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 |
|---|---|---|---|---|---|
| LPL Financial | 2.7M | $33M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7M | $33M | 5% | Mar 2026 |
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| Morgan Stanley | 2.6M | $49M | 3% | Mar 2026 |
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| Wells Fargo & Company | 2.1M | $26M | 242% | Mar 2026 |
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| XML Financial | 1.6M | $19M | 0% | Mar 2026 |
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| Merrithew & Thorsten | 1.5M | $18M | 100% | Mar 2026 |
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| Invesco | 1.4M | $17M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 1.2M | $14M | 3% | Mar 2026 |
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| Envestnet Asset Management | 837k | $10M | 7% | Mar 2026 |
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| Advisor Group Holdings | 817k | $11M | 6% | Dec 2025 |
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| Logan Stone Capital | 785k | $9.5M | -17% | Mar 2026 |
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| Private Advisor | 657k | $7.9M | -16% | Mar 2026 |
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| PFG Investments | 627k | $7.6M | -1% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 615k | $7.4M | 50% | Mar 2026 |
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| Royal Bank of Canada | 600k | $7.2M | 19% | Mar 2026 |
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| Raymond James Financial | 584k | $7.5M | -26% | Dec 2025 |
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| Equitable Holdings | 549k | $7.1M | 22% | Mar 2026 |
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| Accel Wealth Management | 504k | $6.1M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 500k | $6.0M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 459k | $5.5M | -7% | Mar 2026 |
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| Kestra Advisory Services | 409k | $4.9M | 1% | Mar 2026 |
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| Independent Advisor Alliance | 372k | $4.5M | 2532% | Mar 2026 |
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| Golden State Equity Partners | 368k | $4.4M | 109% | Mar 2026 |
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| Evergreen Wealth Management | 366k | $4.4M | 4% | Mar 2026 |
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| Dynamic Advisors Solutions | 350k | $4.2M | 26% | Mar 2026 |
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| Bank of America Corporation | 312k | $3.8M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 288k | $3.5M | -36% | Mar 2026 |
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| Rivernorth Capital Management | 286k | $3.5M | -77% | Mar 2026 |
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| Noble Wealth Management PBC | 262k | $3.2M | 17% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 250k | $3.0M | 348% | Mar 2026 |
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| Steward Partners Investment Advisory | 223k | $2.7M | 18% | Mar 2026 |
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| Jane Street | 209k | $2.5M | -40% | Mar 2026 |
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| Strategic Wealth Partners | 198k | $2.4M | 0% | Mar 2026 |
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| Principal Securities | 189k | $2.3M | 5% | Mar 2026 |
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| UBS Group | 186k | $2.2M | -5% | Mar 2026 |
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| Beta Wealth | 177k | $2.1M | 100% | Mar 2026 |
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| Stifel Financial | 175k | $2.1M | 4% | Mar 2026 |
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| Smith Asset Management | 162k | $2.1M | 1% | Dec 2025 |
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| Elm3 Financial Group | 160k | $1.9M | -4% | Mar 2026 |
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| AG Asset Advisory | 152k | $1.8M | 627% | Mar 2026 |
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| XTX Topco | 134k | $1.7M | 100% | Dec 2025 |
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| Plotkin Financial Advisors | 131k | $1.6M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 131k | $1.6M | 34% | Mar 2026 |
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| Zullo Investment Group | 129k | $1.6M | -8% | Mar 2026 |
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| Covenant Asset Management | 126k | $1.5M | 3% | Mar 2026 |
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| Vision Retirement | 116k | $1.4M | 4% | Mar 2026 |
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| Ausdal Financial Partners | 116k | $1.4M | 30% | Mar 2026 |
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| C2C Wealth Management | 109k | $1.3M | 15% | Mar 2026 |
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| Umb Bank N A | 99k | $1.2M | 0% | Mar 2026 |
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| NBT Bank | 98k | $1.2M | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 97k | $1.3M | 14% | Dec 2025 |
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| Independent Financial Group | 93k | $1.1M | -18% | Mar 2026 |
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| Signature Equity Partners | 92k | $1.1M | 100% | Mar 2026 |
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| Cary Street Partners Financial | 91k | $1.1M | 18% | Mar 2026 |
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| Susquehanna International | 88k | $1.1M | 100% | Dec 2025 |
