PIMCO Corporate & Income Opportunity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 2.72 M | $32.76 M | 0.21% | 1.36% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.65 M | $31.84 M | -3.46% | 1.33% |
| MORGAN STANLEY | 08/13/2026 | 2.60 M | $31.22 M | 0.61% | 1.30% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.45 M | $29.53 M | 14.49% | 1.23% |
| XML FINANCIAL, LLC | 07/24/2026 | 1.75 M | $21.11 M | 10.28% | 0.88% |
| MERRITHEW & THORSTEN INC | 07/31/2026 | 1.49 M | $17.96 M | -1.99% | 0.75% |
| INVESCO LTD. | 08/14/2026 | 1.49 M | $17.87 M | 7.87% | 0.74% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.30 M | $15.67 M | 12.87% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 949.38 K | $11.42 M | 13.44% | 0.48% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 931.89 K | $11.21 M | 14.03% | 0.47% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 794.12 K | $9.55 M | 29.12% | 0.40% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 675.43 K | $8.13 M | -13.94% | 0.34% |
| ROYAL BANK OF CANADA | 08/14/2026 | 638.18 K | $7.68 M | 6.31% | 0.32% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 624.69 K | $7.52 M | 100.00% | 0.31% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 553.11 K | $6.65 M | 0.85% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 531.45 K | $6.39 M | 6.26% | 0.27% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 504.39 K | $6.07 M | -19.60% | 0.25% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 477.87 K | $5.75 M | -27.21% | 0.24% |
| ACCEL WEALTH MANAGEMENT | 07/10/2026 | 448.73 K | $5.40 M | -11.04% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 441.51 K | $5.31 M | -3.80% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 413.46 K | $4.97 M | 1.00% | 0.21% |
| EVERGREEN WEALTH MANAGEMENT, LLC | 07/31/2026 | 388.87 K | $4.68 M | 6.35% | 0.19% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 382.35 K | $4.60 M | 9.31% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 336.24 K | $4.04 M | 7.77% | 0.17% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 333.05 K | $4.01 M | 27.31% | 0.17% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 309.62 K | $3.72 M | 7.45% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 278.44 K | $3.35 M | 24.95% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 260.45 K | $3.13 M | 12.74% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 257.09 K | $3.11 M | 313.74% | 0.13% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 252.53 K | $3.04 M | 1.02% | 0.13% |
| ICON ADVISERS INC/CO | 08/13/2026 | 247.83 K | $2.98 M | 100.00% | 0.12% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 242.43 K | $2.92 M | -15.34% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 193.28 K | $2.33 M | 2.35% | 0.10% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 185.86 K | $2.24 M | -6.16% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 183.37 K | $2.21 M | 23.24% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 176.46 K | $2.12 M | 0.67% | 0.09% |
| BETA WEALTH GROUP, INC. | 07/24/2026 | 174.78 K | $2.10 M | -1.10% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 167.51 K | $2.02 M | 1.39% | 0.08% |
| AG ASSET ADVISORY, LLC | 08/03/2026 | 164.64 K | $1.98 M | 8.03% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 157.10 K | $1.89 M | -15.63% | 0.08% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 143.70 K | $1.73 M | 100.00% | 0.07% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 140.96 K | $1.70 M | -11.91% | 0.07% |
| WALSER WEALTH MANAGEMENT COMPANY, A LTD LIABILITY CO | 07/24/2026 | 138.82 K | $1.67 M | 100.00% | 0.07% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 08/14/2026 | 127.71 K | $1.54 M | -2.83% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 127.52 K | $1.53 M | 84.53% | 0.06% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 125.27 K | $1.51 M | 8.40% | 0.06% |
| ZULLO INVESTMENT GROUP, INC. | 07/31/2026 | 119.17 K | $1.43 M | -7.60% | 0.06% |
| COVENANT ASSET MANAGEMENT, LLC | 07/20/2026 | 118.28 K | $1.42 M | -6.19% | 0.06% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 116.06 K | $1.40 M | 40.45% | 0.06% |
| VISION RETIREMENT, LLC | 07/21/2026 | 114.09 K | $1.37 M | -1.37% | 0.06% |
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PIMCO Corporate & Income Opportunity Fund institutional Ownership - FAQ's
During the previous two years, 334 institutional investors and hedge funds held shares of PIMCO Corporate & Income Opportunity Fund. The most heavily invested institutionals were:
XML Financial, LLC: 1.8 M
AXXCESS WEALTH MANAGEMENT, LLC: 670,821
Cambridge Investment Research Advisors, Inc.: 548,409
Accel Wealth Management: 464,191
TRUIST FINANCIAL CORP: 456,739
Kestra Advisory Services, LLC: 456,344
17.52% of PIMCO Corporate & Income Opportunity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 40.33 M shares in the last 24 months. This purchase volume represents approximately $494.46 M in transactions.