PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TF
151
Tompkins Financial
New York
$11.3K – – –
HWA
152
Heritage Wealth Advisors
Virginia
$10.9K +$10.8K +820 New
MFT
153
Moisand Fitzgerald Tamayo
Florida
$9.86K – – –
SWA
154
SOA Wealth Advisors
New York
$9.27K – – –
Bessemer Group
155
Bessemer Group
New Jersey
$9K – – –
FWM
156
Focused Wealth Management
New York
$7.85K -$51.7K -3,931 -87%
TWM
157
Tradition Wealth Management
Minnesota
$7K – – –
BWM
158
Baystate Wealth Management
Massachusetts
$6.68K +$6.62K +504 New
UB
159
UMB Bank
Missouri
$6.62K – – –
CMP
160
Coston McIsaac & Partners
Maine
$4K +$2.34K +178 +115%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K – – –
JP Morgan Chase
163
JP Morgan Chase
New York
$2.24K +$2.22K +169 New
FMP
164
Financial Management Professionals
Texas
$2K – – –
HI
165
Hoey Investments
Pennsylvania
$2K – – –
TFA
166
Toth Financial Advisory
Virginia
$1.48K – – –
GI
167
Gradient Investments
Minnesota
$1.14K – – –
TCM
168
Tradewinds Capital Management
Washington
$146 -$131 -10 -48%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$53 +$39 +3 +300%
PI
170
PFG Investments
New York
– -$20.4M -1,560,709 Closed
FAIM
171
Financial Advocates Investment Management
Washington
– -$3.64M -278,134 Closed
IAIM
172
International Assets Investment Management
Florida
– -$939K -75,910 Closed
CAC
173
Certified Advisory Corp
Florida
– -$284K -21,692 Closed
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
– -$251K -19,236 Closed
AI
175
AXS Investments
New York
– -$176K -13,495 Closed