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Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$12.02 -0.07 (-0.54%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$12.06 +0.04 (+0.33%)
As of 08:37 AM 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 Massive. 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)
145
Total
Institutional Inflows
(last 12 months)
$154.70M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$28.85M
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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
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%
5/7/2026 Beta Wealth Group Inc.176,721$2.13M0.9%N/A0.083%
5/7/2026 Parallel Advisors LLC4,452$54K0.0%-17.8%0.002%
5/7/2026 Vision Retirement LLC115,671$1.40M0.4%+3.7%0.054%
5/6/2026 Bartlett & CO. Wealth Management LLC3,442$42K0.0%-19.9%0.002%
5/6/2026 Main Street Group LTD64,655$780K0.2%+50.1%0.030%
5/6/2026 Independent Financial Group LLC71,444$862K0.0%N/A0.034%
5/5/2026 Delta Financial Advisors LLC34,375$415K0.1%-5.4%0.016%
5/5/2026 D.A. Davidson & CO.17,834$215K0.0%-16.9%0.008%
5/5/2026 Sanctuary Advisors LLC65,902$795K0.0%-8.1%0.031%
5/5/2026 Sigma Planning Corp42,816$516K0.0%-5.4%0.020%
5/5/2026 Nwam LLC43,816$528K0.0%+3.8%0.021%
5/5/2026 Fell Capital Management ADV55,950$675K0.6%-6.7%0.026%
5/4/2026 NWF Advisory Services Inc.39,395$475K0.1%+10.0%0.019%
5/4/2026 GHE LLC58,550$706K0.1%+5.6%0.028%
5/2/2026 Diversify Wealth Management LLC45,030$549K0.0%-2.6%0.021%
5/2/2026 Merrithew & Thorsten Inc1,523,119$18.37M17.3%-0.3%0.718%
5/1/2026 Fifth Third Bancorp29,815$360K0.0%N/A0.014%
4/30/2026 Kestra Advisory Services LLC409,373$4.94M0.0%+1.4%0.193%
4/28/2026 Ascentis Independent Advisors368,364$4.44M0.3%+109.5%0.174%
4/28/2026 Stephens Inc. AR11,520$139K0.0%+12.9%0.005%
4/28/2026 Beacon Financial Advisory LLC14,421$174K0.0%+6.8%0.007%
4/27/2026 PFG Investments LLC627,325$7.57M0.4%-0.6%0.296%
4/27/2026 Private Advisor Group LLC656,503$7.92M0.0%-16.5%0.309%
4/24/2026 Wealth Care LLC23,062$278K0.2%N/A0.011%
4/22/2026 Absolute Investment Advisers LLC82,639$997K0.1%N/A0.039%
4/22/2026 TPG Advisors LLC15,620$188K0.1%-45.8%0.007%
4/22/2026 Janney Montgomery Scott LLC71,157$858K0.0%-4.3%0.034%
4/21/2026 Wealth Effects LLC46,380$559K0.2%N/A0.022%
4/21/2026 GHP 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%
4/17/2026 XML 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%
3/13/2026 World Investment Advisors31,755$410K0.0%N/A0.017%
3/9/2026Corient Private Wealth LLC10,274$133K0.0%N/A0.006%
3/3/2026 NWF Advisory Services Inc.35,803$462K0.1%-18.4%0.020%
2/19/2026 Invesco 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%
Iran War Update: Trump’s Hand-Written Letter Reveals What Comes Next (Ad)

Jim Rickards has uncovered what he believes is Trump's economic plan, with a key trigger date of May 15. The Financial Times estimates this move could help unleash $100 trillion in new wealth. Billionaire investors John Paulson, Ray Dalio, and Paul Tudor Jones are already said to be preparing. The window to get ahead of this may be closing.tc pixel

