PIMCO Corporate & Income OppPTY
13F holders, Q4 2024 (December 31)194holders +13
23new positions
15sold out
1famous investor
$14.38avg. 13F price*
At the end of Q4 2024, 194 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings, up 13 from Q3 2024. 23 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($36.5M), LPL Financial LLC ($32.1M) and Northwestern Mutual Wealth Management Co. ($22.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Corporate & Income Opp
- CUSIP
- 72201B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $5.6M |
| Exits | 15 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,178,139 shares bought and 846,474 shares sold, net +1,331,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Morgan Stanley | 0.00% | Add +12.1% | 2,536,851 | $36.5M |
| LPL Financial LLC | 0.01% | Add +10.5% | 2,235,344 | $32.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +35.4% | 1,569,486 | $22.6M |
| XML Financial, LLC | 1.92% | Add +3.8% | 1,455,963 | $20.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.5% | 986,916 | $14.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.4% | 910,415 | $13.1M |
| Raymond James Financial Inc. | 0.00% | — | 705,963 | $10.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.0% | 641,296 | $9.2M |
| PFG Investments, LLC | 0.55% | Reduce -1.2% | 610,423 | $8.8M |
| Bank of America Corp. | 0.00% | Add +6.9% | 565,486 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 545,915 | $7.8M |
| Concourse Financial Group Securities, Inc. | 0.42% | Add +21.1% | 506,538 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Add +14.8% | 471,110 | $6.8M |
| Axxcess Wealth Management, LLC | 0.16% | Add +4.3% | 444,750 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 435,534 | $6.3M |
| Accel Wealth Management | 2.16% | Add +8.1% | 396,452 | $5.7M |
| Evergreen Wealth Management, LLC | 2.55% | Add +3.0% | 299,976 | $4.3M |
| Independent Advisor Alliance | 0.06% | Add +2712.2% | 298,314 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 270,138 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +6.7% | 261,135 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +8.2% | 226,862 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.7% | 221,936 | $3.2M |
| Strategic Wealth Partners, Ltd. | 0.25% | Reduce -7.1% | 206,365 | $3.0M |
| Ascentis Independent Advisors | 0.48% | Reduce -0.2% | 174,051 | $2.5M |
| Smith Asset Management Co., LLC | 2.30% | — | 163,988 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +20.7% | 159,469 | $2.3M |
| Principal Securities, Inc. | 0.05% | Add +4.3% | 156,641 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 151,374 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -54.9% | 132,122 | $1.9M |
| M&T Bank Corp | 0.01% | Add +1.7% | 128,419 | $1.8M |
| Plotkin Financial Advisors, LLC | 1.02% | Add +0.4% | 119,191 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +5.3% | 117,619 | $1.7M |
| Orleans Capital Management Corp. | 0.85% | Add +1.9% | 102,305 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +2.1% | 102,569 | $1.5M |
| Covenant Asset Management, LLC | 0.33% | Add +1.6% | 102,368 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +19.9% | 98,888 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.2% | 86,307 | $1.2M |
| Elm3 Financial Group, LLC | 1.06% | — | 86,253 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 83,682 | $1.2M |
| Samalin Investment Counsel, LLC | 0.50% | Add +3.7% | 81,140 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -8.5% | 80,065 | $1.2M |
| Prosperity Wealth Management, Inc. | 0.43% | Reduce -4.3% | 72,004 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +29.0% | 69,967 | $1.0M |
| C2C Wealth Management, LLC | 0.93% | Add +1.4% | 70,100 | $1.0M |
