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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.5M | $37M | 12% | Dec 2024 |
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| LPL Financial | 2.2M | $32M | 10% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6M | $23M | 35% | Dec 2024 |
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| XML Financial | 1.5M | $21M | 4% | Dec 2024 |
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| Commonwealth Equity Services | 987k | $14M | 0% | Dec 2024 |
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| Cetera Investment Advisers | 910k | $13M | 0% | Dec 2024 |
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| Raymond James Financial | 706k | $10M | 100% | Dec 2024 |
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| Advisor Group Holdings | 631k | $9.1M | -3% | Dec 2024 |
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| PFG Investments | 610k | $8.8M | -1% | Dec 2024 |
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| Bank of America Corporation | 566k | $8.1M | 7% | Dec 2024 |
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| Envestnet Asset Management | 546k | $7.8M | 2% | Dec 2024 |
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| Proequities | 507k | $7.4B | 21% | Dec 2024 |
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| Private Advisor | 471k | $6.8M | 15% | Dec 2024 |
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| Axxcess Wealth Management | 445k | $6.4M | 4% | Dec 2024 |
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| Cambridge Investment Research Advisors | 436k | $6.3M | -5% | Dec 2024 |
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| Accel Wealth Management | 425k | $6.1M | 7% | Mar 2025 |
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| Evergreen Wealth Management | 300k | $4.3M | 3% | Dec 2024 |
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| Independent Advisor Alliance | 298k | $4.3M | 2712% | Dec 2024 |
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| Royal Bank of Canada | 270k | $3.9M | 1% | Dec 2024 |
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| Branch Banking & Trust Company | 261k | $3.8M | 7% | Dec 2024 |
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| Dynamic Advisors Solutions | 227k | $3.3M | 8% | Dec 2024 |
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| Kestra Advisory Services | 222k | $3.2M | 3% | Dec 2024 |
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| Strategic Wealth Partners | 206k | $3.0M | -7% | Dec 2024 |
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| Golden State Equity Partners | 174k | $2.5M | 0% | Dec 2024 |
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| Stifel Financial | 160k | $2.3M | 21% | Dec 2024 |
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| Principal Securities | 157k | $2.3M | 4% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 151k | $2.2M | 0% | Dec 2024 |
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| Wells Fargo & Company | 132k | $1.9M | -55% | Dec 2024 |
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| M^T Bank Corporation | 128k | $1.8M | 2% | Dec 2024 |
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| Plotkin Financial Advisors | 119k | $1.7M | 0% | Dec 2024 |
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| Covenant Asset Management | 102k | $1.5M | 2% | Dec 2024 |
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| Orleans Capital Management Corp | 102k | $1.5M | 2% | Dec 2024 |
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| Parallel Advisors | 101k | $1.5M | -1% | Mar 2025 |
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| Equitable Holdings | 99k | $1.4M | 20% | Dec 2024 |
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| Goss Wealth Management | 86k | $1.2M | -11% | Dec 2024 |
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| Elm3 Financial Group | 86k | $1.2M | 100% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 84k | $1.2M | 0% | Dec 2024 |
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| Samalin Investment Counsel | 81k | $1.2M | 4% | Dec 2024 |
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| Ohe Financial | 80k | $1.2M | -8% | Dec 2024 |
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| Prosperity Wealth Management | 72k | $1.0M | -4% | Dec 2024 |
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| C2C Wealth Management | 70k | $1.0M | 1% | Dec 2024 |
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| Sanctuary Advisors | 70k | $1.0M | 29% | Dec 2024 |
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| UBS Group | 69k | $993k | -6% | Dec 2024 |
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| Oppenheimer & Co | 68k | $977k | 42% | Dec 2024 |
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| Resources Investment Advisors | 67k | $956k | -5% | Dec 2024 |
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| Cornerstone Wealth Management | 66k | $952k | 0% | Dec 2024 |
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| Burns Wealth Management | 65k | $934k | 0% | Dec 2024 |
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| Sovran Advisors | 60k | $858k | 100% | Dec 2024 |
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| Susquehanna International | 58k | $836k | 100% | Dec 2024 |
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| Zullo Investment Group | 58k | $827k | 141% | Dec 2024 |
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| Mariner Wealth Advisors | 57k | $812k | 8% | Dec 2024 |
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| Cresta Advisors | 52k | $744k | 0% | Dec 2024 |
