We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
126
EverSource Wealth Advisors
Alabama
$30.8K – – –
WB
127
Webster Bank
Connecticut
$30.8K – – –
Bartlett & Co Wealth Management
128
Bartlett & Co Wealth Management
Ohio
$28.2K – – –
AF
129
Advisornet Financial
Minnesota
$28K – – –
Bartlett & Co
130
Bartlett & Co
Ohio
$28K – – –
MRCM
131
M&R Capital Management
New Jersey
$28K – – –
NCM
132
Northwest Capital Management
Oregon
$28K +$25.9K +2,000 New
PGAM
133
Princeton Global Asset Management
New Jersey
$21K +$246 +19 +1%
SouthState Corp
134
SouthState Corp
Florida
$19.5K – – –
AWM
135
AllSquare Wealth Management
New York
$15.2K – – –
CA
136
Crewe Advisors
Utah
$11.9K – – –
TF
137
Tompkins Financial
New York
$11.9K – – –
RCM
138
Raleigh Capital Management
North Carolina
$11.8K +$1.04K +80 +11%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
SWA
140
SOA Wealth Advisors
New York
$9.8K – – –
TWM
141
Tradition Wealth Management
Minnesota
$8K – – –
Baker Avenue Asset Management
142
Baker Avenue Asset Management
California
$7K – – –
Global Retirement Partners
143
Global Retirement Partners
California
$3.24K -$3.5K -270 -54%
BCMLT
144
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59K – – –
CAS
145
Coppell Advisory Solutions
Texas
$2.32K +$2.18K +168 New
HI
146
Hoey Investments
Pennsylvania
$2.11K – – –
TFA
147
Toth Financial Advisory
Virginia
$1.57K – – –
Gradient Investments
148
Gradient Investments
Minnesota
$1.2K -$3.19K -246 -74%
CMP
149
Coston McIsaac & Partners
Maine
$1K +$415 +32 +38%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$42 -$21.5K -1,661 -100%