Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

$11.76 +0.10 (+0.86%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 10.25%
Number of Institutional Buyers (last 12 months): 141
Total Institutional Inflows (last 12 months): $166.15M

Number of Institutional Sellers (last 12 months): 64
Total Institutional Outflows (last 12 months): $39.18M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Advisory Solutions Group LLC	25,937	$312K	0.1%	N/A	0.012%
8/22/2026	Compass Financial Management LLC	12,075	$145K	0.0%	N/A	0.006%
8/22/2026	NWF Advisory Services Inc.	41,334	$497K	0.0%	+4.9%	0.019%
8/21/2026	Continuum Advisory LLC	3,072	$37K	0.0%	N/A	0.001%
8/21/2026	XML Financial LLC	1,754,583	$21.11M	1.5%	+10.3%	0.827%
8/21/2026	Triumph Capital Management	61,606	$741K	0.1%	-8.3%	0.029%
8/20/2026	Nwam LLC	48,393	$582K	0.0%	+10.4%	0.023%
8/20/2026	Susquehanna International Group LLP	51,645	$621K	0.0%	-15.7%	0.024%
8/20/2026	Rivernorth Capital Management LLC	242,427	$2.92M	0.1%	-15.3%	0.114%
8/20/2026	Sigma Planning Corp	55,341	$666K	0.0%	+29.3%	0.026%
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8/20/2026	Two Sigma Securities LLC	13,848	$167K	0.0%	+22.1%	0.007%
8/20/2026	Northwestern Mutual Wealth Management Co.	2,723,452	$32.76M	0.0%	+0.2%	1.283%
8/20/2026	Wedbush Securities Inc.	13,582	$163K	0.0%	-9.5%	0.006%
8/19/2026	Kingsview Wealth Management LLC	14,029	$169K	0.0%	N/A	0.007%
8/18/2026	Beacon Pointe Advisors LLC	25,127	$302K	0.0%	N/A	0.012%
8/18/2026	United Capital Financial Advisors LLC	11,847	$143K	0.0%	N/A	0.006%
8/18/2026	Equitable Holdings Inc.	553,112	$6.65M	0.0%	N/A	0.261%
8/18/2026	Centaurus Financial Inc.	25,335	$305K	0.0%	N/A	0.012%
8/17/2026	Corient Private Wealth LP	15,471	$186K	0.0%	N/A	0.007%
8/17/2026	Ausdal Financial Partners Inc.	125,274	$1.51M	0.1%	N/A	0.059%
8/17/2026	Bank of America Corp DE	336,236	$4.05M	0.0%	N/A	0.158%
8/13/2026	Sanctuary Advisors LLC	69,379	$835K	0.0%	N/A	0.033%
8/12/2026	Northwestern Mutual Wealth Management Co.	2,723,452	$32.76M	0.0%	N/A	1.283%
8/12/2026	Madison Wealth Partners Inc	14,622	$176K	0.0%	N/A	0.007%
8/11/2026	Patron Partners LLC	21,480	$258K	0.1%	N/A	0.010%
8/11/2026	Allworth Financial LP	12,026	$145K	0.0%	N/A	0.006%
8/10/2026	Diversify Advisory Services LLC	43,237	$505K	0.0%	N/A	0.020%
8/7/2026	Argyle Capital Partners LLC	26,150	$315K	0.2%	N/A	0.012%
8/7/2026	BlackRock Inc.	13,160	$158K	0.0%	N/A	0.006%
8/7/2026	OneDigital Investment Advisors LLC	53,495	$644K	0.0%	N/A	0.025%
8/7/2026	Wealth Effects LLC	46,313	$557K	0.2%	N/A	0.022%
8/6/2026	Global Retirement Partners LLC	8,827	$106K	0.0%	N/A	0.004%
7/10/2026	Accel Wealth Management	448,727	$5.40M	1.2%	-11.0%	0.211%
7/8/2026	First Heartland Consultants Inc.	99,432	$1.20M	0.1%	N/A	0.047%
7/7/2026	Dynamic Advisor Solutions LLC	382,350	$4.60M	0.1%	+9.3%	0.180%
7/7/2026	Avior Wealth Management LLC	28,485	$343K	0.0%	-13.9%	0.013%
7/7/2026	CoreCap Advisors LLC	9,900	$119K	0.0%	+1,000.0%	0.005%
7/1/2026	Noble Wealth Management PBC	333,049	$4.01M	1.8%	+27.3%	0.157%
6/18/2026	Western Wealth Management LLC	29,118	$351K	0.0%	-4.1%	0.014%
6/9/2026	Rathbones Group PLC	15,000	$181K	0.0%	N/A	0.007%
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6/3/2026	Parallel Advisors LLC	4,452	$54K	0.0%	-17.8%	0.002%
6/3/2026	NewEdge Advisors LLC	85,670	$1.03M	0.0%	-2.9%	0.040%
5/19/2026	Western Wealth Management LLC	29,118	$351K	0.0%	-4.1%	0.014%
5/19/2026	Bank of America Corp DE	311,995	$3.76M	0.0%	-11.3%	0.147%
5/19/2026	Centaurus Financial Inc.	24,977	$301K	0.0%	+8.2%	0.012%
5/19/2026	Arkadios Wealth Advisors	45,970	$554K	0.0%	+14.6%	0.022%
