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PTY

Pimco Corporate & Income Opportunity Fund

Company with tickers: PTY

CIK
1190935
CUSIP
72201B101
Shares Outstanding
211,981,917
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 207
Total Value: $359,418,364
Total Shares: 29,802,525
Showing 1–100 of 207 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 207 13F filers · Δ vs Dec 31, 2025
Top Holder
9.2%
−0.9 pts
Top 5
36.0%
+4.2 pts
Top 10
52.6%
+4.6 pts
HHI
380
Broadly held +50

Quarterly Activity

vs Dec 31, 2025
New
197
Increased
7
Decreased
2
Sold Out
207
Unchanged
1
Holder count: -10
Institutional value: +6.1%
Shares held: +13.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Micro Advisory Advocates, LLC +42,399 53,940
Large Rockefeller Capital Management L.P. +7,863 41,318
Small Vision Retirement, LLC +4,115 115,671
Small NWF Advisory Services Inc. +3,592 39,395
Small HighPoint Advisor Group LLC +2,210 16,960

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Micro FELL CAPITAL MANAGEMENT /ADV −4,000 55,950
Mid INDEPENDENT FINANCIAL GROUP, LLC −3,466 93,244

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega LPL Financial LLC 2,741,887 $33,067,157
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,717,641 $32,774,750
Mega WELLS FARGO & COMPANY/MN 2,144,104 $25,857,893
Small XML Financial, LLC 1,591,047 $19,188,026
Micro Merrithew & Thorsten Inc 1,523,119 $18,368,815

