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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | 2.7M | $33M | 0% | Jun 2026 |
|
| LPL Financial | 2.6M | $32M | -3% | Jun 2026 |
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| Morgan Stanley | 2.6M | $49M | 3% | Mar 2026 |
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| Wells Fargo & Company | 2.5M | $30M | 14% | Jun 2026 |
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| XML Financial | 1.8M | $21M | 10% | Jun 2026 |
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| Merrithew & Thorsten | 1.5M | $18M | -2% | Jun 2026 |
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| Invesco | 1.5M | $18M | 8% | Jun 2026 |
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| Cetera Investment Advisers | 1.3M | $16M | 13% | Jun 2026 |
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| Envestnet Asset Management | 949k | $11M | 13% | Jun 2026 |
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| Advisor Group Holdings | 932k | $11M | 14% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 794k | $9.6M | 29% | Jun 2026 |
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| Logan Stone Capital | 675k | $8.1M | -14% | Jun 2026 |
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| Royal Bank of Canada | 638k | $7.7M | 6% | Jun 2026 |
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| Axxcess Wealth Management | 625k | $7.5M | 100% | Jun 2026 |
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| Equitable Holdings | 553k | $6.7M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 532k | $6.4M | 6% | Jun 2026 |
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| PFG Investments | 504k | $6.1M | -20% | Jun 2026 |
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| Private Advisor | 478k | $5.7M | -27% | Jun 2026 |
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| Accel Wealth Management | 449k | $5.4M | -11% | Jun 2026 |
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| Commonwealth Equity Services | 442k | $5.3M | -4% | Jun 2026 |
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| Kestra Advisory Services | 414k | $5.0M | 1% | Jun 2026 |
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| Evergreen Wealth Management | 389k | $4.7M | 6% | Jun 2026 |
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| Dynamic Advisors Solutions | 382k | $4.6M | 9% | Jun 2026 |
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| Bank of America Corporation | 336k | $4.0M | 8% | Jun 2026 |
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| Noble Wealth Management PBC | 333k | $4.0M | 27% | Jun 2026 |
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| Branch Banking & Trust Company | 310k | $3.7M | 7% | Jun 2026 |
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| Steward Partners Investment Advisory | 278k | $3.3M | 25% | Jun 2026 |
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| Raymond James Financial | 261k | $3.1M | 13% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 257k | $3.1M | 100% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 253k | $3.0M | 1% | Jun 2026 |
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| ICON Advisers | 248k | $3.0M | 100% | Jun 2026 |
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| Rivernorth Capital Management | 242k | $2.9M | -15% | Jun 2026 |
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| Principal Securities | 193k | $2.3M | 2% | Jun 2026 |
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| Strategic Wealth Partners | 186k | $2.2M | -6% | Jun 2026 |
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| XTX Topco | 183k | $2.2M | 23% | Jun 2026 |
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| Stifel Financial | 177k | $2.1M | 1% | Jun 2026 |
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| Beta Wealth | 175k | $2.1M | -1% | Jun 2026 |
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| Smith Asset Management | 168k | $2.0M | 1% | Jun 2026 |
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| AG Asset Advisory | 165k | $2.0M | 8% | Jun 2026 |
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| UBS Group | 157k | $1.9M | -16% | Jun 2026 |
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| Foundations Investment Advisors | 144k | $1.7M | 100% | Jun 2026 |
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| Elm3 Financial Group | 141k | $1.7M | -12% | Jun 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 139k | $1.7M | 100% | Jun 2026 |
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| Plotkin Financial Advisors | 128k | $1.5M | -3% | Jun 2026 |
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| HighTower Advisors | 128k | $1.5M | 85% | Jun 2026 |
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| Ausdal Financial Partners | 125k | $1.5M | 8% | Jun 2026 |
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| Zullo Investment Group | 119k | $1.4M | -8% | Jun 2026 |
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| Covenant Asset Management | 118k | $1.4M | -6% | Jun 2026 |
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| Absolute Investment Advisers | 116k | $1.4M | 40% | Jun 2026 |
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| Vision Retirement | 114k | $1.4M | -1% | Jun 2026 |
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| C2C Wealth Management | 108k | $1.3M | -1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 105k | $1.3M | -1% | Jun 2026 |
