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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.1M | $31M | 8% | Jun 2024 |
|
| LPL Financial | 2.0M | $29M | 6% | Sep 2024 |
|
| XML Financial | 1.4M | $20M | 7% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.2M | $17M | 62% | Sep 2024 |
|
| Commonwealth Equity Services | 992k | $14M | -9% | Sep 2024 |
|
| Cetera Investment Advisers | 855k | $12M | 7% | Jun 2024 |
|
| Advisor Group Holdings | 648k | $9.3M | -8% | Sep 2024 |
|
| PFG Investments | 622k | $8.9M | -13% | Jun 2024 |
|
| Envestnet Asset Management | 534k | $7.7M | 1% | Sep 2024 |
|
| Bank of America Corporation | 529k | $7.6M | 6% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 525k | $7.5M | 13% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 460k | $6.6M | 4% | Sep 2024 |
|
| Axxcess Wealth Management | 427k | $6.1M | -16% | Sep 2024 |
|
| Proequities | 418k | $6.1B | 6% | Sep 2024 |
|
| Private Advisor | 411k | $5.9M | 16% | Sep 2024 |
|
| Accel Wealth Management | 367k | $5.3M | 16% | Sep 2024 |
|
| Wells Fargo & Company | 293k | $4.2M | 40% | Sep 2024 |
|
| Sym Financial Corporation | 292k | $4.2M | 0% | Jun 2024 |
|
| Evergreen Wealth Management | 291k | $4.2M | 11% | Sep 2024 |
|
| Branch Banking & Trust Company | 268k | $3.8M | 458% | Jun 2024 |
|
| Royal Bank of Canada | 266k | $3.8M | 2% | Sep 2024 |
|
| Strategic Wealth Partners | 222k | $3.2M | 2% | Sep 2024 |
|
| Kestra Advisory Services | 216k | $3.1M | 0% | Sep 2024 |
|
| Dynamic Advisors Solutions | 210k | $3.0M | 3% | Sep 2024 |
|
| Golden State Equity Partners | 174k | $2.5M | -4% | Sep 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 151k | $2.2M | 100% | Sep 2024 |
|
| Principal Securities | 150k | $2.2M | 13% | Sep 2024 |
|
| Stifel Financial | 139k | $2.0M | 4% | Jun 2024 |
|
| M^T Bank Corporation | 126k | $1.8M | 15% | Sep 2024 |
|
| Plotkin Financial Advisors | 119k | $1.7M | 3% | Sep 2024 |
|
| Avestar Capital | 111k | $1.6M | 16% | Jun 2024 |
|
| Raymond James & Associates | 109k | $1.6M | 6% | Sep 2024 |
|
| Covenant Asset Management | 101k | $1.4M | 14% | Sep 2024 |
|
| Parallel Advisors | 100k | $1.4M | 0% | Sep 2024 |
|
| Orleans Capital Management Corp | 100k | $1.4M | 100% | Sep 2024 |
|
| Ohe Financial | 88k | $1.3M | -5% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 83k | $1.2M | 100% | Sep 2024 |
|
| Prosperity Wealth Management | 75k | $1.1M | 180% | Sep 2024 |
|
| C2C Wealth Management | 74k | $1.1M | 0% | Jun 2024 |
|
| Resources Investment Advisors | 70k | $1.0M | 1% | Sep 2024 |
|
| Cornerstone Wealth Management | 66k | $955k | -2% | Sep 2024 |
|
| Burns Wealth Management | 65k | $935k | -2% | Sep 2024 |
|
| Goss Wealth Management | 59k | $846k | 24% | Jun 2024 |
|
| Mariner Wealth Advisors | 53k | $756k | 1% | Sep 2024 |
|
| Cresta Advisors | 52k | $744k | 342% | Sep 2024 |
|
| Sanctuary Advisors | 52k | $729k | 100% | Jun 2024 |
|
| Neuberger Berman Group | 50k | $719k | 0% | Jun 2024 |
|
| Hollencrest Securities | 48k | $696k | 1% | Sep 2024 |
|
| Oppenheimer & Co | 48k | $688k | 100% | Sep 2024 |
|
| Atria Wealth Solutions | 47k | $680k | -5% | Sep 2024 |
|
| Sigma Planning | 46k | $666k | 8% | Sep 2024 |
|
| Beacon Pointe Advisors | 45k | $649k | -16% | Sep 2024 |
|
| Janney Montgomery Scott | 45k | $646k | 12% | Sep 2024 |
|
| Madison Wealth Partners | 42k | $609k | 2% | Sep 2024 |
|
| Mml Investors Services | 42k | $598k | -10% | Sep 2024 |
|
| HighTower Advisors | 39k | $555k | 1% | Jun 2024 |
|
| Nwam | 39k | $554k | 1% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 38k | $544k | -1% | Sep 2024 |
|
| Equitable Holdings | 37k | $535k | 102% | Jun 2024 |
|
| Western Wealth Management | 36k | $516k | -1% | Sep 2024 |
|
| Raymond James Trust | 36k | $513k | 0% | Sep 2024 |
|
| All Season Financial Advisors | 34k | $490k | 1% | Sep 2024 |
|
| Rockefeller Capital Management | 34k | $485k | -1% | Jun 2024 |
|
| Ghe | 34k | $322k | 51% | Sep 2024 |
|
| Rsm Us Wealth Management | 34k | $484k | 0% | Sep 2024 |
|
| Ausdal Financial Partners | 32k | $453k | -1% | Sep 2024 |
|
| Integrity Financial Corp | 31k | $450k | 5% | Sep 2024 |
|
| Collaborative Wealth Managment | 30k | $431k | -1% | Sep 2024 |
|
| D.A. Davidson & Co. | 29k | $411k | -25% | Jun 2024 |
|
| Sunbelt Securities | 26k | $369k | -20% | Sep 2024 |
|
| Copperwynd Financial | 26k | $369k | 2% | Sep 2024 |
|
| J.w. Cole Advisors | 24k | $344k | -12% | Sep 2024 |
|
| Zullo Investment Group | 24k | $343k | 95% | Sep 2024 |
|
| Lido Advisors | 24k | $341k | 100% | Jun 2024 |
|
| Dodds Wealth | 23k | $337k | 0% | Sep 2024 |
|
| Jane Street | 23k | $331k | 84% | Sep 2024 |
|
| Optimum Investment Advisors | 23k | $330k | 0% | Sep 2024 |
|
| Semus Wealth Partners | 23k | $328k | -23% | Sep 2024 |
|
| Centaurus Financial | 23k | $325k | 1% | Sep 2024 |
|
| Iams Wealth Management | 22k | $317k | 0% | Sep 2024 |
|
| Verus Capital Partners | 22k | $311k | -30% | Sep 2024 |
|
| Patron Partners Advisors | 21k | $306k | 20% | Sep 2024 |
|
| Creative Planning | 20k | $291k | 11% | Sep 2024 |
|
| Capital Advisory Group Advisory Services | 20k | $287k | 100% | Sep 2024 |
|
| Steward Partners Investment Advisory | 20k | $284k | 77% | Jun 2024 |
|
| Brian McDonald | 20k | $284k | 0% | Sep 2024 |
|
| GSB Wealth Management | 19k | $280k | -9% | Sep 2024 |
|
| Gill Capital Partners | 19k | $269k | 0% | Sep 2024 |
|
| TPG Advisors | 18k | $264k | 48% | Sep 2024 |
|
| Wealth Alliance Advisory Group | 18k | $257k | 0% | Sep 2024 |
|
| AE Wealth Management | 18k | $253k | -8% | Sep 2024 |
|
| Captrust Financial Advisors | 17k | $249k | 1% | Sep 2024 |
|
| SpiderRock Advisors | 17k | $245k | 0% | Sep 2024 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 17k | $241k | 0% | Sep 2024 |
|
| BEAM Asset Management | 17k | $239k | -4% | Sep 2024 |
|
| H D Vest Advisory Services | 17k | $236k | 4% | Jun 2024 |
|
| Rathbones Brothers | 17k | $236k | 18% | Jun 2024 |
|
| Wedbush Morgan Securities | 17k | $237k | 52% | Sep 2024 |
|
| IFP Advisors | 16k | $234k | -16% | Jun 2024 |
|
| National Asset Management | 16k | $230k | 100% | Jun 2024 |
|
| Concurrent Investment Advisors | 16k | $223k | 100% | Sep 2024 |
|
| Disciplined Investments | 15k | $216k | -50% | Sep 2024 |
|
| Harbour Investments | 14k | $204k | 0% | Sep 2024 |
|
| SFI Advisors | 14k | $200k | 0% | Sep 2024 |
|
| Accelerate Investment Advisors | 14k | $197k | 100% | Sep 2024 |
