Who owns PIMCO Corporate Opportunity Fund?
- Ticker: PTY
- CUSIP Number: 72201B101
Tip: Access positions for across all investors
Analyze quarterly positions in PIMCO Corporate Opportunity Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of PIMCO Corporate Opportunity Fund stock
Who bought or sold PIMCO Corporate Opportunity Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 916k | $12M | 7% | Dec 2023 |
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| Penserra Capital Management | 893k | $12M | 7% | Dec 2023 |
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| Advisor Group Holdings | 593k | $7.9M | -20% | Dec 2023 |
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| Raymond James Financial Services Advisors | 460k | $6.1M | 35% | Dec 2023 |
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| Proequities | 375k | $5.0B | 10% | Dec 2023 |
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| Cambridge Investment Research Advisors | 368k | $4.9M | 7% | Dec 2023 |
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| Private Advisor | 326k | $4.3M | 3% | Dec 2023 |
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| Sym Financial Corporation | 294k | $3.9M | -4% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 265k | $3.5M | 100% | Dec 2023 |
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| Evergreen Wealth Management | 262k | $3.5M | 3% | Dec 2023 |
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| Accel Wealth Management | 256k | $3.4M | 3% | Dec 2023 |
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| Royal Bank of Canada | 248k | $3.3M | -22% | Dec 2023 |
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| Bank of America Corporation | 220k | $2.9M | -14% | Dec 2023 |
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| Dynamic Advisors Solutions | 195k | $2.9M | 1% | Mar 2024 |
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| Golden State Equity Partners | 175k | $2.3M | -1% | Dec 2023 |
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| Kestra Advisory Services | 170k | $2.3M | 34% | Dec 2023 |
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| Focus Financial Network | 139k | $1.9M | 100% | Dec 2023 |
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| Stifel Financial | 135k | $1.8M | -2% | Dec 2023 |
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| Wells Fargo & Company | 128k | $1.7M | 443% | Dec 2023 |
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| Principal Securities | 116k | $1.5M | 100% | Dec 2023 |
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| M^T Bank Corporation | 96k | $1.3M | 9% | Dec 2023 |
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| Parallel Advisors | 94k | $1.2M | 26% | Dec 2023 |
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| Raymond James & Associates | 87k | $1.1M | 12% | Dec 2023 |
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| UBS Group | 81k | $1.1M | -4% | Dec 2023 |
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| Cornerstone Wealth Management | 69k | $916k | 32% | Dec 2023 |
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| Covenant Asset Management | 59k | $785k | 84% | Dec 2023 |
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| Beacon Pointe Advisors | 58k | $762k | -14% | Dec 2023 |
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| Avestar Capital | 57k | $764k | 111% | Dec 2023 |
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| Atria Wealth Solutions | 53k | $711k | 0% | Dec 2023 |
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| Cresta Advisors | 52k | $685k | -19% | Dec 2023 |
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| Neuberger Berman Group | 50k | $665k | -3% | Dec 2023 |
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| Disciplined Investments | 50k | $744k | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 48k | $641k | -44% | Dec 2023 |
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| TFB Advisors | 45k | $593k | 76% | Dec 2023 |
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| Nwam | 42k | $557k | 25% | Dec 2023 |
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| Western Wealth Management | 41k | $548k | -10% | Dec 2023 |
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| Pnc Financial Services | 41k | $538k | -12% | Dec 2023 |
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| Janney Montgomery Scott | 40k | $526k | -1% | Dec 2023 |
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| Hollencrest Securities | 38k | $503k | -1% | Dec 2023 |
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| Madison Wealth Partners | 38k | $496k | 100% | Dec 2023 |
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| D.A. Davidson & Co. | 37k | $486k | 25% | Dec 2023 |
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| Rsm Us Wealth Management | 37k | $490k | 100% | Dec 2023 |
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| Semus Wealth Partners | 36k | $476k | -8% | Dec 2023 |
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| Raymond James Trust | 36k | $472k | -5% | Dec 2023 |