5/18/2026	Sunbelt Securities Inc.	3,600	$43K	0.0%	-88.8%	0.002%
5/18/2026	Readystate Asset Management LP	70,430	$849K	0.0%	+72.0%	0.033%
5/18/2026	Rivernorth Capital Management LLC	286,356	$3.45M	0.2%	-76.9%	0.135%
5/18/2026	Royal Bank of Canada	600,310	$7.24M	0.0%	+2.8%	0.283%
5/15/2026	Everest Financial Group LLC	39,822	$479K	0.1%	N/A	0.019%
5/14/2026	RMG Wealth Management LLC	36,308	$437K	0.1%	N/A	0.017%
5/13/2026	Cetera Investment Advisers	1,153,947	$13.92M	0.0%	+3.0%	0.544%
5/13/2026	Signature Equity Partners LLC	92,171	$1.11M	0.6%	+10.0%	0.043%
5/7/2026	Beta Wealth Group Inc.	176,721	$2.13M	0.9%	N/A	0.083%
5/7/2026	Parallel Advisors LLC	4,452	$54K	0.0%	-17.8%	0.002%
5/7/2026	Vision Retirement LLC	115,671	$1.40M	0.4%	+3.7%	0.054%
5/6/2026	Bartlett & CO. Wealth Management LLC	3,442	$42K	0.0%	-19.9%	0.002%
5/6/2026	Main Street Group LTD	64,655	$780K	0.2%	+50.1%	0.030%
5/6/2026	Independent Financial Group LLC	71,444	$862K	0.0%	N/A	0.034%
5/5/2026	Delta Financial Advisors LLC	34,375	$415K	0.1%	-5.4%	0.016%
5/5/2026	D.A. Davidson & CO.	17,834	$215K	0.0%	-16.9%	0.008%
5/5/2026	Sanctuary Advisors LLC	65,902	$795K	0.0%	-8.1%	0.031%
5/5/2026	Sigma Planning Corp	42,816	$516K	0.0%	-5.4%	0.020%
5/5/2026	Nwam LLC	43,816	$528K	0.0%	+3.8%	0.021%
5/5/2026	Fell Capital Management ADV	55,950	$675K	0.6%	-6.7%	0.026%
5/4/2026	NWF Advisory Services Inc.	39,395	$475K	0.1%	+10.0%	0.019%
5/4/2026	GHE LLC	58,550	$706K	0.1%	+5.6%	0.028%
5/2/2026	Diversify Wealth Management LLC	45,030	$549K	0.0%	-2.6%	0.021%
5/2/2026	Merrithew & Thorsten Inc	1,523,119	$18.37M	17.3%	-0.3%	0.718%
5/1/2026	Fifth Third Bancorp	29,815	$360K	0.0%	N/A	0.014%
4/30/2026	Kestra Advisory Services LLC	409,373	$4.94M	0.0%	+1.4%	0.193%
4/28/2026	Ascentis Independent Advisors	368,364	$4.44M	0.3%	+109.5%	0.174%
4/28/2026	Stephens Inc. AR	11,520	$139K	0.0%	+12.9%	0.005%
4/28/2026	Beacon Financial Advisory LLC	14,421	$174K	0.0%	+6.8%	0.007%
4/27/2026	PFG Investments LLC	627,325	$7.57M	0.4%	-0.6%	0.296%
4/27/2026	Private Advisor Group LLC	656,503	$7.92M	0.0%	-16.5%	0.309%
4/24/2026	Wealth Care LLC	23,062	$278K	0.2%	N/A	0.011%
4/22/2026	Absolute Investment Advisers LLC	82,639	$997K	0.1%	N/A	0.039%
4/22/2026	TPG Advisors LLC	15,620	$188K	0.1%	-45.8%	0.007%
4/22/2026	Janney Montgomery Scott LLC	71,157	$858K	0.0%	-4.3%	0.034%
4/21/2026	Wealth Effects LLC	46,380	$559K	0.2%	N/A	0.022%
4/21/2026	GHP Investment Advisors Inc.	2,650	$32K	0.0%	N/A	0.001%
4/20/2026	C2C Wealth Management LLC	108,985	$1.31M	1.1%	+15.1%	0.051%
4/17/2026	XML Financial LLC	1,591,047	$19.19M	1.5%	-0.4%	0.750%
3/17/2026	Rockefeller Capital Management L.P.	33,455	$432K	0.0%	-3.5%	0.018%
3/13/2026	World Investment Advisors	31,755	$410K	0.0%	N/A	0.017%
3/9/2026	Corient Private Wealth LLC	10,274	$133K	0.0%	N/A	0.006%
3/3/2026	NWF Advisory Services Inc.	35,803	$462K	0.1%	-18.4%	0.020%
2/19/2026	Invesco Ltd.	1,324,697	$17.09M	0.0%	+6.8%	0.729%
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2/19/2026	Corient Private Wealth LLC	10,274	$133K	0.0%	N/A	0.006%
2/19/2026	Smith Asset Management Co. LLC	162,381	$2.10M	1.7%	+1.3%	0.089%
2/19/2026	Plotkin Financial Advisors LLC	127,102	$1.64M	0.8%	+1.7%	0.070%
2/18/2026	Ameriflex Group Inc.	8,100	$104K	0.1%	-51.8%	0.004%
2/18/2026	Beacon Pointe Advisors LLC	11,815	$152K	0.0%	-25.6%	0.007%
2/18/2026	Vermillion & White Wealth Management Group LLC	2,090	$27K	0.0%	N/A	0.001%
2/18/2026	NewEdge Advisors LLC	88,202	$1.14M	0.0%	+7.8%	0.049%
2/18/2026	Garton & Associates Financial Advisors LLC	3,256	$42K	0.0%	N/A	0.002%
2/18/2026	XTX Topco Ltd	134,124	$1.73M	0.0%	N/A	0.074%
2/18/2026	Cahill Financial Advisors Inc.	36,162	$466K	0.0%	-31.9%	0.020%

PTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 229 institutional investors and hedge funds held shares of Pimco Corporate & Income Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($34.27M), Northwestern Mutual Wealth Management Co. ($32.76M), XML Financial LLC ($21.11M), Merrithew & Thorsten Inc ($18.37M), Invesco Ltd. ($17.09M), Cetera Investment Advisers ($13.92M), and Raymond James Financial Inc. ($11.38M).Learn more on Pimco Corporate & Income Opportunity Fund's 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.

Of the 201 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: Northwestern Mutual Wealth Management Co. ($3.75M), Merrithew & Thorsten Inc ($1.53M), Invesco Ltd. ($1.32M), Rivernorth Capital Management LLC ($1.24M), Raymond James Financial Inc. ($855.48K), Equitable Holdings Inc. ($847.06K), and Cetera Investment Advisers ($630.14K).

Institutional investors have bought a total of 13,044,899 shares in the last 24 months. This purchase volume represents approximately $166.15M in transactions.

Of the 64 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: Rivernorth Capital Management LLC ($999.88K), Commonwealth Equity Services LLC ($436.32K), Steward Partners Investment Advisory LLC ($367.44K), Private Advisor Group LLC ($129.34K), LPL Financial LLC ($118.17K), Captrust Financial Advisors ($115.01K), and Sovran Advisors LLC ($113.89K).

Institutional investors have sold a total of 3,059,728 shares in the last 24 months. This volume of shares sold represents approximately $39.18M in transactions.

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Institutional ownership data for NYSE:PTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

PTY Institutional Buying and Selling by Quarter

Pimco Corporate & Income Opportunity Fund Major Shareholders & Ownership History

PTY Institutional Ownership - Frequently Asked Questions

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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Pimco Corporate & Income Opportunity Fund (NYSE:PTY)

PTY Institutional Buying and Selling by Quarter

Pimco Corporate & Income Opportunity Fund Major Shareholders & Ownership History

PTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTY shares?

What percentage of Pimco Corporate & Income Opportunity Fund's stock is owned by institutional investors?

Which institutional investors have been buying Pimco Corporate & Income Opportunity Fund's stock?

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

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

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

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