PIMCO Corporate & Income OppPTY
13F holders, Q1 2025 (March 31)191holders −3
17new positions
15sold out
$14.45avg. 13F price*
At the end of Q1 2025, 191 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings, down 3 from Q4 2024. 17 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($36.3M), LPL Financial LLC ($35.4M) and Northwestern Mutual Wealth Management Co. ($25.2M).
- Company
- PIMCO Corporate & Income Opp
- CUSIP
- 72201B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.4M |
| Exits | 15 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,636,282 shares bought and 673,377 shares sold, net +1,962,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 2,511,951 | $36.3M |
| LPL Financial LLC | 0.01% | Add +9.6% | 2,450,532 | $35.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.8% | 1,739,460 | $25.2M |
| XML Financial, LLC | 2.01% | Add +2.4% | 1,491,197 | $21.6M |
| Cetera Investment Advisers | 0.04% | Add +58.1% | 1,439,621 | $20.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.7% | 1,082,365 | $15.7M |
| Raymond James Financial Inc. | 0.00% | Add +12.5% | 794,004 | $11.5M |
| Osaic Holdings, Inc. | 0.02% | Add +5.5% | 676,867 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 608,033 | $8.8M |
| PFG Investments, LLC | 0.55% | Reduce -3.4% | 589,725 | $8.5M |
| Bank of America Corp. | 0.00% | Add +2.3% | 578,604 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Add +4.4% | 491,975 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.3% | 454,333 | $6.6M |
| Axxcess Wealth Management, LLC | 0.18% | Add +1.1% | 449,754 | $6.5M |
| Accel Wealth Management | 2.22% | Add +7.3% | 425,251 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +24.0% | 323,736 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +141.8% | 319,427 | $4.6M |
| Evergreen Wealth Management, LLC | 2.75% | Add +6.0% | 318,128 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 272,394 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +3.5% | 234,824 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.2% | 192,736 | $2.8M |
| Ascentis Independent Advisors | 0.50% | Add +1.3% | 176,332 | $2.5M |
| Smith Asset Management Co., LLC | 2.28% | Add +1.9% | 167,163 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 164,320 | $2.4M |
| Principal Securities, Inc. | 0.05% | No change | 156,641 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +56.7% | 154,973 | $2.2M |
| Sovran Advisors, LLC | 0.29% | Add +181.1% | 168,243 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 151,374 | $2.2M |
| Zullo Investment Group, Inc. | 0.83% | Add +134.1% | 134,674 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -2.6% | 125,022 | $1.8M |
| Plotkin Financial Advisors, LLC | 1.09% | Add +2.9% | 122,615 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +0.1% | 117,678 | $1.7M |
| Covenant Asset Management, LLC | 0.40% | Add +7.8% | 110,312 | $1.6M |
| Orleans Capital Management Corp. | 0.87% | Add +0.1% | 102,455 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.5% | 101,045 | $1.5M |
| Elm3 Financial Group, LLC | 1.27% | Add +15.5% | 99,634 | $1.4M |
| Integrity Alliance, Llc. | 0.06% | New | 99,460 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +277.3% | 95,223 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 88,471 | $1.3M |
| NBT Bank, N.A. | 0.09% | New | 88,400 | $1.3M |
| Samalin Investment Counsel, LLC | 0.49% | Add +3.2% | 83,701 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +22.1% | 82,981 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.7% | 81,397 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -0.1% | 80,022 | $1.2M |
| Prosperity Wealth Management, Inc. | 0.52% | Add +5.8% | 76,207 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +51.9% | 75,214 | $1.1M |
| C2C Wealth Management, LLC | 0.98% | Add +3.0% | 72,200 | $1.0M |
| UBS Group AG | 0.00% | Add +3.9% | 71,774 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.9% | 70,575 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.5% | 69,520 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +242.5% | 68,499 | $990K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.7% | 66,727 | $965K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 63,530 | $919K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +45.0% | 63,513 | $918K |
| Triumph Capital Management | 0.27% | Add +30.7% | 55,531 | $803K |