| UBS Group AG | 0.00% | Reduce -5.7% | 69,091 | $993K |
| Oppenheimer & Co. Inc. | 0.01% | Add +42.1% | 67,951 | $976K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.4% | 66,520 | $956K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.2% | 66,280 | $952K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 64,972 | $934K |
| Sovran Advisors, LLC | 0.12% | — | 59,862 | $858K |
| Susquehanna International Group, LLP | 0.00% | New | 58,140 | $835K |
| Zullo Investment Group, Inc. | 0.33% | Add +141.4% | 57,519 | $827K |
| Mariner, LLC | 0.00% | Add +7.5% | 56,493 | $812K |
| Mindset Wealth Management, LLC | 0.27% | No change | 51,785 | $744K |
| Cresta Advisors, Ltd. | 0.39% | No change | 51,705 | $744K |
| Ghe, LLC | 0.29% | Add +51.4% | 50,950 | $732K |
| Neuberger Berman Group LLC | 0.00% | No change | 50,210 | $722K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.2% | 49,509 | $711K |
| Sigma Planning Corp | 0.02% | Add +1.4% | 46,929 | $674K |
| Rockefeller Capital Management L.P. | 0.00% | Add +34.9% | 46,415 | $667K |
| MML Investors Services, LLC | 0.00% | Add +10.6% | 45,939 | $660K |
| Madison Wealth Partners, Inc | 0.18% | Add +3.9% | 43,978 | $632K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +45.3% | 43,810 | $630K |
| Objective Capital Management, LLC | 0.41% | New | 43,100 | $619K |
| Triumph Capital Management | 0.21% | Reduce -8.2% | 42,500 | $611K |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 42,494 | $611K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.4% | 41,277 | $593K |
| Hollencrest Capital Management | 0.02% | Reduce -14.7% | 41,247 | $593K |
| Ameriflex Group, Inc. | 0.27% | — | 40,086 | $591K |
| Red Door Wealth Management, LLC | 0.09% | New | 40,000 | $575K |
| Nwam LLC | 0.03% | Add +0.2% | 38,588 | $555K |
| GWN Securities Inc. | 0.15% | — | 37,638 | $549K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.3% | 37,365 | $537K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | Add +81.7% | 36,242 | $521K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +11.2% | 35,033 | $503K |
| Citadel Advisors | 0.00% | New | 34,640 | $498K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.0% | 34,459 | $495K |
| Integrity Financial Corp | 0.28% | Add +8.8% | 33,996 | $489K |
| Avior Wealth Management, LLC | 0.02% | Reduce -10.6% | 33,790 | $486K |
| Choreo, LLC | 0.01% | Reduce -6.8% | 31,275 | $449K |
| NWF Advisory Services Inc. | 0.06% | Reduce -26.7% | 28,728 | $416K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -3.3% | 28,963 | $416K |
| Belpointe Asset Management LLC | 0.03% | Add +7.8% | 29,117 | $416K |
| Argyle Capital Partners, LLC | 0.35% | — | 28,220 | $406K |
| Diversify Wealth Management, LLC | 0.03% | New | 27,599 | $397K |
| Copperwynd Financial, LLC | 0.10% | Add +2.2% | 26,195 | $376K |
| Sunbelt Securities, Inc. | 0.03% | Add +2.1% | 26,189 | $375K |
| Wealthspire Advisors, LLC | 0.00% | New | 25,235 | $363K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -48.7% | 25,025 | $363K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 25,204 | $362K |
| Rathbones Group PLC | 0.00% | No change | 24,000 | $345K |
| Dodds Wealth, LLC | 0.11% | No change | 23,113 | $336K |
| Avestar Capital, LLC | 0.03% | No change | 23,000 | $331K |
| Optimum Investment Advisors | 0.15% | No change | 22,900 | $329K |
| NorthRock Partners, LLC | 0.01% | New | 22,790 | $327K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.1% | 22,108 | $318K |
| Iams Wealth Management, LLC | 0.14% | No change | 22,000 | $316K |
| Verus Capital Partners, LLC | 0.03% | Add +0.8% | 21,784 | $313K |
| Patron Partners, LLC | 0.17% | Reduce -0.4% | 21,177 | $304K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | New | 20,911 | $300K |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.