PIMCO Corporate & Income Opportunity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 2.74 M | $33.07 M | 3.21% | 1.55% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 2.72 M | $32.77 M | 5.00% | 1.53% |
| MORGAN STANLEY | 05/15/2026 | 2.58 M | $31.11 M | 2.51% | 1.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.14 M | $25.86 M | 241.83% | 1.21% |
| XML FINANCIAL, LLC | 04/16/2026 | 1.59 M | $19.19 M | -0.35% | 0.90% |
| 05/01/2026 | 1.52 M | $18.37 M | -0.32% | 0.86% | |
| INVESCO LTD. | 05/12/2026 | 1.38 M | $16.61 M | 3.94% | 0.78% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.15 M | $13.92 M | 2.99% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 836.91 K | $10.09 M | 7.13% | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 817.24 K | $9.86 M | 0.09% | 0.46% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 784.87 K | $9.47 M | -17.30% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 656.50 K | $7.92 M | -16.46% | 0.37% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 627.33 K | $7.57 M | -0.56% | 0.35% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 615.02 K | $7.42 M | 49.75% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 600.31 K | $7.24 M | 2.78% | 0.34% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 548.47 K | $7.08 M | 22.18% | 0.31% |
| ACCEL WEALTH MANAGEMENT | 04/08/2026 | 504.40 K | $6.08 M | 0.36% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 500.16 K | $6.03 M | 0.31% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 458.92 K | $5.53 M | -7.49% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 409.37 K | $4.94 M | 1.43% | 0.23% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 371.81 K | $4.48 M | 2,531.52% | 0.21% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 368.36 K | $4.44 M | 109.48% | 0.21% |
| EVERGREEN WEALTH MANAGEMENT, LLC | 05/04/2026 | 365.64 K | $4.41 M | 3.81% | 0.21% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 349.79 K | $4.22 M | 25.51% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 312.00 K | $3.76 M | -11.26% | 0.18% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 288.16 K | $3.48 M | -35.84% | 0.16% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 286.36 K | $3.45 M | -76.95% | 0.16% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 261.61 K | $3.15 M | 16.86% | 0.15% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 249.98 K | $3.01 M | 347.84% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 231.02 K | $2.79 M | -60.46% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 222.84 K | $2.69 M | 18.15% | 0.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 209.44 K | $2.53 M | -39.87% | 0.12% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 198.06 K | $2.39 M | 0.06% | 0.11% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 188.84 K | $2.28 M | 5.06% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 186.21 K | $2.25 M | -5.02% | 0.11% |
| BETA WEALTH GROUP, INC. | 05/07/2026 | 176.72 K | $2.13 M | 100.00% | 0.10% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 175.28 K | $2.11 M | 3.68% | 0.10% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 165.20 K | $1.99 M | 1.74% | 0.09% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 160.03 K | $1.93 M | -3.84% | 0.09% |
| AG ASSET ADVISORY, LLC | 04/29/2026 | 152.40 K | $1.84 M | 627.23% | 0.09% |
| XTX TOPCO LTD | 05/15/2026 | 148.79 K | $1.79 M | 10.93% | 0.08% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 05/11/2026 | 131.44 K | $1.59 M | 3.41% | 0.07% |
| MARINER, LLC | 05/13/2026 | 130.45 K | $1.57 M | 34.20% | 0.07% |
| ZULLO INVESTMENT GROUP, INC. | 04/15/2026 | 128.97 K | $1.56 M | -7.90% | 0.07% |
| COVENANT ASSET MANAGEMENT, LLC | 04/14/2026 | 126.08 K | $1.52 M | 2.78% | 0.07% |
| 05/07/2026 | 115.67 K | $1.39 M | 3.69% | 0.07% | |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 115.57 K | $1.40 M | 29.52% | 0.07% |
| C2C WEALTH MANAGEMENT, LLC | 04/20/2026 | 108.99 K | $1.31 M | 15.08% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 106.71 K | $1.29 M | 33.62% | 0.06% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 05/14/2026 | 106.03 K | $1.28 M | 8.85% | 0.06% |
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PIMCO Corporate & Income Opportunity Fund institutional Ownership - FAQ's
During the previous two years, 310 institutional investors and hedge funds held shares of PIMCO Corporate & Income Opportunity Fund. The most heavily invested institutionals were:
LPL Financial LLC: 2.74 M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 2.72 M
MORGAN STANLEY: 2.58 M
WELLS FARGO & COMPANY/MN: 2.14 M
XML Financial, LLC: 1.59 M
Invesco Ltd.: 1.38 M
18.93% of PIMCO Corporate & Income Opportunity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 36.39 M shares in the last 24 months. This purchase volume represents approximately $446.16 M in transactions.