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Get Institutions for : 
Pimco Corporate Opportunity Fund (PTY)  
$14.09 0.00 (0.00%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    2
Total shares held : 
 15,743,056  
% of shares held : 
 20.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -747,156  
% of shares held change : 
   -0.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.60  
Last Quarter's Ending Price : 
 $13.24  
Last Quarter's Average Price : 
 $13.14  
Change from last quarter's     
avg. price to the last closing  : 
0.95 (7.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 466,113
 2.96%
 
Increased Positions :
53
 1,432,382
 9.1%
 
Unchanged Positions :
45
 566,741
 3.6%
 
Decreased Positions :
47
-641,587
-4.08%
 
Closed Positions :
13
-2,004,064
-12.73%
 
Guru Positions :
1
16,710
 0.11%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 798 - 2024-03-31 1,829,032 $27,198,000 120,747
   MORGAN STANLEY 2459 - 2023-12-31 1,866,460 $24,712,000 128,317
   XML Financial LLC 13 - 2023-12-31 1,103,619 $14,612,000 141,434
   COMMONWEALTH EQUITY SERVICES LLC. 622 - 2024-03-31 978,650 $14,553,000 62,277
   Penserra Capital Management LLC 67 - 2023-12-31 893,271 $11,826,000 61,830
   PFG Investments LLC 20 - 2024-03-31 713,512 $10,610,000 713,512
   Advisor Group Holdings Inc. 664 - 2024-03-31 704,031 $10,470,000 110,724
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 453 - 2023-12-31 545,200 $7,218,000 196,881
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 962 - 2024-03-31 466,159 $6,932,000 6,704
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 617 - 2024-03-31 436,881 $6,496,000 69,115
   PROEQUITIES INC. 57 - 2024-03-31 391,396 $5,866,000 16,475
   FINANCIAL NETWORK 566 - 2023-12-31 385,532 $5,104,000 42,699
   Private Advisor Group LLC 466 - 2024-03-31 328,838 $4,890,000 2,446
   SYM FINANCIAL CORPORATION 12 - 2024-03-31 291,872 $4,340,000 -2,265
   Accel Wealth Management 13 - 2024-03-31 291,511 $4,335,000 35,931
   Cetera Investment Advisers 512 - 2023-12-31 303,767 $4,022,000 123,125
   Evergreen Wealth Management LLC 14 - 2024-03-31 261,606 $3,890,000 0
   ENVESTNET ASSET MANAGEMENT INC 2140 - 2023-12-31 257,263 $3,406,000 2,917
   ROYAL BANK OF CANADA 2194 - 2023-12-31 248,116 $3,285,000 -68,202
   BANK OF AMERICA CORP /DE/ 3247 - 2023-12-31 219,539 $2,907,000 -36,011
   Dynamic Advisors Solutions LLC 247 - 2024-03-31 194,680 $2,895,000 1,191
   OHE FINANCIAL INC 58 - 2023-12-31 186,036 $2,463,000 -55,049
   Golden State Equity Partners 38 - 2023-12-31 175,288 $2,321,000 -1,107
   Kestra Advisory Services LLC 739 - 2023-12-31 169,989 $2,251,000 43,512
   WELLS FARGO & CO/MN 2604 - 2024-03-31 127,443 $1,895,000 -912
   FOCUS FINANCIAL NETWORK INC /ADV 223 - 2023-12-31 138,911 $1,856,000 0
   PRINCIPAL SECURITIES INC. 291 - 2024-03-31 122,587 $1,823,000 6,325
   STIFEL FINANCIAL CORP 1746 - 2023-12-31 134,716 $1,784,000 -2,770
   M&T BANK CORP 747 - 2024-03-31 103,480 $1,539,000 7,900
   MML INVESTORS SERVICES LLC 1142 - 2023-12-31 114,621 $1,518,000 -11,803
   RAYMOND JAMES & ASSOCIATES 2340 - 2024-03-31 97,914 $1,456,000 11,091
   Avestar Capital LLC 101 - 2024-03-31 95,300 $1,426,000 38,000
   Parallel Advisors LLC 286 - 2024-03-31 93,459 $1,390,000 0
   BURNS WEALTH MANAGEMENT, INC. 249 - 2024-03-31 81,904 $1,218,000 -3,599
   Covenant Asset Management LLC 72 - 2024-03-31 81,532 $1,212,000 22,247
   C2C Wealth Management LLC 21 - 2024-03-31 73,925 $1,099,000 -2,821
   UBS Group AG 3361 - 2023-12-31 80,576 $1,067,000 -2,939
   Cornerstone Wealth Management LLC 203 - 2024-03-31 67,186 $999,000 -1,975
   Nelson Van Denburg & Campbell Wealth Management Gr 302 - 2024-03-31 62,500 $929,000 -202,000
   Samalin Investment Counsel LLC 61 - 2023-12-31 65,334 $865,000 17,189
   Goss Wealth Management LLC 1029 - 2023-12-31 60,623 $813,000 905
   Beacon Pointe Advisors LLC 740 - 2023-12-31 57,565 $762,000 -9,522
   Disciplined Investments LLC 64 *New 2024-03-31 50,000 $744,000 50,000
