 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%
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%
5/12/2025Cresta Advisors Ltd.54,000$781K0.4%+4.4%0.030%
5/9/2025Exencial Wealth Advisors LLC63,530$919K0.0%-2.2%0.035%
5/9/2025Wealthspire Advisors LLC95,223$1.38M0.0%+277.3%0.052%
5/9/2025Atria 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%
5/7/2025Cornerstone Advisory LLC10,000$138K0.0%-9.1%0.006%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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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%
5/6/2025Elm3 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%
5/6/2025SYM 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%
5/5/2025IFP Advisors Inc2,247$32K0.0%-86.2%0.001%
5/5/2025Covenant 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%
5/2/2025Signaturefd LLC2,000$29K0.0%N/A0.001%
5/1/2025Zullo Investment Group Inc.134,674$1.95M0.8%+134.1%0.074%
5/1/2025Stephens Inc. AR10,200$147K0.0%N/A0.006%
5/1/2025Diversify Wealth Management LLC43,955$601K0.0%+59.3%0.024%
4/30/2025Axxcess 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%
4/29/2025Envestnet 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%
4/28/2025D.A. Davidson & CO.31,517$456K0.0%+25.0%0.017%
4/28/2025Private Trust Co. NA14,095$204K0.0%+12.3%0.008%
4/25/2025Red 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%
4/24/2025Sunbelt Securities Inc.32,267$467K0.0%+23.2%0.018%
4/24/2025TPG Advisors LLC22,671$328K0.3%+14.1%0.012%
4/23/2025Western Wealth Management LLC33,620$486K0.0%-2.4%0.019%
4/23/2025Golden State Equity Partners176,332$2.55M0.5%+1.3%0.097%
4/23/2025C2C Wealth Management LLC72,200$1.04M1.0%+3.0%0.040%
4/23/2025Oppenheimer & Co. Inc.82,981$1.20M0.0%+22.1%0.046%
4/22/2025XML Financial LLC1,491,197$21.56M2.0%+2.4%0.821%
4/22/2025Cambridge Investment Research Advisors Inc.454,333$6.57M0.0%+4.3%0.250%
4/22/2025PFG Investments LLC589,725$8.53M0.5%-3.4%0.325%
4/21/2025Institute 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%
4/18/2025Prosperity Wealth Management Inc.76,207$1.10M0.5%+5.8%0.042%
4/17/2025NBT Bank N A NY88,400$1.28M0.1%N/A0.049%
4/17/2025Janney 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%
4/14/2025Farther Finance Advisors LLC5,876$85K0.0%+117.6%0.003%
4/14/2025Miracle Mile Advisors LLC15,487$224K0.0%+47.7%0.009%
4/10/2025Accel 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
4/8/2025Rothschild 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%
3/17/2025 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%
2/24/2025Ameriflex 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%
(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, 185 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 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 164 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), 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 7,338,538 shares in the last 24 months. This purchase volume represents approximately $105.49M in transactions.

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

Of the 57 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 Disciplined Investments LLC ($35K).

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

Institutional investors have sold a total of 1,365,661 shares in the last 24 months. This volume of shares sold represents approximately $19.66M in transactions.


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This page (NYSE:PTY) was last updated on 7/13/2025 by MarketBeat.com Staff
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