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega LPL Financial LLC 2,656,538 $34,269,340
Small XML Financial, LLC 1,596,655 $20,596,849
Micro Merrithew & Thorsten Inc 1,527,984 $19,710,993
Mega Invesco Ltd. 1,324,697 $17,088,591
Mid RiverNorth Capital Management, LLC 1,242,310 $16,025,799
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega LPL Financial LLC $33,067,157 9.20% 2,741,887 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $32,774,750 9.12% 2,717,641 View
Mega WELLS FARGO & COMPANY/MN $25,857,893 7.19% 2,144,104 View
Small XML Financial, LLC $19,188,026 5.34% 1,591,047 View
Micro Merrithew & Thorsten Inc $18,368,815 5.11% 1,523,119 View
Mega Invesco Ltd. $16,605,824 4.62% 1,376,934 View
Large Cetera Investment Advisers $13,916,600 3.87% 1,153,947 View
Mega ENVESTNET ASSET MANAGEMENT INC $10,093,182 2.81% 836,914 View
Mid OSAIC HOLDINGS, INC. $9,849,016 2.74% 816,668 View
Small Logan Stone Capital, LLC $9,465,580 2.63% 784,874 View
Mid Private Advisor Group, LLC $7,917,426 2.20% 656,503 View
Mid PFG Investments, LLC $7,565,539 2.10% 627,325 View
Large GUGGENHEIM CAPITAL LLC $7,417,189 2.06% 615,024 View
Mega ROYAL BANK OF CANADA $7,239,737 2.01% 600,310 View
Mid Equitable Holdings, Inc. $6,614,560 1.84% 548,471 View
Small Accel Wealth Management $6,083,015 1.69% 504,396 View
Large Cambridge Investment Research Advisors, Inc. $6,031,977 1.68% 500,164 View
Large COMMONWEALTH EQUITY SERVICES, LLC $5,534,623 1.54% 458,924 View
Large Kestra Advisory Services, LLC $4,937,038 1.37% 409,373 View
Mid Independent Advisor Alliance $4,484,003 1.25% 371,808 View
Small Evergreen Wealth Management, LLC $4,409,630 1.23% 365,641 View
Mid Dynamic Advisor Solutions LLC $4,218,419 1.17% 349,786 View
Large TRUIST FINANCIAL CORP $3,475,245 0.97% 288,163 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $3,453,453 0.96% 286,356 View
Small Noble Wealth Management PBC $3,154,968 0.88% 261,606 View
Small Thomas J. Herzfeld Advisors, Inc. $3,014,710 0.84% 249,976 View
Mega RAYMOND JAMES FINANCIAL INC $2,786,040 0.78% 231,015 View
Large Steward Partners Investment Advisory, LLC $2,687,474 0.75% 222,842 View
Mega JANE STREET GROUP, LLC $2,525,881 0.70% 209,443 View
Small Strategic Wealth Partners, Ltd. $2,388,615 0.66% 198,061 View
Mid PRINCIPAL SECURITIES, INC. $2,277,362 0.63% 188,836 View
Mega UBS Group AG $2,245,703 0.62% 186,211 View
Small Ascentis Independent Advisors $2,137,852 0.59% 177,268 View
Micro Beta Wealth Group, Inc. $2,131,255 0.59% 176,721 View
Micro Smith Asset Management Co., LLC $1,992,336 0.55% 165,202 View
Micro Elm3 Financial Group, LLC $1,929,961 0.54% 160,030 View
Micro AG Asset Advisory, LLC $1,837,919 0.51% 152,398 View
Micro Plotkin Financial Advisors, LLC $1,585,130 0.44% 131,437 View
Large Mariner, LLC $1,573,263 0.44% 130,453 View
Small Zullo Investment Group, Inc. $1,555,342 0.43% 128,967 View
Small Covenant Asset Management, LLC $1,520,536 0.42% 126,081 View
Small Vision Retirement, LLC $1,394,992 0.39% 115,671 View
Small Ausdal Financial Partners, Inc. $1,393,750 0.39% 115,568 View
Micro C2C Wealth Management, LLC $1,314,359 0.37% 108,985 View
Large CAPTRUST FINANCIAL ADVISORS $1,286,946 0.36% 106,712 View
Small Financial Engines Advisors L.L.C. $1,278,757 0.36% 106,033 View
Mid UMB Bank, n.a. $1,193,940 0.33% 99,000 View
Small NBT BANK N A /NY $1,186,704 0.33% 98,400 View
Mid INDEPENDENT FINANCIAL GROUP, LLC $1,124,522 0.31% 93,244 View
Micro Signature Equity Partners, LLC $1,111,582 0.31% 92,171 View
Mid CARY STREET PARTNERS FINANCIAL LLC $1,093,914 0.30% 90,706 View
Mid OPPENHEIMER & CO INC $1,046,144 0.29% 86,745 View
Small Samalin Investment Counsel, LLC $1,011,279 0.28% 83,854 View
Small ABSOLUTE INVESTMENT ADVISERS, LLC $996,626 0.28% 82,639 View
Mid Wealthspire Advisors, LLC $924,362 0.26% 76,647 View
Mid Shay Capital LLC $898,108 0.25% 74,470 View
Large Janney Montgomery Scott LLC $858,153 0.24% 71,157 View
Mid READYSTATE ASSET MANAGEMENT LP $849,385 0.24% 70,430 View
Large HighTower Advisors, LLC $833,394 0.23% 69,104 View
Small Cornerstone Wealth Management, LLC $821,430 0.23% 68,112 View
Small Triumph Capital Management $809,816 0.23% 67,149 View
Mid Sanctuary Advisors, LLC $794,778 0.22% 65,902 View
Small ORLEANS CAPITAL MANAGEMENT CORP/LA $781,849 0.22% 64,830 View
Micro Main Street Group, LTD $779,738 0.22% 64,655 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $749,384 0.21% 62,138 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $738,976 0.21% 61,275 View
Mid EXENCIAL WEALTH ADVISORS, LLC $735,865 0.20% 61,017 View
Large MML INVESTORS SERVICES, LLC $718,197 0.20% 59,552 View
Mid OneDigital Investment Advisors LLC $709,670 0.20% 58,845 View
Micro FELL CAPITAL MANAGEMENT /ADV $674,757 0.19% 55,950 View
Small Sovran Advisors, LLC $659,669 0.18% 54,699 View
Mid HARBOUR INVESTMENTS, INC. $657,077 0.18% 54,484 View
Micro Advisory Advocates, LLC $650,516 0.18% 53,940 View
Small MINDSET WEALTH MANAGEMENT, LLC $624,527 0.17% 51,785 View
Small GHE, LLC $620,487 0.17% 51,450 View
Mid HOLLENCREST CAPITAL MANAGEMENT $560,946 0.16% 46,513 View
Small WEALTH EFFECTS LLC $559,342 0.16% 46,380 View
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $543,061 0.15% 45,030 View
Micro Accelerate Investment Advisors LLC $536,091 0.15% 44,452 View
Small NWAM LLC $528,420 0.15% 43,816 View
Mid Sigma Planning Corp $516,360 0.14% 42,816 View
Large Rockefeller Capital Management L.P. $498,294 0.14% 41,318 View
Mid CHOREO, LLC $476,997 0.13% 39,552 View
Small NWF Advisory Services Inc. $475,103 0.13% 39,395 View
Mid Virtu Financial LLC $467,264 0.13% 38,745 View
Small PRIVATE TRUST CO NA $450,983 0.13% 37,395 View
Micro RMG Wealth Management LLC $437,874 0.12% 36,308 View
Small DELTA FINANCIAL ADVISORS LLC $414,562 0.12% 34,375 View
Mid IHT Wealth Management, LLC $405,831 0.11% 33,651 View
Small Avior Wealth Management, LLC $398,824 0.11% 33,070 View
Small Capital Analysts, LLC $397,413 0.11% 32,953 View
Mid World Investment Advisors $383,411 0.11% 31,792 View
Mid Stratos Wealth Partners, LTD. $375,548 0.10% 31,140 View
Large Lido Advisors, LLC $373,281 0.10% 30,952 View
Mid AE Wealth Management LLC $369,084 0.10% 30,604 View
Small Red Door Wealth Management, LLC $363,223 0.10% 30,118 View
Micro Collaborative Wealth Managment Inc. $359,725 0.10% 29,828 View
Large FIFTH THIRD BANCORP $359,568 0.10% 29,815 View
Micro Argyle Capital Partners, LLC $320,060 0.09% 26,539 View
Mid B. Riley Wealth Advisors, Inc. $319,975 0.09% 26,532 View
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