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 | 2.0M | $29M | 13% | Mar 2024 |
|
| LPL Financial | 1.8M | $27M | 8% | Mar 2024 |
|
| XML Financial | 1.2M | $18M | 23% | Mar 2024 |
|
| Commonwealth Equity Services | 979k | $15M | 7% | Mar 2024 |
|
| Penserra Capital Management | 728k | $11M | -18% | Mar 2024 |
|
| PFG Investments | 714k | $11M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 704k | $11M | 19% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 564k | $8.4M | 62% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 466k | $6.9M | 1% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 437k | $6.5M | 19% | Mar 2024 |
|
| Proequities | 391k | $5.9B | 4% | Mar 2024 |
|
| Private Advisor | 329k | $4.9M | 1% | Mar 2024 |
|
| Sym Financial Corporation | 292k | $4.3M | -1% | Mar 2024 |
|
| Accel Wealth Management | 292k | $4.3M | 14% | Mar 2024 |
|
| Envestnet Asset Management | 291k | $4.3M | 14% | Mar 2024 |
|
| Evergreen Wealth Management | 262k | $3.9M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 258k | $3.8M | 4% | Mar 2024 |
|
| Bank of America Corporation | 223k | $3.3M | 2% | Mar 2024 |
|
| Dynamic Advisors Solutions | 195k | $2.9M | 1% | Mar 2024 |
|
| Golden State Equity Partners | 175k | $2.3M | -1% | Dec 2023 |
|
| Kestra Advisory Services | 170k | $2.3M | 34% | Dec 2023 |
|
| Focus Financial Network | 139k | $1.9M | 100% | Dec 2023 |
|
| Stifel Financial | 133k | $2.0M | -1% | Mar 2024 |
|
| Wells Fargo & Company | 127k | $1.9M | -1% | Mar 2024 |
|
| Principal Securities | 123k | $1.8M | 5% | Mar 2024 |
|
| Ohe Financial | 107k | $1.6M | -56% | Mar 2024 |
|
| M^T Bank Corporation | 104k | $1.5M | 8% | Mar 2024 |
|
| Raymond James & Associates | 98k | $1.5M | 13% | Mar 2024 |
|
| Avestar Capital | 95k | $1.4M | 66% | Mar 2024 |
|
| Parallel Advisors | 94k | $1.4M | 0% | Mar 2024 |
|
| Burns Wealth Management | 82k | $1.2M | -2% | Mar 2024 |
|
| Covenant Asset Management | 82k | $1.2M | 38% | Mar 2024 |
|
| UBS Group | 77k | $1.1M | -5% | Mar 2024 |
|
| C2C Wealth Management | 74k | $1.1M | -4% | Mar 2024 |
|
| Samalin Investment Counsel | 70k | $1.0M | 45% | Mar 2024 |
|
| Cornerstone Wealth Management | 67k | $999k | -3% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 63k | $929k | -76% | Mar 2024 |
|
| Beacon Pointe Advisors | 58k | $762k | -14% | Dec 2023 |
|
| Atria Wealth Solutions | 54k | $803k | 1% | Mar 2024 |
|
| Neuberger Berman Group | 50k | $747k | 0% | Mar 2024 |
|
| Disciplined Investments | 50k | $744k | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 48k | $715k | -1% | Mar 2024 |
|
| Hollencrest Securities | 48k | $714k | 26% | Mar 2024 |
|
| Goss Wealth Management | 48k | $711k | -20% | Mar 2024 |
|
| Northern Trust | 45k | $666k | 100% | Mar 2024 |
|
| Sigma Planning | 42k | $625k | 191% | Mar 2024 |
|
| Janney Montgomery Scott | 42k | $622k | 5% | Mar 2024 |
|
| HighTower Advisors | 39k | $572k | 15% | Mar 2024 |
|
| Western Wealth Management | 38k | $570k | -7% | Mar 2024 |
|
| D.A. Davidson & Co. | 38k | $569k | 4% | Mar 2024 |
|
| Nwam | 38k | $547k | -9% | Mar 2024 |
|
| Madison Wealth Partners | 38k | $560k | 0% | Mar 2024 |
|
| Raymond James Trust | 36k | $530k | 0% | Mar 2024 |
|
| All Season Financial Advisors | 36k | $528k | 6% | Mar 2024 |
