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PIMCO Corporate & Income Opportunity Fund

PTY
Exchange
NYSE
SEC CIK
0001190935

No open-market purchases or sales by PIMCO Corporate & Income Opportunity Fund insiders were filed in the last 90 days; 222 institutions reported holding it in 13F filings for Q2 2026, worth $421.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in PIMCO Corporate & Income Opportunity Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
126
No complete 13F data for Q4 2020
Shares held
8.76M
No complete 13F data for Q4 2020
Total value
$160.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 126 institutions
Q1 2021: 126 institutionsQ2 2021: 132 institutionsQ3 2021: 138 institutionsQ4 2021: 148 institutionsQ1 2022: 142 institutionsQ2 2022: 148 institutionsQ3 2022: 142 institutionsQ4 2022: 155 institutionsQ1 2023: 145 institutionsQ2 2023: 151 institutionsQ3 2023: 159 institutionsQ4 2023: 169 institutionsQ1 2024: 157 institutionsQ2 2024: 166 institutionsQ3 2024: 181 institutionsQ4 2024: 194 institutionsQ1 2025: 192 institutionsQ2 2025: 204 institutionsQ3 2025: 203 institutionsQ4 2025: 216 institutionsQ1 2026: 222 institutionsQ2 2026: 222 institutions
Value heldQ1 2021: $160.3M
Q1 2021: $160.3MQ2 2021: $174.3MQ3 2021: $187.5MQ4 2021: $164.4MQ1 2022: $165.6MQ2 2022: $133.3MQ3 2022: $122.3MQ4 2022: $146.1MQ1 2023: $189.4MQ2 2023: $229.4MQ3 2023: $219.0MQ4 2023: $215.1MQ1 2024: $252.4MQ2 2024: $276.0MQ3 2024: $293.1MQ4 2024: $317.9MQ1 2025: $337.1MQ2 2025: $368.6MQ3 2025: $402.8MQ4 2025: $415.5MQ1 2026: $405.5MQ2 2026: $421.1M
Institutions holding PTY and their total value by quarter
QuarterHoldersValue
Q2 2026222$421.1M
Q1 2026222$405.5M
Q4 2025216$415.5M
Q3 2025203$402.8M
Q2 2025204$368.6M
Q1 2025192$337.1M
Q4 2024194$317.9M
Q3 2024181$293.1M
Q2 2024166$276.0M
Q1 2024157$252.4M
Q4 2023169$215.1M
Q3 2023159$219.0M
Q2 2023151$229.4M
Q1 2023145$189.4M
Q4 2022155$146.1M
Q3 2022142$122.3M
Q2 2022148$133.3M
Q1 2022142$165.6M
Q4 2021148$164.4M
Q3 2021138$187.5M
Q2 2021132$174.3M
Q1 2021126$160.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding PIMCO Corporate & Income Opportunity Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PTY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,084,237$19.8M0.00%––
LPL Financial LLC1,037,136$18.9M0.02%––
Commonwealth Equity Services, LLC621,637$11.4M0.03%––
Bank of America Corp574,604$10.5M0.00%––
Beacon Pointe Advisors, LLC468,398$8.56M0.53%––
Advisor Group Holdings, Inc.416,745$7.61M0.02%––
Cetera Advisor Networks LLC405,766$7.41M0.16%––
Northwestern Mutual Wealth Management Co321,124$5.87M0.01%––
Creative Planning209,058$3.82M0.01%––
UBS Group AG196,622$3.59M0.00%––
Sym Financial Corp155,293$2.84M1.63%––
Raymond James Financial Services Advisors, Inc.136,364$2.49M0.01%––
Plotkin Financial Advisors, LLC133,484$2.44M1.49%––
Cetera Investment Advisers130,319$2.38M0.05%––
XML Financial, LLC118,053$2.16M0.53%––
MML Investors Services, LLC101,637$1.86M0.02%––
Royal Bank of Canada97,913$1.79M0.00%––
BDO Wealth Advisors, LLC97,354$1.78M0.21%––
Accel Wealth Management95,922$1.75M1.42%––
Spire Wealth Management96,601$1.72M0.05%––
Cambridge Investment Research Advisors, Inc.88,807$1.62M0.01%––
Private Advisor Group, LLC74,188$1.35M0.01%––
Sigma Planning Corp71,849$1.31M0.04%––
Ascendant Capital Management, LLC69,000$1.26M1.11%––
Envestnet Asset Management Inc67,255$1.23M0.00%––
The PNC Financial Services Group, Inc.67,161$1.23M0.00%––