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| Citadel Advisors | 103k | $1.2M | 100% | Jun 2026 |
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| First Heartland Consultants | 99k | $1.2M | 100% | Jun 2026 |
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| Umb Bank N A | 99k | $1.2M | 0% | Jun 2026 |
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| NBT Bank | 98k | $1.2M | 0% | Jun 2026 |
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| Signature Equity Partners | 92k | $1.1M | 0% | Jun 2026 |
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| Cary Street Partners Financial | 92k | $1.1M | 2% | Jun 2026 |
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| Cohen & Steers Capital Management | 90k | $1.1M | 100% | Jun 2026 |
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| SRS Capital Advisors | 88k | $1.1M | 413% | Jun 2026 |
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| Goss Wealth Management | 83k | $993k | -4% | Jun 2026 |
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| Mariner Wealth Advisors | 78k | $934k | -40% | Jun 2026 |
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| Sanctuary Advisors | 69k | $835k | 5% | Jun 2026 |
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| Sontag Advisory | 69k | $829k | -10% | Jun 2026 |
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| Cornerstone Wealth Management | 68k | $819k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 68k | $814k | -5% | Jun 2026 |
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| Independent Financial Group | 67k | $810k | -28% | Jun 2026 |
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| Triumph Capital Management | 67k | $818k | 3% | Mar 2026 |
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| Main Street Group | 67k | $807k | 4% | Jun 2026 |
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| Savant Capital Management | 67k | $791k | 100% | Jun 2026 |
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| Mml Investors Services | 66k | $797k | 11% | Jun 2026 |
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| Orleans Capital Management Corp | 65k | $780k | 0% | Jun 2026 |
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| Burns Wealth Management | 61k | $736k | -2% | Mar 2026 |
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| Jane Street | 61k | $728k | -71% | Jun 2026 |
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| Samalin Investment Counsel | 58k | $694k | -31% | Jun 2026 |
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| Fell Capital Management | 56k | $673k | 0% | Jun 2026 |
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| Sovran Advisors | 56k | $654k | 2% | Jun 2026 |
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| Advisory Advocates | 55k | $667k | 3% | Jun 2026 |
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| Sigma Planning | 55k | $666k | 29% | Jun 2026 |
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| Resources Investment Advisors | 54k | $644k | -9% | Jun 2026 |
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| Rockefeller Capital Management | 53k | $632k | 27% | Jun 2026 |
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| J.w. Cole Advisors | 52k | $628k | 100% | Jun 2026 |
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| Oppenheimer & Co | 52k | $627k | -40% | Jun 2026 |
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| Mindset Wealth Management | 52k | $623k | 0% | Jun 2026 |
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| Susquehanna International | 52k | $621k | -16% | Jun 2026 |
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| Ghe | 52k | $619k | 0% | Jun 2026 |
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| Mission Hills Financial Advisory | 51k | $617k | 100% | Jun 2026 |
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| Quarry | 48k | $581k | 40% | Jun 2026 |
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| Arkadios Wealth Advisors | 47k | $560k | 1% | Jun 2026 |
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| Wealth Effects | 46k | $557k | 0% | Jun 2026 |
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| Harbour Investments | 46k | $557k | -15% | Jun 2026 |
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| Nwam | 44k | $528k | 4% | Mar 2026 |
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| Diversify Wealth Management | 43k | $505k | -4% | Jun 2026 |
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| Diversify Advisory Services | 43k | $505k | 100% | Jun 2026 |
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| Hollencrest Securities | 42k | $510k | -9% | Jun 2026 |
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| NWF Advisory Services | 41k | $497k | 5% | Jun 2026 |
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| Stratos Wealth Partners | 41k | $496k | 32% | Jun 2026 |
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| Accelerate Investment Advisors | 41k | $495k | -7% | Jun 2026 |
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| Captrust Financial Advisors | 40k | $483k | -62% | Jun 2026 |
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| Rsm Us Wealth Management | 39k | $468k | -2% | Jun 2026 |
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| Everest Financial Group | 34k | $413k | -14% | Jun 2026 |
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| Avestar Capital | 34k | $413k | 183% | Jun 2026 |
