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PIMCO Corporate & Income Opportunity Fund
PTY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 32.6 M +USD 1.9 M +133,026 +6%
LPL Financial
2
LPL Financial
California
USD 29.1 M +USD 1.76 M +123,269 +6%
XML Financial
3
XML Financial
Maryland
USD 20.2 M +USD 1.32 M +92,709 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
USD 16.7 M +USD 6.33 M +442,988 +62%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 14.3 M -USD 1.44 M -100,487 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 13.2 M +USD 855 k +59,859 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 9.32 M +USD 1.26 M +88,526 +16%
PFG Investments
8
PFG Investments
New York
USD 8.89 M -USD 55 k -3,850 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 7.69 M +USD 92.3 k +6,460 +1%
Bank of America
10
Bank of America
North Carolina
USD 7.61 M +USD 424 k +29,664 +6%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 7.55 M +USD 888 k +62,177 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
USD 6.62 M +USD 262 k +18,350 +4%
Axxcess Wealth Management
13
Axxcess Wealth Management
California
USD 6.14 M -USD 1.13 M -78,865 -16%
Concourse Financial Group Securities
14
Concourse Financial Group Securities
Alabama
USD 6.07 M +USD 352 k +24,604 +6%
Private Advisor Group
15
Private Advisor Group
New Jersey
USD 5.91 M +USD 809 k +56,620 +16%
Accel Wealth Management
16
Accel Wealth Management
Iowa
USD 5.28 M +USD 719 k +50,339 +16%
Wells Fargo
17
Wells Fargo
California
USD 4.22 M +USD 1.21 M +84,404 +40%
SYM Financial Corp
18
SYM Financial Corp
Indiana
USD 4.2 M – – –
Evergreen Wealth Management
19
Evergreen Wealth Management
Michigan
USD 4.19 M +USD 422 k +29,550 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 3.83 M +USD 67.2 k +4,701 +2%
Truist Financial
21
Truist Financial
North Carolina
USD 3.52 M -USD 340 k -23,760 -9%
Strategic Wealth Partners
22
Strategic Wealth Partners
Ohio
USD 3.2 M +USD 52 k +3,637 +2%
Kestra Advisory Services
23
Kestra Advisory Services
Texas
USD 3.11 M -USD 1.83 k -128 -0.1%
Dynamic Advisor Solutions
24
Dynamic Advisor Solutions
Arizona
USD 3.02 M +USD 90.7 k +6,347 +3%
Golden State Equity Partners
25
Golden State Equity Partners
California
USD 2.51 M -USD 98.9 k -6,923 -4%
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