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 | 02/11/2026 | 2.66 M | $34.27 M | -4.26% | 1.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 2.59 M | $33.39 M | 10.16% | 1.46% |
| MORGAN STANLEY | 02/13/2026 | 2.52 M | $32.47 M | -2.99% | 1.42% |
| XML FINANCIAL, LLC | 02/11/2026 | 1.60 M | $20.60 M | 3.45% | 0.90% |
| 02/03/2026 | 1.53 M | $19.71 M | 100.00% | 0.86% | |
| INVESCO LTD. | 02/19/2026 | 1.32 M | $17.09 M | 6.77% | 0.75% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.24 M | $16.03 M | 100.00% | 0.70% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.12 M | $14.45 M | 3.79% | 0.63% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 949.09 K | $12.24 M | 100.00% | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 816.48 K | $10.53 M | 5.81% | 0.46% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 785.84 K | $10.14 M | 10.36% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 781.20 K | $10.08 M | 8.95% | 0.44% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 630.87 K | $8.14 M | 6.94% | 0.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 627.24 K | $8.09 M | 209.61% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 584.29 K | $7.54 M | -25.84% | 0.33% |
| ROYAL BANK OF CANADA | 02/17/2026 | 584.07 K | $7.54 M | 15.56% | 0.33% |
| ACCEL WEALTH MANAGEMENT | 01/20/2026 | 502.58 K | $6.48 M | 6.84% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 498.64 K | $6.43 M | 1.57% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 496.06 K | $6.40 M | -22.89% | 0.28% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 449.14 K | $5.79 M | 7.69% | 0.25% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 448.92 K | $5.79 M | 38.76% | 0.25% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 410.70 K | $5.30 M | 88.43% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 403.58 K | $5.21 M | 34.91% | 0.23% |
| EVERGREEN WEALTH MANAGEMENT, LLC | 02/06/2026 | 352.23 K | $4.54 M | 4.57% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 351.57 K | $4.54 M | -47.13% | 0.20% |
| JANE STREET GROUP, LLC | 02/12/2026 | 348.33 K | $4.49 M | 203.39% | 0.20% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 278.70 K | $3.60 M | 3.63% | 0.16% |
| MAREX GROUP PLC | 02/12/2026 | 271.90 K | $3.51 M | 100.00% | 0.15% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 223.86 K | $2.89 M | 23.00% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 196.06 K | $2.53 M | 95.24% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 188.61 K | $2.43 M | -66.08% | 0.11% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 179.74 K | $2.32 M | -1.51% | 0.10% |
| GOLDEN STATE EQUITY PARTNERS | 01/29/2026 | 175.85 K | $2.27 M | 0.47% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 169.05 K | $2.18 M | 3.67% | 0.10% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 166.43 K | $2.15 M | 22.02% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 162.38 K | $2.09 M | 1.28% | 0.09% |
| ZULLO INVESTMENT GROUP, INC. | 01/26/2026 | 140.03 K | $1.81 M | -12.69% | 0.08% |
| XTX TOPCO LTD | 02/17/2026 | 134.12 K | $1.73 M | 100.00% | 0.08% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 02/19/2026 | 127.10 K | $1.64 M | 1.67% | 0.07% |
| COVENANT ASSET MANAGEMENT, LLC | 01/30/2026 | 122.67 K | $1.58 M | 5.01% | 0.07% |
| UMB BANK, N.A. | 02/13/2026 | 99.00 K | $1.28 M | 0.00% | 0.06% |
| NBT BANK N A /NY | 01/23/2026 | 98.40 K | $1.27 M | 0.00% | 0.06% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 02/12/2026 | 97.41 K | $1.26 M | 13.97% | 0.06% |
| MARINER, LLC | 02/13/2026 | 97.21 K | $1.25 M | 36.63% | 0.05% |
| C2C WEALTH MANAGEMENT, LLC | 01/21/2026 | 94.70 K | $1.22 M | 8.11% | 0.05% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 89.23 K | $1.15 M | 0.56% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 88.32 K | $1.14 M | 100.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 88.20 K | $1.14 M | 7.81% | 0.05% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 87.35 K | $1.13 M | 374.74% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 87.01 K | $1.12 M | -23.78% | 0.05% |
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PIMCO Corporate & Income Opportunity Fund institutional Ownership - FAQ's
During the previous two years, 299 institutional investors and hedge funds held shares of PIMCO Corporate & Income Opportunity Fund. The most heavily invested institutionals were:
LPL Financial LLC: 2.66 M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 2.59 M
MORGAN STANLEY: 2.52 M
XML Financial, LLC: 1.6 M
Invesco Ltd.: 1.32 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.24 M
17.78% of PIMCO Corporate & Income Opportunity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.90 M shares in the last 24 months. This purchase volume represents approximately $447.41 M in transactions.