Raymond James & Associates65,434$1.20M0.00%––
Cornerstone Wealth Management, LLC65,299$1.19M0.14%––
Focus Financial Network, Inc.64,467$1.19M0.14%––
Aurora Private Wealth, Inc.63,851$1.17M0.48%––
Centaurus Financial, Inc.63,224$1.16M0.11%––
Hollencrest Capital Management59,468$1.09M0.10%––
US Bancorp58,874$1.08M0.00%––
Janney Montgomery Scott LLC54,996$1.00M0.00%––
Homrich & Berg54,854$1.00M0.03%––
Steward Partners Investment Advisory, LLC53,521$977.8K0.02%––
M&T Bank Corp53,090$970.0K0.00%––
AdvisorNet Financial, Inc51,836$947.0K0.07%––
Wells Fargo & Company47,974$876.0K0.00%––
Mid Atlantic Financial Management Inc45,550$832.0K0.06%––
Kestra Advisory Services, LLC43,666$798.0K0.01%––
D.A. Davidson & Co.39,726$726.0K0.01%––
HCR Wealth Advisors38,892$711.0K0.14%––
Financial Advocates Investment Management38,605$705.0K0.05%––
Covenant Asset Management, LLC36,214$662.0K0.22%––
Sowell Financial Services LLC32,991$648.0K0.02%––
Nwam LLC32,843$600.0K0.06%––
Harbour Investments, Inc.31,668$579.0K0.02%––
Oarsman Capital, Inc.30,937$565.0K0.24%––
Independent Financial Group, LLC29,240$534.2K0.07%––
Stratos Wealth Partners, LTD.28,693$524.0K0.01%––
GSB Wealth Management, LLC28,701$524.0K0.17%––
Peapack Gladstone Financial Corp26,300$481.0K0.01%––
Neuberger Berman Group LLC25,810$472.0K0.00%––
Stifel Financial Corp24,724$451.0K0.00%––
Evanson Asset Management, LLC22,092$404.0K0.06%––
Gill Capital Partners, LLC20,599$376.0K0.19%––
Rocky Mountain Advisers, LLC20,000$365.0K0.52%––
Lincoln National Corp18,969$346.0K0.01%––
Mariner, LLC18,866$345.0K0.00%––
Wealthcare Advisory Partners LLC18,733$342.0K0.02%––
First Foundation Advisors18,055$330.0K0.01%––
Thrivent Financial for Lutherans–$323.0K0.00%––
Camden Capital, LLC17,095$312.0K0.08%––
TFG Advisers LLC16,929$309.0K0.16%––
Collaborative Wealth Managment Inc.19,288$296.0K0.17%––
Virtu Financial LLC14,922$273.0K0.02%––
Gradient Investments LLC14,650$268.0K0.01%––
Bluesphere Advisors, LLC13,936$255.0K0.23%––
AE Wealth Management LLC13,684$250.0K0.00%––
Crescent Capital Consulting, LLC13,396$244.0K0.05%––
Wealth Alliance Advisory Group, LLC13,347$244.0K0.13%––
Whittier Trust Co13,086$239.0K0.00%––
BEAM Asset Management, LLC12,767$233.0K0.21%––
Steel Peak Wealth Management LLC12,484$228.0K0.02%––
Triton Wealth Management, PLLC12,257$226.0K0.15%––
United Capital Financial Advisers, LLC11,700$214.0K0.00%––
Future Financial Wealth Managment LLC11,500$210.0K0.24%––
Southland Equity Partners LLC11,408$208.4K0.12%––
20/20 Capital Management, Inc.11,036$202.0K0.06%––
Syverson Strege & Co11,055$202.0K0.21%––
Certified Advisory Corp10,985$201.0K0.05%––
Bard Financial Services, Inc.11,005$201.0K0.02%––
Webster Bank, N. A.10,295$188.0K0.02%––
Resources Investment Advisors, LLC.10,000$183.0K0.01%––
BT Wealth Management LLC10,000$183.0K0.06%––
Rockefeller Capital Management L.P.9,525$174.0K0.00%––
American Portfolios Advisors8,383$153.2K0.01%––
Citigroup Inc6,298$115.0K0.00%––
Harbor Investment Advisory, LLC6,109$112.0K0.02%––
Geneos Wealth Management Inc.5,203$98.0K0.00%––
Johnson Midwest Financial, LLC5,284$97.0K0.10%––
NEXT Financial Group, Inc5,175$95.0K0.01%––
Allworth Financial LP5,004$91.0K0.00%––
Focused Wealth Management, Inc4,524$83.0K0.01%––
Bartlett & Co. Wealth Management LLC4,450$81.9K0.00%––
Bartlett & Co. LLC4,450$81.0K0.00%––
Proequities, Inc.2,960$54.0K0.00%––
Danda Trouve Investment Management, Inc.2,825$52.0K0.06%––
AlphaMark Advisors, LLC2,585$47.0K0.02%––