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| Ghe | 51k | $732k | 51% | Dec 2024 |
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| Neuberger Berman Group | 50k | $722k | 0% | Dec 2024 |
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| Janney Montgomery Scott | 50k | $711k | 10% | Dec 2024 |
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| Sigma Planning | 47k | $674k | 1% | Dec 2024 |
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| Rockefeller Capital Management | 46k | $667k | 35% | Dec 2024 |
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| Mml Investors Services | 46k | $660k | 11% | Dec 2024 |
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| Madison Wealth Partners | 44k | $632k | 4% | Dec 2024 |
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| Steward Partners Investment Advisory | 44k | $630k | 45% | Dec 2024 |
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| Objective Capital Management | 43k | $619k | 100% | Dec 2024 |
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| Talon Private Wealth | 43k | $611k | 100% | Dec 2024 |
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| Triumph Capital Management | 43k | $611k | -8% | Dec 2024 |
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| HighTower Advisors | 43k | $611k | 1% | Dec 2024 |
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| Beacon Pointe Advisors | 41k | $593k | -8% | Dec 2024 |
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| Hollencrest Securities | 41k | $593k | -15% | Dec 2024 |
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| Ameriflex Group | 40k | $591k | 100% | Dec 2024 |
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| Red Door Wealth Management | 40k | $575k | 100% | Dec 2024 |
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| Nwam | 39k | $555k | 0% | Dec 2024 |
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| Gwn Securities | 38k | $549k | 100% | Dec 2024 |
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| Atria Wealth Solutions | 37k | $537k | -20% | Dec 2024 |
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| Capital Advisory Group Advisory Services | 36k | $521k | 82% | Dec 2024 |
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| Ausdal Financial Partners | 35k | $503k | 11% | Dec 2024 |
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| Citadel Advisors | 35k | $498k | 100% | Dec 2024 |
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| Integrity Financial Corp | 34k | $489k | 9% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 34k | $486k | -11% | Dec 2024 |
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| Rsm Us Wealth Management | 31k | $449k | -7% | Dec 2024 |
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| Belpointe Asset Management | 29k | $416k | 8% | Dec 2024 |
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| Collaborative Wealth Managment | 29k | $416k | -3% | Dec 2024 |
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| Diversify Wealth Management | 28k | $397k | 100% | Dec 2024 |
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| Copperwynd Financial | 26k | $376k | 2% | Dec 2024 |
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| Sunbelt Securities | 26k | $375k | 2% | Dec 2024 |
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| Sontag Advisory | 25k | $363k | 100% | Dec 2024 |
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| D.A. Davidson & Co. | 25k | $362k | 6% | Dec 2024 |
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| National Asset Management | 25k | $363k | -49% | Dec 2024 |
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| Rathbones Brothers | 24k | $345k | 0% | Dec 2024 |
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| Dodds Wealth | 23k | $336k | 0% | Dec 2024 |
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| Avestar Capital | 23k | $331k | 0% | Dec 2024 |
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| Optimum Investment Advisors | 23k | $329k | 0% | Dec 2024 |
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| NorthRock Partners | 23k | $328k | 100% | Dec 2024 |
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| Centaurus Financial | 22k | $318k | -2% | Dec 2024 |
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| Iams Wealth Management | 22k | $318k | 0% | Mar 2025 |
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| Verus Capital Partners | 22k | $313k | 1% | Dec 2024 |
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| Taylor & Morgan Wealth Management | 21k | $310k | 2% | Mar 2025 |
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| Patron Partners Advisors | 21k | $304k | 0% | Dec 2024 |
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| J.w. Cole Advisors | 20k | $287k | -16% | Dec 2024 |
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| GSB Wealth Management | 20k | $286k | 3% | Dec 2024 |
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| TPG Advisors | 20k | $286k | 8% | Dec 2024 |
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| Brian McDonald | 20k | $283k | 0% | Dec 2024 |
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| Sym Financial Corporation | 19k | $274k | 100% | Dec 2024 |
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| Creative Planning | 19k | $269k | -7% | Dec 2024 |
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| Gill Capital Partners | 19k | $269k | 0% | Dec 2024 |
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| Semus Wealth Partners | 18k | $261k | -21% | Dec 2024 |
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| Wealth Alliance Advisory Group | 18k | $258k | 0% | Mar 2025 |
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| AE Wealth Management | 18k | $252k | -1% | Dec 2024 |