|
| Guggenheim Capital, LLC Managers | 35k | $465k | -7% | Dec 2023 |
|
| Rockefeller Capital Management | 35k | $459k | -18% | Dec 2023 |
|
| Semus Wealth Partners | 33k | $488k | -9% | Mar 2024 |
|
| Ausdal Financial Partners | 32k | $472k | 14% | Mar 2024 |
|
| Sheaff Brock Investment Advisors | 32k | $417k | 24% | Dec 2023 |
|
| Verus Capital Partners | 31k | $453k | -7% | Mar 2024 |
|
| Dodds Wealth | 30k | $394k | 100% | Dec 2023 |
|
| XTX Topco | 29k | $436k | 100% | Mar 2024 |
|
| Rsm Us Wealth Management | 28k | $412k | -24% | Mar 2024 |
|
| Prosperity Wealth Management | 27k | $400k | 53% | Mar 2024 |
|
| Integrity Financial Corp | 26k | $387k | 0% | Mar 2024 |
|
| Ghe | 25k | $377k | 0% | Mar 2024 |
|
| Copperwynd Financial | 25k | $364k | 77% | Mar 2024 |
|
| Spire Wealth Management | 24k | $350k | 42% | Mar 2024 |
|
| Optimum Investment Advisors | 23k | $341k | 1% | Mar 2024 |
|
| Centaurus Financial | 22k | $329k | 1% | Mar 2024 |
|
| Brian McDonald | 22k | $326k | 0% | Mar 2024 |
|
| GSB Wealth Management | 21k | $308k | 6% | Mar 2024 |
|
| Mariner Wealth Advisors | 20k | $289k | 14% | Mar 2024 |
|
| Elequin Capital | 19k | $254k | 100% | Dec 2023 |
|
| CIBC World Markets | 19k | $285k | 3% | Mar 2024 |
|
| Resources Investment Advisors | 19k | $280k | 100% | Mar 2024 |
|
| Gill Capital Partners | 19k | $267k | 0% | Mar 2024 |
|
| Creative Planning | 18k | $274k | -2% | Mar 2024 |
|
| Strategic Financial Concepts | 18k | $272k | 36% | Mar 2024 |
|
| Wealth Alliance Advisory Group | 18k | $265k | 0% | Mar 2024 |
|
| Patron Partners Advisors | 18k | $262k | 100% | Mar 2024 |
|
| SpiderRock Advisors | 17k | $247k | 100% | Mar 2024 |
|
| BEAM Asset Management | 17k | $251k | 3% | Mar 2024 |
|
| J.w. Cole Advisors | 17k | $249k | 100% | Mar 2024 |
|
| Captrust Financial Advisors | 17k | $247k | -12% | Mar 2024 |
|
| AE Wealth Management | 16k | $242k | -10% | Mar 2024 |
|
| Sunbelt Securities | 16k | $242k | 2% | Mar 2024 |
|
| H D Vest Advisory Services | 16k | $237k | -9% | Mar 2024 |
|
| IFP Advisors | 15k | $193k | 20% | Dec 2023 |
|
| Harbour Investments | 14k | $188k | 52493% | Dec 2023 |
|
| Williams Jones Wealth Management | 14k | $209k | -30% | Mar 2024 |
|
| TD Waterhouse Canada | 14k | $209k | 0% | Mar 2024 |
|
| Rathbones Brothers | 14k | $208k | 0% | Mar 2024 |
|
| SFI Advisors | 14k | $206k | -11% | Mar 2024 |
|
| Virtu Financial | 14k | $182k | -73% | Dec 2023 |
|
| Collaborative Wealth Managment | 14k | $203k | -10% | Mar 2024 |
|
| HB Wealth Management | 13k | $198k | 0% | Mar 2024 |
|
| Nbc Securities | 13k | $194k | 0% | Mar 2024 |
|
| Lincoln National | 13k | $194k | 2% | Mar 2024 |
|
| Oarsman Capital | 13k | $189k | -5% | Mar 2024 |
|
| TFG Advisers | 13k | $188k | 0% | Mar 2024 |
|
| Cornerstone Advisory | 12k | $178k | -59% | Mar 2024 |
|
| Instrumental Wealth | 12k | $165k | 7% | Dec 2023 |
|
| Cresta Advisors | 12k | $174k | -77% | Mar 2024 |
|
| Prime Capital Investment Advisors | 12k | $154k | 100% | Dec 2023 |
|
| Stratos Wealth Partners | 12k | $173k | -48% | Mar 2024 |
|
| CFO4Life | 11k | $168k | 0% | Mar 2024 |
|
| Wedbush Morgan Securities | 11k | $149k | 0% | Dec 2023 |
|
