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PIMCO Corporate & Income Opportunity Fund (PTY) Institutional Ownership

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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)
81
Total
Institutional Inflows
(last 12 months)
$91.66M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$8.25M
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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
5/10/2024 Nwam LLC38,222$547K0.0%-9.2%0.025%
5/8/2024 Avantax Advisory Services Inc.15,951$237K0.0%-9.2%0.010%
5/8/2024 Semus Wealth Partners LLC32,812$488K0.4%-8.7%0.021%
5/7/2024 Verus Capital Partners LLC30,477$453K0.1%-6.5%0.020%
5/6/2024 SYM FINANCIAL Corp291,872$4.34M0.7%-0.8%0.191%
5/3/2024 Patron Partners LLC17,639$262K0.2%N/A0.012%
5/2/2024 Choreo LLC27,677$412K0.0%-24.5%0.018%
5/2/2024 Hollencrest Capital Management47,987$714K0.0%+26.3%0.031%
5/1/2024 Janney Montgomery Scott LLC41,855$622K0.0%+5.4%0.027%
5/1/2024 Concourse Financial Group Securities Inc.391,396$5.87M0.4%+4.4%0.256%
4/30/2024 Private Advisor Group LLC328,838$4.89M0.0%+0.7%0.215%
4/30/2024 J.W. Cole Advisors Inc.16,719$249K0.0%N/A0.011%
4/30/2024 SpiderRock Advisors LLC17,000$247K0.0%N/A0.011%
4/29/2024Commonwealth Equity Services LLC978,650$14.55M0.0%+6.8%0.639%
4/25/2024 Cambridge Investment Research Advisors Inc.436,881$6.50M0.0%+18.8%0.285%
4/24/2024 Spire Wealth Management23,537$350K0.0%+41.6%0.015%
4/23/2024 Global Retirement Partners LLC4,057$60K0.0%+59.3%0.003%
4/23/2024 Covenant Asset Management LLC81,532$1.21M0.2%+37.5%0.053%
4/23/2024 Raymond James Financial Services Advisors Inc.466,159$6.93M0.0%+1.5%0.305%
4/22/2024 Strategic Financial Concepts LLC18,267$272K0.1%+35.6%0.012%
4/22/2024 PFG Investments LLC713,512$10.61M0.6%N/A0.466%
4/19/2024 Accel Wealth Management291,511$4.34M1.8%+14.1%0.190%
4/19/2024 Cornerstone Wealth Management LLC67,186$999K0.1%-2.9%0.044%
4/18/2024 AlphaMark Advisors LLC9,440$140K0.0%+19.4%0.006%
4/15/2024 Disciplined Investments LLC50,000$744K0.4%N/A0.033%
4/12/2024 Dynamic Advisor Solutions LLC194,680$2.90M0.1%+0.6%0.127%
3/22/2024PNC Financial Services Group Inc.40,647$538K0.0%-12.0%0.027%
3/8/2024ICA Group Wealth Management LLC2,847$38K0.0%N/A0.002%
2/26/2024Virtu Financial LLC13,746$182K0.0%-73.2%0.010%
2/17/2024 Madison Wealth Partners Inc37,483$496K0.2%N/A0.028%
2/14/2024XML Financial LLC1,103,619$14.61M1.5%+14.7%0.816%
2/13/2024Exencial Wealth Advisors LLC85,503$1.13M0.0%+2.5%0.063%
2/13/2024Cetera Advisor Networks LLC385,532$5.10M0.0%+12.5%0.285%
2/13/2024 Copperwynd Financial LLC15,250$202K0.1%+10.0%0.011%
2/13/2024 Cornerstone Advisory LLC64,501$854K0.1%+120.3%0.048%
2/12/2024Dodds Wealth LLC29,761$394K0.2%N/A0.022%
2/12/2024Avestar Capital LLC57,300$764K0.1%+110.8%0.042%
2/12/2024Focus Financial Network Inc. ADV138,911$1.86M0.1%N/A0.103%
2/12/2024 Parallel Advisors LLC93,459$1.24M0.0%+25.5%0.069%
2/9/2024 Advisory Services Network LLC12,462$165K0.0%-14.4%0.009%
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2/9/2024 Cambridge Investment Research Advisors Inc.367,766$4.87M0.0%+7.3%0.272%
2/9/2024D.A. Davidson & CO.36,706$486K0.0%+25.5%0.027%
2/9/2024PNC Financial Services Group Inc.40,647$538K0.0%-12.0%0.030%
2/8/2024Sheaff Brock Investment Advisors LLC31,526$417K0.0%+23.5%0.023%
2/8/2024Beacon Pointe Advisors LLC57,565$762K0.0%-14.2%0.043%
2/7/2024 Avantax Advisory Services Inc.17,576$233K0.0%-77.7%0.013%
2/7/2024Collaborative Wealth Managment Inc.15,254$202K0.1%-7.7%0.011%
2/7/2024Principal Securities Inc.116,262$1.54M0.1%N/A0.086%
2/7/2024 Concourse Financial Group Securities Inc.374,921$5.01M0.4%+10.2%0.277%
2/6/2024 Private Advisor Group LLC326,392$4.32M0.0%+3.3%0.241%
2/6/2024 Spire Wealth Management16,627$226K0.0%-20.1%0.012%
2/6/2024 Evergreen Wealth Management LLC261,606$3.46M2.5%+2.7%0.193%
2/6/2024 SYM FINANCIAL Corp294,137$3.89M0.6%-4.1%0.218%
2/6/2024 M&T Bank Corp95,580$1.27M0.0%+8.6%0.071%
2/5/2024 Choreo LLC36,646$490K0.0%N/A0.027%
2/2/2024Golden State Equity Partners175,288$2.32M0.6%-0.6%0.130%
2/2/2024Truist Financial Corp48,446$641K0.0%-44.4%0.036%
2/2/2024 Bank of New Hampshire5,860$78K0.0%-33.1%0.004%
2/1/2024 Sigma Planning Corp14,429$191K0.0%-62.4%0.011%
2/1/2024 CWM LLC3,540$47K0.0%-18.3%0.003%
1/31/2024 Western Wealth Management LLC41,399$548K0.0%-9.8%0.031%
