PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
226
Readystate Asset Management
Illinois
– -$849K -70,430 Closed
VF
227
Virtu Financial
New York
– -$467K -38,745 Closed
RWM
228
RMG Wealth Management
Wisconsin
– -$437K -36,308 Closed
WIA
229
World Investment Advisors
California
– -$383K -31,792 Closed
Lido Advisors
230
Lido Advisors
California
– -$373K -30,952 Closed
BAM
231
Belpointe Asset Management
Nevada
– -$302K -25,000 Closed
Northern Trust
232
Northern Trust
Illinois
– -$294K -24,357 Closed
WCL
233
Wealth Care LLC
Florida
– -$278K -23,062 Closed
IFWM
234
Institute for Wealth Management
Colorado
– -$202K -16,736 Closed
LFAS
235
Level Four Advisory Services
Texas
– -$134K -11,134 Closed
IAS
236
Integrity Advisory Solutions
Texas
– -$128K -10,615 Closed
T
237
Tableaux
Massachusetts
– -$124K -10,319 Closed
OCM
238
Osbon Capital Management
Massachusetts
– -$108K -8,987 Closed
HIC
239
Hamrick Investment Counsel
Washington
– -$36.5K -3,000 Closed
MCM
240
MAI Capital Management
Ohio
– -$36.2K -3,000 Closed
Jones Financial Companies
241
Jones Financial Companies
Missouri
– -$23.4K -2,000 Closed
MSFP
242
Mark Sheptoff Financial Planning
Connecticut
– -$15K -1,228 Closed
FFO
243
Fortitude Family Office
Arizona
– -$8.44K -700 Closed
BHWM
244
Beaird Harris Wealth Management
Texas
– -$5.73K -475 Closed
LAS
245
Lloyd Advisory Services
Georgia
– -$5.42K -449 Closed
ASN
246
Advisory Services Network
Georgia
– -$3.65K -303 Closed
GWM
247
Geneos Wealth Management
Colorado
– -$3.02K -250 Closed
SIS
248
Sound Income Strategies
Florida
– -$2.75K -226 Closed
S
249
SignatureFD
Georgia
– -$2.41K -200 Closed