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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$11.95 -0.14 (-1.15%)
Closing price 03:59 PM Eastern
Extended Trading
$11.96 +0.01 (+0.11%)
As of 08:00 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)
145
Total
Institutional Inflows
(last 12 months)
$151.61M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$41.87M
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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
7/10/2026 Accel Wealth Management448,727$5.40M1.2%-11.0%0.211%
7/8/2026 First Heartland Consultants Inc.99,432$1.20M0.1%N/A0.047%
7/7/2026 Dynamic Advisor Solutions LLC382,350$4.60M0.1%+9.3%0.180%
7/7/2026 Avior Wealth Management LLC28,485$343K0.0%-13.9%0.013%
7/7/2026 CoreCap Advisors LLC9,900$119K0.0%+1,000.0%0.005%
7/1/2026 Noble Wealth Management PBC333,049$4.01M1.8%+27.3%0.157%
6/18/2026Western Wealth Management LLC29,118$351K0.0%-4.1%0.014%
6/9/2026Rathbones Group PLC15,000$181K0.0%N/A0.007%
6/3/2026Parallel Advisors LLC4,452$54K0.0%-17.8%0.002%
6/3/2026NewEdge Advisors LLC85,670$1.03M0.0%-2.9%0.040%
5/19/2026Western Wealth Management LLC29,118$351K0.0%-4.1%0.014%
5/19/2026Bank of America Corp DE311,995$3.76M0.0%-11.3%0.147%
5/19/2026Centaurus Financial Inc.24,977$301K0.0%+8.2%0.012%
5/19/2026Arkadios Wealth Advisors45,970$554K0.0%+14.6%0.022%
5/18/2026Sunbelt Securities Inc.3,600$43K0.0%-88.8%0.002%
5/18/2026Readystate Asset Management LP70,430$849K0.0%+72.0%0.033%
5/18/2026Rivernorth Capital Management LLC286,356$3.45M0.2%-76.9%0.135%
5/18/2026Royal Bank of Canada600,310$7.24M0.0%+2.8%0.283%
5/15/2026Everest Financial Group LLC39,822$479K0.1%N/A0.019%
5/14/2026RMG Wealth Management LLC36,308$437K0.1%N/A0.017%
5/13/2026Cetera Investment Advisers1,153,947$13.92M0.0%+3.0%0.544%
5/13/2026Signature Equity Partners LLC92,171$1.11M0.6%+10.0%0.043%
5/7/2026Beta Wealth Group Inc.176,721$2.13M0.9%N/A0.083%
5/7/2026Parallel Advisors LLC4,452$54K0.0%-17.8%0.002%
5/7/2026Vision Retirement LLC115,671$1.40M0.4%+3.7%0.054%
5/6/2026Bartlett & CO. Wealth Management LLC3,442$42K0.0%-19.9%0.002%
5/6/2026Main Street Group LTD64,655$780K0.2%+50.1%0.030%
5/6/2026Independent Financial Group LLC71,444$862K0.0%N/A0.034%
5/5/2026Delta Financial Advisors LLC34,375$415K0.1%-5.4%0.016%
5/5/2026D.A. Davidson & CO.17,834$215K0.0%-16.9%0.008%
5/5/2026Sanctuary Advisors LLC65,902$795K0.0%-8.1%0.031%
5/5/2026Sigma Planning Corp42,816$516K0.0%-5.4%0.020%
5/5/2026Nwam LLC43,816$528K0.0%+3.8%0.021%
5/5/2026Fell Capital Management ADV55,950$675K0.6%-6.7%0.026%
5/4/2026NWF Advisory Services Inc.39,395$475K0.1%+10.0%0.019%
5/4/2026GHE LLC58,550$706K0.1%+5.6%0.028%
5/2/2026Diversify Wealth Management LLC45,030$549K0.0%-2.6%0.021%
5/2/2026Merrithew & Thorsten Inc1,523,119$18.37M17.3%-0.3%0.718%
5/1/2026Fifth Third Bancorp29,815$360K0.0%N/A0.014%
4/30/2026Kestra Advisory Services LLC409,373$4.94M0.0%+1.4%0.193%
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4/28/2026Ascentis Independent Advisors368,364$4.44M0.3%+109.5%0.174%
4/28/2026Stephens Inc. AR11,520$139K0.0%+12.9%0.005%
4/28/2026Beacon Financial Advisory LLC14,421$174K0.0%+6.8%0.007%
4/27/2026PFG Investments LLC627,325$7.57M0.4%-0.6%0.296%
4/27/2026Private Advisor Group LLC656,503$7.92M0.0%-16.5%0.309%
4/24/2026Wealth Care LLC23,062$278K0.2%N/A0.011%
4/22/2026Absolute Investment Advisers LLC82,639$997K0.1%N/A0.039%
4/22/2026TPG Advisors LLC15,620$188K0.1%-45.8%0.007%
4/22/2026Janney Montgomery Scott LLC71,157$858K0.0%-4.3%0.034%
4/21/2026Wealth Effects LLC46,380$559K0.2%N/A0.022%
4/21/2026GHP Investment Advisors Inc.2,650$32K0.0%N/A0.001%
4/20/2026 C2C Wealth Management LLC108,985$1.31M1.1%+15.1%0.051%
4/17/2026XML Financial LLC1,591,047$19.19M1.5%-0.4%0.750%
3/17/2026Rockefeller Capital Management L.P.33,455$432K0.0%-3.5%0.018%
3/13/2026World Investment Advisors31,755$410K0.0%N/A0.017%
3/9/2026Corient Private Wealth LLC10,274$133K0.0%N/A0.006%
