PIMCO Corporate & Income OppPTY
13F holders, Q1 2024 (March 31)157holders
1famous investor
$14.87avg. 13F price*
At the end of Q1 2024, 157 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings. The largest holders were Morgan Stanley ($29.2M), LPL Financial LLC ($27.2M) and XML Financial, LLC ($17.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Corporate & Income Opp
- CUSIP
- 72201B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $13.7M |
| Exits | 22 | $2.7M |
Ownership 157 holders
| Morgan Stanley | 0.00% | Add +5.4% | 1,966,634 | $29.2M |
| LPL Financial LLC | 0.01% | Add +7.1% | 1,829,032 | $27.2M |
| XML Financial, LLC | 1.80% | Add +7.3% | 1,183,918 | $17.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.8% | 978,650 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +162.9% | 798,564 | $11.9M |
| Penserra Capital Management LLC | 0.14% | Reduce -18.5% | 728,097 | $10.8M |
| PFG Investments, LLC | 0.64% | New | 713,512 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +18.7% | 704,031 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.5% | 564,128 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.5% | 466,159 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +18.8% | 436,881 | $6.5M |
| Concourse Financial Group Securities, Inc. | 0.38% | Add +4.4% | 391,396 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +0.8% | 328,838 | $4.9M |
| SYM FINANCIAL Corp | 0.72% | Reduce -0.8% | 291,872 | $4.3M |
| Accel Wealth Management | 1.84% | Add +14.1% | 291,511 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.1% | 291,074 | $4.3M |
| Evergreen Wealth Management, LLC | 2.63% | No change | 261,606 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 257,680 | $3.8M |
| Bank of America Corp. | 0.00% | Add +1.6% | 223,029 | $3.3M |
| Strategic Wealth Partners, Ltd. | 0.35% | Add +11.4% | 216,353 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.6% | 198,285 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.6% | 194,680 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 132,875 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 127,443 | $1.9M |
| Principal Securities, Inc. | 0.06% | Add +5.4% | 122,587 | $1.8M |
| Plotkin Financial Advisors, LLC | 1.15% | Reduce -0.7% | 116,776 | $1.7M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -42.6% | 106,804 | $1.6M |
| M&T Bank Corp | 0.01% | Add +8.3% | 103,480 | $1.5M |
| Raymond James & Associates | 0.00% | Add +12.8% | 97,914 | $1.5M |
| Avestar Capital, LLC | 0.16% | Add +66.3% | 95,300 | $1.4M |
| Parallel Advisors, LLC | 0.04% | No change | 93,459 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -4.2% | 81,904 | $1.2M |
| Covenant Asset Management, LLC | 0.29% | Add +37.5% | 81,532 | $1.2M |
| UBS Group AG | 0.00% | Reduce -4.9% | 76,642 | $1.1M |
| C2C Wealth Management, LLC | 1.09% | Reduce -3.7% | 73,925 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Reduce -11.6% | 70,742 | $1.1M |
| Samalin Investment Counsel, LLC | 0.49% | Add +6.5% | 69,575 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -2.9% | 67,186 | $999K |
| MML Investors Services, LLC | 0.00% | Reduce -41.4% | 67,169 | $999K |
| Avior Wealth Management, LLC | 0.04% | Reduce -76.4% | 62,500 | $929K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +92.3% | 60,611 | $901K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 57,385 | $853K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.8% | 53,641 | $804K |
| Neuberger Berman Group LLC | 0.00% | No change | 50,210 | $747K |
| Disciplined Investments, LLC | 0.41% | New | 50,000 | $744K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 48,061 | $715K |
| Hollencrest Capital Management | 0.03% | Add +26.3% | 47,987 | $714K |
| NewEdge Advisors, LLC | 0.01% | Reduce -21.1% | 47,803 | $711K |
| Northern Trust Corp. | 0.00% | New | 44,811 | $666K |
| Sigma Planning Corp | 0.02% | Add +191.0% | 41,994 | $624K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.4% | 41,855 | $622K |
| Independent Wealth Network Inc. | 0.27% | Add +19.1% | 38,556 | $573K |
| HighTower Advisors, LLC | 0.00% | Add +14.6% | 38,505 | $572K |
| Western Wealth Management, LLC | 0.04% | Reduce -7.4% | 38,353 | $570K |
| D.A. Davidson & Co. | 0.01% | Add +4.3% | 38,276 | $569K |
| NWF Advisory Services Inc. | 0.09% | Add +6.6% | 37,826 | $562K |
| Madison Wealth Partners, Inc | 0.20% | Add +0.4% | 37,628 | $560K |
| Nwam LLC | 0.04% | Reduce -9.2% | 38,222 | $547K |
| Raymond James Trust N.A. | 0.01% | No change | 35,645 | $530K |
| All Season Financial Advisors, Inc. | 0.44% | Add +6.5% | 35,535 | $528K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.7% | 34,048 | $506K |
| Semus Wealth Partners LLC | 0.41% | Reduce -8.7% | 32,812 | $488K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +13.9% | 31,772 | $472K |
| Verus Capital Partners, LLC | 0.05% | Reduce -6.5% | 30,477 | $453K |
| Dodds Wealth, LLC | 0.18% | No change | 29,761 | $443K |
| XTX Topco Ltd | 0.06% | New | 29,293 | $436K |
| Choreo, LLC | 0.01% | Reduce -24.5% | 27,677 | $412K |
| Prosperity Wealth Management, Inc. | 0.19% | Add +52.9% | 26,923 | $400K |
| Integrity Financial Corp | 0.27% | No change | 26,019 | $387K |
| Ghe, LLC | 0.17% | No change | 25,350 | $377K |
| Copperwynd Financial, LLC | 0.13% | Add +60.7% | 24,503 | $364K |
| Spire Wealth Management | 0.01% | Add +41.6% | 23,537 | $350K |
| Optimum Investment Advisors | 0.16% | Add +1.3% | 22,900 | $341K |