| Southland Equity Partners | 11k | $167k | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 11k | $167k | 4% | Mar 2024 |
|
| Millennium Management | 11k | $161k | -36% | Mar 2024 |
|
| Private Trust Co Na | 11k | $157k | 32% | Mar 2024 |
|
| Belpointe Asset Management | 10k | $149k | 0% | Mar 2024 |
|
| Pnc Financial Services | 9.6k | $143k | -76% | Mar 2024 |
|
| AlphaMark Advisors | 9.4k | $140k | 19% | Mar 2024 |
|
| Main Street Group | 9.4k | $124k | 100% | Dec 2023 |
|
| Us Bancorp | 7.8k | $117k | -9% | Mar 2024 |
|
| Harbor Investment Advisory | 6.1k | $91k | 0% | Mar 2024 |
|
| Bank of New Hampshire | 5.9k | $78k | -33% | Dec 2023 |
|
| Hanson McClain Advisors | 5.0k | $74k | 0% | Mar 2024 |
|
| AXS Investments | 5.0k | $74k | 100% | Mar 2024 |
|
| Global Retirement Partners | 4.1k | $60k | 59% | Mar 2024 |
|
| CWM | 3.6k | $53k | 1% | Mar 2024 |
|
| FNY Investment Advisers | 3.2k | $47k | 0% | Mar 2024 |
|
| ICA Group Wealth Management | 2.8k | $42k | 0% | Mar 2024 |
|
| Versant Capital Management | 2.5k | $37k | 0% | Mar 2024 |
|
| Continuum Advisory | 2.4k | $34k | 100% | Mar 2024 |
|
| Webster Bank, N. A. | 2.2k | $33k | 0% | Mar 2024 |
|
| EverSource Wealth Advisors | 2.2k | $29k | 0% | Mar 2024 |
|
| JFS Wealth Advisors | 2.0k | $30k | 100% | Mar 2024 |
|
| Northwest Capital Management | 2.0k | $30k | 0% | Mar 2024 |
|
| M&r Capital Management | 2.0k | $27k | 0% | Dec 2023 |
|
| Bartlett & Co. | 2.0k | $27k | 0% | Dec 2023 |
|
| Atlantic Trust | 1.6k | $24k | 100% | Mar 2024 |
|
| Bogart Wealth | 1.6k | $24k | 0% | Mar 2024 |
|
| Zrc Wealth Management | 1.4k | $21k | 0% | Mar 2024 |
|
| SCBT Financial Corporation | 1.4k | $21k | 0% | Mar 2024 |
|
| AllSquare Wealth Management | 1.2k | $18k | 0% | Mar 2024 |
|
| Princeton Global Asset Management | 1.1k | $16k | 3% | Mar 2024 |
|
| Geneos Wealth Management | 1.1k | $16k | -58% | Mar 2024 |
|
| Raleigh Capital Management | 940.00 | $14k | 0% | Mar 2024 |
|
| Tompkins Financial Corp | 850.00 | $13k | 0% | Mar 2024 |
|
| Crewe Advisors | 850.00 | $11k | 0% | Dec 2023 |
|
| Heritage Wealth Advisors | 820.00 | $12k | 0% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 745.00 | $11k | 0% | Mar 2024 |
|
| SOA Wealth Advisors | 700.00 | $10k | 0% | Mar 2024 |
|
| Bessemer | 700.00 | $9.0k | 0% | Dec 2023 |
|
| Baystate Wealth Management | 504.00 | $6.7k | 100% | Dec 2023 |
|
| Coston, McIsaac & Partners | 428.00 | $6.0k | 29% | Mar 2024 |
|
| Trust Co Of Vermont | 383.00 | $5.7k | 100% | Mar 2024 |
|
Who sold out of PIMCO Corporate Opportunity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TFB Advisors | Dec 2023 | 45k | $593k |
| Independent Wealth Network | Dec 2023 | 32k | $429k |
| Leucadia National Corporation | Dec 2023 | 17k | $221k |
| Wealthcare Advisory Partners | Dec 2023 | 13k | $174k |
| Advisory Services Network | Dec 2023 | 13k | $165k |
| Landscape Capital Management | Dec 2023 | 11k | $144k |
| Coastal Investment Advisors | Dec 2023 | 10k | $135k |
| Bartlett & Co. Wealth Management | Dec 2023 | 2.0k | $27k |
| AdvisorNet Financial | Dec 2023 | 1.7k | $23k |
| Farther Finance Advisors | Dec 2023 | 1.6k | $21k |
| Focused Wealth Management | Dec 2023 | 593.00 | $7.9k |
| Tradition Wealth Management | Dec 2023 | 547.00 | $7.0k |
| Umb Bank N A | Dec 2023 | 500.00 | $6.6k |