We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$116K
PTC
102
Private Trust Company
Ohio
$115K +$132K +9,193 New
GWM
103
Geneos Wealth Management
Colorado
$111K
BONH
104
Bank of New Hampshire
New Hampshire
$110K
BAM
105
Belpointe Asset Management
Nevada
$104K -$2.29K -160 -2%
OIA
106
Optimum Investment Advisors
Illinois
$100K
JMF
107
Johnson Midwest Financial
Iowa
$84K +$272 +19 +0.3%
WT
108
Whittier Trust
California
$83K
DTIM
109
Danda Trouve Investment Management
Kansas
$80K
HIA
110
Harbor Investment Advisory
Maryland
$76K
AF
111
Allworth Financial
California
$63K
AIP
112
Ahrens Investment Partners
Louisiana
$59K +$48.7K +3,400 +262%
FWM
113
Focused Wealth Management
New York
$57K
SWA
114
Sutton Wealth Advisors
Florida
$56.8K +$65K +4,543 New
BCWM
115
Bartlett & Co Wealth Management
Ohio
$56.2K
BC
116
Bartlett & Co
Ohio
$56K
OC
117
Oakworth Capital
Alabama
$49K
CA
118
CoreCap Advisors
Michigan
$47K +$53.2K +3,720 New
FIA
119
FNY Investment Advisers
New York
$40K
AA
120
AlphaMark Advisors
Kentucky
$37K +$987 +69 +2%
BBHC
121
Brown Brothers Harriman & Co
New York
$31K
VCM
122
Versant Capital Management
Arizona
$31K
MRCM
123
M&R Capital Management
New Jersey
$25K
SC
124
SouthState Corp
Florida
$25K +$8.94K +625 +45%
AW
125
ACG Wealth
Georgia
$19K +$21.8K +1,526 New