| Cresta Advisors, Ltd. | 0.40% | Add +4.4% | 54,000 | $781K |
| HighTower Advisors, LLC | 0.00% | Add +23.0% | 52,257 | $756K |
| Sigma Planning Corp | 0.02% | Add +11.2% | 52,197 | $755K |
| Mindset Wealth Management, LLC | 0.29% | No change | 51,785 | $749K |
| Ghe, LLC | 0.34% | No change | 50,950 | $737K |
| MML Investors Services, LLC | 0.00% | Add +9.4% | 50,278 | $727K |
| Neuberger Berman Group LLC | 0.00% | No change | 50,210 | $726K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +40.3% | 49,164 | $711K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +22.7% | 45,846 | $668K |
| Madison Wealth Partners, Inc | 0.16% | Add +1.3% | 44,526 | $644K |
| NWF Advisory Services Inc. | 0.09% | Add +53.6% | 44,133 | $638K |
| Objective Capital Management, LLC | 0.81% | Add +2.1% | 44,014 | $636K |
| Mariner, LLC | 0.00% | Reduce -23.0% | 43,489 | $629K |
| Hollencrest Capital Management | 0.03% | Add +3.9% | 42,866 | $620K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.7% | 41,977 | $607K |
| Diversify Wealth Management, LLC | 0.04% | Add +59.3% | 43,955 | $601K |
| AlphaCore Capital LLC | 0.05% | New | 39,775 | $580K |
| Integrity Financial Corp | 0.33% | Add +16.2% | 39,507 | $576K |
| Ameriflex Group, Inc. | 0.23% | Reduce -4.5% | 38,286 | $554K |
| Nwam LLC | 0.05% | Reduce -2.8% | 37,505 | $542K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Add +1.3% | 36,711 | $531K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.9% | 33,947 | $491K |
| Avior Wealth Management, LLC | 0.02% | No change | 33,790 | $489K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.4% | 33,620 | $486K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -17.2% | 33,118 | $479K |
| Jane Street Group, LLC | 0.00% | New | 32,670 | $472K |
| Sunbelt Securities, Inc. | 0.04% | Add +23.2% | 32,267 | $467K |
| D.A. Davidson & Co. | 0.00% | Add +25.1% | 31,517 | $456K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +5.2% | 30,463 | $440K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +66.9% | 28,462 | $412K |
| Main Street Group, LTD | 0.18% | Add +120.2% | 28,354 | $410K |
| Argyle Capital Partners, LLC | 0.34% | Reduce -1.4% | 27,817 | $402K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.9% | 27,386 | $396K |
| Copperwynd Financial, LLC | 0.11% | Add +2.2% | 26,783 | $387K |
| Accelerate Investment Advisors LLC | 0.31% | Add +78.7% | 25,937 | $375K |
| Choreo, LLC | 0.01% | Reduce -18.2% | 25,575 | $373K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.8% | 25,717 | $372K |
| Rathbones Group PLC | 0.00% | No change | 24,000 | $347K |
| Avestar Capital, LLC | 0.03% | No change | 23,000 | $335K |
| Dodds Wealth, LLC | 0.11% | No change | 23,113 | $334K |
| Optimum Investment Advisors | 0.16% | No change | 22,900 | $331K |
| TPG Advisors LLC | 0.26% | Add +14.1% | 22,671 | $328K |
| Centaurus Financial, Inc. | 0.02% | Add +1.0% | 22,333 | $323K |
| Apexium Financial, LP | 0.02% | New | 22,052 | $320K |
| Iams Wealth Management, LLC | 0.15% | No change | 22,000 | $318K |
| Taylor & Morgan Wealth Management, LLC | 0.23% | Add +2.4% | 21,405 | $310K |
| Patron Partners, LLC | 0.17% | Add +0.4% | 21,254 | $307K |
| Comerica Bank | 0.00% | No change | 19,700 | $285K |
| Verus Capital Partners, LLC | 0.03% | Reduce -10.0% | 19,602 | $283K |
| Capital Analysts, LLC | 0.01% | Add +50.0% | 19,555 | $283K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -2.5% | 19,429 | $281K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 19,145 | $277K |
| Gill Capital Partners, LLC | 0.09% | No change | 18,686 | $270K |
| SYM FINANCIAL Corp | 0.03% | Reduce -4.1% | 18,269 | $264K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 17,847 | $258K |
| Wedbush Securities Inc. | 0.01% | Add +6.0% | 17,735 | $256K |
| CFO4Life Group, LLC | 0.04% | No change | 17,458 | $252K |
| Creative Planning | 0.00% | Reduce -8.0% | 17,211 | $249K |
| AE Wealth Management LLC | 0.00% | Reduce -1.9% | 17,164 | $248K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 16,745 | $242K |
| StoneX Group Inc. | 0.01% | Add +0.3% | 16,693 | $242K |
| Beam Wealth Advisors, Inc. | 0.08% | Reduce -2.9% | 16,487 | $238K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.4% | 16,331 | $236K |
| Composition Wealth, LLC | 0.00% | Add +47.7% | 15,487 | $224K |
| Two Sigma Securities, LLC | 0.03% | New | 15,066 | $218K |
| Disciplined Investments, LLC | 0.10% | No change | 15,000 | $217K |