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| All Season Financial Advisors | 36k | $528k | 6% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 35k | $465k | -7% | Dec 2023 |
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| Rockefeller Capital Management | 35k | $459k | -18% | Dec 2023 |
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| HighTower Advisors | 34k | $447k | -3% | Dec 2023 |
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| Verus Capital Partners | 33k | $432k | -27% | Dec 2023 |
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| Ausdal Financial Partners | 32k | $472k | 14% | Mar 2024 |
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| Sheaff Brock Investment Advisors | 32k | $417k | 24% | Dec 2023 |
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| Dodds Wealth | 30k | $394k | 100% | Dec 2023 |
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| Integrity Financial Corp | 26k | $345k | 0% | Dec 2023 |
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| Ghe | 25k | $336k | 0% | Dec 2023 |
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| Optimum Investment Advisors | 23k | $341k | 1% | Mar 2024 |
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| Centaurus Financial | 22k | $290k | 1% | Dec 2023 |
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| Elequin Capital | 19k | $254k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 19k | $249k | -71% | Dec 2023 |
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| Creative Planning | 19k | $248k | 5939% | Dec 2023 |
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| Gill Capital Partners | 19k | $247k | 0% | Dec 2023 |
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| AE Wealth Management | 18k | $250k | -2% | Dec 2023 |
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| Wealth Alliance Advisory Group | 18k | $265k | 0% | Mar 2024 |
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| Prosperity Wealth Management | 18k | $233k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 18k | $233k | -78% | Dec 2023 |
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| Mariner Wealth Advisors | 17k | $226k | -58% | Dec 2023 |
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| Millennium Management | 17k | $225k | 100% | Dec 2023 |
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| Spire Wealth Management | 17k | $226k | -20% | Dec 2023 |
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| BEAM Asset Management | 16k | $218k | -2% | Dec 2023 |
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| Sunbelt Securities | 16k | $242k | 2% | Mar 2024 |
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| SFI Advisors | 16k | $207k | 0% | Dec 2023 |
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| Collaborative Wealth Managment | 15k | $202k | -8% | Dec 2023 |
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| IFP Advisors | 15k | $193k | 20% | Dec 2023 |
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| Sigma Planning | 14k | $191k | -62% | Dec 2023 |
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| Harbour Investments | 14k | $188k | 52493% | Dec 2023 |
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| TD Waterhouse Canada | 14k | $189k | 0% | Dec 2023 |
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| Virtu Financial | 14k | $182k | -73% | Dec 2023 |
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| Strategic Financial Concepts | 14k | $178k | -6% | Dec 2023 |
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| Oarsman Capital | 13k | $176k | -15% | Dec 2023 |
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| HB Wealth Management | 13k | $176k | 0% | Dec 2023 |
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| Nbc Securities | 13k | $194k | 0% | Mar 2024 |
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| Lincoln National | 13k | $169k | -15% | Dec 2023 |
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| Advisory Services Network | 13k | $165k | -14% | Dec 2023 |
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| Instrumental Wealth | 12k | $165k | 7% | Dec 2023 |
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| Prime Capital Investment Advisors | 12k | $154k | 100% | Dec 2023 |
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| Stratos Wealth Partners | 12k | $173k | -48% | Mar 2024 |
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| CFO4Life | 11k | $150k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 11k | $149k | 0% | Dec 2023 |
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| Southland Equity Partners | 11k | $167k | 0% | Mar 2024 |
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| Landscape Capital Management | 11k | $144k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 11k | $143k | -12% | Dec 2023 |
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| Coastal Investment Advisors | 10k | $135k | 100% | Dec 2023 |
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| AlphaMark Advisors | 9.4k | $140k | 19% | Mar 2024 |
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| Main Street Group | 9.4k | $124k | 100% | Dec 2023 |