Click here to see the full details before May 15
2/19/2026 Plotkin 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%
2/18/2026 Garton & 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%
2/18/2026 Argyle Capital Partners LLC26,539$342K0.2%-4.6%0.015%
2/18/2026 Align 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%
2/17/2026 Private 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%
2/17/2026 Beacon Financial Advisory LLC13,503$174K0.0%+13.3%0.007%
2/16/2026 MML Investors Services LLC65,947$851K0.0%+20.0%0.036%
2/16/2026Mariner LLC97,207$1.25M0.0%+36.6%0.054%
2/16/2026 Landscape Capital Management L.L.C.85,254$1.10M0.1%N/A0.047%
2/16/2026Barclays PLC20,850$269K0.0%N/A0.011%
2/13/2026 Kestra Advisory Services LLC403,582$5.21M0.0%+34.9%0.222%
2/13/2026 Thomas J. Herzfeld Advisors Inc.55,818$720K0.2%N/A0.031%
2/13/2026 Stifel Financial Corp169,052$2.18M0.0%+3.7%0.093%
2/13/2026Arkadios Wealth Advisors40,108$517K0.0%N/A0.022%
2/13/2026 Wells Fargo & Company MN627,242$8.09M0.0%+209.6%0.345%
2/13/2026 Wealthspire Advisors LLC76,463$986K0.0%-29.3%0.042%
2/12/2026 Hollencrest Capital Management46,513$600K0.0%+8.5%0.026%
2/12/2026 Jane Street Group LLC348,334$4.49M0.0%+203.4%0.192%
2/12/2026 Insigneo 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%
2/12/2026 Commonwealth Equity Services LLC496,061$6.40M0.0%-22.9%0.273%
2/12/2026StoneX Group Inc.20,325$263K0.0%N/A0.011%
2/12/2026 Mindset Wealth Management LLC26,785$346K0.1%-48.3%0.015%
2/12/2026Marex Group plc271,902$3.51M0.0%N/A0.150%
2/12/2026 Steward Partners Investment Advisory LLC188,614$2.43M0.0%-66.1%0.104%
2/12/2026 Wedbush Securities Inc.11,709$151K0.0%-11.3%0.006%
2/12/2026Principal Securities Inc.179,735$2.32M0.0%-1.5%0.099%
2/11/2026 Janney Montgomery Scott LLC74,337$959K0.0%+10.7%0.041%
2/11/2026Capital Analysts LLC31,652$408K0.0%+29.4%0.017%
2/11/2026Cerity Partners LLC45,064$581K0.0%+87.7%0.025%
2/11/2026 AG Asset Advisory LLC20,956$270K0.2%-71.9%0.012%
2/11/2026 LPL Financial LLC2,656,538$34.27M0.0%-4.3%1.463%
2/11/2026 XML Financial LLC1,596,655$20.60M1.7%+3.5%0.879%
Iran War Update: Trump’s Hand-Written Letter Reveals What Comes Next (Ad)

Jim Rickards has uncovered what he believes is Trump's economic plan, with a key trigger date of May 15. The Financial Times estimates this move could help unleash $100 trillion in new wealth. Billionaire investors John Paulson, Ray Dalio, and Paul Tudor Jones are already said to be preparing. The window to get ahead of this may be closing.tc pixel

Click here to see the full details before May 15
2/11/2026 Parallel Advisors LLC5,414$70K0.0%-23.2%0.003%
2/11/2026 J.W. Cole Advisors Inc.61,981$800K0.0%-1.5%0.034%
2/10/2026Lido Advisors LLC30,626$397K0.0%+4.1%0.017%
2/10/2026 Madison Wealth Partners Inc19,622$253K0.0%-52.0%0.011%
2/10/2026 Northwestern Mutual Wealth Management Co.2,588,133$33.39M0.0%+10.2%1.425%
2/9/2026 Cary Street Partners Financial LLC76,906$992K0.0%+163.4%0.042%
2/9/2026Harbour Investments Inc.23,479$303K0.0%+37.6%0.013%
2/9/2026 Prospera Financial Services Inc18,653$241K0.0%+26.5%0.010%
2/6/2026 Delta Financial Advisors LLC36,325$469K0.1%-7.9%0.020%
2/6/2026 PNC Financial Services Group Inc.7,672$99K0.0%-48.1%0.004%


PTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 225 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), Rivernorth Capital Management LLC ($16.03M), and Cetera Investment Advisers ($13.92M).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 195 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), Cetera Investment Advisers ($1.18M), Northwestern Mutual Wealth Management Co. ($1.17M), Raymond James Financial Inc. ($855.48K), and Axxcess Wealth Management LLC ($553.10K).

Institutional investors have bought a total of 11,570,943 shares in the last 24 months. This purchase volume represents approximately $154.70M in transactions.

Of the 68 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: 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), Sovran Advisors LLC ($113.89K), and Parallel Advisors LLC ($96.98K).

Institutional investors have sold a total of 2,162,648 shares in the last 24 months. This volume of shares sold represents approximately $28.85M in transactions.


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This page (NYSE:PTY) was last updated on 5/14/2026 by MarketBeat.com Staff.
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