| Semus Wealth Partners LLC | 0.15% | Reduce -18.4% | 14,803 | $214K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,468 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Add +135.0% | 14,271 | $206K |
| Harbour Investments, Inc. | 0.01% | No change | 14,200 | $205K |
| Private Trust Co. NA | 0.02% | Add +12.3% | 14,095 | $204K |
| SFI Advisors, LLC | 0.15% | No change | 13,868 | $201K |
| Institute for Wealth Management, LLC. | 0.03% | Add +6.7% | 13,730 | $199K |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 13,624 | $197K |
| BlackRock, Inc. | 0.00% | Reduce -20.1% | 13,575 | $196K |
| Alpha Cubed Investments, LLC | 0.01% | Add +27.4% | 13,492 | $195K |
| Modern Wealth Management, LLC | 0.01% | Add +5.8% | 13,042 | $189K |
| TFG Advisers LLC | 0.06% | Add +0.9% | 12,298 | $178K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.1% | 11,546 | $167K |
| Beacon Financial Advisory LLC | 0.05% | Add +6.0% | 11,187 | $162K |
| Instrumental Wealth, LLC | 0.15% | No change | 11,836 | $161K |
| Lanark Financial, Inc. | 0.01% | — | 11,096 | $160K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,966 | $159K |
| Independent Advisor Alliance | 0.01% | Reduce -96.4% | 10,608 | $153K |
| Insigneo Advisory Services, LLC | 0.02% | Add +3.9% | 10,426 | $151K |
| Stephens Inc. | 0.00% | New | 10,200 | $147K |
| IHT Wealth Management, LLC | 0.00% | Add +0.2% | 10,181 | $147K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | New | 10,126 | $146K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -9.1% | 10,000 | $138K |
| Spire Wealth Management | 0.00% | Add +2.6% | 7,501 | $108K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 6,700 | $97K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 6,109 | $88K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,000 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +117.6% | 5,876 | $85K |
| Cape Investment Advisory, Inc. | 0.03% | New | 5,415 | $78K |
| Allworth Financial LP | 0.00% | No change | 5,014 | $67K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,035 | $58K |
| CoreCap Advisors, LLC | 0.00% | Add +10.6% | 3,950 | $57K |
| Bank of New Hampshire | 0.01% | No change | 3,425 | $50K |
| MAI Capital Management | 0.00% | Reduce -64.4% | 3,300 | $48K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 3,246 | $47K |
| FNY Investment Advisers, LLC | 0.03% | No change | 3,200 | $46K |
| Continuum Advisory, LLC | 0.01% | No change | 3,072 | $44K |
| Nova Wealth Management, Inc. | 0.04% | No change | 3,025 | $44K |
| Assetmark, Inc. | 0.00% | Add +360.4% | 2,919 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | Add +92.5% | 3,123 | $40K |
| Rothschild Investment LLC | 0.00% | New | 2,694 | $39K |
| Versant Capital Management, Inc | 0.01% | No change | 2,500 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -86.2% | 2,247 | $32K |
| Webster Bank, N. A. | 0.00% | No change | 2,200 | $32K |
| Signaturefd, LLC | 0.00% | New | 2,000 | $29K |
| Kiker Wealth Management, LLC | 0.02% | New | 1,965 | $28K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +2.5% | 1,937 | $28K |
| Heritage Wealth Advisors | 0.00% | Add +97.6% | 1,620 | $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 |
| Princeton Global Asset Management LLC | 0.00% | Add +2.5% | 1,204 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,206 | $17K |
| SWAN Capital LLC | 0.01% | No change | 1,115 | $16K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -86.5% | 980 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 850 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 800 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 745 | $11K |
| US Bancorp \de | 0.00% | Reduce -63.0% | 715 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 700 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 700 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 602 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +2.4% | 605 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 500 | $7K |
| Garde Capital, Inc. | 0.00% | New | 400 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 383 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 268 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 226 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 151 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.9% | 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.