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| Readystate Asset Management | 18k | $251k | 100% | Dec 2024 |
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| CFO4Life | 18k | $251k | 54% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 17k | $245k | 100% | Dec 2024 |
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| BlackRock | 17k | $244k | 100% | Dec 2024 |
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| BEAM Asset Management | 17k | $244k | 2% | Dec 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 17k | $241k | 0% | Dec 2024 |
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| Wedbush Morgan Securities | 17k | $240k | 2% | Dec 2024 |
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| Intl Fcstone | 17k | $239k | 100% | Dec 2024 |
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| H D Vest Advisory Services | 17k | $238k | 4% | Dec 2024 |
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| IFP Advisors | 16k | $234k | -1% | Dec 2024 |
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| Disciplined Investments | 15k | $217k | 0% | Mar 2025 |
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| Captrust Financial Advisors | 15k | $210k | -16% | Dec 2024 |
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| Accelerate Investment Advisors | 15k | $209k | 6% | Dec 2024 |
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| Harbour Investments | 14k | $204k | 0% | Dec 2024 |
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| Williams Jones Wealth Management | 14k | $202k | 11% | Dec 2024 |
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| SFI Advisors | 14k | $199k | 0% | Dec 2024 |
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| Strategic Financial Concepts | 13k | $191k | 100% | Dec 2024 |
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| Capital Analysts | 13k | $187k | 4% | Dec 2024 |
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| Modern Wealth Management | 13k | $193k | 6% | Dec 2024 |
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| Main Street Group | 13k | $185k | 68% | Dec 2024 |
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| Institute For Wealth Management | 13k | $185k | 16% | Dec 2024 |
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| Private Trust Co Na | 13k | $180k | 19% | Dec 2024 |
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| TFG Advisers | 12k | $175k | 1% | Dec 2024 |
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| Instrumental Wealth | 12k | $175k | 1% | Dec 2024 |
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| Nbc Securities | 11k | $160k | 100773% | Mar 2025 |
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| Cornerstone Advisory | 11k | $162k | 0% | Dec 2024 |
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| Alpha Cubed Investments | 11k | $152k | 100% | Dec 2024 |
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| Beacon Financial Advisory | 11k | $152k | 0% | Dec 2024 |
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| Miracle Mile Advisors | 11k | $151k | 100% | Dec 2024 |
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| Wetherby Asset Management | 11k | $151k | 1% | Dec 2024 |
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| IHT Wealth Management | 10k | $146k | 100% | Dec 2024 |
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| Insigneo Advisory Services | 10k | $144k | 0% | Dec 2024 |
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| MAI Wealth Advisors | 9.3k | $133k | 100% | Dec 2024 |
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| AlphaMark Advisors | 8.3k | $119k | 3% | Dec 2024 |
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| Spire Wealth Management | 7.3k | $105k | 0% | Dec 2024 |
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| Geneos Wealth Management | 7.3k | $105k | -2% | Dec 2024 |
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| Global Retirement Partners | 7.0k | $100k | 10% | Dec 2024 |
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| EverSource Wealth Advisors | 6.7k | $96k | 0% | Dec 2024 |
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| Harbor Investment Advisory | 6.1k | $88k | 0% | Mar 2025 |
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| Pnc Financial Services | 6.1k | $87k | -14% | Dec 2024 |
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| TD Waterhouse Canada | 6.0k | $86k | -45% | Dec 2024 |
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| Hanson McClain Advisors | 5.0k | $73k | 0% | Dec 2024 |
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| Oarsman Capital | 4.3k | $62k | -24% | Dec 2024 |
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| Brown Brothers Harriman & Co. | 4.0k | $58k | 100% | Dec 2024 |
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| CoreCap Advisors | 3.6k | $51k | 0% | Dec 2024 |
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| CWM | 3.4k | $49k | -4% | Dec 2024 |
|
Who sold out of PIMCO Corporate Opportunity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Sep 2024 | 66k | $943k |
| Western Wealth Management | Sep 2024 | 36k | $516k |
| Two Sigma Securities | Sep 2024 | 25k | $352k |
| Jane Street | Sep 2024 | 23k | $331k |
| Concurrent Investment Advisors | Sep 2024 | 16k | $223k |
| HB Wealth Management | Sep 2024 | 13k | $191k |
| Fifth Third Bancorp | Sep 2024 | 12k | $172k |
| IFG Advisory | Sep 2024 | 12k | $167k |
| Horizon Kinetics Asset Management | Sep 2024 | 11k | $164k |
| Certified Advisory Corp | Sep 2024 | 11k | $164k |
| XTX Topco | Sep 2024 | 11k | $163k |
| Virtu Financial | Sep 2024 | 11k | $153k |
| Stratos Wealth Partners | Sep 2024 | 10k | $145k |