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| Capital Analysts | 33k | $397k | 0% | Jun 2026 |
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| Park Avenue Securities | 33k | $392k | 33% | Jun 2026 |
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| Collaborative Wealth Managment | 32k | $381k | 6% | Jun 2026 |
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| Fifth Third Bancorp | 31k | $376k | 5% | Jun 2026 |
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| Colony | 30k | $365k | 59% | Jun 2026 |
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| Red Door Wealth Management | 30k | $362k | 0% | Jun 2026 |
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| IHT Wealth Management | 30k | $360k | -11% | Jun 2026 |
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| Atomi Financial Group | 30k | $357k | 100% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 29k | $343k | -14% | Jun 2026 |
|
| Western Wealth Management | 27k | $324k | -8% | Jun 2026 |
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| National Asset Management | 27k | $320k | 0% | Jun 2026 |
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| Delta Financial Advisors | 27k | $320k | -23% | Jun 2026 |
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| Argyle Capital Partners | 26k | $315k | -1% | Jun 2026 |
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| Advisory Solutions Group | 26k | $312k | 100% | Jun 2026 |
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| Cdkv Holdings | 26k | $309k | 1% | Jun 2026 |
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| Centaurus Financial | 25k | $305k | 1% | Jun 2026 |
|
| Beacon Pointe Advisors | 25k | $302k | 0% | Jun 2026 |
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| Taylor & Morgan Wealth Management | 24k | $293k | 3% | Jun 2026 |
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| Kingsview Wealth Management | 23k | $278k | -21% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 23k | $274k | 1% | Jun 2026 |
|
| Iams Wealth Management | 22k | $265k | 0% | Jun 2026 |
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| Sym Financial Corporation | 22k | $262k | 8% | Jun 2026 |
|
| Patron Partners Advisors | 22k | $258k | 0% | Jun 2026 |
|
| Nomura Holdings | 20k | $241k | 35% | Jun 2026 |
|
| VestGen Advisors | 19k | $233k | 0% | Jun 2026 |
|
| Creative Planning | 19k | $229k | -11% | Jun 2026 |
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| Great Valley Advisor Group | 19k | $227k | 3% | Jun 2026 |
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| Insigneo Advisory Services | 19k | $225k | 3% | Jun 2026 |
|
| Advisors Asset Management | 18k | $219k | 3545% | Jun 2026 |
|
| D.A. Davidson & Co. | 18k | $219k | 2% | Jun 2026 |
|
| Wealth Alliance Advisory Group | 18k | $219k | 2% | Jun 2026 |
|
| Patten & Patten | 18k | $216k | 3% | Jun 2026 |
|
| HighPoint Advisor | 18k | $211k | 3% | Jun 2026 |
|
| Verus Capital Partners | 17k | $204k | -12% | Jun 2026 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 17k | $201k | 0% | Jun 2026 |
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| Farther Finance Advisors | 16k | $197k | -16% | Jun 2026 |
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| Boothbay Fund Management | 16k | $189k | 7% | Jun 2026 |
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| Integrated Wealth Concepts | 16k | $187k | 100% | Jun 2026 |
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| McAdam | 15k | $184k | 0% | Jun 2026 |
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| Wharton Business Group | 15k | $181k | 3% | Jun 2026 |
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| Rathbones Brothers | 15k | $181k | 0% | Jun 2026 |
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| Disciplined Investments | 15k | $181k | 0% | Jun 2026 |
|
| Beacon Financial Advisory | 15k | $177k | 2% | Jun 2026 |
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| Madison Wealth Partners | 15k | $176k | -25% | Jun 2026 |
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| Instrumental Wealth | 15k | $175k | 9% | Jun 2026 |
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| Scotia Capital | 14k | $172k | 9% | Jun 2026 |
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| CI Private Wealth | 14k | $170k | 100% | Jun 2026 |
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| Independent Advisor Alliance | 14k | $170k | -96% | Jun 2026 |
|
| Wedbush Morgan Securities | 14k | $163k | -10% | Jun 2026 |
|
| AE Wealth Management | 13k | $156k | -58% | Jun 2026 |
|
| TPG Advisors | 12k | $146k | -22% | Jun 2026 |
|
| Hanson McClain Advisors | 12k | $145k | -20% | Jun 2026 |
|
| Private Trust Co Na | 7.2k | $87k | -81% | Jun 2026 |
|
| Sunbelt Securities | 3.6k | $43k | -89% | Mar 2026 |
|
Who sold out of PIMCO Corporate Opportunity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Golden State Equity Partners | Mar 2026 | 368k | $4.4M |
| Shay Capital | Mar 2026 | 75k | $898k |
| Readystate Asset Management | Mar 2026 | 70k | $849k |
| Virtu Financial | Mar 2026 | 39k | $467k |
| RMG Wealth Management | Mar 2026 | 36k | $432k |
| Pensionmark Financial Group | Mar 2026 | 32k | $383k |
| Lido Advisors | Mar 2026 | 31k | $374k |
| Belpointe Asset Management | Mar 2026 | 25k | $302k |
| Northern Trust | Mar 2026 | 24k | $294k |
| Wealth Care | Mar 2026 | 23k | $278k |
| Institute For Wealth Management | Mar 2026 | 17k | $202k |