Free Trial
→ Goldman Sachs just told you what to buy (most people missed it) (From Behind the Markets) (Ad)tc pixel Free PTY Stock Alerts

Pimco Corporate & Income Opportunity Fund (PTY) Institutional Ownership

Pimco Corporate & Income Opportunity Fund logo
$11.91 +0.02 (+0.17%)
As of 10:28 AM Eastern
Compare

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)
$151.54M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$41.13M
Get PTY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pimco Corporate & Income Opportunity Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PTY Institutional Buying and Selling by Quarter

Pimco Corporate & Income Opportunity Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC4,452$54K0.0%-17.8%0.002%
6/3/2026 NewEdge Advisors LLC85,670$1.03M0.0%-2.9%0.040%
5/19/2026 Western Wealth Management LLC29,118$351K0.0%-4.1%0.014%
5/19/2026 Bank of America Corp DE311,995$3.76M0.0%-11.3%0.147%
5/19/2026 Centaurus Financial Inc.24,977$301K0.0%+8.2%0.012%
5/19/2026 Arkadios Wealth Advisors45,970$554K0.0%+14.6%0.022%
5/18/2026 Sunbelt Securities Inc.3,600$43K0.0%-88.8%0.002%
5/18/2026 Readystate Asset Management LP70,430$849K0.0%+72.0%0.033%
5/18/2026 Rivernorth Capital Management LLC286,356$3.45M0.2%-76.9%0.135%
5/18/2026 Royal Bank of Canada600,310$7.24M0.0%+2.8%0.283%
5/15/2026 Everest Financial Group LLC39,822$479K0.1%N/A0.019%
5/14/2026 RMG Wealth Management LLC36,308$437K0.1%N/A0.017%
5/13/2026 Cetera Investment Advisers1,153,947$13.92M0.0%+3.0%0.544%
5/13/2026 Signature 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%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
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%
3/17/2026 Rockefeller Capital Management L.P.33,455$432K0.0%-3.5%0.018%
3/13/2026 World Investment Advisors31,755$410K0.0%N/A0.017%
3/9/2026 Corient 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%
2/19/2026 Corient Private Wealth LLC10,274$133K0.0%N/A0.006%
2/19/2026 Smith Asset Management Co. LLC162,381$2.10M1.7%+1.3%0.089%
2/19/2026 Plotkin Financial Advisors LLC127,102$1.64M0.8%+1.7%0.070%
2/18/2026 Ameriflex Group Inc.8,100$104K0.1%-51.8%0.004%
2/18/2026 Beacon Pointe Advisors LLC11,815$152K0.0%-25.6%0.007%
2/18/2026 Vermillion & White Wealth Management Group LLC2,090$27K0.0%N/A0.001%
2/18/2026 NewEdge Advisors LLC88,202$1.14M0.0%+7.8%0.049%
2/18/2026 Garton & Associates Financial Advisors LLC3,256$42K0.0%N/A0.002%
2/18/2026 XTX Topco Ltd134,124$1.73M0.0%N/A0.074%
2/18/2026 Cahill Financial Advisors Inc.36,162$466K0.0%-31.9%0.020%
2/18/2026 VestGen Advisors LLC19,400$250K0.0%-15.3%0.011%
2/18/2026 Readystate Asset Management LP40,936$528K0.0%N/A0.023%
2/18/2026 Rivernorth Capital Management LLC1,242,310$16.03M0.8%N/A0.684%
2/18/2026 Millennium 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%
2/17/2026 Guggenheim Capital LLC410,695$5.30M0.0%+88.4%0.226%
2/17/2026 Cetera Investment Advisers1,120,420$14.45M0.0%+3.8%0.617%
2/17/2026 Equitable Holdings Inc.448,922$5.79M0.0%+38.8%0.247%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors79,863$1.03M0.0%-59.0%0.044%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
2/16/2026 Barclays 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%
2/13/2026 Arkadios 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%
2/12/2026 Financial Engines Advisors L.L.C.97,411$1.26M0.0%+14.0%0.054%
2/12/2026 Triumph Capital Management65,285$842K0.2%-31.4%0.036%
2/12/2026 Commonwealth Equity Services LLC496,061$6.40M0.0%-22.9%0.273%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/12/2026 StoneX Group Inc.20,325$263K0.0%N/A0.011%
2/12/2026 Mindset Wealth Management LLC26,785$346K0.1%-48.3%0.015%
2/12/2026 Marex 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%
2/12/2026 Principal 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%
2/11/2026 Capital Analysts LLC31,652$408K0.0%+29.4%0.017%
2/11/2026 Cerity Partners LLC45,064$581K0.0%+87.7%0.025%
2/11/2026 AG Asset Advisory LLC20,956$270K0.2%-71.9%0.012%


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), 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 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), 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 11,373,544 shares in the last 24 months. This purchase volume represents approximately $151.54M in transactions.

Of the 70 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 3,183,661 shares in the last 24 months. This volume of shares sold represents approximately $41.13M in transactions.


Related Companies

This page (NYSE:PTY) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel