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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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 |
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LPL Financial | 2.0M | $29M | 6% | Sep 2024 |
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XML Financial | 1.4M | $20M | 7% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.2M | $17M | 62% | Sep 2024 |
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Commonwealth Equity Services | 992k | $14M | -9% | Sep 2024 |
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Cetera Investment Advisers | 855k | $12M | 7% | Jun 2024 |
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Advisor Group Holdings | 648k | $9.3M | -8% | Sep 2024 |
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PFG Investments | 622k | $8.9M | -13% | Jun 2024 |
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Envestnet Asset Management | 534k | $7.7M | 1% | Sep 2024 |
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Bank of America Corporation | 529k | $7.6M | 6% | Sep 2024 |
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Raymond James Financial Services Advisors | 525k | $7.5M | 13% | Sep 2024 |
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Cambridge Investment Research Advisors | 460k | $6.6M | 4% | Sep 2024 |
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Axxcess Wealth Management | 427k | $6.1M | -16% | Sep 2024 |
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Proequities | 418k | $6.1B | 6% | Sep 2024 |
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Private Advisor | 411k | $5.9M | 16% | Sep 2024 |
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Accel Wealth Management | 367k | $5.3M | 16% | Sep 2024 |
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Wells Fargo & Company | 293k | $4.2M | 40% | Sep 2024 |
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Sym Financial Corporation | 292k | $4.2M | 0% | Jun 2024 |
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Evergreen Wealth Management | 291k | $4.2M | 11% | Sep 2024 |
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Branch Banking & Trust Company | 268k | $3.8M | 458% | Jun 2024 |
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Royal Bank of Canada | 266k | $3.8M | 2% | Sep 2024 |
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Strategic Wealth Partners | 222k | $3.2M | 2% | Sep 2024 |
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Kestra Advisory Services | 216k | $3.1M | 0% | Sep 2024 |
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Dynamic Advisors Solutions | 210k | $3.0M | 3% | Sep 2024 |
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Golden State Equity Partners | 174k | $2.5M | -4% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 151k | $2.2M | 100% | Sep 2024 |
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Principal Securities | 150k | $2.2M | 13% | Sep 2024 |
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Stifel Financial | 139k | $2.0M | 4% | Jun 2024 |
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M^T Bank Corporation | 126k | $1.8M | 15% | Sep 2024 |
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Plotkin Financial Advisors | 119k | $1.7M | 3% | Sep 2024 |
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Avestar Capital | 111k | $1.6M | 16% | Jun 2024 |
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Raymond James & Associates | 109k | $1.6M | 6% | Sep 2024 |
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Covenant Asset Management | 101k | $1.4M | 14% | Sep 2024 |
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Parallel Advisors | 100k | $1.4M | 0% | Sep 2024 |
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Orleans Capital Management Corp | 100k | $1.4M | 100% | Sep 2024 |
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Ohe Financial | 88k | $1.3M | -5% | Sep 2024 |
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Financial Engines Advisors L.L.C | 83k | $1.2M | 100% | Sep 2024 |
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Prosperity Wealth Management | 75k | $1.1M | 180% | Sep 2024 |
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C2C Wealth Management | 74k | $1.1M | 0% | Jun 2024 |
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Resources Investment Advisors | 70k | $1.0M | 1% | Sep 2024 |
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Cornerstone Wealth Management | 66k | $955k | -2% | Sep 2024 |
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Burns Wealth Management | 65k | $935k | -2% | Sep 2024 |
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Goss Wealth Management | 59k | $846k | 24% | Jun 2024 |
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Sanctuary Advisors | 54k | $795k | 5% | Sep 2024 |
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Mariner Wealth Advisors | 53k | $756k | 1% | Sep 2024 |
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Cresta Advisors | 52k | $744k | 342% | Sep 2024 |
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Neuberger Berman Group | 50k | $719k | 0% | Jun 2024 |
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National Asset Management | 49k | $704k | 205% | Sep 2024 |
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Hollencrest Securities | 48k | $696k | 1% | Sep 2024 |
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Oppenheimer & Co | 48k | $688k | 100% | Sep 2024 |
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Atria Wealth Solutions | 47k | $680k | -5% | Sep 2024 |
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Sigma Planning | 46k | $666k | 8% | Sep 2024 |
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Beacon Pointe Advisors | 45k | $649k | -16% | Sep 2024 |
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Janney Montgomery Scott | 45k | $646k | 12% | Sep 2024 |
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Madison Wealth Partners | 42k | $609k | 2% | Sep 2024 |
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Mml Investors Services | 42k | $598k | -10% | Sep 2024 |
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HighTower Advisors | 39k | $555k | 1% | Jun 2024 |
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Nwam | 39k | $554k | 1% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 38k | $544k | -1% | Sep 2024 |
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Equitable Holdings | 37k | $535k | 102% | Jun 2024 |
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Western Wealth Management | 36k | $516k | -1% | Sep 2024 |
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Raymond James Trust | 36k | $513k | 0% | Sep 2024 |
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All Season Financial Advisors | 34k | $490k | 1% | Sep 2024 |
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Rockefeller Capital Management | 34k | $485k | -1% | Jun 2024 |
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Ghe | 34k | $322k | 51% | Sep 2024 |
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Rsm Us Wealth Management | 34k | $484k | 0% | Sep 2024 |
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Ausdal Financial Partners | 32k | $453k | -1% | Sep 2024 |
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Integrity Financial Corp | 31k | $450k | 5% | Sep 2024 |
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Collaborative Wealth Managment | 30k | $431k | -1% | Sep 2024 |
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D.A. Davidson & Co. | 29k | $411k | -25% | Jun 2024 |
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Sunbelt Securities | 26k | $369k | -20% | Sep 2024 |
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Copperwynd Financial | 26k | $369k | 2% | Sep 2024 |
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J.w. Cole Advisors | 24k | $344k | -12% | Sep 2024 |
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Zullo Investment Group | 24k | $343k | 95% | Sep 2024 |
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Lido Advisors | 24k | $341k | 100% | Jun 2024 |
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Dodds Wealth | 23k | $337k | 0% | Sep 2024 |
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Jane Street | 23k | $331k | 84% | Sep 2024 |
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Optimum Investment Advisors | 23k | $330k | 0% | Sep 2024 |
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Semus Wealth Partners | 23k | $328k | -23% | Sep 2024 |
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Centaurus Financial | 23k | $325k | 1% | Sep 2024 |
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Iams Wealth Management | 22k | $317k | 0% | Sep 2024 |
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Verus Capital Partners | 22k | $311k | -30% | Sep 2024 |
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Patron Partners Advisors | 21k | $306k | 20% | Sep 2024 |
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Creative Planning | 20k | $291k | 11% | Sep 2024 |
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Capital Advisory Group Advisory Services | 20k | $287k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 20k | $284k | 77% | Jun 2024 |
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Brian McDonald | 20k | $284k | 0% | Sep 2024 |
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GSB Wealth Management | 19k | $280k | -9% | Sep 2024 |
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Gill Capital Partners | 19k | $269k | 0% | Sep 2024 |
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TPG Advisors | 18k | $264k | 48% | Sep 2024 |
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Wealth Alliance Advisory Group | 18k | $257k | 0% | Sep 2024 |
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AE Wealth Management | 18k | $253k | -8% | Sep 2024 |
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Captrust Financial Advisors | 17k | $249k | 1% | Sep 2024 |
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SpiderRock Advisors | 17k | $245k | 0% | Sep 2024 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 17k | $241k | 0% | Sep 2024 |
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BEAM Asset Management | 17k | $239k | -4% | Sep 2024 |
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H D Vest Advisory Services | 17k | $236k | 4% | Jun 2024 |
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Rathbones Brothers | 17k | $236k | 18% | Jun 2024 |
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Wedbush Morgan Securities | 17k | $237k | 52% | Sep 2024 |
