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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.

Q3 2021 vs. Q2 2021

How the institutions holding PIMCO Corporate & Income Opportunity Fund changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of PTY: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1322138+8
Shares8.81M12.7K10.3M+1.46M (+16.5%)
Value$174.3M$250.0K$187.5M+$13.4M (+7.7%)

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (19)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to PTY in Q3 2021
InstitutionSharesValue% of portfolio
Penserra Capital Management LLC754,337$13.8M0.29%
Terra Nova Asset Management LLC95,184$1.74M1.40%
International Assets Investment Management, LLC53,398$965.0K0.17%
Redhawk Wealth Advisors, Inc.20,077$367.0K0.10%
Millennium Management LLC19,938$365.0K0.00%
Ausdal Financial Partners, Inc.16,948$310.0K0.05%
Mercer Global Advisors Inc12,004$220.0K0.00%
Avantax Advisory Services, Inc.10,637$194.0K0.00%
Oppenheimer & Co Inc10,042$184.0K0.00%
Oakworth Capital, Inc.3,885$71.0K0.01%
Brown Brothers Harriman & Co2,500$46.0K0.00%
Koshinski Asset Management, Inc.1,694$31.0K0.00%
South State Corp.1,390$25.0K0.00%
Halpern Financial, Inc.607$11.1K0.01%
Cahill Financial Advisors Inc475$9.00K0.00%
Toth Financial Advisory Corp220$4.00K0.00%
Laffer Tengler Investments60$1.10K0.00%
Tower Research Capital LLC (TRC)46$1.00K0.00%
Total Clarity Wealth Management, Inc.13$00.00%

Sold out (11)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of PTY in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Financial Advocates Investment Management35,502$702.0K
GSB Wealth Management, LLC27,570$546.0K
Susquehanna International Group, LLP25,332$501.0K
Two Sigma Securities, LLC10,320$204.0K
Resources Investment Advisors, LLC.10,111$200.0K
BT Wealth Management LLC10,000$198.0K
Citigroup Inc6,903$137.0K
Newbridge Financial Services Group, Inc.1,261$25.0K
Northern Trust Corp112,998$22.0K
Panagora Asset Management Inc141$3.00K
Roble, Belko & Company, Inc7$0

Not filed for Q3 2021 yet (2)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PTY in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
20/20 Capital Management, Inc.11,084$219.0K
Hoover Financial Advisors, Inc.1,582$31.0K