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| Oppenheimer & Co | 87k | $1.0M | 0% | Mar 2026 |
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| Goss Wealth Management | 86k | $1.0M | -3% | Mar 2026 |
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| Samalin Investment Counsel | 84k | $1.0M | -3% | Mar 2026 |
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| Absolute Investment Advisers | 83k | $997k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 80k | $1.0M | -59% | Dec 2025 |
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| Sontag Advisory | 77k | $924k | 0% | Mar 2026 |
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| Shay Capital | 75k | $898k | 100% | Mar 2026 |
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| Prosperity Wealth Management | 74k | $950k | -23% | Dec 2025 |
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| Janney Montgomery Scott | 71k | $858k | -4% | Mar 2026 |
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| Readystate Asset Management | 70k | $849k | 72% | Mar 2026 |
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| HighTower Advisors | 69k | $833k | 10% | Mar 2026 |
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| Cornerstone Wealth Management | 68k | $821k | 4% | Mar 2026 |
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| Triumph Capital Management | 67k | $818k | 3% | Mar 2026 |
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| Sanctuary Advisors | 66k | $795k | -8% | Mar 2026 |
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| Orleans Capital Management Corp | 65k | $836k | -1% | Dec 2025 |
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| Main Street Group | 65k | $780k | 50% | Mar 2026 |
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| Burns Wealth Management | 61k | $736k | -2% | Mar 2026 |
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| Mml Investors Services | 60k | $718k | -10% | Mar 2026 |
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| Resources Investment Advisors | 59k | $710k | -14% | Mar 2026 |
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| Fell Capital Management | 56k | $675k | -7% | Mar 2026 |
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| Sovran Advisors | 55k | $669k | 0% | Mar 2026 |
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| Harbour Investments | 55k | $657k | 132% | Mar 2026 |
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| Advisory Advocates | 54k | $651k | 367% | Mar 2026 |
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| Mindset Wealth Management | 52k | $625k | 93% | Mar 2026 |
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| Ghe | 52k | $621k | -7% | Mar 2026 |
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| Hollencrest Securities | 47k | $561k | 0% | Mar 2026 |
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| Wealth Effects | 46k | $559k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 46k | $554k | 15% | Mar 2026 |
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| Diversify Wealth Management | 45k | $549k | -3% | Mar 2026 |
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| Accelerate Investment Advisors | 45k | $536k | 55% | Mar 2026 |
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| Nwam | 44k | $528k | 4% | Mar 2026 |
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| Sigma Planning | 43k | $516k | -5% | Mar 2026 |
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| Rockefeller Capital Management | 41k | $498k | 24% | Mar 2026 |
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| Everest Financial Group | 40k | $479k | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 40k | $480k | 120% | Mar 2026 |
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| NWF Advisory Services | 39k | $475k | 10% | Mar 2026 |
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| Private Trust Co Na | 37k | $451k | 0% | Mar 2026 |
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| RMG Wealth Management | 36k | $432k | 100% | Mar 2026 |
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| Delta Financial Advisors | 34k | $415k | -5% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 33k | $399k | 0% | Mar 2026 |
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| Capital Analysts | 33k | $397k | 4% | Mar 2026 |
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| Pensionmark Financial Group | 32k | $383k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 31k | $376k | 100% | Mar 2026 |
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| Lido Advisors | 31k | $374k | 1% | Mar 2026 |
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| AE Wealth Management | 31k | $369k | -65% | Mar 2026 |
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| Red Door Wealth Management | 30k | $363k | 0% | Mar 2026 |
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| Collaborative Wealth Managment | 30k | $360k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 30k | $360k | 100% | Mar 2026 |
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| Western Wealth Management | 29k | $351k | -4% | Mar 2026 |
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| Argyle Capital Partners | 27k | $320k | 0% | Mar 2026 |
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| National Asset Management | 27k | $310k | -3% | Mar 2026 |
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| Cdkv Holdings | 25k | $306k | 100% | Mar 2026 |
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| Belpointe Asset Management | 25k | $302k | -14% | Mar 2026 |
