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 |
| Marex Group Ltd | 0.01% | Reduce -29.6% | 20,700 | $297K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -16.2% | 19,998 | $287K |
| Grey Ledge Advisors, LLC | 0.07% | Add +2.6% | 19,929 | $286K |
| TPG Advisors LLC | 0.22% | Add +8.2% | 19,873 | $286K |
| Comerica Bank | 0.00% | No change | 19,700 | $283K |
| SYM FINANCIAL Corp | 0.04% | Reduce -93.5% | 19,043 | $274K |
| Creative Planning | 0.00% | Reduce -7.5% | 18,716 | $269K |
| Gill Capital Partners, LLC | 0.10% | No change | 18,686 | $269K |
| Semus Wealth Partners LLC | 0.17% | Reduce -20.5% | 18,140 | $261K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 17,847 | $256K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 17,506 | $252K |
| Readystate Asset Management LP | 0.02% | New | 17,489 | $251K |
| CFO4Life Group, LLC | 0.04% | Add +54.4% | 17,458 | $251K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.0% | 17,055 | $245K |
| BlackRock, Inc. | 0.00% | New | 17,000 | $244K |
| Beam Wealth Advisors, Inc. | 0.08% | Add +2.5% | 16,983 | $244K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 16,745 | $241K |
| Wedbush Securities Inc. | 0.01% | Add +1.5% | 16,732 | $240K |
| StoneX Group Inc. | 0.01% | New | 16,636 | $239K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.6% | 16,567 | $238K |
| IFP Advisors, Inc | 0.01% | Reduce -1.4% | 16,272 | $234K |
| Disciplined Investments, LLC | 0.11% | No change | 15,000 | $216K |
| Captrust Financial Advisors | 0.00% | Reduce -15.5% | 14,643 | $210K |
| Accelerate Investment Advisors LLC | 0.18% | Add +5.8% | 14,516 | $209K |
| Harbour Investments, Inc. | 0.01% | No change | 14,200 | $204K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +11.1% | 14,058 | $202K |
| SFI Advisors, LLC | 0.14% | No change | 13,868 | $199K |
| Strategic Financial Concepts, LLC | 0.04% | New | 13,267 | $191K |
| Capital Analysts, LLC | 0.01% | Add +3.8% | 13,036 | $187K |
| Main Street Group, LTD | 0.08% | Add +68.4% | 12,877 | $185K |
| Institute for Wealth Management, LLC. | 0.02% | Add +16.2% | 12,870 | $185K |
| Private Trust Co. NA | 0.02% | Add +18.9% | 12,555 | $180K |
| Modern Wealth Management, LLC | 0.01% | Add +0.2% | 12,331 | $177K |
| TFG Advisers LLC | 0.06% | Add +0.9% | 12,186 | $175K |
| Instrumental Wealth, LLC | 0.17% | Add +1.3% | 11,836 | $174K |
| Cornerstone Advisory, LLC | 0.02% | No change | 11,000 | $162K |
| Alpha Cubed Investments, LLC | 0.01% | New | 10,594 | $152K |
| Beacon Financial Advisory LLC | 0.05% | Add +0.5% | 10,559 | $152K |
| Composition Wealth, LLC | 0.00% | New | 10,487 | $151K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +1.1% | 10,484 | $151K |
| IHT Wealth Management, LLC | 0.00% | New | 10,161 | $146K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 10,036 | $144K |
| MAI Capital Management | 0.00% | New | 9,272 | $133K |
| AlphaMark Advisors, LLC | 0.05% | Add +2.8% | 8,282 | $119K |
| Spire Wealth Management | 0.00% | Add +0.0% | 7,311 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.7% | 7,278 | $105K |
| Global Retirement Partners, LLC | 0.00% | Add +10.3% | 6,987 | $100K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 6,700 | $96K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 6,109 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.1% | 6,072 | $87K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -45.5% | 6,000 | $86K |
| Allworth Financial LP | 0.00% | Add +0.3% | 5,014 | $73K |
| Oarsman Capital, Inc. | 0.01% | Reduce -23.8% | 4,333 | $62K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,035 | $58K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,570 | $51K |
| Bank of New Hampshire | 0.01% | Add +79.3% | 3,425 | $49K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 3,427 | $49K |
| FNY Investment Advisers, LLC | 0.02% | No change | 3,200 | $45K |
| Continuum Advisory, LLC | 0.01% | Add +30.3% | 3,072 | $44K |
| Nova Wealth Management, Inc. | 0.04% | — | 3,025 | $43K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,700 | $39K |
| Versant Capital Management, Inc | 0.01% | No change | 2,500 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 2,200 | $32K |
| US Bancorp \de | 0.00% | No change | 1,933 | $28K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | New | 1,890 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,622 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 1,600 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 1,500 | $22K |
| SouthState Bank Corp | 0.00% | No change | 1,390 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,381 | $20K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,206 | $17K |
| Princeton Global Asset Management LLC | 0.00% | Add +2.4% | 1,175 | $17K |
| SWAN Capital LLC | 0.01% | New | 1,115 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 957 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 940 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 850 | $12K |
| Heritage Wealth Advisors | 0.00% | No change | 820 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 800 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 745 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 700 | $10K |
| Fortitude Family Office, LLC | 0.00% | New | 700 | $10K |
| Assetmark, Inc. | 0.00% | New | 634 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 602 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +2.1% | 591 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 500 | $7K |
| Trust Co. of Vermont | 0.00% | No change | 383 | $6K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 350 | $5K |
| Parvin Asset Management, LLC | 0.01% | — | 325 | $5K |
| Caitlin John, LLC | 0.00% | No change | 300 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +15.0% | 268 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +276.7% | 226 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 151 | $2K |
| Lanark Financial, Inc. | 0.02% | — | 11 | $169 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $29 |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.