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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 2025 vs. Q2 2025

How the institutions holding PIMCO Corporate & Income Opportunity Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PTY: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2045203+4
Shares26.4M86.4K27.9M+1.50M (+5.7%)
Value$368.6M$1.20M$402.8M+$35.4M (+9.6%)

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PTY in Q3 2025
InstitutionSharesValue% of portfolio
Noble Wealth Management PBC182,001$2.63M1.40%
AG Asset Advisory, LLC74,612$1.08M0.89%
Delta Financial Advisors LLC39,425$569.3K0.16%
Cary Street Partners Financial LLC29,200$421.6K0.01%
Cerity Partners LLC24,013$346.7K0.00%
VestGen Advisors, LLC22,900$330.7K0.01%
Gries Financial LLC17,167$247.9K0.04%
Ameriflex Group, Inc.16,800$242.6K0.09%
Prospera Financial Services Inc14,751$213.0K0.00%
TFB Advisors LLC10,197$146.2K0.04%
CX Institutional2,224$32.0K0.00%
Eastern Bank1,800$26.0K0.00%
Aspect Partners, LLC1,744$25.2K0.01%
J.Safra Asset Management Corp1,156$16.7K0.00%
Pension & Wealth Management Advisors, Inc.768$11.1K0.00%
Root Financial Partners, LLC700$10.1K0.00%
Advisory Services Network, LLC303$4.38K0.00%
Russell Investments Group, Ltd.300$4.33K0.00%
Caitlin John, LLC300$4.33K0.00%
Highline Wealth Partners LLC300$4.33K0.00%
Bryn Mawr Trust Co200$2.89K0.00%
Kerr Financial Planning Corp209$2.75K0.00%
Coastline Trust Co100$1.44K0.00%

Sold out (19)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (5)

Institutions that held PIMCO Corporate & Income Opportunity Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PTY in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Copperwynd Financial, LLC27,411$381.3K
Capital Market Strategies LLC20,965$291.6K
Avantax Advisory Services, Inc.16,008$222.7K
TFG Advisers LLC11,978$166.6K
Atria Wealth Solutions, Inc.10,048$140.8K