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| Centaurus Financial | 25k | $301k | 8% | Mar 2026 |
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| Park Avenue Securities | 24k | $295k | 0% | Mar 2026 |
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| Northern Trust | 24k | $314k | 100% | Dec 2025 |
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| Taylor & Morgan Wealth Management | 24k | $285k | 3% | Mar 2026 |
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| Kingsview Wealth Management | 23k | $278k | -21% | Mar 2026 |
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| Wealth Care | 23k | $278k | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 23k | $273k | -1% | Mar 2026 |
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| Iams Wealth Management | 22k | $265k | 0% | Mar 2026 |
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| Creative Planning | 21k | $259k | -12% | Mar 2026 |
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| Patron Partners Advisors | 21k | $258k | 0% | Mar 2026 |
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| Barclays | 21k | $269k | 100% | Dec 2025 |
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| Sym Financial Corporation | 20k | $243k | 5% | Mar 2026 |
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| Madison Wealth Partners | 20k | $237k | 0% | Mar 2026 |
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| Farther Finance Advisors | 20k | $239k | 48% | Mar 2026 |
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| VestGen Advisors | 19k | $234k | 0% | Mar 2026 |
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| Verus Capital Partners | 19k | $232k | -1% | Mar 2026 |
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| Great Valley Advisor Group | 18k | $222k | 3% | Mar 2026 |
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| Insigneo Advisory Services | 18k | $220k | 35% | Mar 2026 |
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| Wealth Alliance Advisory Group | 18k | $215k | 0% | Mar 2026 |
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| D.A. Davidson & Co. | 18k | $215k | -17% | Mar 2026 |
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| Brian McDonald | 18k | $227k | 3% | Dec 2025 |
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| Patten & Patten | 18k | $211k | 3% | Mar 2026 |
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| SRS Capital Advisors | 17k | $207k | 100% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 17k | $202k | 0% | Mar 2026 |
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| Institute For Wealth Management | 17k | $202k | 0% | Mar 2026 |
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| TPG Advisors | 16k | $188k | -46% | Mar 2026 |
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| McAdam | 15k | $185k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 15k | $196k | -1% | Dec 2025 |
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| Wedbush Morgan Securities | 15k | $181k | 28% | Mar 2026 |
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| Disciplined Investments | 15k | $181k | 0% | Mar 2026 |
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| Rathbones Brothers | 15k | $181k | 100% | Mar 2026 |
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| Nomura Holdings | 15k | $179k | -25% | Mar 2026 |
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| Boothbay Fund Management | 15k | $177k | 100% | Mar 2026 |
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| Wharton Business Group | 15k | $177k | 100% | Mar 2026 |
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| Beacon Financial Advisory | 14k | $174k | 7% | Mar 2026 |
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| Instrumental Wealth | 13k | $161k | 0% | Mar 2026 |
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| BlackRock | 13k | $159k | 0% | Mar 2026 |
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| Scotia Capital | 13k | $159k | 1% | Mar 2026 |
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| Colony | 13k | $161k | 100% | Dec 2025 |
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| Avestar Capital | 12k | $146k | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 12k | $152k | -26% | Dec 2025 |
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| Global Retirement Partners | 12k | $151k | 1% | Dec 2025 |
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| Two Sigma Securities | 11k | $137k | -19% | Mar 2026 |
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| United Capital Financial Advisers | 10k | $114k | -61% | Mar 2026 |
|
| Ameriflex Group | 8.1k | $105k | -52% | Dec 2025 |
|
| 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 |
|---|---|---|---|
| Marex Group | Dec 2025 | 272k | $3.5M |
| Landscape Capital Management | Dec 2025 | 85k | $1.1M |
| J.w. Cole Advisors | Dec 2025 | 62k | $800k |
| Millennium Management | Dec 2025 | 48k | $620k |
| Presper Financial Architects | Dec 2025 | 46k | $589k |
| HPM Partners | Dec 2025 | 45k | $581k |
| Integrity Financial Corp | Sep 2025 | 41k | $596k |
| Wealth Enhancement Advisory Services | Dec 2025 | 39k | $511k |
| Ohe Financial | Dec 2025 | 36k | $467k |
| Neuberger Berman Group | Sep 2025 | 24k | $350k |
| Dodds Wealth | Dec 2025 | 23k | $298k |
| Miracle Mile Advisors | Dec 2025 | 20k | $263k |
| Intl Fcstone | Dec 2025 | 20k | $263k |
| Sowell Financial Services | Dec 2025 | 20k | $262k |
| Virtu Financial | Sep 2025 | 20k | $292k |
| Prospera Financial Services | Dec 2025 | 19k | $241k |
| CFO4Life | Dec 2025 | 18k | $225k |
| GSB Wealth Management | Dec 2025 | 17k | $212k |