3/3/2026NWF Advisory Services Inc.35,803$462K0.1%-18.4%0.020%
2/19/2026Invesco Ltd.1,324,697$17.09M0.0%+6.8%0.729%
2/19/2026Corient Private Wealth LLC10,274$133K0.0%N/A0.006%
2/19/2026Smith Asset Management Co. LLC162,381$2.10M1.7%+1.3%0.089%
2/19/2026Plotkin Financial Advisors LLC127,102$1.64M0.8%+1.7%0.070%
2/18/2026Ameriflex Group Inc.8,100$104K0.1%-51.8%0.004%
2/18/2026Beacon Pointe Advisors LLC11,815$152K0.0%-25.6%0.007%
2/18/2026Vermillion & White Wealth Management Group LLC2,090$27K0.0%N/A0.001%
2/18/2026NewEdge Advisors LLC88,202$1.14M0.0%+7.8%0.049%
2/18/2026Garton & Associates Financial Advisors LLC3,256$42K0.0%N/A0.002%
2/18/2026XTX Topco Ltd134,124$1.73M0.0%N/A0.074%
2/18/2026Cahill Financial Advisors Inc.36,162$466K0.0%-31.9%0.020%
2/18/2026VestGen Advisors LLC19,400$250K0.0%-15.3%0.011%
2/18/2026Readystate Asset Management LP40,936$528K0.0%N/A0.023%
2/18/2026Rivernorth Capital Management LLC1,242,310$16.03M0.8%N/A0.684%
2/18/2026Millennium Management LLC48,066$620K0.0%+61.8%0.026%
2/18/2026Argyle Capital Partners LLC26,539$342K0.2%-4.6%0.015%
2/18/2026Align Financial LLC22,575$291K0.0%N/A0.012%
2/17/2026Guggenheim Capital LLC410,695$5.30M0.0%+88.4%0.226%
2/17/2026Cetera Investment Advisers1,120,420$14.45M0.0%+3.8%0.617%
2/17/2026Equitable Holdings Inc.448,922$5.79M0.0%+38.8%0.247%
2/17/2026Osaic Holdings Inc.816,477$10.53M0.0%+5.8%0.450%
2/17/2026Private Advisor Group LLC785,844$10.14M0.0%+10.4%0.433%
2/17/2026Captrust Financial Advisors79,863$1.03M0.0%-59.0%0.044%
2/17/2026Royal Bank of Canada584,073$7.54M0.0%+15.6%0.322%
2/17/2026Beacon Financial Advisory LLC13,503$174K0.0%+13.3%0.007%
2/16/2026MML Investors Services LLC65,947$851K0.0%+20.0%0.036%
2/16/2026Mariner LLC97,207$1.25M0.0%+36.6%0.054%
2/16/2026Landscape Capital Management L.L.C.85,254$1.10M0.1%N/A0.047%
2/16/2026Barclays PLC20,850$269K0.0%N/A0.011%
2/13/2026Kestra Advisory Services LLC403,582$5.21M0.0%+34.9%0.222%
2/13/2026Thomas J. Herzfeld Advisors Inc.55,818$720K0.2%N/A0.031%
2/13/2026Stifel Financial Corp169,052$2.18M0.0%+3.7%0.093%
2/13/2026Arkadios Wealth Advisors40,108$517K0.0%N/A0.022%
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2/13/2026Wells Fargo & Company MN627,242$8.09M0.0%+209.6%0.345%
2/13/2026Wealthspire Advisors LLC76,463$986K0.0%-29.3%0.042%
2/12/2026Hollencrest Capital Management46,513$600K0.0%+8.5%0.026%
2/12/2026Jane Street Group LLC348,334$4.49M0.0%+203.4%0.192%
2/12/2026Insigneo Advisory Services LLC13,502$174K0.0%+7.7%0.007%
2/12/2026Financial Engines Advisors L.L.C.97,411$1.26M0.0%+14.0%0.054%
2/12/2026Triumph Capital Management65,285$842K0.2%-31.4%0.036%
2/12/2026Commonwealth Equity Services LLC496,061$6.40M0.0%-22.9%0.273%
2/12/2026StoneX Group Inc.20,325$263K0.0%N/A0.011%
2/12/2026Mindset Wealth Management LLC26,785$346K0.1%-48.3%0.015%


PTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 227 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. ($33.39M), XML Financial LLC ($19.19M), 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 197 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: Merrithew & Thorsten Inc ($1.53M), Invesco Ltd. ($1.32M), Rivernorth Capital Management LLC ($1.24M), Northwestern Mutual Wealth Management Co. ($1.17M), Raymond James Financial Inc. ($855.48K), Cetera Investment Advisers ($686.15K), and Axxcess Wealth Management LLC ($553.10K).

Institutional investors have bought a total of 11,409,390 shares in the last 24 months. This purchase volume represents approximately $151.61M in transactions.

Of the 72 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 ($955.95K), 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 3,245,168 shares in the last 24 months. This volume of shares sold represents approximately $41.87M in transactions.


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This page (NYSE:PTY) was last updated on 7/13/2026 by MarketBeat.com Staff.
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