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| Us Bancorp | 8.6k | $114k | 46% | Dec 2023 |
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| Private Trust Co Na | 8.0k | $106k | 0% | Dec 2023 |
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| Harbor Investment Advisory | 6.1k | $91k | 0% | Mar 2024 |
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| Bank of New Hampshire | 5.9k | $78k | -33% | Dec 2023 |
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| Hanson McClain Advisors | 5.0k | $66k | 0% | Dec 2023 |
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| CWM | 3.6k | $53k | 1% | Mar 2024 |
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| FNY Investment Advisers | 3.2k | $42k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 2.8k | $38k | 100% | Dec 2023 |
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| Global Retirement Partners | 2.5k | $35k | 100% | Dec 2023 |
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| Geneos Wealth Management | 2.5k | $33k | 0% | Dec 2023 |
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| Versant Capital Management | 2.5k | $37k | 0% | Mar 2024 |
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| Webster Bank, N. A. | 2.2k | $33k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 2.2k | $29k | 0% | Dec 2023 |
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| Northwest Capital Management | 2.0k | $30k | 0% | Mar 2024 |
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| M&r Capital Management | 2.0k | $27k | 0% | Dec 2023 |
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| Bartlett & Co. | 2.0k | $27k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 2.0k | $27k | 0% | Dec 2023 |
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| Bogart Wealth | 1.6k | $21k | 100% | Dec 2023 |
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| Farther Finance Advisors | 1.6k | $21k | 50% | Dec 2023 |
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| Zrc Wealth Management | 1.4k | $19k | 100% | Dec 2023 |
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| SCBT Financial Corporation | 1.4k | $18k | 0% | Dec 2023 |
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| AllSquare Wealth Management | 1.2k | $16k | 0% | Dec 2023 |
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| Princeton Global Asset Management | 1.1k | $14k | -30% | Dec 2023 |
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| Raleigh Capital Management | 940.00 | $12k | 12% | Dec 2023 |
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| Tompkins Financial Corp | 850.00 | $13k | 0% | Mar 2024 |
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| Crewe Advisors | 850.00 | $11k | 0% | Dec 2023 |
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| Heritage Wealth Advisors | 820.00 | $11k | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 745.00 | $11k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 700.00 | $10k | 0% | Mar 2024 |
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| Bessemer | 700.00 | $9.0k | 0% | Dec 2023 |
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| Focused Wealth Management | 593.00 | $7.9k | -87% | Dec 2023 |
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| Tradition Wealth Management | 547.00 | $7.0k | 0% | Dec 2023 |
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| Baystate Wealth Management | 504.00 | $6.7k | 100% | Dec 2023 |
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| Umb Bank N A | 500.00 | $6.6k | 0% | Dec 2023 |
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| Coston, McIsaac & Partners | 428.00 | $6.0k | 29% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 232.00 | $3.0k | 0% | Dec 2023 |
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| Beacon Capital Management | 185.00 | $2.4k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 169.00 | $2.2k | 100% | Dec 2023 |
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| Financial Management Professionals | 142.00 | $2.0k | 0% | Mar 2024 |
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| Gradient Investments | 86.00 | $1.1k | 0% | Dec 2023 |
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| Tradewinds Capital Management | 11.00 | $145.999700 | -48% | Dec 2023 |
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Who sold out of PIMCO Corporate Opportunity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Investments | Sep 2023 | 1.6M | $20M |
| Financial Advocates Investment Management | Sep 2023 | 278k | $3.6M |
| Independent Wealth Network | Dec 2023 | 32k | $429k |
| Certified Advisory Corp | Sep 2023 | 22k | $284k |
| AXS Investments | Sep 2023 | 14k | $176k |
| Wealthcare Advisory Partners | Dec 2023 | 13k | $174k |
| Davenport & Co | Sep 2023 | 11k | $144k |
| Forum Financial Management | Sep 2023 | 11k | $137k |
| Signature | Sep 2023 | 10k | $131k |
| AdvisorNet Financial | Dec 2023 | 1.7k | $23k |
| Baker Avenue Asset Management | Sep 2023 | 500.00 | $6.5k |
| Coppell Advisory Solutions | Sep 2023 | 168.00 | $2.0k |
| Toth Financial Advisory Corporation | Dec 2023 | 112.00 | $1.5k |