   HOLLENCREST SECURITIES LLC 171 - 2024-03-31 47,987 $714,000 10,000
   Atria Wealth Solutions Inc. 1015 - 2023-12-31 53,224 $711,000 -189
   NEUBERGER BERMAN GROUP LLC 1384 - 2023-12-31 50,210 $665,000 -1,500
   BDO Wealth Advisors LLC 157 - 2023-06-30 45,750 $641,000 -1,957
   BB&T CORP 1801 - 2023-12-31 48,446 $641,000 -38,747
   Sigma Planning Corp 662 - 2024-03-31 41,994 $624,000 27,565
   JANNEY MONTGOMERY SCOTT LLC 1800 - 2024-03-31 41,855 $622,000 2,150
   HIGHTOWER ADVISORS, LLC 2144 - 2024-03-31 38,505 $572,000 4,918
   Western Wealth Management LLC 337 - 2024-03-31 38,353 $570,000 -3,046
   Madison Wealth Partners Inc 62 - 2024-03-31 37,628 $560,000 145
   NWAM LLC 315 - 2024-03-31 38,222 $547,000 -3,871
   RAYMOND JAMES TRUST CO 697 - 2024-03-31 35,645 $530,000 0
   All Season Financial Advisors Inc. 61 - 2024-03-31 35,535 $528,000 2,158
   Semus Wealth Partners LLC 53 - 2024-03-31 32,812 $488,000 -3,114
   DAVIDSON D A & CO 957 - 2023-12-31 36,706 $486,000 7,456
   Ausdal Financial Partners Inc. 282 - 2024-03-31 31,772 $472,000 3,883
   GUGGENHEIM CAPITAL LLC 1476 - 2023-12-31 35,089 $465,000 -2,747
   Rockefeller Capital Management L.P. 1361 - 2023-12-31 34,634 $459,000 -7,395
   VERUS CAPITAL PARTNERS LLC 204 - 2024-03-31 30,477 $453,000 -2,132
   Sheaff Brock Investment Advisors LLC 287 - 2023-12-31 31,526 $417,000 6,000
   RSM US WEALTH MANAGEMENT LLC 465 - 2024-03-31 27,677 $412,000 -8,969
   Dodds Wealth LLC 40 - 2023-12-31 29,761 $394,000 0
   Integrity Financial Corp /WA 75 - 2024-03-31 26,019 $387,000 0
   GHE LLC 43 - 2024-03-31 25,350 $377,000 0
   MULTIFINANCIAL SECURITIES CORP 1287 *New 2023-12-31 28,137 $373,000 28,137
   Copperwynd Financial LLC 108 - 2024-03-31 24,503 $364,000 9,253
   Spire Wealth Management 619 - 2024-03-31 23,537 $350,000 6,910
   OPTIMUM INVESTMENT ADVISORS 137 - 2024-03-31 22,900 $341,000 300
   GSB Wealth Management LLC 174 - 2024-03-31 20,698 $308,000 550
   COMERICA BANK 2101 - 2023-12-31 21,898 $290,000 -3
   CENTAURUS FINANCIAL INC. 494 - 2023-12-31 21,929 $290,000 221
   Resources Investment Advisors Inc. 930 *New 2024-03-31 18,855 $280,000 18,855
   Strategic Financial Concepts LLC 241 - 2024-03-31 18,267 $272,000 4,800
   GILL CAPITAL PARTNERS LLC 95 - 2024-03-31 18,686 $267,000 0
   Wealth Alliance Advisory Group LLC 153 - 2024-03-31 17,847 $265,000 0
   PATRON PARTNERS ADVISORS LLC 144 *New 2024-03-31 17,639 $262,000 17,639
   ELEQUIN CAPITAL LP 91 *New 2023-12-31 19,175 $254,000 19,175
   CIBC WORLD MARKETS INC. 1026 - 2023-12-31 18,989 $251,000 379
   BEAM Asset Management LLC 95 - 2024-03-31 16,857 $251,000 422
   AE Wealth Management LLC 1783 - 2023-12-31 18,144 $250,000 -457
   J.W. COLE ADVISORS INC. 754 *New 2024-03-31 16,719 $249,000 16,719
   CAPTRUST FINANCIAL ADVISORS 2228 - 2023-12-31 18,800 $249,000 -45,182
   CREATIVE PLANNING 2232 - 2023-12-31 18,720 $248,000 18,410
   SpiderRock Advisors LLC 500 *New 2024-03-31 17,000 $247,000 17,000
   Sunbelt Securities Inc. 477 - 2024-03-31 16,243 $242,000 264
   H D Vest Advisory Services 1429 - 2024-03-31 15,951 $237,000 -1,625
   Prosperity Wealth Management Inc. 105 *New 2023-12-31 17,608 $233,000 17,608
   MARINER WEALTH ADVISORS, LLC 2583 - 2023-12-31 17,100 $226,000 -23,709
   MILLENNIUM MANAGEMENT LLC 3407 *New 2023-12-31 16,964 $225,000 16,964
   LEUCADIA NATIONAL CORP -- Notable Guru -- 953 *New 2023-12-31 16,710 $221,000 16,710
   Williams Jones Wealth Management LLC. 477 - 2024-03-31 14,030 $209,000 0
   TD Waterhouse Canada Inc. 761 - 2024-03-31 14,000 $208,000 0
   SFI Advisors LLC 73 - 2023-12-31 15,618 $207,000 0
   Collaborative Wealth Managment Inc. 161 - 2024-03-31 13,676 $203,000 -1,578
   HB Wealth Management LLC 795 - 2024-03-31 13,290 $198,000 0
   LINCOLN NATIONAL CORP 1135 - 2024-03-31 13,074 $194,000 282
   NBC SECURITIES INC. 763 - 2024-03-31 13,107 $194,000 0
  100 Records found
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