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IFP Advisors | 16k | $234k | -16% | Jun 2024 |
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Concurrent Investment Advisors | 16k | $223k | 100% | Sep 2024 |
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Disciplined Investments | 15k | $216k | -50% | Sep 2024 |
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Harbour Investments | 14k | $204k | 0% | Sep 2024 |
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SFI Advisors | 14k | $200k | 0% | Sep 2024 |
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Accelerate Investment Advisors | 14k | $197k | 100% | Sep 2024 |
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HB Wealth Management | 13k | $191k | 0% | Sep 2024 |
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Williams Jones Wealth Management | 13k | $182k | -10% | Sep 2024 |
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Modern Wealth Management | 12k | $177k | 100% | Sep 2024 |
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Nbc Securities | 12k | $174k | -7% | Sep 2024 |
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TFG Advisers | 12k | $174k | 1% | Sep 2024 |
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Fifth Third Bancorp | 12k | $172k | 100% | Sep 2024 |
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Instrumental Wealth | 12k | $169k | 0% | Sep 2024 |
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IFG Advisory | 12k | $167k | -1% | Sep 2024 |
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Certified Advisory Corp | 11k | $164k | 1% | Sep 2024 |
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CFO4Life | 11k | $163k | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 11k | $162k | 100% | Jun 2024 |
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Institute For Wealth Management | 11k | $159k | 100% | Sep 2024 |
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Cornerstone Advisory | 11k | $158k | -8% | Sep 2024 |
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TD Waterhouse Canada | 11k | $159k | 0% | Sep 2024 |
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Virtu Financial | 11k | $153k | -19% | Sep 2024 |
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Private Trust Co Na | 11k | $151k | 0% | Jun 2024 |
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Beacon Financial Advisory | 11k | $151k | 100% | Sep 2024 |
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Stratos Wealth Partners | 10k | $145k | 100% | Sep 2024 |
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Insigneo Advisory Services | 10k | $144k | 0% | Sep 2024 |
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Belpointe Asset Management | 10k | $143k | 0% | Jun 2024 |
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AlphaMark Advisors | 8.1k | $116k | -17% | Sep 2024 |
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Main Street Group | 7.6k | $110k | 17% | Sep 2024 |
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Spire Wealth Management | 7.3k | $105k | -40% | Sep 2024 |
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Pnc Financial Services | 7.1k | $102k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 6.7k | $96k | 0% | Sep 2024 |
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Global Retirement Partners | 6.3k | $91k | 7% | Sep 2024 |
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Harbor Investment Advisory | 6.1k | $88k | 0% | Sep 2024 |
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Oarsman Capital | 5.7k | $82k | 100% | Sep 2024 |
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Hanson McClain Advisors | 5.0k | $72k | 0% | Sep 2024 |
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CWM | 3.6k | $51k | 0% | Sep 2024 |
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CoreCap Advisors | 3.6k | $51k | 0% | Sep 2024 |
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FNY Investment Advisers | 3.2k | $46k | 100% | Sep 2024 |
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ICA Group Wealth Management | 2.8k | $41k | 0% | Jun 2024 |
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AdvisorNet Financial | 2.8k | $40k | 100% | Sep 2024 |
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Farther Finance Advisors | 2.7k | $39k | 100% | Sep 2024 |
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Versant Capital Management | 2.5k | $36k | 0% | Sep 2024 |
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Continuum Advisory | 2.4k | $34k | 0% | Sep 2024 |
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Webster Bank, N. A. | 2.2k | $32k | 0% | Sep 2024 |
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Us Bancorp | 1.9k | $28k | -75% | Sep 2024 |
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Bank of New Hampshire | 1.9k | $28k | 0% | Sep 2024 |
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M&r Capital Management | 1.8k | $26k | 0% | Sep 2024 |
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Atlantic Trust | 1.6k | $23k | -88% | Sep 2024 |
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Bogart Wealth | 1.6k | $23k | 0% | Sep 2024 |
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Tucker Asset Management | 1.5k | $22k | -46% | Jun 2024 |
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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 |