1/30/2024Prosperity Wealth Management Inc.17,608$233K0.2%N/A0.013%
1/30/2024 Avior Wealth Management LLC264,500$3.50M0.2%N/A0.196%
1/25/2024 International Assets Investment Management LLC107,800$1.43M0.0%+42.0%0.080%
1/25/2024Instrumental Wealth LLC11,994$165K0.2%+7.1%0.009%
1/24/2024 Stratos Wealth Partners LTD.22,175$294K0.0%-18.4%0.016%
1/24/2024Prime Capital Investment Advisors LLC11,626$154K0.0%N/A0.009%
1/24/2024 International Assets Investment Management LLC107,800$1.43M0.0%+42.0%0.080%
1/24/2024 All Season Financial Advisors Inc.33,377$442K0.4%-29.0%0.025%
1/23/2024 Semus Wealth Partners LLC35,926$476K0.4%-8.2%0.027%
1/22/2024 Covenant Asset Management LLC59,285$785K0.1%+83.8%0.044%
1/19/2024 Realta Investment Advisors10,208$135K0.0%N/A0.008%
1/19/2024 AlphaMark Advisors LLC7,904$105K0.0%N/A0.006%
1/18/2024 Strategic Financial Concepts LLC13,467$178K0.1%-5.6%0.010%
1/18/2024 TFB Advisors LLC44,792$593K0.3%+75.9%0.033%
1/18/2024 Global Retirement Partners LLC2,547$35K0.0%N/A0.002%
1/18/2024 Accel Wealth Management255,580$3.38M1.7%+2.6%0.189%
1/17/2024 Cresta Advisors Ltd.51,705$685K0.5%-18.7%0.038%
1/16/2024 Raymond James Financial Services Advisors Inc.459,455$6.08M0.0%+35.5%0.340%
1/16/2024 Raymond James & Associates86,823$1.15M0.0%+12.3%0.064%
1/12/2024 Independent Wealth Network Inc.32,382$429K0.2%+115.8%0.024%
1/11/2024 Dynamic Advisor Solutions LLC193,489$2.63M0.1%+5.3%0.143%
1/10/2024 Cornerstone Wealth Management LLC69,161$916K0.1%+32.4%0.051%
12/11/2023 Sunbelt Securities Inc.3,460$45K0.0%-31.6%0.003%
11/16/2023Penserra Capital Management LLC831,441$10.87M0.2%-0.5%0.615%
11/14/2023Samalin Investment Counsel LLC48,145$629K0.4%+12.8%0.036%
11/13/2023 GSB Wealth Management LLC19,555$256K0.1%-11.0%0.014%
11/13/2023 Hollencrest Capital Management38,289$500K0.1%-15.5%0.028%
11/13/2023Certified Advisory Corp21,692$284K0.0%-21.9%0.016%
11/13/2023Stifel Financial Corp137,486$1.80M0.0%-2.0%0.102%
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11/13/2023Mariner LLC40,809$533K0.0%N/A0.030%
11/13/2023LPL Financial LLC1,691,572$22.11M0.0%+8.6%1.251%
11/13/2023 TFB Advisors LLC25,463$333K0.4%+143.4%0.019%
11/13/2023Rathbones Group PLC14,000$183K0.0%N/A0.010%
11/13/2023Envestnet Asset Management Inc.254,346$3.32M0.0%+9.6%0.188%
11/13/2023Kestra Advisory Services LLC126,477$1.65M0.0%-7.2%0.094%
11/9/2023Collaborative Wealth Managment Inc.16,519$216K0.1%-10.8%0.012%
11/8/2023 Ausdal Financial Partners Inc.27,506$360K0.0%-10.7%0.020%
11/8/2023 HighTower Advisors LLC34,639$452K0.0%+13.7%0.026%
11/8/2023D.A. Davidson & CO.29,250$382K0.0%+16.1%0.022%
(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, 144 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 ($14.61M), Commonwealth Equity Services LLC ($14.55M), Penserra Capital Management LLC ($10.87M), PFG Investments LLC ($10.61M), Osaic Holdings Inc. ($7.19M), and Raymond James Financial Services Advisors Inc. ($6.93M).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 125 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 ($763.66K), LPL Financial LLC ($728.72K), Private Advisor Group LLC ($419.39K), Raymond James Financial Services Advisors Inc. ($402.99K), and Cambridge Investment Research Advisors Inc. ($358.05K).

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

Institutional investors have bought a total of 11,374,310 shares in the last 24 months. This purchase volume represents approximately $146.50M in transactions.

Which PIMCO Corporate & Income Opportunity Fund major shareholders have been selling company stock?

Of the 67 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: LPL Financial LLC ($255.90K), Cornerstone Advisory LLC ($243.68K), Rockefeller Capital Management L.P. ($239.62K), All Season Financial Advisors Inc. ($81.29K), M&T Bank Corp ($76.65K), Beacon Pointe Advisors LLC ($65.80K), and Avantax Advisory Services Inc. ($62.83K).

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

Institutional investors have sold a total of 1,875,883 shares in the last 24 months. This volume of shares sold represents approximately $23.68M in transactions.


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This page (NYSE:PTY) was last updated on 5/10/2024 by MarketBeat.com Staff

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