| Centaurus Financial, Inc. | 0.02% | Add +1.0% | 22,145 | $329K |
| Comerica Bank | 0.00% | Add +0.3% | 21,953 | $326K |
| Grey Ledge Advisors, LLC | 0.09% | Add +2.7% | 20,698 | $308K |
| Mariner, LLC | 0.00% | Add +13.8% | 19,465 | $289K |
| IFP Advisors, Inc | 0.01% | Add +33.0% | 19,339 | $288K |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 19,163 | $285K |
| OneDigital Investment Advisors LLC | 0.00% | New | 18,855 | $280K |
| Equitable Holdings, Inc. | 0.00% | New | 18,446 | $274K |
| Creative Planning | 0.00% | Reduce -1.6% | 18,426 | $274K |
| Strategic Financial Concepts, LLC | 0.07% | Add +35.6% | 18,267 | $272K |
| Gill Capital Partners, LLC | 0.11% | No change | 18,686 | $267K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 17,847 | $265K |
| Patron Partners, LLC | 0.16% | New | 17,639 | $262K |
| Beam Wealth Advisors, Inc. | 0.15% | Add +2.6% | 16,857 | $251K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 16,719 | $249K |
| SpiderRock Advisors, LLC | 0.01% | — | 17,000 | $247K |
| Captrust Financial Advisors | 0.00% | Reduce -11.8% | 16,576 | $246K |
| AE Wealth Management LLC | 0.00% | Reduce -10.3% | 16,267 | $242K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.6% | 16,243 | $242K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.3% | 15,951 | $237K |
| Harbour Investments, Inc. | 0.01% | No change | 14,200 | $211K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 14,030 | $209K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14,000 | $208K |
| Rathbones Group PLC | 0.00% | No change | 14,000 | $208K |
| SFI Advisors, LLC | 0.16% | Reduce -11.2% | 13,868 | $206K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -10.3% | 13,676 | $203K |
| HB Wealth Management, LLC | 0.00% | No change | 13,290 | $198K |
| Lincoln National Corp. | 0.00% | Add +2.2% | 13,074 | $194K |
| Lanark Financial, Inc. | 0.02% | No change | 13,107 | $194K |
| Main Street Group, LTD | 0.09% | Add +35.8% | 12,744 | $190K |
| Oarsman Capital, Inc. | 0.05% | Reduce -4.5% | 12,717 | $189K |
| TFG Advisers LLC | 0.07% | Reduce -1.1% | 12,609 | $187K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -81.4% | 12,000 | $178K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.4% | 11,908 | $177K |
| Wedbush Securities Inc. | 0.01% | Add +4.6% | 11,775 | $175K |
| Cresta Advisors, Ltd. | 0.11% | Reduce -77.4% | 11,705 | $174K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -47.7% | 11,601 | $173K |
| CFO4Life Group, LLC | 0.03% | No change | 11,305 | $168K |
| Instrumental Wealth, LLC | 0.07% | Reduce -2.2% | 11,728 | $168K |
| Southland Equity Partners LLC | 0.05% | No change | 11,221 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 11,218 | $167K |
| Millennium Management | 0.00% | Reduce -36.3% | 10,806 | $161K |
| Private Trust Co. NA | 0.02% | Add +31.8% | 10,555 | $157K |
| Belpointe Asset Management LLC | 0.01% | No change | 10,000 | $149K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.3% | 9,647 | $143K |
| AlphaMark Advisors, LLC | 0.05% | Add +19.4% | 9,440 | $140K |
| US Bancorp \de | 0.00% | Reduce -8.8% | 7,833 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 6,109 | $91K |
| Bank of New Hampshire | 0.02% | No change | 5,860 | $87K |
| CoreCap Advisors, LLC | 0.00% | New | 5,070 | $75K |
| Allworth Financial LP | 0.00% | No change | 5,000 | $74K |
| Global Retirement Partners, LLC | 0.00% | Add +59.3% | 4,057 | $60K |
| Cwm, LLC | 0.00% | Add +1.1% | 3,577 | $53K |
| FNY Investment Advisers, LLC | 0.03% | No change | 3,200 | $47K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 2,847 | $42K |
| Tucker Asset Management LLC | 0.01% | New | 2,797 | $42K |
| Versant Capital Management, Inc | 0.01% | No change | 2,500 | $37K |
| Continuum Advisory, LLC | 0.01% | New | 2,358 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 2,200 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,200 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | New | 2,026 | $30K |
| Northwest Capital Management Inc | 0.01% | No change | 2,000 | $30K |
| M&R Capital Management Inc. | 0.01% | Reduce -10.0% | 1,800 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,622 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 1,600 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,436 | $21K |
| SouthState Bank Corp | 0.00% | No change | 1,390 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $18K |
| Princeton Global Asset Management LLC | 0.00% | Add +2.5% | 1,092 | $16K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -58.2% | 1,050 | $16K |
| Raleigh Capital Management Inc. | 0.01% | No change | 940 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 850 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 850 | $13K |
| Heritage Wealth Advisors | 0.00% | No change | 820 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 745 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 700 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 700 | $10K |
| Coston, McIsaac & Partners | 0.00% | Add +28.5% | 428 | $6K |
| Trust Co. of Vermont | 0.00% | New | 383 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 232 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 151 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 142 | $2K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 72 | $1K |
| FMR LLC | 0.00% | Reduce -50.0% | 2 | $30 |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.