|
| HB Wealth Management | 13k | $191k | 0% | Sep 2024 |
|
| Williams Jones Wealth Management | 13k | $182k | -10% | Sep 2024 |
|
| Modern Wealth Management | 12k | $177k | 100% | Sep 2024 |
|
| Nbc Securities | 12k | $174k | -7% | Sep 2024 |
|
| TFG Advisers | 12k | $174k | 1% | Sep 2024 |
|
| Fifth Third Bancorp | 12k | $172k | 100% | Sep 2024 |
|
| Instrumental Wealth | 12k | $169k | 0% | Sep 2024 |
|
| IFG Advisory | 12k | $167k | -1% | Sep 2024 |
|
| Certified Advisory Corp | 11k | $164k | 1% | Sep 2024 |
|
| CFO4Life | 11k | $163k | 0% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 11k | $162k | 100% | Jun 2024 |
|
| Institute For Wealth Management | 11k | $159k | 100% | Sep 2024 |
|
| Cornerstone Advisory | 11k | $158k | -8% | Sep 2024 |
|
| TD Waterhouse Canada | 11k | $159k | 0% | Sep 2024 |
|
| Virtu Financial | 11k | $153k | -19% | Sep 2024 |
|
| Private Trust Co Na | 11k | $151k | 0% | Jun 2024 |
|
| Beacon Financial Advisory | 11k | $151k | 100% | Sep 2024 |
|
| Stratos Wealth Partners | 10k | $145k | 100% | Sep 2024 |
|
| Insigneo Advisory Services | 10k | $144k | 0% | Sep 2024 |
|
| Belpointe Asset Management | 10k | $143k | 0% | Jun 2024 |
|
| AlphaMark Advisors | 8.1k | $116k | -17% | Sep 2024 |
|
| Main Street Group | 7.6k | $110k | 17% | Sep 2024 |
|
| Spire Wealth Management | 7.3k | $105k | -40% | Sep 2024 |
|
| Pnc Financial Services | 7.1k | $102k | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 6.7k | $96k | 0% | Sep 2024 |
|
| Global Retirement Partners | 6.3k | $91k | 7% | Sep 2024 |
|
| Harbor Investment Advisory | 6.1k | $88k | 0% | Sep 2024 |
|
| Oarsman Capital | 5.7k | $82k | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 5.0k | $72k | 0% | Sep 2024 |
|
| CWM | 3.6k | $51k | 0% | Sep 2024 |
|
| CoreCap Advisors | 3.6k | $51k | 0% | Sep 2024 |
|
| FNY Investment Advisers | 3.2k | $46k | 100% | Sep 2024 |
|
| ICA Group Wealth Management | 2.8k | $41k | 0% | Jun 2024 |
|
| AdvisorNet Financial | 2.8k | $40k | 100% | Sep 2024 |
|
| Farther Finance Advisors | 2.7k | $39k | 100% | Sep 2024 |
|
| Versant Capital Management | 2.5k | $36k | 0% | Sep 2024 |
|
| Continuum Advisory | 2.4k | $34k | 0% | Sep 2024 |
|
| Webster Bank, N. A. | 2.2k | $32k | 0% | Sep 2024 |
|
| Us Bancorp | 1.9k | $28k | -75% | Sep 2024 |
|
| Bank of New Hampshire | 1.9k | $28k | 0% | Sep 2024 |
|
| M&r Capital Management | 1.8k | $26k | 0% | Sep 2024 |
|
| Atlantic Trust | 1.6k | $23k | -88% | Sep 2024 |
|
| Bogart Wealth | 1.6k | $23k | 0% | Sep 2024 |
|
| Tucker Asset Management | 1.5k | $22k | -46% | Jun 2024 |
|
Who sold out of PIMCO Corporate Opportunity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Jun 2024 | 745k | $11M |
| Independent Wealth Network | Jun 2024 | 47k | $668k |
| Northern Trust | Mar 2024 | 45k | $666k |
| Strategic Financial Concepts | Jun 2024 | 24k | $179M |
| Hrt Financial | Jun 2024 | 18k | $257k |
| XTX Topco | Jun 2024 | 16k | $224k |
| Koshinski Asset Management | Jun 2024 | 14k | $203k |
| WCG Wealth Advisors | Jun 2024 | 14k | $201k |
| Southland Equity Partners | Jun 2024 | 11k | $161k |
| International Assets Investment Management | Jun 2024 | 3.3k | $47k |